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
BUSINESS
What the IMF says about the outlook for the Indian economy
Lower oil prices will be a windfall for India
POLITICS
Comment | How much does anti-incumbency sentiment matter in Indian elections?
The study says incumbents are at a disadvantage in Hindi-speaking states, but being a BJP candidate is a big help.
BUSINESS
Comment | Will improved household perception of economy win more votes for BJP?
RBI survey shows future expectations about economy at all-time high
POLITICS
Opinion | Why the markets want another term for Modi
The Congress manifesto will reinforce investor fears about populism.
BUSINESS
Comment | Lower manufacturing PMI strengthens case for 25 basis point rate cut
But future expectations at 7-month high indicate need for caution.
MARKETS
Comment | Do economic fundamentals improve after elections?
While the Indian economy is going through a rough patch, trends since 1999 show the economy does better once elections are out of the way
POLITICS
Opinion | What the income support doles say about India’s job market
Since the masses cannot be given enough jobs, we must provide them bread and circuses
INDIA
Comment | India’s wealth has increased handsomely over the last five years
As Deng Xiaoping said, let some people get rich first
POLITICS
Comment | Are Indians really as unhappy as the World Happiness Report says they are?
The report says unhappy people vote for strong leaders
INDIA
Comment | Markets unsure whether to celebrate or worry over the Fed’s U-turn
While the dovish tilt is a blessing, the Flash PMIs re-ignite concerns over the slowdown
INDIA
How has the structure of the economy changed under the Modi government?
Agriculture's share in the economy had declined, with government and private sector gaining
