INDIA
Quick Take | Does the govt believe that more than 95% Indian households need job reservations?
Studies show that at least 95% of Indian households earn less than the government’s cut-off income of Rs 8 lakh
INDIA
Opinion | Take the first advance GDP growth estimates with a pinch of salt
The final sectoral growth numbers may be very different from the first estimates
BUSINESS
Opinion | Central banks' ride to rescue the markets once again
The rule for the US Fed now seems to be: don’t fight the markets
INDIA
100-word take | PMI shows Goldilocks moment for Indian economy
Employment increased in both manufacturing and services while input prices remained soft
BUSINESS
Quick Take | Govt faces tough choice ahead of polls - fiscal deficit or growth
If the government wants to stick to its fiscal deficit target it will have to slash expenditure
BUSINESS
Quick Take | Spectre of a global slowdown haunts 2019
The slowdown is not confined to China. The US manufacturing PMI for December 2018 was the lowest in 15 months. The reading for the Eurozone was the lowest since February 2016
BUSINESS
100-word take: Weak December Manufacturing PMI another reason for RBI to cut rates
The Nikkei India Output Prices sub-index indicates that prices have fallen from the previous month, the first time this has happened since July 2017.
INDIA
Quick Take | Decoding FSR fine print: RBI unlikely to change policy rate till first half of FY20
RBI's Financial Stability Report projects current account deficit of 2.1% of GDP in the second half of FY19 and 3.4% of GDP in the first half of FY20
BUSINESS
Quick Take | With so many frauds in PCA banks, why take the risk of allowing them to lend?
The share of frauds in banks under the prompt corrective action framework far outweighs their share of total bank capital dedicated to operational risk
INDIA
100-Word Take | Loan waivers come at a time when bad loans in the agriculture sector are rising
The gross non-performing assets in agricultural bank loans went up from around 5 percent of advances to the sector in March 2017 to 8.4 percent by September 2018.
INDIA
100-Word Take | What India could learn from Sheikh Hasina
Despite being a much poorer country than India, Bangladesh scores over India on many fronts
BUSINESS
Opinion | Economic outlook for 2019: Will the elephants in the room turn out to be mice?
It's a mug's game to predict the direction of crude oil prices and the outcome of the general elections, but they matter the most for the Indian economy in 2019
BUSINESS
100-word take | Trump trade wars have had hardly any impact on global trade so far
Global trade has been sluggish in recent months, but it remains to be seen if the trend persists
BUSINESS
Opinion | What spooked global markets?
Markets are worried Fed Chairman Jerome Powell may withdraw the drug that propelled them to new highs.
BUSINESS
Opinion | Niti Aayog wants to make India a development state, but it's a tall order
Development states are able to rise above powerful sectional and vested interests. Unfortunately in India, governments have, time and again, meekly surrendered to populist pressures.
BUSINESS
Opinion | Bird Watching at the Reserve Bank of India
We explore the minutes of the last Monetary Policy Committee meeting to decipher the ornithological profiles of the members.
WORLD
Quick Take | US Fed Chairman refuses to play Santa to the markets
The Fed's projection of the unemployment rate has been pushed up a little and its prognosis of the inflation rate has been pushed down slightly.
BUSINESS
Quick Take | The myth of low credit growth under the Modi government
In November 2013, before the Modi government came to power, non-food bank credit growth was 14.6 percent, lower than what it is now. But then, one month’s numbers may be a flash in the pan.
BUSINESS
100-Word Take | Over 40 years, Chinese dragon outpaces Indian tiger in GDP race
India’s share of world output was higher than China’s till 1984, but it’s less than half now.
BUSINESS
Quick Take | Global fund manager survey finds extreme bearish sentiment, but allocation to emerging markets improves
Global fund managers now say the region they would most like to overweight in the next 12 months is the emerging market universe.
INDIA
Quick Take | Demonetisation led to 2 percentage point drop in GDP, says top US research firm
If demonetisation had not occurred then GDP growth in the September-December 2016 quarter would have been 2 percentage points higher.
BUSINESS
100-Word Take | The reason for the plunge in the US market
The December Flash Composite Purchasing Managers Index for the US, a gauge of private sector activity, has come in at a 19-month low.
BUSINESS
100-Word Take | November exports were at the same level as four years ago
India's export performance has been dismal.
BUSINESS
100-Word Take | The market is hoping Fed chief Powell has become a dove
Dovish remarks by US Fed officials and fears of a US slowdown have led to lowered market expectations of Fed rate increases
