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Manas Chakravarty

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Weekend Wild Card: Travel advisory alert for Trumpistan

WORLD

Weekend Wild Card: Travel advisory alert for Trumpistan

Carry loads of cash when visiting Trumpistan if you are travelling by a foreign airline--tariffs on foreign flights may suddenly be increased by 200 percent.

How the US is using tariffs to undermine China’s global trade network

BUSINESS

How the US is using tariffs to undermine China’s global trade network

The latest US tariff threats appear chaotic on the surface but reveal a deeper strategy aimed at stalling China's rise while also extracting concessions from allies

Is India more socialist than China?

BUSINESS

Is India more socialist than China?

India's surprisingly low inequality score has it beating "socialist" China and Vietnam at their own game—but the numbers hide a complex reality

Quick Take: Asian stocks resilient despite new tariff threats, but is there a Trump strategy in play?

BUSINESS

Quick Take: Asian stocks resilient despite new tariff threats, but is there a Trump strategy in play?

Financial markets are displaying scepticism toward Trump's new tariffs, with Asian stocks remaining resilient and currencies stable as investors bet these threats are merely negotiating tactics

Weekend Wild Card: A spectre is haunting Kerala, the spectre of Zumba

INDIA

Weekend Wild Card: A spectre is haunting Kerala, the spectre of Zumba

Why India’s nutrition crisis is an economic one

TRENDS

Why India’s nutrition crisis is an economic one

Nearly two-fifths of Indians can't afford enough calories—an alarming statistic with deep economic consequences

BIS sees no soft landing ahead as trade wars, financial risks multiply

BUSINESS

BIS sees no soft landing ahead as trade wars, financial risks multiply

When even the BIS sounds nervous, it’s time to pay attention. Its latest report is an alarm bell for a global economy on the brink

RBI report reveals India’s consumption boom powered by affluent borrowers

BUSINESS

RBI report reveals India’s consumption boom powered by affluent borrowers

The Reserve Bank of India's latest Financial Stability Report exposes a troubling truth: India's consumption-driven growth is increasingly powered by wealthy households who can access cheap credit

Weekend Wild Card: Dubious insider reveals Trump’s yuge Nobel Grand Slam

BUSINESS

Weekend Wild Card: Dubious insider reveals Trump’s yuge Nobel Grand Slam

We submit below the transcript of an allegedly secret meeting of the committee to decide the Nobel Awards for this year, clandestinely smuggled to us by a shady source:

Decoding Economics: Piketty’s new research reveals how the Global South was impoverished to enrich the North

BUSINESS

Decoding Economics: Piketty’s new research reveals how the Global South was impoverished to enrich the North

A ground-breaking new analysis by Thomas Piketty and Gaston Nievas reveals how centuries of colonial exploitation systematically transferred wealth from India and other colonies to Europe, fuelling Western prosperity at the expense of the Global South. Their research suggests that, had these transfers not occurred, India could have ended up owning vast assets in Britain itself

Are markets becoming immune to war, geopolitics?

BUSINESS

Are markets becoming immune to war, geopolitics?

Despite ongoing conflicts from Iran-Israel tensions to the Ukraine war, global equity markets continue their remarkable resilience, barely flinching at geopolitical upheaval. This phenomenon reveals a fundamental shift in how modern markets process risk—filtering every crisis through a single lens: will this affect corporate earnings?

US strike on Iran: signals for global, Indian policymakers and investors

BUSINESS

US strike on Iran: signals for global, Indian policymakers and investors

The US strikes on Iran have exposed a fundamental shift in international relations, where diplomatic agreements are increasingly viewed as disposable and military action speaks louder than negotiated settlements. This erosion of trust is forcing nations worldwide to reconsider their foreign policy strategies, defence spending priorities, and trade and investment approaches

