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Monday, October 13, 2025
HomeMacroSutra

MacroSutra

Despite tepid core sector growth, new FY brings reasons to be optimistic about India’s economic revival

Though production of 8 core infrastructure sectors slowed to a 5-month low in March, other manufacturing and services indicators paint an optimistic picture of the economy.

Subdued earnings & rising interest cost burdens — what early bird Q4 corporate results are telling us

Apart from RBI rate hike, uncertainty in banking, insurance & financial services in North American markets have resulted in weak Q4. We look at 59 non-finance & non-oil companies.

Are Adani, Ambani & other biggies behind inflation across sectors? Metal segment shows this isn’t the case

A paper by ex RBI official says dominance of 'Top-5' firms lets them excessively raise prices, but analysis of metal sector shows it's down to raw material costs, global inflation, etc.

IMF’s growth downgrade is noteworthy, but developing nations’ rising debt levels demand attention

India's growth has been revised downwards to 5.9% for 2023, largely in keeping with global activity. However, high debt levels mean large parts of revenue will go in interest payments.

Over-promising, under-spending: How states are utilising their budget & what it says about their fiscal health

While a higher capital outlay has been budgeted for FY 23-24, trends of last FY suggest states have underspent on capex & are unlikely to achieve their targets for 2022-23.

How India can reverse investment slowdown and save the 2020s from being a ‘lost’ decade

World Bank points to declining investment growth in the 2011-21 period. Policies promoting investment, improved human capital & faster labour supply could help reverse slowdown.

Amid US banking crisis, why central banks’ decision to prioritise price stability is the right move

European Central Bank has raised its policy rate by 50 basis points & US Federal Reserve by 25 basis points with the aim to bring inflation back down to target levels.

Why India need not worry about Silicon Valley Bank’s collapse, but must learn from it

On March 10, Silicon Valley Bank (SVB), a start-up focussed lender, became the largest bank to fail in the US since the 2008 global...

Real estate over banks — where the average Indian household is putting its savings

Over the past few years, especially post-pandemic, financial savings have been witnessing a shift with more households shifting away from traditional instruments such as bank deposits.

How did Indian economy perform during pandemic & after? Turns out, not as badly as was estimated

Having received additional data on Covid-impacted 2020-21, govt has revised the year’s growth upwards in each revision. Growth for post-pandemic 2021-22 has also been estimated higher.

On Camera

Imbalance persists in ASI’s modus operandi. Bengal, Bihar demand more attention

The National Policy on Archaeological Excavation and Explorations, which was approved in 2015, mentioned the need for problem-oriented, long-term research projects covering various time periods.

Niti Aayog recommends fully decriminalising 12 offences under new I-T Act to ‘foster more trust’

Recommendations appear in Niti Aayog’s Tax Policy Working Paper Series–II. It says there is a need to shift away from fear-based enforcement to trust-based governance.

India, UK sign £350 mn deal for Martlet. What are these Lightweight Multirole Missiles

In service with the British military since 2019, it is also known as the Martlet missile. Ukrainians have also deployed these missiles against Russian troops.

CJI, IPS, IAS & Homebound: A wake-up call 75 years in the making

Education, reservations, govt jobs are meant to bring equality and dignity. That we are a long way from that is evident in the shoe thrown at the CJI and the suicide of Haryana IPS officer. The film Homebound has a lesson too.