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Manas Chakravarty

Group Consulting Editor, Moneycontrol

GDP is growing. So, why isn't industry?

BUSINESS

GDP is growing. So, why isn't industry?

Eight years of solid GDP growth, and consumer goods production has barely moved---something doesn't add up 

Every Day is April Fools' Day

BUSINESS

Every Day is April Fools' Day

Sources very far from the US President have leaked his April Fools' Day address to the nation

Fed Fund Futures are pricing in an Iran war that lingers

BUSINESS

Fed Fund Futures are pricing in an Iran war that lingers

The Fed Funds Futures market has gone from pricing in cuts to warning of hikes in a single month

State Elections: Which ones are doing well on the jobs front?

BUSINESS

State Elections: Which ones are doing well on the jobs front?

Which poll-bound state has the highest unemployment, which has the best job quality and which ones have shown the most improvement? 

Data Story: The cracks beneath the growth -- India’s structural jobs mismatch

BUSINESS

Data Story: The cracks beneath the growth -- India’s structural jobs mismatch

New data lays bare a decades-old problem: India's most productive sectors employ the fewest people, and the window to rebalance is narrowing

Moneycontrol Pro Weekender | An Entirely Reassuring Account of the War on Iran

BUSINESS

Moneycontrol Pro Weekender | An Entirely Reassuring Account of the War on Iran

It's such a blessing that, amid all the murder and mayhem, the US has a President laser-focused on keeping the 10-year Treasury note yield below 4.5%

Middle-East war triggers early stagflation signals across the global economy

BUSINESS

Middle-East war triggers early stagflation signals across the global economy

March's flash PMI surveys across several major economies show a world grappling with slowing growth and surging costs

Quick Take | March Flash PMI: India's economy takes a hit, but companies see it as temporary

BUSINESS

Quick Take | March Flash PMI: India's economy takes a hit, but companies see it as temporary

The first macro reading since the Iran war shows an economy still expanding, yet beneath the surface, manufacturing is cooling sharply and firms are absorbing a four-year high in cost pressures on the assumption that the disruption will be short-lived

India: No country for graduates

BUSINESS

India: No country for graduates

A new report from Azim Premji University underlines the sad story behind India's economic miracle: it hasn’t learned how to create enough good jobs

Moneycontrol Pro Weekender | The Middle-East burns; the world pays

BUSINESS

Moneycontrol Pro Weekender | The Middle-East burns; the world pays

The Iran War and the return of strategic commodities

BUSINESS

The Iran War and the return of strategic commodities

The war with Iran is accelerating a global shift towards strategic stockpiling of oil, metals and minerals, turning commodities into instruments of national power

Uncle Sam’s Arsenal: Profiting from a world on edge

BUSINESS

Uncle Sam’s Arsenal: Profiting from a world on edge

SIPRI’s latest fact sheet on the global arms trade confirms that the United States is the undisputed kingpin of the global arms bazaar

State of Affairs: From managed disorder to systemic shock cascade

BUSINESS

State of Affairs: From managed disorder to systemic shock cascade

The Finance Ministry’s latest review warns that a dangerous global scenario once considered unlikely may now be unfolding

Moneycontrol Pro Weekender | Will this war follow the old playbook?

BUSINESS

Moneycontrol Pro Weekender | Will this war follow the old playbook?

With the Strait of Hormuz closed, Gulf states attacked, and regime change in play, markets are testing whether history's quick rebounds still hold, or if the script is being rewritten

Key trends in sectoral shares and demand drivers in the new GDP series

ECONOMY-2

Key trends in sectoral shares and demand drivers in the new GDP series

MoSPI's new GDP series (base 2022-23) paints a picture of incremental structural transformation: rising industry (led by manufacturing), resilient services, falling agricultural share, and gradual shift from consumption to investment-led growth, albeit amid rising discrepancies

Moneycontrol Pro Weekender | New GDP numbers, new economy

BUSINESS

Moneycontrol Pro Weekender | New GDP numbers, new economy

The manufacturing recovery, flagged in the Q3 corporate results, has shown up in the data as expected

IMF Staff’s Verdict on US Economy: A sugar rush with a bitter aftertaste

BUSINESS

IMF Staff’s Verdict on US Economy: A sugar rush with a bitter aftertaste

Beneath the surface of robust 2026 GDP forecasts, the IMF has issued a stark warning: US policy is boosting the rich, punishing the poor, and eroding the nation’s fiscal credibility

Decoding Economics: Dallas Fed data reveal why AI is replacing young workers while turbocharging veterans

BUSINESS

Decoding Economics: Dallas Fed data reveal why AI is replacing young workers while turbocharging veterans

A bombshell Dallas Fed report reveals AI is simultaneously creating a wage boom for experienced workers while slamming the door shut on the young

Why are markets buoyant despite uncertainty indices surging to record highs?

BUSINESS

Why are markets buoyant despite uncertainty indices surging to record highs?

Despite global and US uncertainty indices reaching unprecedented peaks in early 2026 amid trade-policy volatility, equity markets remain buoyant as investors bet heavily on continued supportive monetary easing from the Fed and pro-growth fiscal stimulus from the government to overpower near-term fog

Corporate earnings signal manufacturing surge ahead of Friday's GDP reboot

BUSINESS

Corporate earnings signal manufacturing surge ahead of Friday's GDP reboot

RBI data show double-digit Q3 sales growth by the private non-financial corporate sector, led by manufacturing's best showing in nearly three years, setting the stage for a potentially strong GDP print as the new series with the 2022-23 base debuts on February 27

TRUMP issues sweeping TYPOGRAPHY EXECUTIVE ORDER in response to Supreme Court ruling, VOWS America will 'Type its way to GREATNESS'

DONALD-TRUMP

TRUMP issues sweeping TYPOGRAPHY EXECUTIVE ORDER in response to Supreme Court ruling, VOWS America will 'Type its way to GREATNESS'

'Italics Are a Weak and Sloping Font. Everyone Knows This'

Data Story: The message from the Flash PMIs for investors

BUSINESS

Data Story: The message from the Flash PMIs for investors

Five major flash PMI releases this week paint a striking picture of a world that is growing faster outside the US than within it — with Europe recovering, Japan accelerating, India booming, and America cooling

Moneycontrol Pro Weekender | All that is solid melts into air

BUSINESS

Moneycontrol Pro Weekender | All that is solid melts into air

AI power lies not just in its intelligence, but in its speed -- and that speed is disrupting everything

Foreign holdings of US Treasuries continue to rise, but China and India are diversifying

BUSINESS

Foreign holdings of US Treasuries continue to rise, but China and India are diversifying

A $652 billion surge in foreign holdings of US Treasury securities in 2025 looks like a ringing endorsement of the dollar, but China and India have been selling

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