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Manas Chakravarty

Group Consulting Editor

Moneycontrol

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

Weekend Wild Card: Travel advisory alert for Trumpistan

WORLD

Weekend Wild Card: Travel advisory alert for Trumpistan

Carry loads of cash when visiting Trumpistan if you are travelling by a foreign airline--tariffs on foreign flights may suddenly be increased by 200 percent.

How the US is using tariffs to undermine China’s global trade network

BUSINESS

How the US is using tariffs to undermine China’s global trade network

The latest US tariff threats appear chaotic on the surface but reveal a deeper strategy aimed at stalling China's rise while also extracting concessions from allies

Is India more socialist than China?

BUSINESS

Is India more socialist than China?

India's surprisingly low inequality score has it beating "socialist" China and Vietnam at their own game—but the numbers hide a complex reality

Quick Take: Asian stocks resilient despite new tariff threats, but is there a Trump strategy in play?

BUSINESS

Quick Take: Asian stocks resilient despite new tariff threats, but is there a Trump strategy in play?

Financial markets are displaying scepticism toward Trump's new tariffs, with Asian stocks remaining resilient and currencies stable as investors bet these threats are merely negotiating tactics

Moneycontrol Pro Weekender | Apocalypse Postponed, Again

BUSINESS

Moneycontrol Pro Weekender | Apocalypse Postponed, Again

Halfway into 2025, global markets and the economy continue to defy forecasts of doom with defiant cheerfulness

Weekend Wild Card: A spectre is haunting Kerala, the spectre of Zumba

INDIA

Weekend Wild Card: A spectre is haunting Kerala, the spectre of Zumba

Why India’s nutrition crisis is an economic one

TRENDS

Why India’s nutrition crisis is an economic one

Nearly two-fifths of Indians can't afford enough calories—an alarming statistic with deep economic consequences

BIS sees no soft landing ahead as trade wars, financial risks multiply

BUSINESS

BIS sees no soft landing ahead as trade wars, financial risks multiply

When even the BIS sounds nervous, it’s time to pay attention. Its latest report is an alarm bell for a global economy on the brink

RBI report reveals India’s consumption boom powered by affluent borrowers

BUSINESS

RBI report reveals India’s consumption boom powered by affluent borrowers

The Reserve Bank of India's latest Financial Stability Report exposes a troubling truth: India's consumption-driven growth is increasingly powered by wealthy households who can access cheap credit

Moneycontrol Pro Weekender | NATO Spending Hike Sounds Trumpet for Orwell’s Permanent War Economy

BUSINESS

Moneycontrol Pro Weekender | NATO Spending Hike Sounds Trumpet for Orwell’s Permanent War Economy

NATO's new 5 percent defence spending target marks a historic rupture--signalling the rise of the security state, the eclipse of social welfare, and the march to a militarized economy

Weekend Wild Card: Dubious insider reveals Trump’s yuge Nobel Grand Slam

BUSINESS

Weekend Wild Card: Dubious insider reveals Trump’s yuge Nobel Grand Slam

We submit below the transcript of an allegedly secret meeting of the committee to decide the Nobel Awards for this year, clandestinely smuggled to us by a shady source:

Decoding Economics: Piketty’s new research reveals how the Global South was impoverished to enrich the North

BUSINESS

Decoding Economics: Piketty’s new research reveals how the Global South was impoverished to enrich the North

A ground-breaking new analysis by Thomas Piketty and Gaston Nievas reveals how centuries of colonial exploitation systematically transferred wealth from India and other colonies to Europe, fuelling Western prosperity at the expense of the Global South. Their research suggests that, had these transfers not occurred, India could have ended up owning vast assets in Britain itself

Are markets becoming immune to war, geopolitics?

BUSINESS

Are markets becoming immune to war, geopolitics?

Despite ongoing conflicts from Iran-Israel tensions to the Ukraine war, global equity markets continue their remarkable resilience, barely flinching at geopolitical upheaval. This phenomenon reveals a fundamental shift in how modern markets process risk—filtering every crisis through a single lens: will this affect corporate earnings?

US strike on Iran: signals for global, Indian policymakers and investors

BUSINESS

US strike on Iran: signals for global, Indian policymakers and investors

The US strikes on Iran have exposed a fundamental shift in international relations, where diplomatic agreements are increasingly viewed as disposable and military action speaks louder than negotiated settlements. This erosion of trust is forcing nations worldwide to reconsider their foreign policy strategies, defence spending priorities, and trade and investment approaches

Moneycontrol Pro Weekender | Will the US Go to War with Iran Despite Markets Betting on Stability?

BUSINESS

Moneycontrol Pro Weekender | Will the US Go to War with Iran Despite Markets Betting on Stability?

Why Trump's birthday parade was a revolutionary goose-step for capitalism

WORLD

Why Trump's birthday parade was a revolutionary goose-step for capitalism

Putin was quick to offer congratulations. Dubious reports say Gazprom has already bid to sponsor the next Red Square parade.

MC Analysis: India’s gold reserves hit record high as central banks hedge dollar risk

BUSINESS

MC Analysis: India’s gold reserves hit record high as central banks hedge dollar risk

RBI has dramatically raised its gold holdings, mirroring a worldwide pivot to safer, non-dollar assets

Israel-Iran Tensions: How oil, trade, and US strategy fuel the conflict

BUSINESS

Israel-Iran Tensions: How oil, trade, and US strategy fuel the conflict

The Israel-Iran conflict isn’t just about ideology—it’s a fierce struggle over oil routes, trade corridors, and regional dominance. Beneath the headlines lies a complex web of U.S. strategy, Gulf alliances, and competing global powers

The curious case of the US dollar in the time of the Israel-Iran conflict

BUSINESS

The curious case of the US dollar in the time of the Israel-Iran conflict

The US dollar, long seen as the ultimate safe haven, is behaving oddly in the face of geopolitical and economic stress. Despite high bond yields and global uncertainty, the greenback is weakening — and that’s raising deeper questions about its future

Data Story: FY25 corporate data shows strong financials, but capex growth signals caution

BUSINESS

Data Story: FY25 corporate data shows strong financials, but capex growth signals caution

India Inc delivered its strongest financial performance in over a decade during FY25, with Return on Capital Employed hitting multi-year highs while maintaining healthy balance sheets. However, sluggish capital expenditure and cooling credit growth signal potential headwinds for the economy ahead

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