ECONOMY
What Xi Jinping really thinks about economics
The key message: While China, as well as other developing nations, must learn and seek help from economic theories that originate in the West, these theories must be adapted to specific national conditions.
ECONOMY
Arvind Subramanian and India’s Four Balance Sheet problem
Arvind Subramanian’s latest Harvard University paper says the Indian economy is trapped in a vicious circle, as stress in the corporate and financial sectors are feeding on each other, driving the economy downwards
ECONOMY
Non-oil, non-gold & silver imports are lower than they were five years ago
The fall in merchandise imports reflects the weakness in domestic demand
ECONOMY
Core inflation fell in November, indicating continuing weakness in demand
The dilemma the central bank faces is the combination of rising food prices and plunging core inflation
ECONOMY
Is the Index of Industrial Production an accurate yardstick?
Did fragrances really contribute 2.5 percentage points to IIP growth in October?
ECONOMY
Human Development Report: Who benefited the most from India’s economic growth?
We are ardent followers of Deng Xiaoping, who is reported to have said, ‘Let some people get rich first’
BUSINESS
Moneycontrol Pro Weekender: The curious incident of the MPC in the slowdown
The parallel between the little snippet from the Sherlock Holmes story and the Monetary Policy Committee doing nothing at its meeting last Thursday is rather neat
ECONOMY
RBI survey finds consumer confidence at its lowest in last nine years
The survey results show that the combination of demonetisation and GST broke the consumer’s back
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
