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Capital Account | Manas Chakravarty 09:34 PM | November 10,2009
The shift in the centre of gravity of the world economy from the West to the East is a clear trend
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Capital Account | Manas Chakravarty 06:29 PM | November 03,2009
The argument is simple enough: As long as real economic growth remains low and liquidity continues to be abundant, the resulting excess liquidity boosts asset prices
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Capital Account | Manas Chakravarty 12:34 AM | October 14,2009
There’s absolutely no doubt we’ve seen a fantastic bounce back. Manufacturing growth is back and confidence has returned. Analysts are busy revising earnings upwards
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Capital Account | Manas Chakravarty 01:15 AM | October 07,2009
Now that the world economy has weathered the worst phase of the crisis, attention has shifted to the reform of the global economic system
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Capital Account | Manas Chakravarty 11:08 PM | September 29,2009
The inequalities exist at every level even within districts of the same state
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Capital Account | Manas Chakravarty 10:31 PM | September 22,2009
A shift of population from rural areas to big cities, concentration of economic activity in the big cities and rising inequality; these could be the reasons for the metropolization of India
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Capital Account | Manas Chakravarty 11:10 PM | September 15,2009
Banks in the developed countries were excessively leveraged, they went in for all kinds of undesirable and opaque derivatives and their compensation structure was way out of proportion to that of other professions
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Capital Account | Manas Chakravarty 01:15 AM | September 14,2009
What the fall of the Berlin Wall did for Soviet state capitalism, the Lehman Brothers bankruptcy did for neo-liberalism
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Capital Account | Manas Chakravarty 12:08 AM | September 02,2009
A recent study by the Asian Development Bank on small and medium enterprises in Asia makes it amply clear how the Indian manufacturing sector differs from the Chinese
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Capital Account | Manas Chakravarty 10:19 PM | August 25,2009
Indian business has always been very cosy with the government. Even during the so-called socialist period, big businessmen had a good time, protected from competition and being able to corner those all-important licences
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Capital Account | Manas Chakravarty 12:28 AM | August 19,2009
Once investors try to reduce their liquidity holdings, asset prices may again receive a temporary boost from global excess liquidity, a research note by Deutsche Bank said
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Capital Account | Manas Chakravarty 10:30 PM | August 11,2009
RBI governor Subbarao seems to admire the late chairman of the Chinese Communist Party Mao Zedong, as he chose to quote him in his JRD Tata Memorial lecture
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Capital Account | Manas Chakravarty 10:37 PM | August 04,2009
The global manufacturing output index, a sub-index of the Global manufacturing PMI, expanded for the second month, with its reading rising from 50.4 in June to 54.3 in July
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Capital Account | Manas Chakravarty 09:55 PM | July 28,2009
International institutions have been arguing that, because of the changes in banks in the developed world, fund flows to emerging markets are likely to suffer
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Capital Account | Manas Chakravarty 09:38 PM | July 21,2009
Goldman Sachs doesn’t really have a great track record in forecasting the S&P, or indeed oil prices, but there’s little doubt that optimism has returned to the markets
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