BUSINESS
Urban unemployment edges up in Jan-Mar 2024, but is well below pre-pandemic levels
India has improved its female labour force participation rate, but we still lag Bangladesh
BUSINESS
Some central ministries spent only a fraction of their budgets in FY24
The Ministry of Minority Affairs, as per the CGA figures, has spent a mere 6 percent of the amount shown in the revised estimate for 2023-24
BUSINESS
How has the structure of the Indian economy changed in the last 10 years?
The share of manufacturing has barely budged, despite the noise about the Make in India programme
BUSINESS
Moneycontrol Pro Weekender | The next five years
It won't be business as usual for the next government or the ones that follow it. The world as we know it is changing dramatically for the worse
BUSINESS
What were the drivers of GDP growth in Q4?
GDP growth in Q4, FY 24 has been very strong, but the laggards have been the agriculture sector and private consumption. The share of private consumption in GDP in the March 2024 quarter is the lowest since the March 2010 quarter
BUSINESS
S&P holds out a carrot for India, but with conditions
The rating agency says continued policy stability, deepening economic reforms, high infrastructure investment, high growth, along with cautious fiscal and monetary policy could lead to a higher rating over the next 24 months
BUSINESS
Decoding Economics: Do umpires play with a straight bat?
Did the temporary introduction of home umpires in international test matches during the pandemic lead to a bias in favour of home teams? A research paper from the IZA Institute of Labour Economics comes to some surprising conclusions
BUSINESS
Moneycontrol Pro Weekender | Markets raise a rousing cheer for RBI
While Shaktikanta Das steered Indian equity markets to new highs, Jensen Huang supported the US markets
BUSINESS
Eleven-year high positive sentiment in May Flash PMI signals strong confidence about election outcome in Corporate India
The Flash Composite PMI for India came in at 61.7 for May, up from April’s final reading of 61.5, indicating strong growth momentum
BUSINESS
Decoding Economics: The economic basis of identity politics
Development is not a smooth process; it disrupts the old social milieu and creates new winners and losers. The losers and winners both then mobilise along lines of identity, one to try for a bigger share of the pie, the other to preserve their share of the newly baked pie
ELECTION
Go out and VOTE
The best method to make more people vote is one that I have been advocating for a long time, but vested interests inimical to India have always managed to scuttle it. Basically, we need to have a scheme allowing voters to bet on the candidates of their choice
BUSINESS
Moneycontrol Pro Weekender | Edge of Euphoria
Among the global fund managers surveyed by Bank of America, 61 percent said they expected lower-than-average growth and higher-than-average inflation for the global economy over the next 12 months
BUSINESS
Decoding Economics: Who gains, who loses from building roads?
A World Bank paper that studied the impact of the Golden Quadrilateral on the growth of firms shows that while survival rates increase for all plants as a result of their proximity to the road network, it is the younger plants who fare better. Older plants, in contrast, stagnate or contract, because of the increased competition
BUSINESS
Food inflation rises in April, caution should be the watchword for monetary policy
There is no hurry to ease monetary policy when the economy is booming
BUSINESS
Moneycontrol Pro Weekender | What the Vix says about elections
This time around, the India Vix is much lower compared to the previous three general elections
BUSINESS
Moneycontrol Pro Panorama | A boost for consumption
In today's edition of Moneycontrol Pro Panorama: Lupin eyes US pie stock valuations turn pricey, India houses the most emigrants World Migration Report says, is AI the answer to achieve techno-utopianism, nations can do better under pandemic treaty, and more
BUSINESS
How the national economic pie was shared
The NSO data show that the share of the household sector in gross value added, gross savings and gross capital formation have all come down
BUSINESS
Decoding Economics: US Fed paper says inequality increases financial vulnerability
The researchers find that a 1 percent increase in the top 1 percent wealth share predicts a 1.038 percent increase in equity valuations Manas Chakravarty
BUSINESS
Is Warren Buffett right about the fiscal deficit and what effect will it have on the markets?
Investors seem to be betting that they will have the best of both worlds -- the markets will rally on stronger growth, but if growth disappoints, they will rally on rate cut hopes
BUSINESS
Moneycontrol Pro Weekender | The growth-rate cut switcheroo
Will the benefits of stronger-than-expected growth outweigh the disappointment on rate cuts?
BUSINESS
Decoding Economics | The impact of monetary policy on stock markets
An RBI research paper studies the impact on the Indian stock markets of policy rate changes and of central bank communication on the future path of monetary policy
BUSINESS
Moneycontrol Pro Weekender | Having your cake and eating it too
Economic development depends on capital accumulation, and wealth redistribution would fritter away the surplus needed for investment and growth
BUSINESS
Decoding Economics | AI is a magic bullet to increase productivity, finds BIS research
Strapline: BIS researchers find that while output always increases, it can grow by up to twice as much for the same AI-induced increase in productivity when AI affects sectors producing consumption goods rather than investment goods
BUSINESS
The mixed message from the global flash PMIs
While the April Flash Composite PMI shows growth slowing in the US, it’s getting better in the Eurozone, Japan and the UK, while Indian growth is red-hot
