WORLD
An aggressive China believes its time has come
The central geopolitical rivalry of our time is between a rising China and a US past its prime; India is firmly in the US camp
BUSINESS
Global economic growth in recent decades has relied on a rising tide of debt
BUSINESS
The sharp fall in unemployment raises hopes of a quick recovery
BUSINESS
What lies beneath the wholesale price deflation in May 2020
Worries about deflation for the manufacturing sector may be misplaced
BUSINESS
The message for the markets from the US Fed
The markets were looking for confirmation whether their belief in a V-shaped recovery for the US economy would be echoed by the Fed. Powell's Freudian slip says it all.
BUSINESS
Are forecasters predicting a V-shaped rebound for the Indian economy?
Standard & Poor’s sees consumption driving the recovery
BUSINESS
World Bank: Worst recession since Second World War
Although a moderate recovery is forecast for 2021, output is not expected to return to its previously expected levels
BUSINESS
Unemployment fell in July 2018-June 2019, but not for all social groups
BUSINESS
We have been on the road to ‘Atmanirbhar Bharat’ for many years now
Merchandise imports and exports as a proportion of GDP have been falling for years.
BUSINESS
Average all-India salaries were lower in April-June 2019 from a year ago
As many as 69.5 percent of salaried workers in non-agricultural enterprises have no written contracts; 53.8 percent have no paid leave
BUSINESS
Who is right about demand coming back -- Chetan Ghate or Janak Raj?
The debate is about which will come back faster—demand or supply
BUSINESS
RBI survey shows collapse in consumer confidence
Almost half of those surveyed said they expect job prospects to worsen in the year ahead
BUSINESS
Moody's India downgrade was expected. It should have little impact
The credit rating agency has made a reference to weaker institutions and governance. The government should take note.
BUSINESS
Agriculture and government spending have propped up growth in the last two quarters
Growth in the non-farm private sector was 2 percent even in the December 2019 quarter.
BUSINESS
The economy was sick long before COVID-19 struck; the lockdown sent it to the ICU
The coronavirus crisis will worsen India’s Four Balance Sheet problem.
MARKETS
The IMF on what pushes portfolio flows to emerging markets
Covid 19 will mean lower inflows into emerging markets bonds and equities
ECONOMY
Could inequality provide an unexpected support for consumption?
The relatively well-off have a disproportionately high share of consumption
MARKETS
Why risk-on sentiment is back in the markets
Markets are merely following an explosive rise in central bank assets
ECONOMY
Why the migrant worker exodus is not a failure of the system
The grimy underbelly of the Indian economy is now bared for all of us to see.
MARKETS
How much juice is left in the global stocks rally?
Bank of America survey of global fund managers finds Healthcare and Technology remain the choices for global investors
ECONOMY
Reform cheer won’t offset fiscal fear
‘Whatever it takes’ is off the table
ECONOMY
Could this be Modi’s 1991 moment?
There is great disorder under Heaven, the situation is excellent
ECONOMY
The takeaways from the chief economic adviser’s estimate of 2 percent growth this year
All estimates, including the CEA’s, are far worse than the RBI Financial Stability Report’s GDP growth forecast under its severe stress scenario in the first half of FY 21
ECONOMY
Indian firms’ cash buffers are among the lowest in the world
BIS says around 60 percent of Indian companies may not be able to cover their interest costs and operating expenses this year even with 100 percent debt rollovers
