Estimates of India's GDP growth are being revised further downwards as the full extent of the damage to the economy caused by the virus is becoming clearer
Growth is the solution and if it needs a helping hand from the central government, it should be provided
The cup of economic misery is overflowing, but the stock market has its own programming to follow. How should investors read it?
Even a wobble in the markets these days is sufficient enough to make the Fed spring to the rescue
The RBI minutes mention ‘uncertainty’ 12 times, the ECB 20 times and the Fed minutes 8 times. It should be the word of the year
For the market, much depends on individual businesses and sectors. For instance, we are seeing improvements in the business outlook for several companies
The loan restructuring is far better than to have a moratorium brush everything under the carpet.
In India, new Covid cases are going up every day. But the markets have been resilient
Epidemic management and stock market performance are correlated, but much depends on other factors also
India’s long-term story received a big boost when Google decided to invest $10 billion in the country, including a major investment in Jio Platforms
The stall in global stock rally suggests that investors have suddenly become wiser about the dangers lurking in the background
We are into Unlock 2.0. Should we then expect a rebound in private economic activity, at least a temporary one? It's some way off.
The markets ignored the IMF’s grim growth projections completely, with good reason
The idea is to buy time, deter aggressive action by the enemy, influence third parties, throw his opponents off-guard and, when the time is ripe, to strike hard militarily.
The Fed dot plot showed that policy rates would remain where they are through 2022. And then, of course, there is always the promise of more stimulus to come.
The extraordinary global market rally keeps going, despite complete pandemonium in almost all economies
Nobody seems to be buying the International Monetary Fund’s prediction that the pandemic will lead to lower fund inflows into emerging markets
While the support measures are all very fine, there are limits to what even central banks can do to get the economy moving again.
So far, the Finance Minister’s measures fleshing out that Rs 20 trillion package have been rather underwhelming
Stock markets in emerging markets too have stabilised, but these economies are resource-constrained and their public health infrastructure is a shambles, which is why perhaps the last word is yet to be said on outflows from their markets
Several reasons are being cited for the resurgence of the bulls.
Many of the relaxations are aimed at re-starting work in rural areas, but here too implementation is the key.
As we near the end of the nation-wide lockdown, we’re all wondering whether it will be extended or whether the time is approaching for a managed exit from it
It wasn’t just stocks that got walloped -- Treasuries, bitcoin, commodities all fell and even gold was not spared.
There are some encouraging signs -- China is slowly limping back to normalcy