Manas Chakravarty

Group Consulting Editor

Moneycontrol

Moneycontrol Pro Weekender | A challenge for central banks

BUSINESS

Moneycontrol Pro Weekender | A challenge for central banks

The worry for some is the inflationary consequences of the torrent of liquidity in the system

The Indian bond market is having its very own taper tantrum

BUSINESS

The Indian bond market is having its very own taper tantrum

RBI’s massive balance sheet expansion in the last one year has ground to a halt in the last three months 

Moneycontrol Pro Weekender | “Let’s get rich, stocks only goin’ up, never shrinkin’” 

BUSINESS

Moneycontrol Pro Weekender | “Let’s get rich, stocks only goin’ up, never shrinkin’” 

A Bank of America survey shows cash levels with fund managers are at the lowest since March 2013, allocation to equities is at its second highest level ever since the survey started and emerging markets continue to be the investor favourites

Moneycontrol Pro Weekender | The reflation trade

BUSINESS

Moneycontrol Pro Weekender | The reflation trade

Inflation undercurrents remain globally, but in India, the premium is on growth

Why PM Modi's private sector defence is a watershed in India’s political economy

BUSINESS

Why PM Modi's private sector defence is a watershed in India’s political economy

The government no longer thinks it’s necessary to camouflage reforms. That is a momentous change

Nature’s revenge

POLITICS

Nature’s revenge

Since the power and pelf lie on the side of the developers, a blind eye is often turned to environmental concerns

What the January RBI surveys tell us about the strength of the economic recovery

BUSINESS

What the January RBI surveys tell us about the strength of the economic recovery

A majority of urban consumers say their incomes and jobs have suffered in the past year

Moneycontrol Pro Weekender | Full steam ahead

BUSINESS

Moneycontrol Pro Weekender | Full steam ahead

Both the government and the RBI are going great lengths to kickstart investment demand in the economy with a slew of measures

January PMI shows sustained improvement in Indian economy

BUSINESS

January PMI shows sustained improvement in Indian economy

Input costs are rising and the Monetary Policy Committee will have to take that into account, together with the high fiscal deficit

How the post-pandemic Budget compares to the post-financial crisis one

BUSINESS

How the post-pandemic Budget compares to the post-financial crisis one

A startling coincidence is that both the Budgets aimed for a fiscal deficit of 6.8 percent of GDP

No ifs and buts: Budget 2021 sets clear growth goals

BUSINESS

No ifs and buts: Budget 2021 sets clear growth goals

Budget 2021 underlines government’s business-friendly ideology. In Nirmala Sitharaman, we have our own Ronald Reagan and Margaret Thatcher.

What does government spending in the first nine months of FY21 tell us about its priorities?

BUSINESS

What does government spending in the first nine months of FY21 tell us about its priorities?

There is likely to be a rejig of government spending in FY22

Moneycontrol Pro Weekender | Casino Capitalism

BUSINESS

Moneycontrol Pro Weekender | Casino Capitalism

The GameStop saga has cast spotlight on the casino economy, long propped up by governments and central banks

For the Economic Survey, growth is the panacea for a variety of ills

BUSINESS

For the Economic Survey, growth is the panacea for a variety of ills

The Survey calls for a higher fiscal deficit, which will lead to higher growth, thereby keeping the debt to GDP ratio down. It says the government shouldn’t bother about what the rating agencies think in this regard. And finally, it says that growth is the best friend of all sections of society, including the poor

What the longevity of British India Corporation tells us about government lethargy

BUSINESS

What the longevity of British India Corporation tells us about government lethargy

Some facts are stranger than fiction, especially when they are about zombie PSUs.

Moneycontrol Pro Weekender | A touch of vertigo

BUSINESS

Moneycontrol Pro Weekender | A touch of vertigo

Investors lapped up the Sensex kissing 50,000, but then woke up to the ground realities that face them

RBI says India will have a ‘glorious summer’

BUSINESS

RBI says India will have a ‘glorious summer’

RBI report on state of economy asks whether the Union Budget could be a game changer

Book Review | The dirty underbelly of Indian development

BUSINESS

Book Review | The dirty underbelly of Indian development

The picture the author paints is at wide variance with the image we have of India as a vibrant emerging power

Budget 2021: Look beyond the fiscal deficit

BUSINESS

Budget 2021: Look beyond the fiscal deficit

The government has been supporting the economy for years with high deficits, much before the pandemic

Moneycontrol Pro Weekender | Is RBI too pessimistic about banks?

BUSINESS

Moneycontrol Pro Weekender | Is RBI too pessimistic about banks?

A more productive approach would be to factor in the RBI’s concerns and take steps to strengthen the balance sheet of banks

Will a high fiscal deficit in 2021-22 lead to inflation?

BUSINESS

Will a high fiscal deficit in 2021-22 lead to inflation?

Core inflation continued to be sticky in December. As the recovery gathers strength, inflationary pressures may rise, if the government boosts consumption in the Budget

Moneycontrol Pro Weekender | A surreal start to the New Year

BUSINESS

Moneycontrol Pro Weekender | A surreal start to the New Year

The markets shrugged off the Capitol Hill siege with contempt, racing to fresh highs, as the Democrats bagged the two Senate seats in Georgia

Central Statistics Office estimates show government consumption to prop up GDP in second half

BUSINESS

Central Statistics Office estimates show government consumption to prop up GDP in second half

The sectors estimated to show the highest growth in the second half are ‘financing, insurance, real estate and business services’ and ‘electricity, gas, water supply and other utility services’, both forecast to grow by 7.1 percent year-on-year

A revolutionary proposal to the Finance Minister for the Union Budget 2021

BUSINESS

A revolutionary proposal to the Finance Minister for the Union Budget 2021

I would like to propose a deeper, more meaningful, far more fundamental reform, one that would leave an indelible mark on budget-making for all time to come

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