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
ECONOMY
How the lockdown affects different classes
For the urban poor, it’s not a choice between lives and livelihoods---both are equally at risk.
INFOGRAPHIC
From risk aversion to risk phobia
Bank investments in government securities has soared
ECONOMY
Is fear of rupee depreciation holding back a fiscal stimulus?
A Bank of America report analyses whether monetary easing will lead to systemic risk in emerging markets
ECONOMY
Flash PMIs point to enormous cost of lockdowns
The March numbers had provided a glimpse of how bad things were, but the April data can only be described as horrific.
ECONOMY
A flight to the safety of bank term deposits
There has also been a jump in currency holdings with the public
ECONOMY
Should India worry about its fiscal deficit increasing when its economy is staring into the abyss?
Moody’s says policy space is constrained for countries with existing fiscal challenges
MARKETS
The one chart that shows why stocks rebounded
The correlation between central bank assets and stock prices is back on track
ECONOMY
The IMF's baffling fiscal deficit forecast for India
The IMF projects no change in fiscal deficit in India in 2020-21
MARKETS
Bank of America global fund manager survey for April shows peak pessimism, indicating a bounce
Allocation to emerging markets has room to fall further
ECONOMY
IMF predicts V-shaped recovery in 2021
But this year, the world must brace for the biggest recession since the Great Depression
ECONOMY
IIF says Indian economy will shrink in 2020-21
Capital inflows may recover in the second half of 2020
ECONOMY
RBI: A spectre is haunting India -- the spectre of Covid-19
Forget forecasting, even compiling inflation numbers for the next few months could be challenging
ECONOMY
How soon will the economy recover after the lockdown ends?
We already have a huge natural experiment going on in China, as the lockdown is lifted there
ECONOMY
RBI industrial survey shows conditions worse than during global financial crisis even before lockdown
Capacity utilisation in December 2019 quarter lower than during global financial crisis
ECONOMY
Exiting from the lockdown
We have to find a way to both contain the infection as well as support the economy
ECONOMY
Indian manufacturing did well in March, but that’s before the lockdown
The PMIs for the Philippines and China give us a glimpse of the future
POLITICS
The usually invisible migrant worker has made a rare appearance on our TV screens
Our policymakers failed to learn from the Chinese, Filipino and Malaysian experience
