When nominal GDP grows fast (due to inflation, indirect tax changes, subsidies, etc.), real growth gets boosted when deflators understate inflation. If input cost inflation is high, but the deflator ...
Management capitalising on emerging sectors: hydrocarbons, semiconductors, and green hydrogen for long-term growth. Key positives include prospects in the Middle East, a healthy domestic pipeline, ...
Festive spending surges with GST cuts and supportive RBI policies, but growth continues to be below aspirations ...
The ‘liberation day’ sell-off increased the value proposition of non-U.S. markets, particularly in Europe and Asia. This is no longer the case.
The Fed’s employment-first stance and reliance on R-Star risk credibility as inflation stays elevated and growth remains strong. Check out this critical policy analysis.
Oxford Economics chief U.S. economist Ryan Sweet estimates that even a partial shutdown reduces GDP growth by 0.1-0.2 percentage points per week. To put that into context, the longest shutdown on ...
The Reserve Bank of India's Monetary Policy Committee is set to meet from September 29 to October 1, facing scrutiny after recent economic changes. , Economy, Times Now ...
Opinion

Dose of caution in the optimism

The MPC’s rate-cut pause is prudent as it waits for clarity on the impact of a host of factors — US tariffs to GST cuts — on the economy ...
Let's start with the boldest claim first - it's not just that AI is in a bubble, but one 17 times size the dot-com bubble, and even four times bigger than the 2008 global real estate one.