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
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.’
BUSINESS
Quick Take | 6 questions answered by inflation numbers
In this scenario, RBI would do well to ensure adequate liquidity, rather than cut rates
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.
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.
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
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
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
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
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
INDIA
100-word take | PMI shows Goldilocks moment for Indian economy
Employment increased in both manufacturing and services while input prices remained soft
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
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
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.
INDIA
Quick Take | Decoding FSR fine print: RBI unlikely to change policy rate till first half of FY20
RBI's Financial Stability Report projects current account deficit of 2.1% of GDP in the second half of FY19 and 3.4% of GDP in the first half of FY20
BUSINESS
Quick Take | With so many frauds in PCA banks, why take the risk of allowing them to lend?
The share of frauds in banks under the prompt corrective action framework far outweighs their share of total bank capital dedicated to operational risk
INDIA
100-Word Take | Loan waivers come at a time when bad loans in the agriculture sector are rising
The gross non-performing assets in agricultural bank loans went up from around 5 percent of advances to the sector in March 2017 to 8.4 percent by September 2018.
INDIA
100-Word Take | What India could learn from Sheikh Hasina
Despite being a much poorer country than India, Bangladesh scores over India on many fronts
BUSINESS
Opinion | Economic outlook for 2019: Will the elephants in the room turn out to be mice?
It's a mug's game to predict the direction of crude oil prices and the outcome of the general elections, but they matter the most for the Indian economy in 2019
BUSINESS
100-word take | Trump trade wars have had hardly any impact on global trade so far
Global trade has been sluggish in recent months, but it remains to be seen if the trend persists
BUSINESS
Opinion | What spooked global markets?
Markets are worried Fed Chairman Jerome Powell may withdraw the drug that propelled them to new highs.
BUSINESS
Opinion | Niti Aayog wants to make India a development state, but it's a tall order
Development states are able to rise above powerful sectional and vested interests. Unfortunately in India, governments have, time and again, meekly surrendered to populist pressures.
BUSINESS
Opinion | Bird Watching at the Reserve Bank of India
We explore the minutes of the last Monetary Policy Committee meeting to decipher the ornithological profiles of the members.
WORLD
Quick Take | US Fed Chairman refuses to play Santa to the markets
The Fed's projection of the unemployment rate has been pushed up a little and its prognosis of the inflation rate has been pushed down slightly.
