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Manas Chakravarty

Group Consulting Editor

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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

Moneycontrol Pro Weekender | Looking for structural winners in disrupted markets

BUSINESS

Moneycontrol Pro Weekender | Looking for structural winners in disrupted markets

In a world reeling under economic headwinds and tech upheaval, investors need to bet on resilience and reinvention

Weekend Wild Card: What Harshvardhan Jain's Ghaziabad Fake Embassy tells us about ourselves

INDIA

Weekend Wild Card: What Harshvardhan Jain's Ghaziabad Fake Embassy tells us about ourselves

In an era where deepfakes win elections, influencers invent themselves, and credentials are just a blue tick away, who’s to say he didn’t simply echo the spirit of the age?

What RBI economists are saying about key economic questions on demand, capex, trade and markets

BUSINESS

What RBI economists are saying about key economic questions on demand, capex, trade and markets

Despite global cheer, Indian markets turned cautious in July, mirroring the RBI's broader narrative — resilience at home, uncertainty abroad, and discomfort over macro risk pricing

Moneycontrol Pro Panorama | GENIUS Act: Why US stablecoin regulation could reshape global finance

BUSINESS

Moneycontrol Pro Panorama | GENIUS Act: Why US stablecoin regulation could reshape global finance

For Moneycontrol's Pro Panorama July 21 edition: IT sector's weak results should worry investors, can Trump turn the G20 clock back, e-commerce reinforces stranglehold in metro FMCG markets, new CEOs are driving stock surge across India Inc, and more

Voodoo World: Investing in times of geopolitical turmoil

BUSINESS

Voodoo World: Investing in times of geopolitical turmoil

As geopolitics reshapes trade flows and domestic data reveals cracks in demand, markets are adjusting unevenly—pricing in policy shifts while grappling with earnings ambiguity

Weekend Wild Card: The intelligent investor’s guide to apocalyptic alpha

BUSINESS

Weekend Wild Card: The intelligent investor’s guide to apocalyptic alpha

Markets love uncertainty—it’s a catalyst for safe-haven assets and defensive stocks. We call it low-beta outperformance.

Data Story: Rising urban unemployment, falling LFPR may be signalling weak demand

BUSINESS

Data Story: Rising urban unemployment, falling LFPR may be signalling weak demand

While India's unemployment rate appears stable at 5.6 percent in June 2025, a deeper dive into labour force participation reveals troubling undercurrents in the job market

Market Menu: TACO to TART

BUSINESS

Market Menu: TACO to TART

Trump’s renewed tariff threats challenge the market’s long-held assumptions of policy restraint, raising the stakes for global trade stability

Moneycontrol Pro Weekender | How the markets learned to stop worrying and love tariffs

BUSINESS

Moneycontrol Pro Weekender | How the markets learned to stop worrying and love tariffs

Markets find Leonard Cohen's cracks of light amid Trump's tariff threats and India's subdued earnings season

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