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Manas Chakravarty

Group Consulting Editor

Moneycontrol

Moneycontrol Pro Weekender | Fed cuts rates, but projections tell a murkier story

BUSINESS

Moneycontrol Pro Weekender | Fed cuts rates, but projections tell a murkier story

The Fed's latest 25 basis point cut met expectations, but the mixed economic forecasts and market reactions point to an environment that remains highly uncertain

Will the Fed ignore BIS’s bubble concerns as markets bet on rate cuts?

BUSINESS

Will the Fed ignore BIS’s bubble concerns as markets bet on rate cuts?

As the FOMC meets on September 16-17, 2025, the BIS’s stark warnings about fiscal risks and market exuberance cast a shadow over expectations for dovish rate cuts

Moneycontrol Pro Weekender | Blood Moon Rising: A Week That Exposed the Cracks in the Global System

BUSINESS

Moneycontrol Pro Weekender | Blood Moon Rising: A Week That Exposed the Cracks in the Global System

This week's convergence of protests, conflict and economic strain are symptoms of the unravelling of the global order

Global macro shifts and their impact on Indian markets

MARKETS

Global macro shifts and their impact on Indian markets

Global markets are grappling with the clash between cyclical economic slowdowns and persistent structural pressures, driving unprecedented volatility and reshaping the financial landscape

Jobless Growth: Decline in employment in India’s small enterprises despite Q1 GDP surge

BUSINESS

Jobless Growth: Decline in employment in India’s small enterprises despite Q1 GDP surge

India’s strong 7.8 percent GDP growth in April-June 2025 masks a worrying decline in jobs within unincorporated non-agricultural enterprises, raising questions about the inclusiveness of economic progress

Moneycontrol Pro Weekender | GST in Gloriously Silly Terms

BUSINESS

Moneycontrol Pro Weekender | GST in Gloriously Silly Terms

GST saw a Glorious Structural Turnaround this week and many other acronyms

Inflation risks loom as PMI data show strongest growth in 17 years

BUSINESS

Inflation risks loom as PMI data show strongest growth in 17 years

Robust demand and pricing power point to a heating economy and core inflation pressures, even as policymakers approve additional stimulus through GST rate cuts

RBI’s crystal ball badly needs polishing

BUSINESS

RBI’s crystal ball badly needs polishing

A string of large GDP forecast errors raises questions about the RBI’s economic models and their policy implications

Data Story: The ‘Financial Services, Real Estate and Professional Services’ sector is powering India’s uneven growth

BUSINESS

Data Story: The ‘Financial Services, Real Estate and Professional Services’ sector is powering India’s uneven growth

The GVA data reveals a services-driven growth model in India that is leaving behind key job-creating sectors

Moneycontrol Pro Weekender | Bulletproof Growth: India’s Titanium economy stuns with 7.8 percent GDP growth

BUSINESS

Moneycontrol Pro Weekender | Bulletproof Growth: India’s Titanium economy stuns with 7.8 percent GDP growth

India's economy delivered a titanium-grade performance in Q1, FY 26, clocking a stunning 7.8 percent growth that defied forecasts and showcased its resilience in the face of global headwinds

A look at the Q1 FY26 unemployment numbers, on the eve of the GDP estimates

ECONOMY

A look at the Q1 FY26 unemployment numbers, on the eve of the GDP estimates

India’s unemployment rate stands at just 5.4 percent, but that number hides a troubling reality of underemployment and unpaid work

From Trade to Coercion: What Trump’s India tariffs reveal about the new world order

BUSINESS

From Trade to Coercion: What Trump’s India tariffs reveal about the new world order

Trump's punishing tariffs on India are not an isolated trade dispute but a stark sign of a deeper shift: the collapse of the US-led liberal order and the return of coercive, bloc-based imperialism

