BUSINESS
Share of workers in informal sector is on the rise. What explains this jump?
PLFS data say that while the percentage of workers in informal employment in the non-farm sector was 68.2 percent in 2018-19, it increased steadily to 71.8 percent in 2021-22
BUSINESS
Is the economic recovery running out of steam?
Consumption growth in the December 2022 quarter was a dismal 2.1 percent, which is projected to fall further to 1.5 percent in Q4
BUSINESS
Average earnings from employment in India and their growth
Average gross earnings from self-employment were substantially lower than income from salaries, both in rural and urban areas
BUSINESS
BIS quarterly review: Markets need to listen to the message of central banks
Investors’ expectations about future policy rate paths are in contrast to central bank communications
BUSINESS
What the Q3 corporate results tell us about GDP growth
Real GVA growth for the December 2022 quarter for the services sector may disappoint while that for manufacturing may be slightly better than the September quarter performance
BUSINESS
Moneycontrol Pro Panorama | Fed and RBI on the same page, more rate hikes likely
In today’s edition of Moneycontrol Pro Panorama: Impact of global slowdown casts shadows on India realty, ethanol’s rude health cause of concern, pharma companies get a breather, and more
BUSINESS
Services sector rebound fuels growth and inflation in developed economies
The flash PMIs show developed economies regaining momentum, despite rate hikes
BUSINESS
Whales devoured retail krill as crypto crashed
India among top three countries in crypto app downloads
BUSINESS
RBI report says the Union Budget is the seventh horse in the sun’s chariot
RBI Bulletin’s state of the economy report says the Indian economy has decoupled from the rest of the world, thanks to the Union Budget
BUSINESS
Moneycontrol Pro Weekender | The view from Beijing
We are mostly accustomed to sources other than China to know about China’s views on current geopolitics and geo-economics. Now, here's the view from Beijing
BUSINESS
Fund managers’ sentiment improves, but stagflation looms over global macro horizon
Bank of America survey of global fund managers finds ‘Long Chinese equities’ is now the most crowded trade
BUSINESS
Gross capital formation was the mainstay of GDP growth in last 3 years
Capital formation had slowed down considerably after 2012-13 as the investment cycle turned, but it’s moving up again now
BUSINESS
Is the CSO wrong about inflation in cereals?
For the cereals group, wholesale prices are up 15.46 percent year-on-year. In the consumer price index, cereals prices are up 16.12 percent. The difference is that cereals have a weight of 9.67 percent in the CPI and 2.82 percent in the WPI
BUSINESS
The price shocker: Cereal inflation trumps vegetable deflation
Inflation is above the RBI’s 6 percent target not only in food and beverages, but also clothing and footwear, fuel & light, household goods and services, health services and personal care and effects
BUSINESS
Are businesses poised for capex? What the RBI surveys say
Surveys of consumer confidence, capacity utilisation, physical investment in infrastructure and bank lending show that a revival of private capex is on the anvil
BUSINESS
What's the importance of vegetable prices in India's monetary policy? A lot
The fact that Consumer Price Inflation excluding vegetable prices is so high is a clear signal that the rate hikes haven’t succeeded in their objective
BUSINESS
The policy rate hike, GDP growth, core inflation and vegetable prices
MPC says headline inflation excluding vegetables has been rising well above the upper tolerance band and may remain elevated, especially with high core inflation pressures
BUSINESS
Moneycontrol Pro Panorama | Will the MPC signal a pause?
In today’s edition of Moneycontrol Pro Panorama: Market outlook for automakers gets a lift, will GST Council come up with wider reforms, subsidies can upset fiscal math, ChatGPT as an alternative to search engines, and more
BUSINESS
Budget 2023: How the FM squared the circle with aplomb
The Budget has delivered what the markets and businesses wanted
BUSINESS
Economic Survey 2023: Fiscal discipline or growth or both?
If the economy is doing so well, where’s the need for a stimulus?
BUSINESS
No need to panic in the market
Fears about systemic risk are groundless
BUSINESS
Technology lifted India’s productivity, but did it also depress employment?
An RBI research paper finds that sectors which witnessed a large increase in productivity growth have registered declining growth of employment and capital during 2011-19 as compared to 2001-10
BUSINESS
The Indian economy is the cleanest dirty shirt in a filthy closet
The report by RBI economists on the state of the economy this month says financial markets are contesting the gloomy outlook painted for the global economy this year
BUSINESS
China re-opening leads to Great Rotation to emerging markets
Bank of America survey of global fund managers says the net percentage of fund managers who expect a stronger Chinese economy rose to 91 percent in January 2023, up from 0 percent in August last year
