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Manas Chakravarty

Group Consulting Editor

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The gap between Budgetary promises and cold cash

BUSINESS

The gap between Budgetary promises and cold cash

Government budgets often promise the moon but deliver significantly less when it comes to actual spending. Our analysis of FY25 central government expenditure reveals a disconnect between rhetoric and reality, with several key ministries spending much lower than their allocated budgets while others exceeded their limits

The yawning gap between GDP data and consumer sentiment

BUSINESS

The yawning gap between GDP data and consumer sentiment

India’s GDP grew by 6.5 percent in FY25, and key economic indicators appear robust, according to data from the National Statistics Office. Yet, consumer sentiment surveys from the RBI suggest income concerns and weak urban demand—highlighting a growing disconnect

Global growth slows, but markets soar: What's driving the disconnect?

BUSINESS

Global growth slows, but markets soar: What's driving the disconnect?

While global economic forecasts are being lowered, stock indices from the US to developed markets are hitting new highs. Dig deeper to see why TACO, tech dominance, and income inequality may be driving this strange boom

Moneycontrol Pro Weekender | Sanjay Malhotra fires his bazooka

BUSINESS

Moneycontrol Pro Weekender | Sanjay Malhotra fires his bazooka

Despite the RBI’s bold liquidity boost and optimism, GDP growth projections remain unchanged at 6.5%, raising questions about the real impact of policy moves

Weekend Wild Card: Kill Bill - Elon’s big beautiful sequel

WORLD

Weekend Wild Card: Kill Bill - Elon’s big beautiful sequel

In a series of tweets, the Tesla chief castigated Trump’s ‘’Big, Beautiful Bill’’, calling it ‘a disgusting abomination’.

Data Story: What the FY25 GDP data tell us about long-term changes in the Indian economy

BUSINESS

Data Story: What the FY25 GDP data tell us about long-term changes in the Indian economy

India’s economic structure has shown remarkable consistency over the past decade, defying ambitious targets for transformation. Despite policy pushes, the promised manufacturing revival remains elusive while services surge ahead

OECD: India set for modest growth, limited easing while global risks rise

BUSINESS

OECD: India set for modest growth, limited easing while global risks rise

The OECD’s latest Economic Outlook paints a mixed picture for the global economy, projecting slower growth and rising uncertainty. While the US is set to cool off sharply, India manages to hold its ground

Moneycontrol Pro Weekender | FY25 growth at 6.5%: What India's strong growth signals for investors

BUSINESS

Moneycontrol Pro Weekender | FY25 growth at 6.5%: What India's strong growth signals for investors

India's economy grew 6.5 percent in FY25, with a robust 7.4 percent expansion in Q4 despite global headwinds and domestic uncertainty, signalling underlying resilience

IIP data confirm PM's warning on foreign imports

BUSINESS

IIP data confirm PM's warning on foreign imports

India's industrial production registered a modest 2.7 percent year-on-year growth in April 2025, marking a weak start to FY26 despite outperforming expectations, given the core sector's dismal 0.5 percent expansion. The sluggish performance reflects deeper structural challenges in the manufacturing sector, particularly in consumer goods production

Data Story: India’s fourth largest economy status comes with a K-shaped reality

BUSINESS

Data Story: India’s fourth largest economy status comes with a K-shaped reality

India’s ascent to the world’s fourth-largest economy marks a milestone. But the rising GDP has been accompanied by a sharp increase in inequality

Moneycontrol Pro Weekender | As global yields rise and the dollar softens, where do Indian equities stand?

BUSINESS

Moneycontrol Pro Weekender | As global yields rise and the dollar softens, where do Indian equities stand?

The Trump regime, with its erratic and shifting policies, will continue to reshape markets in unpredictable and often disruptive ways

Weekend Wild Card: How Shashi Tharoor won the Diplomatic War for India

INDIA

Weekend Wild Card: How Shashi Tharoor won the Diplomatic War for India

An alleged transcript of a purported interaction between Shashi Tharoor, Donald Trump and Elon Musk, gathered from very unreliable sources

Decoding Economics: Are consumer sentiment surveys misleading?

