ECONOMY
Macro Matters | The Composite PMI for November should provide comfort to the RBI
The gauge of private sector activity indicates a rebound after two months of contraction
ECONOMY
Rate cuts and the Streetlight Effect
India’s real policy rate isn’t high compared to several emerging markets
ECONOMY
Macro Matters |The government’s share in the economy is now the highest in sixty years
India's government spending as percentage of GDP well above those of most East Asian peers, except China
ECONOMY
Macro Matters | Manufacturing PMI for November offers ray of hope
The upturn is among the weakest in the last one and a half years
ECONOMY
Macro Matters | The government sector contributed 40 percent of GVA growth in September quarter
On the expenditure side, ‘discrepancies’ contributed a negative 44 percent to growth
ECONOMY
Why is India’s labour force participation rate so low?
If India had the same female labour participation rates as most other countries, the unemployment rate would be far higher
ECONOMY
Macro Matters | What to expect from the September quarter GDP data
The only question is: Will the growth number be jaw-droppingly bad?
BUSINESS
Moneycontrol Pro Picks of the Week: Waiting for Trump and Xi
Here are some key stories from the week that went by, written exclusively for subscribers of Moneycontrol Pro.
COMPANIES
Privatisation | When a crisis becomes an opportunity
The government’s decision to sell BPCL, SCI and Concor indicates it is no longer diffident about privatisation
MARKETS
Corporate India’s ability to service debt worsens in September quarter
Interest cover is the lowest since the December 2015 quarter
ECONOMY
Macro Matters | Was consumer spending in 2017-18 really lower than in 2011-12?
The government should make the NSO report public, so that it can be debated
ECONOMY
Macro Matters | September IIP nosedives in spite of heroic effort by mild steel slab producers
Industrial output growth in September quarter lowest in last seven years
POLITICS
The Ram Janmabhoomi chapter closes and it’s time to focus on the economy
India has changed radically since the days when the Babri Masjid was brought down
ECONOMY
How much would India’s GDP, exports and investment have gone up if it had joined the RCEP?
RCEP would also have encouraged firms to make India part of their global value chains
ECONOMY
Why Moody’s cut its India credit rating outlook
The growth slowdown is expected to be long-lasting and Moody’s has lost its earlier confidence in reforms continuing
ECONOMY
Among the 16 nations, why did only India think the RCEP was a threat?
India’s openness to trade is one of the lowest in the world
ECONOMY
No recovery seen in economy this festive season
The degree of optimism observed in October was among the weakest in the near 14-year survey history.
ECONOMY
Macro Matters | Real rural wage growth contracts in August
Contracting real wages an obvious reason for lack of rural demand
MARKETS
Markets | We could be on the cusp of a huge bubble in asset prices
Economists may warn that it’s going to be a long, slow slog of a recovery for the Indian economy, but as long as liquidity is going to flow in, the markets will party.
BUSINESS
Macro Matters | PMI manufacturing data fail to show any green shoots from festive demand
Stock market running well ahead of the economic fundamentals
BUSINESS
Macro Matters | Tax revenue growth in the first half has been pathetic
The government has however stepped up expenditure, thanks to the bonanza from the RBI
BUSINESS
Macro Matters | How South Asia can contribute a third of global growth in 20 years
If the Modi government seizes the opportunity for reform, the rewards will be substantial
WORLD
Global Markets | Look at the Fed chief’s view for cues
A rate cut this week is baked in, but much depends on what Powell says about the future
ECONOMY
Credit Suisse report says number of Indian dollar millionaires could increase to 1.2 million by 2024
On the flip side, the poorer 50 percent of the Indian population owns a mere 2.8 percent of the nation’s wealth
