Time to reset economy

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Time to reset economy

Manas Chakravarty

Group Consulting Editor

Moneycontrol

Flash PMI data for January show green shoots in global economy

ECONOMY

Flash PMI data for January show green shoots in global economy

The US-China trade deal and hopes of a better Brexit deal lead to rebound

The aim of this Budget should be to restore confidence

ECONOMY

The aim of this Budget should be to restore confidence

We need a new vision for the economy, a new direction, like we had in the  1991 Union Budget

Moneycontrol Pro Weekender | Waiting for Sitharaman

BUSINESS

Moneycontrol Pro Weekender | Waiting for Sitharaman

Budget 2020 comes at a time of crisis for the Indian economy. What is needed is inspired out-of-the-box thinking. Will Nirmala Sitharaman rise to the occasion, thus ensuring a place for her in the history books?

Bank of America fund manager survey: global tail risk shifts from trade war to US elections

ECONOMY

Bank of America fund manager survey: global tail risk shifts from trade war to US elections

Markets irrationally bullish, but not yet euphoric

IMF predicts Indian economy bounce in FY21, but how accurate are its forecasts?

ECONOMY

IMF predicts Indian economy bounce in FY21, but how accurate are its forecasts?

Easy financial conditions are providing the liquidity for a market rally based on the expectation that the worst is over and better times lie ahead

Data show the credit crunch is at the root of the current slowdown

ECONOMY

Data show the credit crunch is at the root of the current slowdown

The flow of financial resources to the commercial sector, as a percentage of Gross Value Added, has fallen sharply

Moneycontrol Pro Weekender: Buy the rumour, buy the news?

BUSINESS

Moneycontrol Pro Weekender: Buy the rumour, buy the news?

Market consensus estimates are as usual bullish, forecasting earnings growth of 26 percent in FY21 and 15 percent in FY22 for the Nifty.

What the World Bank has to say about low Indian productivity

ECONOMY

What the World Bank has to say about low Indian productivity

Labour productivity in India is 27 percent of the average in emerging economies, which in turn is less than one-fifth of the average in developed economies

Rising inflation takes rate cuts off the table

ECONOMY

Rising inflation takes rate cuts off the table

It’s up to the Union Budget now---an extraordinary slowdown calls for special measures

The need for a willing suspension of disbelief of IIP data

ECONOMY

The need for a willing suspension of disbelief of IIP data

How Mild Steel Slabs rescued the Index of Industrial Production

Moneycontrol Pro Weekender: All is well

BUSINESS

Moneycontrol Pro Weekender: All is well

There are some signs that the worst of the slowdown is over. The Global Composite PMI, which considers both the manufacturing and services sectors, came in at an eight-month high in December 2019

The one chart to rule the markets

ECONOMY

The one chart to rule the markets

What the World Bank’s chart of global financing conditions tells us about stock market returns

World Bank forecasts a shallow and prolonged recovery for India

ECONOMY

World Bank forecasts a shallow and prolonged recovery for India

Even in 2021-22, India’s GDP growth will be much lower than that notched up in 2018-19

Six questions from the government’s growth estimate for 2019-20

ECONOMY

Six questions from the government’s growth estimate for 2019-20

Growth in GDP at current prices at 7.5 percent is the lowest since 1975-76

Five lessons from India’s sustainable development scores

ECONOMY

Five lessons from India’s sustainable development scores

The scores for poverty and hunger have worsened, but where the government has pushed the agenda, much progress has been made

Moneycontrol Pro Weekender: Brave New World

BUSINESS

Moneycontrol Pro Weekender: Brave New World

We had monetary stimulus, market highs, an underlying fragility caused by a global economy barely able to keep its head above water and rising geopolitical risk -- all in the first few days of the New Year. Things be better in India too.

A wake-up call from a friend of India

ECONOMY

A wake-up call from a friend of India

The economy is too fragile to be burdened with a disruptive programme such as the NRC

What’s different about the fiscal deficit this year

ECONOMY

What’s different about the fiscal deficit this year

Gross tax collections till November this fiscal year have gone up by a mere 0.8 percent, the lowest since 2009-10

At the end of 2019, no sign of a bounce in the bank credit data

ECONOMY

At the end of 2019, no sign of a bounce in the bank credit data

Bank credit outstanding to micro and small industries was lower in November 2019 than in December 2017

Faced with a credit crunch at home, firms turn overseas for funds

ECONOMY

Faced with a credit crunch at home, firms turn overseas for funds

RBI data show that almost two-thirds of the flow of funds to businesses in the first half of the current fiscal year came from abroad

Moneycontrol Pro Weekender: As good as it gets

BUSINESS

Moneycontrol Pro Weekender: As good as it gets

A Santa rally is in the making due to events on the global stage. But the global cheers is not matched by similar optimism in India.

Book Review | How the elephant can learn to dance with the dragon

BUSINESS

Book Review | How the elephant can learn to dance with the dragon

What Xi Jinping really thinks about economics

ECONOMY

What Xi Jinping really thinks about economics

The key message: While China, as well as other developing nations, must learn and seek help from economic theories that originate in the West, these theories must be adapted to specific national conditions.

Arvind Subramanian and India’s Four Balance Sheet problem

ECONOMY

Arvind Subramanian and India’s Four Balance Sheet problem

Arvind Subramanian’s latest Harvard University paper says the Indian economy is trapped in a vicious circle, as stress in the corporate and financial sectors are feeding on each other, driving the economy downwards

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