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Shankar Sharma of First Global talks about why he believes 2016 is a year to be extra-conservative

On the road to zero growth

GMO’s Jeremy Grantham on why the US economy will see stagnating growth in the years to come

Echoes from Africa

If the US 10-year yield moves higher than 2.60%, it will mark the beginning of a secular bear bond market

Populism Takes a Wrong Turn

Global populism is the wave of the future, but it has taken a wrong turn in America

Waiting To Charge

Demonetisation might just have delayed the earnings recovery

Doubling Down

Central bankers have fostered a casino like atmosphere where savers are presented with a Hobson's Choice

Richard Iley, chief economist, emerging markets, BNP Paribas, talks about the prospects for the Indian market  

How I Found My Golf Game but Lost My Wife to a Titleist

Sooner rather than later, Yellen's smooth shot from the fairway will find the deep rough

Pushing On A String II

Most financial innovation doesn't add much value and has increasingly become a Ponzi scheme

Vikas Khemani, CEO, Edelweiss Securities, on five indicators to gauge market sentiment 

Masters and Johnson Q&A

Low interest rates may raise asset prices, but they destroy savings and liability based business models

In choppy waters

The shipping industry is in doldrums but is there scope to fish around?  

Just a game

Credit, which was once growth-enhancing, is now slowing down and becoming self-destructive, just like the dying sun

Nobody's seen this movie before

A frothy market and the spectre of negative interest rates continue to confound investors

Left to their devices

Single-window clearance for project approvals hasn't been able to help SMEs in Cuttack

It's the Zeno paradox

Negative interest rates are real, but investors seem to think that they have a Zeno-like quality that will allow them to make money

Couldn't have been better

Given the constraints, the FY17 Budget is commendable

The return of bad times

Sensex Return on Equity is currently at its lowest in 20 years, and there is little to suggest a quick rebound

Waiting longer for the big one

The economic outlook is less bad than recent commentaries would have you believe

Bad debt or death bed?

Evergreening of loans is keeping several over-leveraged companies alive. What could be the endgame?

It's deflation, stupid!

Central bank’s focus on curbing consumer inflation may be counter-productive 

It's the zero bound yield curve, stupid!

Capitalism does not function well if the yield curve is inappropriately flat 

Insights from India's leading private wealth advisors at Outlook Business’ 4th annual roundtable, Upper Crest - Part 1

Has the earnings downgrade cycle bottomed out?

From the beginning of the fiscal, earnings estimates for FY16 have trended lower by more than 13%

Raghuram Rajan's <br> growth gamble </br>

A harangued RBI goes all-in to re-ignite demand

Looking for <br> solid value? </br>

Cement stocks are a contrarian buy in the current market

On Stands Now