Debashis Basu

Time to focus on export-led Indian miracle as US leans toward isolationism

It is surprising that India has not followed this path even though there have been plenty of examples of export-led economic miracles from the 1950s closer home

Two stock markets in one: An unexplained anomaly not seen before

Bank credit is not growing because companies are still focused on deleveraging their balance sheets, while higher interest cost is squeezing the net interest margins of banks

Dark clouds gather over Indian market amid Trump's return, growth slowdown

Troubles on the external front have come exactly at a time when large well-run domestic businesses are reporting a severe slowdown

Indian economy expected to follow its natural course of modest growth

India's economy has long been characterised by modest growth cycles, rarely experiencing recession, but also failing to achieve sustainable acceleration

GST collection falls, exports drop: Is India's economic growth slowing?

The index of industrial production (IIP), which tracks the output of eight core industries, such as coal, oil, and electricity, was negative in August for the first time in three years

India's economy: Glass permanently half full on the road to development

Only three-four countries in the past 100 years have transformed themselves into developed nations - Japan, Taiwan, South Korea; and China in the 1990s

Have the FIIs lost their way amid DIIs capitalisation on market rally

FIIs failed to participate in the big runup in better-quality infrastructure cos, defence and energy transition and public-sector companies, many of which have reported vastly improved performances

Why stock prices don't always rise when the US Fed cuts interest rates

Of the many forces shaping stock prices, economic growth, corporate profits, and valuation are paramount. These deserve more attention than interest-rate movements alone

Bank FDs sahi hai: Why fixed deposits may be better than debt mutual funds

The returns may be similar, but there is nothing better than bank FDs when it comes to safety - the principal is safe, at least in scheduled commercial banks, given how Indian banks are regulated

A leg-up from Sebi

The ratio of the effort of following the Sebi rules and the reward that the business brings is simply not attractive enough

Bull market logic

In four of the first five months of this year, foreign investors were big sellers, but they have changed tack and are now sailing with the wind

Costs & time overruns in infrastructure

Working within the same legal, social, political, and governance system, delays and cost overruns are only going to increase manifold

How to curb speculation in F&Os

Sebi is also concerned about the absence of a link between the cash market and the derivatives market. But the majority of options traders have never traded options to take or give delivery

Back to 'political' economy

Does anyone expect these markers to improve now under a climate of more politics and less economy? Or will we just muddle along as we have done in the past?

Trickling down to Viksit Bharat

Strong trickle-down through wage growth would eventually lead to a higher consumption of essential items such as basic clothing, utensils, and personal care products like soaps

Economy: From Modi 1.5 to Modi 3.0

Remember, "development" is not the only thing the Bharatiya Janata Party (BJP) had promised

Why foreign financial firms have quit

A surge in prosperity between 2005 and 2008 was purely due to a massive global boom across all geographies

Are MF stress tests of any use?

These are usually found among small and midcaps. It is not easy to find such stocks, especially after a strong bull market

That tricky issue of job creation

Why is it so hard for government action to create jobs - so much so that even high economic growth under different regimes is not good enough to change the basic picture of unemployment?

Electoral bonds: Where are the disclosures?

For those who have donated, the question is: Where are the disclosures to shareholders?