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Manas Chakravarty

Group Consulting Editor

Moneycontrol

Opinion | How will the finance minister fund his giveaways?

INDIA

Opinion | How will the finance minister fund his giveaways?

Comment | GDP does not stand for ‘Grossly Distorted Picture’

BUSINESS

Comment | GDP does not stand for ‘Grossly Distorted Picture’

The real GDP growth rate for 2016-17, the year of demonetisation, has been revised upwards from 7.1 percent to 8.2 percent.

Opinion | Loose Canon: Who will Piyush Goyal quote on Budget day?

ECONOMY

Opinion | Loose Canon: Who will Piyush Goyal quote on Budget day?

Manmohan Singh’s Victor Hugo quote has been the best so far

Comment | How Arun Jaitley reduced the Centre’s fiscal deficit

INDIA

Comment | How Arun Jaitley reduced the Centre’s fiscal deficit

Lower subsidies and higher indirect taxes, aided by low oil prices, have been the reason for the improvement in the fiscal deficit

Opinion | India's growth is far more stable than China's debt-fuelled binge

BUSINESS

Opinion | India's growth is far more stable than China's debt-fuelled binge

Chinese sustainable growth is estimated to be well below its official growth figures.

Opinion | EWS reservation is biased against rural India

CURRENT-AFFAIRS-TRENDS

Opinion | EWS reservation is biased against rural India

The limit of five acres of agricultural land leaves out many who would otherwise be eligible

Opinion | The sins of Zee’s promoters are now being visited upon investors

BUSINESS

Opinion | The sins of Zee’s promoters are now being visited upon investors

Even if a company is doing well, the risks from promoters’ other business interests should not be underestimated.

Quick Take | Flash PMI data show two-speed global economy

BUSINESS

Quick Take | Flash PMI data show two-speed global economy

The US shows robust growth, while the Eurozone and Japan are spluttering.

Quick Take | Can the IMF predict oil prices?

BUSINESS

Quick Take | Can the IMF predict oil prices?

IMF says India’s growth will accelerate despite a slowing global economy. But it all depends on oil prices

Loose Cannon: A worm’s eye-view of Mamata’s Mahagathbandhan rally

POLITICS

Loose Cannon: A worm’s eye-view of Mamata’s Mahagathbandhan rally

Here are some of the missives, so important for analysing the psychology of the voter in the upcoming elections

Quick Take | Fund manager survey finds emerging markets favourites against backdrop of slowing growth

MARKETS

Quick Take | Fund manager survey finds emerging markets favourites against backdrop of slowing growth

Fund managers were a net 29 percent overweight emerging markets, a swift turnaround from the net 10 percent underweight seen last September

Opinion | Can Trump heroically bring the world economy back from the brink?

BUSINESS

Opinion | Can Trump heroically bring the world economy back from the brink?

Winston Churchill was supposed to have said, ‘‘You can always count on Americans to do the right thing -- after they’ve tried everything else.’

Quick Take | 6 questions answered by inflation numbers

BUSINESS

Quick Take | 6 questions answered by inflation numbers

In this scenario, RBI would do well to ensure adequate liquidity, rather than cut rates

Opinion | China faces two options: Domestic stimulus or trade truce with US

BUSINESS

Opinion | China faces two options: Domestic stimulus or trade truce with US

Of the two choices, ending the trade war looks by far the better option.

100-Word Take | The 0.5% growth in IIP for November 2018 is not a sign of a slowdown

BUSINESS

100-Word Take | The 0.5% growth in IIP for November 2018 is not a sign of a slowdown

The message after clubbing the growth for October and November 2018 together is that overall industrial production growth continues to hold up well, without any slowdown.

100-Word Take | Was the recent market fall worse than the taper tantrum?

MARKETS

100-Word Take | Was the recent market fall worse than the taper tantrum?

For India, the extent of the fall in the Sensex from its highs was much more during the Chinese scare, but that was also the period when we had our spectacular demonetisation experiment

100-Word Take | When elephants fight, how badly does the grass get trampled?

BUSINESS

100-Word Take | When elephants fight, how badly does the grass get trampled?

As per World Bank’s baseline scenario, US GDP growth will slow by 0.4 percentage points in 2019 and another 0.8 percentage points in 2020

Quick Take | Does the govt believe that more than 95% Indian households need job reservations?

INDIA

Quick Take | Does the govt believe that more than 95% Indian households need job reservations?

Studies show that at least 95% of Indian households earn less than the government’s cut-off income of Rs 8 lakh

Opinion | Take the first advance GDP growth estimates with a pinch of salt

INDIA

Opinion | Take the first advance GDP growth estimates with a pinch of salt

The final sectoral growth numbers may be very different from the first estimates

Opinion | Central banks' ride to rescue the markets once again

BUSINESS

Opinion | Central banks' ride to rescue the markets once again

The rule for the US Fed now seems to be: don’t fight the markets

100-word take | PMI shows Goldilocks moment for Indian economy

INDIA

100-word take | PMI shows Goldilocks moment for Indian economy

Employment increased in both manufacturing and services while input prices remained soft

Quick Take | Govt faces tough choice ahead of polls - fiscal deficit or growth

BUSINESS

Quick Take | Govt faces tough choice ahead of polls - fiscal deficit or growth

If the government wants to stick to its fiscal deficit target it will have to slash expenditure

Quick Take | Spectre of a global slowdown haunts 2019

BUSINESS

Quick Take | Spectre of a global slowdown haunts 2019

The slowdown is not confined to China. The US manufacturing PMI for December 2018 was the lowest in 15 months. The reading for the Eurozone was the lowest since February 2016

100-word take: Weak December Manufacturing PMI another reason for RBI to cut rates

BUSINESS

100-word take: Weak December Manufacturing PMI another reason for RBI to cut rates

The Nikkei India Output Prices sub-index indicates that prices have fallen from the previous month, the first time this has happened since July 2017.

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