BUSINESS
A mandate for a New India
We now have another shot at a structural transformation of the Indian economy
BUSINESS
Macro Matters | OECD predicts cyclical bounce for Indian economy in FY21
Consumption is expected to remain the driver of growth this fiscal year
POLITICS
Political Economy | Ten messages from the exit polls
If the exit polls have got it right, Narendra Modi will now have enormous power to push through his agenda.
POLITICS
Loose Canon: What has this election been about?
Voters have been asked to take a stand on Rajiv Gandhi’s parties, Vidyasagar, radars, Nehru, time machines, Says’ Law, the Chola empire, chowkidars and prehistoric men
ECONOMY
Macro Matters | Protectionism is not the only reason for the slowdown in global trade
Resolution of the current trade disputes may not be enough to change the trend in global trade.
MARKETS
Chart of the Day | All four engines of the economy are now sputtering
Consumption, investment, government spending and now exports have all been hit
ECONOMY
Chart of the Day | SBI leading indicator points to sharp slowdown
SBI’s composite leading indicator now at much lower level than in March 2014 quarter
ECONOMY
Macro Matters | Why has India’s rank dropped in AT Kearney’s FDI Confidence Index?
Elections and regulatory challenges may be deterring would-be investors
ECONOMY
Macro Matters | RBI paper says low GDP growth may be reason for low bank deposit growth
Study implies there has been a secular deceleration in trend GDP growth since 2009
ECONOMY
Macro Matters | Manufacturing growth in FY19 lower than in FY14
Both consumption goods production and capex are contracting.
BUSINESS
Macro Matters | The NSSO spills the beans about the new GDP series
The report casts serious doubt about the credibility of a database used to compute GDP
BUSINESS
Macro Matters: PMI surveys confirm growth slowdown, but there is a silver lining
Will the economy revive once the political uncertainty is over?
BUSINESS
Money Matters | Have financial conditions in India been too tight in recent years?
Money supply has not kept pace with output growth
BUSINESS
Markets | Why on earth are hedge fund managers warning of class warfare?
If you have no capital, why be a capitalist?
BUSINESS
Macro matters | Why the rise in bank credit to industry is no sign of a manufacturing recovery
The relentless rise in the share of infrastructure in bank credit is a risk
BUSINESS
Macro Trends | Does growth in rich countries come about at the expense of poorer ones?
A study finds that global warming has benefited countries in temperate regions while hurting growth in tropical countries
POLITICS
Politics | Non-committed voters: Your vote can improve the country’s economic performance
A study found that non-committed voters, when they do vote, usually choose to vote for the candidate who can improve economic growth
POLITICS
Politics | Are elections really free and fair?
It requires enormous amounts of money to shape political perceptions.
BUSINESS
E-commerce | How India can learn from China’s experience
The growth of e-commerce increases the size of the market, especially in rural areas.
POLITICS
Politics | Pragya Thakur is the real issue in this election
Will uncommitted voters support or be put off by the BJP choosing her?
POLITICS
Macro Trends | The poor are dropping out of the workforce
Since 2016, the Workforce Participation Rate for less educated workers has plunged, while that for higher educated workers has risen.
MUTUAL-FUNDS
Markets | Rise in passive funds leading to herd-like behaviour
For India, increasing domestic inflows will be a counterweight
BUSINESS
Macro trends | Industrial growth in FY19 lowest in last three years
‘Make in India’ has been a very damp squib
BUSINESS
Political Economy | The importance of the nationalist narrative for Indian capitalism
The question is how to ensure rapid capital accumulation in a democracy
