ECONOMY
Comment | Was there really a need for RBI to relax risk weights for NBFCs?
The share of bank credit to NBFCs has been the highest in the December 2018 quarter.
BUSINESS
Comment | Who is right -- RBI or its panel of professional forecasters?
The panel of forecasters say inflation will be higher
INDIA
Comment | Why Indian women are dropping out of workforce, but Bangladeshi women aren't
IMF research says India could boost its economy by 27 percent, by raising women’s participation in the workforce.
BUSINESS
Comment | PMI data show robust economic growth before monetary policy announcement
Job growth strong, price rise muted; but the worry is that firms are reporting cash flow problems.
INDIA
Opinion | Why RBI’s monetary policy committee should not lower interest rates
As Urjit Patel said, ‘the extant national fiscal stance continues to be more akin to a "shock amplifier" rather than a "shock absorber" for our macroeconomy.’
BUSINESS
Opinion | Bubbles are pricked, not deflated
Central banks seem to have no idea how to get back to normal conditions. It’s back to business for risk assets.
BUSINESS
Loose Canon: The Mystery of the Missing Poet in the Budget
Everybody who heard the speech knows that towards the end Goyal talked of a poet of Maharashtrian origin who wrote in Hindi
INDIA
Opinion | How will the finance minister fund his giveaways?
BUSINESS
Comment | GDP does not stand for ‘Grossly Distorted Picture’
The real GDP growth rate for 2016-17, the year of demonetisation, has been revised upwards from 7.1 percent to 8.2 percent.
ECONOMY
Opinion | Loose Canon: Who will Piyush Goyal quote on Budget day?
Manmohan Singh’s Victor Hugo quote has been the best so far
INDIA
Comment | How Arun Jaitley reduced the Centre’s fiscal deficit
Lower subsidies and higher indirect taxes, aided by low oil prices, have been the reason for the improvement in the fiscal deficit
BUSINESS
Opinion | India's growth is far more stable than China's debt-fuelled binge
Chinese sustainable growth is estimated to be well below its official growth figures.
CURRENT-AFFAIRS-TRENDS
Opinion | EWS reservation is biased against rural India
The limit of five acres of agricultural land leaves out many who would otherwise be eligible
BUSINESS
Opinion | The sins of Zee’s promoters are now being visited upon investors
Even if a company is doing well, the risks from promoters’ other business interests should not be underestimated.
BUSINESS
Quick Take | Flash PMI data show two-speed global economy
The US shows robust growth, while the Eurozone and Japan are spluttering.
BUSINESS
Quick Take | Can the IMF predict oil prices?
IMF says India’s growth will accelerate despite a slowing global economy. But it all depends on oil prices
POLITICS
Loose Cannon: A worm’s eye-view of Mamata’s Mahagathbandhan rally
Here are some of the missives, so important for analysing the psychology of the voter in the upcoming elections
MARKETS
Quick Take | Fund manager survey finds emerging markets favourites against backdrop of slowing growth
Fund managers were a net 29 percent overweight emerging markets, a swift turnaround from the net 10 percent underweight seen last September
BUSINESS
Opinion | Can Trump heroically bring the world economy back from the brink?
Winston Churchill was supposed to have said, ‘‘You can always count on Americans to do the right thing -- after they’ve tried everything else.’
BUSINESS
Quick Take | 6 questions answered by inflation numbers
In this scenario, RBI would do well to ensure adequate liquidity, rather than cut rates
BUSINESS
Opinion | China faces two options: Domestic stimulus or trade truce with US
Of the two choices, ending the trade war looks by far the better option.
BUSINESS
100-Word Take | The 0.5% growth in IIP for November 2018 is not a sign of a slowdown
The message after clubbing the growth for October and November 2018 together is that overall industrial production growth continues to hold up well, without any slowdown.
MARKETS
100-Word Take | Was the recent market fall worse than the taper tantrum?
For India, the extent of the fall in the Sensex from its highs was much more during the Chinese scare, but that was also the period when we had our spectacular demonetisation experiment
BUSINESS
100-Word Take | When elephants fight, how badly does the grass get trampled?
As per World Bank’s baseline scenario, US GDP growth will slow by 0.4 percentage points in 2019 and another 0.8 percentage points in 2020
