BUSINESS
Quick Take | The myth of low credit growth under the Modi government
In November 2013, before the Modi government came to power, non-food bank credit growth was 14.6 percent, lower than what it is now. But then, one month’s numbers may be a flash in the pan.
BUSINESS
100-Word Take | Over 40 years, Chinese dragon outpaces Indian tiger in GDP race
India’s share of world output was higher than China’s till 1984, but it’s less than half now.
BUSINESS
Quick Take | Global fund manager survey finds extreme bearish sentiment, but allocation to emerging markets improves
Global fund managers now say the region they would most like to overweight in the next 12 months is the emerging market universe.
INDIA
Quick Take | Demonetisation led to 2 percentage point drop in GDP, says top US research firm
If demonetisation had not occurred then GDP growth in the September-December 2016 quarter would have been 2 percentage points higher.
BUSINESS
100-Word Take | The reason for the plunge in the US market
The December Flash Composite Purchasing Managers Index for the US, a gauge of private sector activity, has come in at a 19-month low.
BUSINESS
100-Word Take | November exports were at the same level as four years ago
India's export performance has been dismal.
BUSINESS
100-Word Take | The market is hoping Fed chief Powell has become a dove
Dovish remarks by US Fed officials and fears of a US slowdown have led to lowered market expectations of Fed rate increases
INDIA
Quick Take | Farm loan waivers end up hurting the people they want to help
Former RBI governor Urjit Patel had pointed out that loan waivers often result in higher than budgeted revenue expenditure.
BUSINESS
Quick Take | How deflation in food prices played a role in BJP's election debacle
Apart from the states that just had elections, Andhra Pradesh, Himachal Pradesh, Maharashtra, Odisha and Jharkhand are the other states facing rural deflation
BUSINESS
Opinion | Shaktikanta Das will have to prove he is his own man
The immediate issues before Das are the ones that apparently forced Urjit Patel to resign
BUSINESS
Opinion | What the results of the state elections mean for Modi’s Brave New India
The political economy experiment of the last four years has been dealt a body blow
BUSINESS
Quick Take | The rising current account deficit is not just because of high oil prices
While the deficit on account of petroleum, oil and lubricants (POL) went up by 58 percent from a year ago, the deficit on account of non-POL products rose by 50 percent
BUSINESS
Quick Take | Gandhi family critic, Raghuram Rajan fan: How CEA Krishnamurthy sees the world
We have to turn to Subramanian’s columns to glean clues about his macro-economic thinking
INDIA
Quick Take | Does the market really have a reason to worry about lower global growth?
Global growth is still strong, but business confidence is the lowest it has been in two years
BUSINESS
Quick Take | Will crumbling consumer confidence affect BJP’s electoral prospects?
RBI’s consumer confidence survey finds people are even more pessimistic about current conditions in the economy than they were in March 2014
BUSINESS
Quick Take | Slowdown? What slowdown?
The Nikkei Purchasing Managers’ index for November shows a buoyant Indian economy
BUSINESS
Quick Take | Crude oil prices key to unravelling GDP back series puzzle
What if we assume the new back series is right and instead ask why growth has been higher during the last four years than in the previous nine years?
