BUSINESS
Moneycontrol Pro Weekender | US stocks welcome Trump, but bonds do not
At the moment, the US equity markets are pricing in all the positives of likely Trump policies and none of the negatives
BUSINESS
Moneycontrol Pro Panorama | America embraces Trump, warts and all
For November 6 edition of Moneycontrol Pro Panorama: China inches to close the GDP gap with the US, commodity prices expected to fall further, an international pact may help India strengthen its solar sector, Trump's return to power and India impact, and more
BUSINESS
Which countries are buying US securities, and how much has China sold?
While India has increased its holdings of US securities, its central bank has also added substantially to its gold reserves
BUSINESS
Despite US resistance, will China continue to narrow its GDP gap with the US?
In 2024, China’s economy is estimated to be 62 percent of the US, at current prices and in USD. By 2029, the IMF projects it will be 69 percent of the US economy
WORLD
Moneycontrol Pro Weekender | It’s Trump’s world, whether he wins or not
There is considerable nervousness among US elites about a Trump victory as it will ratchet up uncertainty, while Harris is the status quo candidate
BUSINESS
Moneycontrol Pro Panorama | Markets are standing at a fork on eve of Samvat 2081
For October 31 edition of Moneycontrol Pro Panorama: Cracks deepen in cement firms’ profit, every asset is not meant to shoot out the lights, the next census could likely restore India’s lost data glory, revolutionising retail and consumer convenience, and more
BUSINESS
Is the improvement in rural consumption on the back of increased borrowing?
A NABARD survey finds that the increase in consumption expenditure by rural households has been funded by drawing down their financial savings, on the one hand, and increasing their borrowings on the other
BUSINESS
Why is urban demand slowing down?
A Nomura report says that a mix of weaker nominal salary growth and a leaner workforce could be hurting urban consumption
BUSINESS
Moneycontrol Pro Weekender | There's much to celebrate even as dark clouds gather
The Indian markets are having a much-needed correction; what should investors do? Our MC Pro Diwali 2024 portfolio has the answer
BUSINESS
October Flash India PMI signals growth rebound, higher selling prices
PMI numbers for October suggest that the growth slowdown seen in the July-September 2024 quarter was temporary
BUSINESS
IMF report says markets ignoring rising economic, geopolitical uncertainties
The Global Financial Stability Report says complacency has led to valuations being too high in several markets, which makes them vulnerable to downturns emanating from policy or geopolitical shocks
BUSINESS
IMF forecasts show consumption will remain India’s growth driver
The IMF predicts that GDP growth will slow in India as pent-up demand accumulated during the pandemic is exhausted
TRENDS
In India, women hold up a third of the sky
The CAMS Survey, the PLFS and the World Bank’s South Asia Development Update all point to the need to have more women in the labour force. But we need to create more and better jobs first
BUSINESS
RBI researchers see slowdown in Q2, but believe it’s temporary
On inflation, the State of the Economy report says while food price data for October so far show a moderation in the prices of rice and pulses, except for gram, edible oil prices continued to harden after the import duty was hiked in September 2024. Also, while potato prices softened, those of onions and tomatoes recorded a steep increase. Small wonder that the RBI governor a few days ago said a 'rate cut at this stage will be premature and very, very risky’
BUSINESS
Moneycontrol Pro Weekender | Half-full or Half-empty?
Could signs of a slowdown in growth be behind the jitters in the Indian equity markets?
BUSINESS
The indefatigable optimism of the Indian consumer
While the RBI surveys about the current situation on both income and employment have been largely negative, the future expectations survey paints a very different picture
BUSINESS
Bank of America Fund Manager Survey highlights pivot in sentiment away from India to China
The survey finds fund managers ‘’reluctantly bullish’’ on China and says that the sharp run-up in China equities in recent weeks has largely sapped the short-term upside potential amidst persistent calls for a structural de-rating
BUSINESS
This year’s Economics Nobel Laureates’ dystopian view of AI
Acemoglu and Johnson have said that the big companies developing and deploying AI overwhelmingly favour automation (replacing people) over augmentation (making people more productive), which means many workers will be displaced, and those who remain employed will be subjected to increasingly demeaning forms of surveillance and control
BUSINESS
This year’s Economics Nobel highlights the role of political power in development
Acemoglu, Robinson and Johnson have in their research focused on the power relations between the masses and the elites and how these lead to different political systems, the economic policies that follow from different power configurations, and how changes occur in power relations
BUSINESS
The inflation horse bolts at the sight of vegetable prices
The question is that with some indicators indicating a slowdown in growth, would the MPC prefer to look through the vegetable price spike and focus on the fact that low core inflation signals there has been hardly any spillover from food prices
BUSINESS
The many mysteries of the Index of Industrial Production
Out of 23 manufacturing sectors, as many as 15 sectors had a higher production level in August 2018 than in August 2024
BUSINESS
Moneycontrol Pro Weekender | The dogs of war
The markets have so far shrugged off the possibility of a serious escalation of the war in the Middle East
POLITICS
The shifting sands of the Middle East
The huge surpluses of the Gulf states are being invested not only in the region but across the world, from buying up football teams in the UK to the world’s largest technology fund. These huge investments underpin the links of these countries with global capital and with Israel and the US
BUSINESS
Swiggy IPO shines the spotlight on Quick Commerce opportunity
The near-term growth rate of Quick Commerce in India is expected to be 80-100 percent annually for the next two years driven by higher user adoption, geographic expansion, expanding AOVs (Average Order Value), basket size and category expansion
