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HomeAuthorManas chakravarty Opinion

Manas Chakravarty

Group Consulting Editor

Moneycontrol

From risk aversion to risk phobia

INFOGRAPHIC

From risk aversion to risk phobia

Bank investments in government securities has soared

Is fear of rupee depreciation holding back a fiscal stimulus?

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

Flash PMIs point to enormous cost of lockdowns

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.

A flight to the safety of bank term deposits

ECONOMY

A flight to the safety of bank term deposits

There has also been a jump in currency holdings with the public

Should India worry about its fiscal deficit increasing when its economy is staring into the abyss?

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

The one chart that shows why stocks rebounded

MARKETS

The one chart that shows why stocks rebounded

The correlation between central bank assets and stock prices is back on track

The IMF's baffling fiscal deficit forecast for India

ECONOMY

The IMF's baffling fiscal deficit forecast for India

The IMF projects no change in fiscal deficit in India in 2020-21

Bank of America global fund manager survey for April shows peak pessimism, indicating a bounce

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

IMF predicts V-shaped recovery in 2021

ECONOMY

IMF predicts V-shaped recovery in 2021

But this year, the world must brace for the biggest recession since the Great Depression

IIF says Indian economy will shrink in 2020-21

ECONOMY

IIF says Indian economy will shrink in 2020-21

Capital inflows may recover in the second half of 2020

RBI:  A spectre is haunting India -- the spectre of Covid-19

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

How soon will the economy recover after the lockdown ends?

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

RBI industrial survey shows conditions worse than during global financial crisis even before lockdown

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

Exiting from the lockdown

ECONOMY

Exiting from the lockdown

We have to find a way to both contain the infection as well as support the economy

Indian manufacturing did well in March, but that’s before the lockdown

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

The usually invisible migrant worker has made a rare appearance on our TV screens

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

Is the current economic meltdown worse than the global financial crisis?

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

The correlation between central bank asset expansion and stock markets breaks down

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

Starving the virus by crippling the economy

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

Global Fund manager survey shows bearish sentiment near financial crisis lows

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

A wake up call for the government on public health

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

Covid 19: How bad can it get?

TRENDS

Covid 19: How bad can it get?

What the experts say about the likely human and economic costs of a pandemic

The Indian economy before the virus hit

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

Covid-19 | UN agency says this global crisis was foretold

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

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