Israel-Iran Tensions: How oil, trade, and US strategy fuel the conflict

BUSINESS

Israel-Iran Tensions: How oil, trade, and US strategy fuel the conflict

The Israel-Iran conflict isn’t just about ideology—it’s a fierce struggle over oil routes, trade corridors, and regional dominance. Beneath the headlines lies a complex web of U.S. strategy, Gulf alliances, and competing global powers

The curious case of the US dollar in the time of the Israel-Iran conflict

BUSINESS

The curious case of the US dollar in the time of the Israel-Iran conflict

The US dollar, long seen as the ultimate safe haven, is behaving oddly in the face of geopolitical and economic stress. Despite high bond yields and global uncertainty, the greenback is weakening — and that’s raising deeper questions about its future

Data Story: FY25 corporate data shows strong financials, but capex growth signals caution

BUSINESS

Data Story: FY25 corporate data shows strong financials, but capex growth signals caution

India Inc delivered its strongest financial performance in over a decade during FY25, with Return on Capital Employed hitting multi-year highs while maintaining healthy balance sheets. However, sluggish capital expenditure and cooling credit growth signal potential headwinds for the economy ahead

The gap between Budgetary promises and cold cash

BUSINESS

The gap between Budgetary promises and cold cash

Government budgets often promise the moon but deliver significantly less when it comes to actual spending. Our analysis of FY25 central government expenditure reveals a disconnect between rhetoric and reality, with several key ministries spending much lower than their allocated budgets while others exceeded their limits

The yawning gap between GDP data and consumer sentiment

BUSINESS

The yawning gap between GDP data and consumer sentiment

India’s GDP grew by 6.5 percent in FY25, and key economic indicators appear robust, according to data from the National Statistics Office. Yet, consumer sentiment surveys from the RBI suggest income concerns and weak urban demand—highlighting a growing disconnect

Global growth slows, but markets soar: What's driving the disconnect?

BUSINESS

Global growth slows, but markets soar: What's driving the disconnect?

While global economic forecasts are being lowered, stock indices from the US to developed markets are hitting new highs. Dig deeper to see why TACO, tech dominance, and income inequality may be driving this strange boom

Weekend Wild Card: Kill Bill - Elon’s big beautiful sequel

WORLD

Weekend Wild Card: Kill Bill - Elon’s big beautiful sequel

In a series of tweets, the Tesla chief castigated Trump’s ‘’Big, Beautiful Bill’’, calling it ‘a disgusting abomination’.

Data Story: What the FY25 GDP data tell us about long-term changes in the Indian economy

BUSINESS

Data Story: What the FY25 GDP data tell us about long-term changes in the Indian economy

India’s economic structure has shown remarkable consistency over the past decade, defying ambitious targets for transformation. Despite policy pushes, the promised manufacturing revival remains elusive while services surge ahead

OECD: India set for modest growth, limited easing while global risks rise

BUSINESS

OECD: India set for modest growth, limited easing while global risks rise

The OECD’s latest Economic Outlook paints a mixed picture for the global economy, projecting slower growth and rising uncertainty. While the US is set to cool off sharply, India manages to hold its ground

IIP data confirm PM's warning on foreign imports

BUSINESS

IIP data confirm PM's warning on foreign imports

India's industrial production registered a modest 2.7 percent year-on-year growth in April 2025, marking a weak start to FY26 despite outperforming expectations, given the core sector's dismal 0.5 percent expansion. The sluggish performance reflects deeper structural challenges in the manufacturing sector, particularly in consumer goods production

Data Story: India’s fourth largest economy status comes with a K-shaped reality

BUSINESS

Data Story: India’s fourth largest economy status comes with a K-shaped reality

India’s ascent to the world’s fourth-largest economy marks a milestone. But the rising GDP has been accompanied by a sharp increase in inequality

Weekend Wild Card: How Shashi Tharoor won the Diplomatic War for India

INDIA

Weekend Wild Card: How Shashi Tharoor won the Diplomatic War for India

An alleged transcript of a purported interaction between Shashi Tharoor, Donald Trump and Elon Musk, gathered from very unreliable sources

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