BUSINESS

Decoding Economics: Are consumer sentiment surveys misleading?

Despite steady economic growth and rising incomes, consumer sentiment in India and the US remains surprisingly gloomy. A new study explores why people may feel worse off even when they’re actually spending more than before

Is India’s growth accelerating? All eyes on Q4 GDP numbers

BUSINESS

Is India’s growth accelerating? All eyes on Q4 GDP numbers

India's Q4 GDP data, due on May 30, could offer critical clues on whether the economy is gaining momentum or plateauing. From sectoral trends to corporate investment signals, there's a lot riding on this print

Data Story: India's core industrial output stalls in April: What the numbers reveal

BUSINESS

Data Story: India's core industrial output stalls in April: What the numbers reveal

India’s core industrial sector has stumbled out of the gate in FY26. A sharp drop in growth in April raises fresh questions about the strength of the recovery — and one heavyweight sector may be to blame

Data Story: China’s long game shows in its strategic move away from US debt

BUSINESS

Data Story: China’s long game shows in its strategic move away from US debt

The UK has overtaken China as the second-largest holder of US Treasury securities in March 2025, raising questions about China’s long-term strategy. Is this a sign of decoupling from the US?

Moneycontrol Pro Weekender | Trump’s trade boasts stir market optimism amid underlying chaos

BUSINESS

Moneycontrol Pro Weekender | Trump’s trade boasts stir market optimism amid underlying chaos

As markets cheer temporary truces, the real story is America's struggle to navigate a world where its dominance is fading, and systemic chaos reshapes global trade and power structures

Global fund manager survey reveals contrarian bets in post-truce market

BUSINESS

Global fund manager survey reveals contrarian bets in post-truce market

The latest Bank of America Global Fund Manager Survey offers a snapshot of institutional positioning prior to the US-China trade truce. Interpreted through a contrarian lens, the data points to several asset classes that may be poised for a reversal as geopolitical tensions ease

Data Confirms PM Modi’s Warning: Global report shows terrorism is devastating Pakistan

BUSINESS

Data Confirms PM Modi’s Warning: Global report shows terrorism is devastating Pakistan

Prime Minister Modi’s stark warning to Pakistan—that terrorism will be its undoing—is not just rhetoric. The 2024 Global Terrorism Index backs his words with hard-hitting numbers, showing Pakistan as one of the most terror-ravaged countries in the world, even surpassing war zones like Syria and Somalia

Why China’s calm response to Trump’s tariffs worked — and what comes next

BUSINESS

Why China’s calm response to Trump’s tariffs worked — and what comes next

Markets cheered the lowering of tariffs in the US-China trade war. But the underlying uncertainty remains 

Moneycontrol Pro Weekender | The Right Time to Strike Hard: Why India must raise the stakes with Pakistan

BUSINESS

Moneycontrol Pro Weekender | The Right Time to Strike Hard: Why India must raise the stakes with Pakistan

What is required is a decisive show of strength — -a big stick to drive home the message that India will no longer tolerate cross-border terrorism

Data Story: What’s driving FPIs back to India? A solid economic signal

BUSINESS

Data Story: What’s driving FPIs back to India? A solid economic signal

As major global economies struggle with sluggish growth and the effects of Trump’s tariffs, India has emerged as a rare bright spot in the April 2025 PMI data

Data Story: India beats global average in workplace engagement but falls short on life satisfaction

BUSINESS

Data Story: India beats global average in workplace engagement but falls short on life satisfaction

As AI and disruption shake up the workplace, Gallup’s 2025 State of the Global Workplace report finds morale and life satisfaction among workers under serious strain Manas Chakravarty

Warren Buffett: Cathedral capitalism vs casino capitalism

BUSINESS

Warren Buffett: Cathedral capitalism vs casino capitalism

Warren Buffett’s final bow as CEO at the Berkshire Hathaway meet was everything fans of the Oracle could have hoped for: thoughtful, candid, and full of macro reflections. From trade policy to capitalism and the real meaning of wealth, Buffett left behind more than a succession plan—he left a philosophy

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