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
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







