BUSINESS
Decoding Economics: Are consumer sentiment surveys misleading?
Despite steady economic growth and rising incomes, consumer sentiment in India and the US remains surprisingly gloomy. A new study explores why people may feel worse off even when they’re actually spending more than before
BUSINESS
Is India’s growth accelerating? All eyes on Q4 GDP numbers
India's Q4 GDP data, due on May 30, could offer critical clues on whether the economy is gaining momentum or plateauing. From sectoral trends to corporate investment signals, there's a lot riding on this print
BUSINESS
Data Story: India's core industrial output stalls in April: What the numbers reveal
India’s core industrial sector has stumbled out of the gate in FY26. A sharp drop in growth in April raises fresh questions about the strength of the recovery — and one heavyweight sector may be to blame
BUSINESS
Data Story: China’s long game shows in its strategic move away from US debt
The UK has overtaken China as the second-largest holder of US Treasury securities in March 2025, raising questions about China’s long-term strategy. Is this a sign of decoupling from the US?
BUSINESS
Global fund manager survey reveals contrarian bets in post-truce market
The latest Bank of America Global Fund Manager Survey offers a snapshot of institutional positioning prior to the US-China trade truce. Interpreted through a contrarian lens, the data points to several asset classes that may be poised for a reversal as geopolitical tensions ease
BUSINESS
Data Confirms PM Modi’s Warning: Global report shows terrorism is devastating Pakistan
Prime Minister Modi’s stark warning to Pakistan—that terrorism will be its undoing—is not just rhetoric. The 2024 Global Terrorism Index backs his words with hard-hitting numbers, showing Pakistan as one of the most terror-ravaged countries in the world, even surpassing war zones like Syria and Somalia
BUSINESS
Why China’s calm response to Trump’s tariffs worked — and what comes next
Markets cheered the lowering of tariffs in the US-China trade war. But the underlying uncertainty remains
BUSINESS
Data Story: What’s driving FPIs back to India? A solid economic signal
As major global economies struggle with sluggish growth and the effects of Trump’s tariffs, India has emerged as a rare bright spot in the April 2025 PMI data
BUSINESS
Data Story: India beats global average in workplace engagement but falls short on life satisfaction
As AI and disruption shake up the workplace, Gallup’s 2025 State of the Global Workplace report finds morale and life satisfaction among workers under serious strain Manas Chakravarty
BUSINESS
Warren Buffett: Cathedral capitalism vs casino capitalism
Warren Buffett’s final bow as CEO at the Berkshire Hathaway meet was everything fans of the Oracle could have hoped for: thoughtful, candid, and full of macro reflections. From trade policy to capitalism and the real meaning of wealth, Buffett left behind more than a succession plan—he left a philosophy
BUSINESS
What’s dragging down industrial production?
Industrial production growth in the Jan-March 2025 quarter was lower than in the preceding quarter, suggesting that industrial growth has already lost momentum, even before the impact of any tariffs and disruption in world trade
BUSINESS
Data Story: Where India stands in global military spending
According to new data released by the Stockholm International Peace Research Institute (SIPRI), global military spending surged in 2024, with India maintaining a steady rise while keeping its defence budget within fiscal limits. Despite spending only a fraction of China’s defence outlay, India remains among the top global military spenders.
BUSINESS
Data Story: IMF projections highlight shifts in US, China economic trajectories
The US-China tariff wars have reshaped global trade dynamics, with far-reaching economic implications. IMF projections offer insight into how both nations may evolve through 2030 amid rising protectionism
BUSINESS
IMF report reveals which countries are most and least affected by Trump’s tariffs
How do you forecast global economic growth when unpredictability is the only constant? The IMF’s answer in its newest World Economic Outlook is to present not one, but multiple growth scenarios, shaped by the evolving US-China tariff tensions and other global headwinds
BUSINESS
WTO on what Trump’s trade war could cost the world
The WTO’s latest ‘Global Trade Outlook’ quantifies the negative impact on global merchandise trade and on GDP from Trump’s weaponisation of tariffs
BUSINESS
IMF flags geopolitical shocks as threats to global markets
The IMF’s latest Financial Stability Report underscores the growing impact of geopolitical tensions on global asset markets, warning that trade disruptions and policy uncertainty pose systemic risks
BUSINESS
Trump’s Tariff U-Turn: A reprieve, not a resolution
A sharp spike in Treasury yields triggered an abrupt pause in planned tariff hikes. While the U-turn is welcome, it sends disturbing signals about policy making under Trump
BUSINESS
Metamorphosis: How Uncle Sam became Uncle Scrooge
What is Trump’s strategy behind the global trade disruption?
BUSINESS
Obituary: The Rules-Based International Order (1945-2025)
This is to notify the passing of our beloved Rules-Based International Order, aged 80 years, in the Rose Garden, White House, Washington DC, on April 2, 2025
BUSINESS
How America plans to rewire the global economy—and who will pay the price
In a rapidly shifting geopolitical landscape, the U.S. is rethinking its approach to global trade. A paper written by a key Trump economic advisor outlines a bold and controversial strategy to reshape America’s economic future. This strategy challenges long-standing financial norms, redefines relationships with allies and adversaries, and signals a major shift in how the US engages with the world
BUSINESS
Data at a Glance | When was the last time policy uncertainty was so high?
The world is gripped by a growing sense of unpredictability. Markets are wavering, businesses are treading cautiously, and consumers are feeling the strain. How deep is the unease, and how does it compare to previous episodes of massive uncertainty?
BUSINESS
What's the main worry in India's economic outlook?
India's economic outlook gets a reality check in the finance ministry’s latest review. Amid resilience and risks, the report hints at what could drive—or derail—growth ahead
BUSINESS
Flash PMI’s low selling price inflation will help MPC cut rates as Trump tariffs loom
India’s private sector continues to show strong growth momentum, according to the Flash PMI for March. But while domestic demand is robust, the Monetary Policy Committee must take into account the impact of Trump’s reciprocal tariffs
BUSINESS
Venezuela’s happier than India — Maybe, chaos is the key to happiness
India has inched its way up the World Happiness Report 2025, landing at rank 118 — a victory worth celebrating if you enjoy beating Burkina Faso and Chad. Clearly, all it takes to be happy these days is a sprinkle of chaos and a dash of despair
