INDIA
Quick Take | Farm loan waivers end up hurting the people they want to help
Former RBI governor Urjit Patel had pointed out that loan waivers often result in higher than budgeted revenue expenditure.
BUSINESS
Quick Take | How deflation in food prices played a role in BJP's election debacle
Apart from the states that just had elections, Andhra Pradesh, Himachal Pradesh, Maharashtra, Odisha and Jharkhand are the other states facing rural deflation
BUSINESS
Opinion | Shaktikanta Das will have to prove he is his own man
The immediate issues before Das are the ones that apparently forced Urjit Patel to resign
BUSINESS
Opinion | What the results of the state elections mean for Modi’s Brave New India
The political economy experiment of the last four years has been dealt a body blow
BUSINESS
Quick Take | The rising current account deficit is not just because of high oil prices
While the deficit on account of petroleum, oil and lubricants (POL) went up by 58 percent from a year ago, the deficit on account of non-POL products rose by 50 percent
BUSINESS
Quick Take | Gandhi family critic, Raghuram Rajan fan: How CEA Krishnamurthy sees the world
We have to turn to Subramanian’s columns to glean clues about his macro-economic thinking
INDIA
Quick Take | Does the market really have a reason to worry about lower global growth?
Global growth is still strong, but business confidence is the lowest it has been in two years
BUSINESS
Quick Take | Will crumbling consumer confidence affect BJP’s electoral prospects?
RBI’s consumer confidence survey finds people are even more pessimistic about current conditions in the economy than they were in March 2014
BUSINESS
Quick Take | Slowdown? What slowdown?
The Nikkei Purchasing Managers’ index for November shows a buoyant Indian economy
BUSINESS
Quick Take | Crude oil prices key to unravelling GDP back series puzzle
What if we assume the new back series is right and instead ask why growth has been higher during the last four years than in the previous nine years?
BUSINESS
10 key takeaways from the September quarter GDP numbers
The most important takeaway is that growth in capital expenditure contributed more to GDP growth than increase in consumption
BUSINESS
Trump and Xi play Santa Claus for the markets
Any lessening of this risk should be hugely positive not just for battered-down Chinese stocks, but for all risk assets, including emerging markets.
