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Manas Chakravarty

Group Consulting Editor

Moneycontrol

Moneycontrol Pro Weekender | Decoding India's Q2 Growth Stunner

BUSINESS

Moneycontrol Pro Weekender | Decoding India's Q2 Growth Stunner

India's economy just posted growth in Q2 that beat every forecast, but the real story is messier than the headline

Moneycontrol Pro Weekender | Siren Song

BUSINESS

Moneycontrol Pro Weekender | Siren Song

Nvidia's blockbuster earnings weren't a victory lap -- they were the siren song luring global markets towards a capital reallocation to AI so massive, concentrated and fragile that even a small crack could capsize everything

Moneycontrol Pro Panorama | Beyond Q2: Will India Inc's robust ROCE translate into capex?

BUSINESS

Moneycontrol Pro Panorama | Beyond Q2: Will India Inc's robust ROCE translate into capex?

In November 17 edition of Moneycontrol Pro Panorama: Bihar's landslide verdict cements bullish case for India's politics, why global sentiment stays strong despite economic uncertainty, China answers Trump with a blitz of innovation, and more

Moneycontrol Pro Weekender | Green Shoots for the Second Half

BUSINESS

Moneycontrol Pro Weekender | Green Shoots for the Second Half

With the EPS downgrade cycle over and a confluence of positive factors emerging, the seeds for a market upswing may finally be sprouting

Moneycontrol Pro Weekender | What's Driving Indian Stocks Into Year-End

BUSINESS

Moneycontrol Pro Weekender | What's Driving Indian Stocks Into Year-End

Moneycontrol Pro Weekender | Kicking Multiple Cans Down the Road

BUSINESS

Moneycontrol Pro Weekender | Kicking Multiple Cans Down the Road

A shaky US–China truce, a cautious Fed, and an underperforming India—markets may have dodged a bullet, but the pressure is far from over

Moneycontrol Pro Weekender | From PMI to ‘Political Science’

BUSINESS

Moneycontrol Pro Weekender | From PMI to ‘Political Science’

While India's growth indicators remain strong, October's softer PMI and persistent trade uncertainties raise uncomfortable questions

Moneycontrol Pro Weekender | Samvat 2082: The Will to Rise

BUSINESS

Moneycontrol Pro Weekender | Samvat 2082: The Will to Rise

After a turbulent Samvat 2081, the markets step into the new year not with fireworks but with quiet resolve and the will to rise

Moneycontrol Pro Weekender | India Earnings Season: Why Q2 doesn't matter, and the rusty nail of US tariffs

BUSINESS

Moneycontrol Pro Weekender | India Earnings Season: Why Q2 doesn't matter, and the rusty nail of US tariffs

The September quarter results may be largely irrelevant--sandwiched between export front-loading before Trump's tariff deadline and consumer spending deferred for the GST cuts. Much depends on how soon we can pull out the rusty nail of Trump's tariffs

Moneycontrol Pro Weekender | When the Ground Shifts

BUSINESS

Moneycontrol Pro Weekender | When the Ground Shifts

In a week where the fault lines of markets, technology, and policy all seemed to move at once, the only certainty is that change is now a constant

Moneycontrol Pro Weekender | Fed cuts rates, but projections tell a murkier story

BUSINESS

Moneycontrol Pro Weekender | Fed cuts rates, but projections tell a murkier story

The Fed's latest 25 basis point cut met expectations, but the mixed economic forecasts and market reactions point to an environment that remains highly uncertain

Moneycontrol Pro Weekender | Blood Moon Rising: A Week That Exposed the Cracks in the Global System

BUSINESS

Moneycontrol Pro Weekender | Blood Moon Rising: A Week That Exposed the Cracks in the Global System

This week's convergence of protests, conflict and economic strain are symptoms of the unravelling of the global order