India GDP Q1 FY26: What to watch for in the Friday numbers

BUSINESS

India GDP Q1 FY26: What to watch for in the Friday numbers

India's Q1 FY26 GDP data, releasing Friday, will test whether the economy can sustain growth above RBI's 6.5 percent forecast despite mixed industrial signals and evolving consumption patterns

Fed chair's dovish turn sparks rally, but reveals deeper economic worries

BUSINESS

Fed chair's dovish turn sparks rally, but reveals deeper economic worries

Jerome Powell's dovish Jackson Hole speech triggered a market rally despite CME probabilities showing September rate cut odds actually fell from 85 percent to 75 percent, revealing the underlying economic concerns that create a precarious balancing act for investors

What Jerome Powell should say at Jackson Hole, but won’t

BUSINESS

What Jerome Powell should say at Jackson Hole, but won’t

In this imaginary farewell address at Jackson Hole, Jerome Powell drops the euphemisms and delivers the blunt, uncomfortable truths the Fed—and the US—have long avoided

From Geopolitics to Markets: Tracking investment clues from Alaska to Red Fort

POLITICS

From Geopolitics to Markets: Tracking investment clues from Alaska to Red Fort

India's strategic pivot towards self-reliance amid geopolitical turmoil creates a compelling investment narrative for domestic-focused sectors

Moneycontrol Pro Weekender | India gets S&P upgrade after 18 years -- But can It Trump the tariff storm?

BUSINESS

Moneycontrol Pro Weekender | India gets S&P upgrade after 18 years -- But can It Trump the tariff storm?

India's rating upgrade arrives precisely when Trump's tariffs test the nation's ability to balance economic growth with strategic independence

From Independence to 2047: How economic liberalisation transformed India, will drive future growth

BUSINESS

From Independence to 2047: How economic liberalisation transformed India, will drive future growth

As India aspires to become a developed economy by 2047, understanding the transformative power of economic liberalisation—which has already delivered unprecedented growth and lifted millions from poverty—becomes crucial for charting the nation's path forward

RBI surveys confirm Indian consumption divide

BUSINESS

RBI surveys confirm Indian consumption divide

RBI’s latest consumer confidence surveys reveal a deepening divide between rural resilience and urban hesitation in discretionary spending

Moneycontrol Pro Weekender | Tariffs and Tensions: Has the US-India bond fractured?

BUSINESS

Moneycontrol Pro Weekender | Tariffs and Tensions: Has the US-India bond fractured?

The latest trade move may mark the most serious test of the India-US relationship in decades

Weekend Wild Card: Nothing says 'INDIA IS OUR FRIEND' like a 25% tariff

WORLD

Weekend Wild Card: Nothing says 'INDIA IS OUR FRIEND' like a 25% tariff

US President Donald Trump on Wednesday announced 25% tariffs and an additional penalty against India ahead of the August 1 deadline.

Govt capex rises sharply in Q1, but low tax revenue growth a slowdown signal 

BUSINESS

Govt capex rises sharply in Q1, but low tax revenue growth a slowdown signal 

Central government spending surged dramatically in Q1 FY26, with the fiscal deficit more than doubling to Rs 2.8 lakh crore compared to the same period last year. While total expenditure jumped to Rs 12.22 lakh crore, a staggering 46 percent increase in interest payments now consumes nearly one-third of all government spending, highlighting India's growing debt burden and constrained fiscal flexibility

With tariff wars raging, why is the IMF suddenly bullish on global growth?

BUSINESS

With tariff wars raging, why is the IMF suddenly bullish on global growth?

The IMF's upgraded 2025 global growth forecast defies tariff war fears – here’s why optimism persists despite rising protectionism

10 out of 23 manufacturing sectors’ production lower than pre-COVID period

BUSINESS

10 out of 23 manufacturing sectors’ production lower than pre-COVID period

IIP data for June 2025 reveals that 10 out of 23 manufacturing segments are producing less today than before the pandemic, exposing a structural crisis that's forcing millions into low-productivity jobs rather than the industrial employment India needs

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