ECONOMY
Is the current economic meltdown worse than the global financial crisis?
This time, everything is happening at warp speed, reflecting the breakneck pace at which the virus is spreading
MARKETS
The correlation between central bank asset expansion and stock markets breaks down
The crash has proved that the assumption that central bank liquidity would always prop up markets, come what may, was wrong
ECONOMY
Starving the virus by crippling the economy
The weapons that worked during the global financial crisis are not good enough for the war against the coronavirus
MARKETS
Global Fund manager survey shows bearish sentiment near financial crisis lows
It’s remarkable that the monetary and fiscal stimulus measures announced haven’t been enough to dispel fear
TRENDS
A wake up call for the government on public health
Five charts that illustrate the Indian government’s dismal record of spending on health
TRENDS
Covid 19: How bad can it get?
What the experts say about the likely human and economic costs of a pandemic
ECONOMY
The Indian economy before the virus hit
All the data suggest the economy is very weak and inflation is falling -- time for policy makers to boost confidence
ECONOMY
Covid-19 | UN agency says this global crisis was foretold
Profit warnings and lower returns on investment by highly leveraged firms will likely trigger margin calls, tighten borrowing conditions and increase the risk of a stampede to sell assets
ECONOMY
The Covid-19 epidemic is in danger of turning into a financial crisis
Covid-19 and excess debt make a dangerous cocktail
MARKETS
Yes Bank falls like a ton of bricks, probably on SBI’s head
Depositors will be protected, but businesses and investors will be hurt
ECONOMY
Coronavirus epidemic: rate cuts are not enough
We should have a contingency plan for the corporate and financial sectors in place
ECONOMY
Why did the OECD slash India’s growth forecast so brutally?
If the OECD projections are right, the Indian economy will continue to be in dire straits even in 2021-22
ECONOMY
India’s manufacturing PMI shows robust recovery continued in February
India tops Asian manufacturing PMIs
ECONOMY
Macro Matters | No green shoots, only slowdown blues in GDP numbers
Private sector gross value added was the lowest in the new GDP series
BUSINESS
Nuggets of wisdom from Warren Buffett’s letter to shareholders
Key Quote: ‘A venerable caution will forever be true when advice from Wall Street is contemplated: Don’t ask the barber whether you need a haircut.’
ECONOMY
A cold hard look at India’s growth model
A research paper by Arvind Subramanian and Rohit Lamba says Indian underperformance in broader categories of development is not an aberration that time will necessarily correct
ECONOMY
Food inflation down, overall inflation up
Core inflation edges up too
ECONOMY
Did the green shoots seen in November wilt in December?
Without the contribution of the steel sector, industrial production would have contracted significantly from a year ago
ECONOMY
The fall in the savings rate is a symptom of a deeper problem
A decade ago, investment and exports powered India’s growth, while the share of consumption in GDP declined; in recent years, however, consumption has been the only growth engine and even that is now faltering
ECONOMY
January PMI shows strong momentum in manufacturing
The survey shows a significant rebound in demand
ECONOMY
The magic beans that will grow central government revenues this year
The states’ share of revenue is being cut drastically
ECONOMY
Budget 2020 | One more missed opportunity
In the entire 67-page budget speech, the word ‘slowdown’ doesn’t occur even once.
ECONOMY
Economic Survey says reforms can lead to a swift rebound in growth
The government should listen to its message that privatisation is the way to improve efficiency
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
