BUSINESS
Moneycontrol Pro Weekender | Is the Fed behind the curve again?
While rate cuts are welcome, it all depends on whether they lead to a soft landing, or whether they are needed to avoid a recession
BUSINESS
What the budgetary allocations tell us about government priorities
The share of the highways and railway ministries in total central government budgetary spending has gone up since pre-pandemic times, but the share of the education and health sectors has been whittled down
BUSINESS
Decoding Economics | Stock picking is alive and well
An NBER paper says changes in portfolio weights explain the largest share of price changes at the individual stock level for all countries, with non-index or active funds being the main driver
BUSINESS
Growing remittances an excellent example of India’s demographic dividend
RBI report says the ratio of remittances to GDP in India has gradually increased from 2.8 per cent in 2000 to 3.2 per cent in 2023 and is now above that of gross FDI inflows to GDP ratio, which was 1.9 per cent in 2023
BUSINESS
Moneycontrol Pro Weekender: When markets laugh
This week the finance ministry and regulators tried in vain to send a not-so-subtle message-- it's time to take some of the froth off the market
BUSINESS
Decoding Economics: IMF paper maps India’s distance from productivity frontier
Overall, the researchers find that India’s PPP-adjusted labour productivity is only 12.2 percent of the median productivity in advanced economies, and 42.6 percent of the median productivity in emerging markets
BUSINESS
July Flash PMI signals strong growth, higher inflation
Selling prices rose to the greatest extent since February 2013
BUSINESS
A Budget remarkable chiefly for what was left unsaid
Budget 2024-25: It remains to be seen whether policy continuity, sans new reforms, will be sufficient to support elevated equity valuations
BUSINESS
Spot a fresh whiff of realism in the Economic Survey
The underlying message of the Economic Survey is that in today’s uncertain global environment riven by geopolitical uncertainties, the domestic economy must take the lead and it is up to the private sector to step up to the plate and deliver
BUSINESS
Moneycontrol Pro Weekender | High Hopes
This is not a time for balance, it's a time to be bold, a time of dreaming big, of seizing India's moment
BUSINESS
Budget Snapshot | A long view of India’s central government budgets
Budget 2024-25: This time, the big question is: will the government increase revenue spending because of all the worries about demand being tepid, or will it go back to its original blueprint of curtailing government spending in accordance with its "less government, more governance" slogan?
BUSINESS
Union Budget 2024: The myth of central government neglect of social sectors
Budget 2024-25: Budgetary allocations to agriculture, housing and rural development have all increased, as a percentage of GDP
BUSINESS
Global Fund manager survey: The shape of things to come
More than a fifth of the participants in the Bank of America Asian fund manager survey are looking to forego China equities altogether and pursue opportunities elsewhere. The Japanese, Indian and Taiwan markets are big beneficiaries
BUSINESS
Will the Third Plenum turn things around for China?
This time, the Third Plenum is very important as the Chinese economy is facing a multitude of challenges. So much so that the Chinese authorities are issuing denunciations of social media posts in China that talk of the country being in "the garbage time of history"
BUSINESS
Moneycontrol Pro Weekender | A piece of cake
This Budget, the finance minister can have her cake and eat it too
BUSINESS
Decoding Economics: The importance of government subsidies for semiconductor manufacturing
A recent NBER paper calculates that for every $1,000 in GDP, India, South Korea, and China have each spent $55, $51, and $42, respectively, on semiconductor policies
BUSINESS
Job growth in FY24 highest in more than 40 years
According to the KLEMS database, total employment in the Indian economy increased by as much as 46.7 million in 2023-24, up from 19.2 million in 2022-23. In 2020-21, during the depths of the pandemic, the database says 31.2 million jobs were added
BUSINESS
Moneycontrol Pro Weekender | Dizzying Heights
Tiger got to hunt, bird got to fly; Man got to sit and wonder, why, why, why?--Kurt Vonnegut
BUSINESS
Decoding Economics: The power of narratives
An NBER research paper says narratives may be a significant cause of the business cycle
BUSINESS
Bank for International Settlements on what could go wrong for the global economy
BUSINESS
Falling prices of Chinese exports have helped inflation come down in India
The Bank for International Settlements says China’s export drive has acted as a global disinflationary force for importing countries, with India being among the biggest beneficiaries
BUSINESS
Budget Snapshot | Consumption push or investment-led growth?
The share of private consumption in GDP at constant prices in 2023-24 was the lowest since 2017-18—should the government therefore boost consumption in the Budget?
BUSINESS
Moneycontrol Pro Weekender | Cyclical, Structural or Delusional?
In view of structural reforms, there is a case for valuations higher than the long-term average for Indian equities. The question is: how much higher?
BUSINESS
Moneycontrol Pro Panorama | The RBI Governor’s gambit
In this edition of Moneycontrol Pro Panorama: RBI warns of headwinds for microfinance sector, US keen to revisit international trade rules, what's troubling central government's capex, Teesta treaty now a lost cause time for Bangladesh, and more
