ECONOMY
Macro Matters | Why has India’s rank dropped in AT Kearney’s FDI Confidence Index?
Elections and regulatory challenges may be deterring would-be investors
ECONOMY
Macro Matters | RBI paper says low GDP growth may be reason for low bank deposit growth
Study implies there has been a secular deceleration in trend GDP growth since 2009
ECONOMY
Macro Matters | Manufacturing growth in FY19 lower than in FY14
Both consumption goods production and capex are contracting.
BUSINESS
Macro Matters | The NSSO spills the beans about the new GDP series
The report casts serious doubt about the credibility of a database used to compute GDP
BUSINESS
Macro Matters: PMI surveys confirm growth slowdown, but there is a silver lining
Will the economy revive once the political uncertainty is over?
BUSINESS
Money Matters | Have financial conditions in India been too tight in recent years?
Money supply has not kept pace with output growth
BUSINESS
Markets | Why on earth are hedge fund managers warning of class warfare?
If you have no capital, why be a capitalist?
BUSINESS
Macro matters | Why the rise in bank credit to industry is no sign of a manufacturing recovery
The relentless rise in the share of infrastructure in bank credit is a risk
BUSINESS
Macro Trends | Does growth in rich countries come about at the expense of poorer ones?
A study finds that global warming has benefited countries in temperate regions while hurting growth in tropical countries
POLITICS
Politics | Non-committed voters: Your vote can improve the country’s economic performance
A study found that non-committed voters, when they do vote, usually choose to vote for the candidate who can improve economic growth
POLITICS
Politics | Are elections really free and fair?
It requires enormous amounts of money to shape political perceptions.
BUSINESS
E-commerce | How India can learn from China’s experience
The growth of e-commerce increases the size of the market, especially in rural areas.
POLITICS
Politics | Pragya Thakur is the real issue in this election
Will uncommitted voters support or be put off by the BJP choosing her?
POLITICS
Macro Trends | The poor are dropping out of the workforce
Since 2016, the Workforce Participation Rate for less educated workers has plunged, while that for higher educated workers has risen.
MUTUAL-FUNDS
Markets | Rise in passive funds leading to herd-like behaviour
For India, increasing domestic inflows will be a counterweight
BUSINESS
Macro trends | Industrial growth in FY19 lowest in last three years
‘Make in India’ has been a very damp squib
BUSINESS
Political Economy | The importance of the nationalist narrative for Indian capitalism
The question is how to ensure rapid capital accumulation in a democracy
BUSINESS
What the IMF says about the outlook for the Indian economy
Lower oil prices will be a windfall for India
POLITICS
Comment | How much does anti-incumbency sentiment matter in Indian elections?
The study says incumbents are at a disadvantage in Hindi-speaking states, but being a BJP candidate is a big help.
BUSINESS
Comment | Will improved household perception of economy win more votes for BJP?
RBI survey shows future expectations about economy at all-time high
POLITICS
Opinion | Why the markets want another term for Modi
The Congress manifesto will reinforce investor fears about populism.
BUSINESS
Comment | Lower manufacturing PMI strengthens case for 25 basis point rate cut
But future expectations at 7-month high indicate need for caution.
MARKETS
Comment | Do economic fundamentals improve after elections?
While the Indian economy is going through a rough patch, trends since 1999 show the economy does better once elections are out of the way
POLITICS
Opinion | What the income support doles say about India’s job market
Since the masses cannot be given enough jobs, we must provide them bread and circuses