Moneycontrol Pro Weekender | GST in Gloriously Silly Terms

BUSINESS

Moneycontrol Pro Weekender | GST in Gloriously Silly Terms

GST saw a Glorious Structural Turnaround this week and many other acronyms

Moneycontrol Pro Weekender | Bulletproof Growth: India’s Titanium economy stuns with 7.8 percent GDP growth

BUSINESS

Moneycontrol Pro Weekender | Bulletproof Growth: India’s Titanium economy stuns with 7.8 percent GDP growth

India's economy delivered a titanium-grade performance in Q1, FY 26, clocking a stunning 7.8 percent growth that defied forecasts and showcased its resilience in the face of global headwinds

Moneycontrol Pro Weekender | India gets S&P upgrade after 18 years -- But can It Trump the tariff storm?

BUSINESS

Moneycontrol Pro Weekender | India gets S&P upgrade after 18 years -- But can It Trump the tariff storm?

India's rating upgrade arrives precisely when Trump's tariffs test the nation's ability to balance economic growth with strategic independence

Moneycontrol Pro Weekender | Tariffs and Tensions: Has the US-India bond fractured?

BUSINESS

Moneycontrol Pro Weekender | Tariffs and Tensions: Has the US-India bond fractured?

The latest trade move may mark the most serious test of the India-US relationship in decades

Moneycontrol Pro Weekender | Looking for structural winners in disrupted markets

BUSINESS

Moneycontrol Pro Weekender | Looking for structural winners in disrupted markets

In a world reeling under economic headwinds and tech upheaval, investors need to bet on resilience and reinvention

Weekend Wild Card: What Harshvardhan Jain's Ghaziabad Fake Embassy tells us about ourselves

INDIA

Weekend Wild Card: What Harshvardhan Jain's Ghaziabad Fake Embassy tells us about ourselves

In an era where deepfakes win elections, influencers invent themselves, and credentials are just a blue tick away, who’s to say he didn’t simply echo the spirit of the age?

Moneycontrol Pro Panorama | GENIUS Act: Why US stablecoin regulation could reshape global finance

BUSINESS

Moneycontrol Pro Panorama | GENIUS Act: Why US stablecoin regulation could reshape global finance

For Moneycontrol's Pro Panorama July 21 edition: IT sector's weak results should worry investors, can Trump turn the G20 clock back, e-commerce reinforces stranglehold in metro FMCG markets, new CEOs are driving stock surge across India Inc, and more

Voodoo World: Investing in times of geopolitical turmoil

BUSINESS

Voodoo World: Investing in times of geopolitical turmoil

As geopolitics reshapes trade flows and domestic data reveals cracks in demand, markets are adjusting unevenly—pricing in policy shifts while grappling with earnings ambiguity

Weekend Wild Card: The intelligent investor’s guide to apocalyptic alpha

BUSINESS

Weekend Wild Card: The intelligent investor’s guide to apocalyptic alpha

Markets love uncertainty—it’s a catalyst for safe-haven assets and defensive stocks. We call it low-beta outperformance.

Moneycontrol Pro Weekender | How the markets learned to stop worrying and love tariffs

BUSINESS

Moneycontrol Pro Weekender | How the markets learned to stop worrying and love tariffs

Markets find Leonard Cohen's cracks of light amid Trump's tariff threats and India's subdued earnings season

Moneycontrol Pro Weekender | Apocalypse Postponed, Again

BUSINESS

Moneycontrol Pro Weekender | Apocalypse Postponed, Again

Halfway into 2025, global markets and the economy continue to defy forecasts of doom with defiant cheerfulness

Moneycontrol Pro Weekender | NATO Spending Hike Sounds Trumpet for Orwell’s Permanent War Economy

BUSINESS

Moneycontrol Pro Weekender | NATO Spending Hike Sounds Trumpet for Orwell’s Permanent War Economy

NATO's new 5 percent defence spending target marks a historic rupture--signalling the rise of the security state, the eclipse of social welfare, and the march to a militarized economy

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