BUSINESS
The Two Indias: How soaring inequality is shaping markets, economy
New data reveal a decade of intense income and wealth concentration in India, creating a dual economy that is redefining winners and losers across consumer and asset markets
MARKETS
The Currency Battleground: How undervalued yuan powers China's surplus while India's rupee tells a different story
Beyond the political noise, BIS exchange rate data exposes the true scale of competitive devaluations, showing why China's surplus is a policy outcome while India's deficit reveals a growth story
BUSINESS
A hawkish ease? The Fed’s 2026 clues could shift capital from AI to emerging markets
While markets have already priced in a rate cut, the true significance of this FOMC meeting lies in the signals it sends about the longevity of the easing cycle and its implications for a richly valued AI-led rally and global capital flows
BUSINESS
China's $1 trillion trade surplus: How a domestic demand crisis became the world's problem
China's record US$1.08 trillion trade surplus signals both a manufacturing triumph and a looming systemic crisis that could reshape everything from currency markets to India's industrial ambitions
ECONOMY
Data Story: GDP numbers show several sectors suffering from deflation
Deflation is gripping farms, mines, and construction—but is the data hiding the true health of India's urban economy?
BUSINESS
The boundless optimism of the Indian consumer
Why does the Indian consumer remain so hopeful, even when their income says they shouldn't be? The answer might just be what's keeping the entire economy afloat
BUSINESS
Moneycontrol Pro Weekender | RBI unleashes Goldilocks
ECONOMY
India's structural transformation is raising potential growth — but only for some
India's impressive growth rates mask a stark reality: half of recent economic expansion comes from high-productivity sectors that employ barely one-eighth of the workforce
BUSINESS
IMF to India: Keep policy flexible until US tariff uncertainty clears
The IMF's growth and policy projections for India are entirely contingent on one factor: how soon the 50 percent US tariffs are rolled back
BUSINESS
What to look for beneath Friday’s Q2 GDP headline
India’s Q2 GDP data will likely show strong real growth, but the real signal lies in the nominal slowdown that’s straining revenues, profits, and fiscal arithmetic
POLICY-2
The new Labour Codes do not create flexibility — They just make it legal
India’s new labour codes formalize a flexibility that already existed, promising broader social protection in return
BUSINESS
Flash PMIs paint picture of resilient but fragile global economy at year-end
The latest global economic snapshots from PMI surveys place India's RBI at the opposite end of the policy spectrum from the US Fed, with softening price pressures and fading animal spirits at home building a case for rate cuts
BUSINESS
India's Trade Shift: More China, less Russia, uncertain America
As global trade upheaval reshapes partnerships, India's goods export and import patterns from April-October 2025 reveal tactical manoeuvres with the US, a pragmatic thaw with China, and a strategic pivot away from Russia—but the real question is whether these shifts will endure
MARKETS
Decoding Economics: Which days really move global markets?
New research from the US Fed pinpoints the specific US and political events that trigger global risk aversion, offering Indian investors a powerful tool to anticipate volatility rather than just react to it
BUSINESS
Data Story: India's October trade deficit balloons, but gold rush, base effects tell a deceptive story
India's merchandise exports contracted 11.82 percent in October 2025, pushing the trade deficit to a staggering $41.68 billion, but beneath the alarming headline numbers lie temporary distortions from festive gold imports and statistical base effects that mask a more nuanced reality
BUSINESS
Data Story: PLFS data show urban unemployment increased during the festive season
The festive shopping boom brought cheer to retailers but not to job seekers as urban unemployment rose even as sales surged
BUSINESS
Chart of the Day: Why global sentiment stays strong despite record economic uncertainty
As policy turbulence pushes the World Uncertainty Index to historic highs in 2025, business and consumer confidence defies expectations—revealing a paradox that challenges conventional wisdom about economic resilience
BUSINESS
Bihar's landslide verdict cements bullish case for India's political economy
Bihar's decisive verdict proves that targeted welfare and infrastructure spending build durable political coalitions while generating the consumption demand and policy stability that investors prize
BUSINESS
No country for working women
A data-driven analysis revealing why India's marginally improving female unemployment rate masks a deeper crisis of scarce, precarious, and often unpaid work for women
BUSINESS
India’s Power Tightrope: Growth, vulnerabilities, and opportunity in IEA World Energy Outlook 2025
The IEA’s World Energy Outlook 2025 sees India as the world’s biggest driver of energy demand growth — yet import dependence, mineral shortages and climate stress could threaten its momentum
BUSINESS
October CPI hits rock-bottom 0.25%: GST cuts shine, but food deflation rings alarm
October’s CPI just hit 0.25%—the lowest since the 2011-12 series began. A triumph of policy? A statistical mirage? A rate cut in December? Or a warning bell for rural India?
BUSINESS
IMF sees India’s fiscal deficit stalling after FY26
According to the IMF’s Fiscal Monitor, India’s fiscal consolidation is set to lose momentum after FY26, signalling deep-rooted structural limits in its public finances
POLITICS
Bihar's Job Promises: A confession of crisis
The extravagant job pledges dominating Bihar's elections reveal a deeper truth about the state's crippling underemployment and economic distress
BUSINESS
Tepid tax revenue growth raises stakes for consumption-led recovery, post festive season
With only 2.8% tax revenue growth in H1, the government’s fiscal roadmap hinges on a strong consumption rebound fuelled by GST cuts and lower rates—any shortfall risks spending cuts and a tighter FY27 budget
