ECONOMY
Coronavirus epidemic: rate cuts are not enough
We should have a contingency plan for the corporate and financial sectors in place
ECONOMY
Why did the OECD slash India’s growth forecast so brutally?
If the OECD projections are right, the Indian economy will continue to be in dire straits even in 2021-22
ECONOMY
India’s manufacturing PMI shows robust recovery continued in February
India tops Asian manufacturing PMIs
ECONOMY
Macro Matters | No green shoots, only slowdown blues in GDP numbers
Private sector gross value added was the lowest in the new GDP series
BUSINESS
Nuggets of wisdom from Warren Buffett’s letter to shareholders
Key Quote: ‘A venerable caution will forever be true when advice from Wall Street is contemplated: Don’t ask the barber whether you need a haircut.’
ECONOMY
A cold hard look at India’s growth model
A research paper by Arvind Subramanian and Rohit Lamba says Indian underperformance in broader categories of development is not an aberration that time will necessarily correct
ECONOMY
Food inflation down, overall inflation up
Core inflation edges up too
ECONOMY
Did the green shoots seen in November wilt in December?
Without the contribution of the steel sector, industrial production would have contracted significantly from a year ago
ECONOMY
The fall in the savings rate is a symptom of a deeper problem
A decade ago, investment and exports powered India’s growth, while the share of consumption in GDP declined; in recent years, however, consumption has been the only growth engine and even that is now faltering
ECONOMY
January PMI shows strong momentum in manufacturing
The survey shows a significant rebound in demand
ECONOMY
The magic beans that will grow central government revenues this year
The states’ share of revenue is being cut drastically
ECONOMY
Budget 2020 | One more missed opportunity
In the entire 67-page budget speech, the word ‘slowdown’ doesn’t occur even once.
ECONOMY
Economic Survey says reforms can lead to a swift rebound in growth
The government should listen to its message that privatisation is the way to improve efficiency
ECONOMY
Flash PMI data for January show green shoots in global economy
The US-China trade deal and hopes of a better Brexit deal lead to rebound
ECONOMY
The aim of this Budget should be to restore confidence
We need a new vision for the economy, a new direction, like we had in the 1991 Union Budget
BUSINESS
Moneycontrol Pro Weekender | Waiting for Sitharaman
Budget 2020 comes at a time of crisis for the Indian economy. What is needed is inspired out-of-the-box thinking. Will Nirmala Sitharaman rise to the occasion, thus ensuring a place for her in the history books?
ECONOMY
Bank of America fund manager survey: global tail risk shifts from trade war to US elections
Markets irrationally bullish, but not yet euphoric
ECONOMY
IMF predicts Indian economy bounce in FY21, but how accurate are its forecasts?
Easy financial conditions are providing the liquidity for a market rally based on the expectation that the worst is over and better times lie ahead
ECONOMY
Data show the credit crunch is at the root of the current slowdown
The flow of financial resources to the commercial sector, as a percentage of Gross Value Added, has fallen sharply
BUSINESS
Moneycontrol Pro Weekender: Buy the rumour, buy the news?
Market consensus estimates are as usual bullish, forecasting earnings growth of 26 percent in FY21 and 15 percent in FY22 for the Nifty.
ECONOMY
What the World Bank has to say about low Indian productivity
Labour productivity in India is 27 percent of the average in emerging economies, which in turn is less than one-fifth of the average in developed economies
ECONOMY
Rising inflation takes rate cuts off the table
It’s up to the Union Budget now---an extraordinary slowdown calls for special measures
ECONOMY
The need for a willing suspension of disbelief of IIP data
How Mild Steel Slabs rescued the Index of Industrial Production
BUSINESS
Moneycontrol Pro Weekender: All is well
There are some signs that the worst of the slowdown is over. The Global Composite PMI, which considers both the manufacturing and services sectors, came in at an eight-month high in December 2019
