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
ECONOMY
The aim of this Budget should be to restore confidence
We need a new vision for the economy, a new direction, like we had in the 1991 Union Budget
ECONOMY
Bank of America fund manager survey: global tail risk shifts from trade war to US elections
Markets irrationally bullish, but not yet euphoric
ECONOMY
IMF predicts Indian economy bounce in FY21, but how accurate are its forecasts?
Easy financial conditions are providing the liquidity for a market rally based on the expectation that the worst is over and better times lie ahead
ECONOMY
Data show the credit crunch is at the root of the current slowdown
The flow of financial resources to the commercial sector, as a percentage of Gross Value Added, has fallen sharply
ECONOMY
What the World Bank has to say about low Indian productivity
Labour productivity in India is 27 percent of the average in emerging economies, which in turn is less than one-fifth of the average in developed economies
ECONOMY
Rising inflation takes rate cuts off the table
It’s up to the Union Budget now---an extraordinary slowdown calls for special measures
ECONOMY
The need for a willing suspension of disbelief of IIP data
How Mild Steel Slabs rescued the Index of Industrial Production
