BUSINESS
Opinion | Why Modi's farm income support scheme could be a game changer in the elections
Those who say that the PM-KISAN scheme won’t make much of a difference simply do not have any idea of how poor the vast majority of our people are.
BUSINESS
Comment | Lessons for investors from Warren Buffett’s letter to shareholders
At the end of December 2018, Buffett had $112 billion in Treasury bills and other cash equivalents to buy many attractive businesses
BUSINESS
Opinion | Does the RBI think growth is slowing or not?
If growth is slowing, it should lower its forecast for FY20
BUSINESS
Comment | What the US Fed minutes mean for the markets
The Fed’s stopping its balance sheet reduction programme will be positive for emerging markets
BUSINESS
Opinion | When the bubble bursts
The financial system is still paying for past excesses.
INDIA
Comment | What drives development in India?
Insights from a World Bank paper
BUSINESS
Comment | Long Emerging markets may be a crowded trade, but it's not overcrowded
Powell's U-turn makes EM equities most favoured among fund managers.
ECONOMY
Comment | Was there really a need for RBI to relax risk weights for NBFCs?
The share of bank credit to NBFCs has been the highest in the December 2018 quarter.
BUSINESS
Comment | Who is right -- RBI or its panel of professional forecasters?
The panel of forecasters say inflation will be higher
INDIA
Comment | Why Indian women are dropping out of workforce, but Bangladeshi women aren't
IMF research says India could boost its economy by 27 percent, by raising women’s participation in the workforce.
BUSINESS
Comment | PMI data show robust economic growth before monetary policy announcement
Job growth strong, price rise muted; but the worry is that firms are reporting cash flow problems.
INDIA
Opinion | Why RBI’s monetary policy committee should not lower interest rates
As Urjit Patel said, ‘the extant national fiscal stance continues to be more akin to a "shock amplifier" rather than a "shock absorber" for our macroeconomy.’
BUSINESS
Opinion | Bubbles are pricked, not deflated
Central banks seem to have no idea how to get back to normal conditions. It’s back to business for risk assets.
BUSINESS
Loose Canon: The Mystery of the Missing Poet in the Budget
Everybody who heard the speech knows that towards the end Goyal talked of a poet of Maharashtrian origin who wrote in Hindi
INDIA
Opinion | How will the finance minister fund his giveaways?
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.
ECONOMY
Opinion | Loose Canon: Who will Piyush Goyal quote on Budget day?
Manmohan Singh’s Victor Hugo quote has been the best so far
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
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.
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
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.
BUSINESS
Quick Take | Flash PMI data show two-speed global economy
The US shows robust growth, while the Eurozone and Japan are spluttering.
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
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
