BUSINESS
Moneycontrol Pro Weekender | The very long view
IMF managing director Kristalina Georgieva's recent speech at Cambridge echoes Keynes' essay of 1930. Both share the spirit of hope and optimism, which is also the message of Easter
BUSINESS
What the Hurun Rich list tells us
The rapid increase in the wealth share of the very richest segment of the population in India is the reason for the proliferation of Indian billionaires
BUSINESS
Moneycontrol Pro Weekender | Roaring Twenties?
With Fed chair Powell signalling that he's comfortable with inflation being high for longer, a global rate cutting cycle is about to begin, and the markets are celebrating
BUSINESS
India’s Flash PMI for March shows growth accelerating
The PMIs show higher growth in the March quarter, both compared to the previous quarter as well as the year-ago period. That augurs well for corporate performance in the March 2024 quarter and provides fundamental support to the equity market
BUSINESS
HDR report: India has high inequality, but that doesn’t matter
India’s rank in the Human Development Index (HDI) is a lowly 134, but it’s even lower, at 140, when the index is adjusted for inequality
BUSINESS
Fund managers bullish on global growth
The median real GDP growth estimate for the US economy has been upped from 1.4 percent for 2024 and 1.8 percent for 2025 at the FOMC’s December 2023 meeting to 2.1 percent growth for 2024 and 2 percent growth for 2025 at the Wednesday meet
BUSINESS
Moneycontrol Pro Weekender: Bubble trouble in Wonderland
Are we looking at a “risk reset’’? What’s so different this time? The upheaval in midcaps and smallcaps comes as a stark reminder for investors
BUSINESS
A tale of two inflations
Inflation continues to be persistent both in India and in the US, but the reasons are different
BUSINESS
IIP numbers paint a very different picture from upbeat GDP data
If the IIP numbers are right, the production of consumer durables in January 2024 was lower than six years ago
BUSINESS
Moneycontrol Pro Weekender: Saint Powell and the inflation dragon
While the markets reach all time highs, the Bank for International Settlements warns that the last mile on disinflation is a difficult trek
BUSINESS
Moneycontrol Pro Weekender: India’s coming-out party
The third quarter’s GDP growth of 8.4 percent was far beyond expectations, as was the estimate of 7.6 percent growth for the full year 2023-24.
BUSINESS
Moneycontrol Pro Panorama | Jaw-dropping growth
In this edition of Moneycontrol Pro Panorama: Q3 FY24 GDP data an acceleration or slowdown, small cap stocks on regulatory radar, school education needs radical new approach, this jewellery maker is set to glitter, and more
BUSINESS
What to look for in the Q3 GDP numbers
The most important thing to look for is whether there has been an improvement in private consumption
BUSINESS
The secret behind premiumisation, revealed by the Household Consumer Expenditure Survey
The top 5 percent of the urban population accounted for 21.7 percent of the increase in urban consumption between 2011-12 and 2022-23, a category that is driving demand for premium goods and services
BUSINESS
A profile of the seriously weird average Indian consumer, from the Household Consumer Expenditure Survey
We have a picture of the average Indian consumer grabbing a carton of milk in the morning before riding long distances to work, gorging on vada pav and snacks for lunch, washed down with a cold drink, dropping in to buy a toaster or microwave on the way back to her hovel, and ordering cooked meals for dinner while carefully avoiding the dal and vegetables and putting up her feet while knocking back a peg or two of the local hooch
BUSINESS
Household Consumption Expenditure Survey 2022-23: Decoding who consumes how much
In urban India, the top 10 percent account for a quarter of all consumption
BUSINESS
Has Berkshire Hathaway become too big to grow?
'Size did us in', writes Buffett, meaning that Berkshire Hathaway, finding wonderful businesses that can add meaningful value to the firms is a problem
BUSINESS
Moneycontrol Pro Weekender: Dragons, AI, global economy, and markets
Markets across the world are soaring, thanks to growth firming up and inflation dissipating. But much depends on how China does in the Year of the Dragon
BUSINESS
Flash PMI for February shows best of both worlds for India
The Flash Composite PMI came in at a 7-month high while inflation in input costs as well as selling prices is very low
BUSINESS
The Green Pivot | Wall Street gets cold feet on ESG as politics plays spoilsport
The principal argument employed by those against ESG investing is that it diverges from the fiduciary duty of asset managers to ensure the best possible returns for investors
BUSINESS
Rate cuts unlikely until RBI sees inflation stable at 4 percent
Report by RBI researchers exhorts the corporate sector to get its act together to relieve the government of heavy lifting on capex and take advantage of lower borrowing costs to increase capital expenditure
BUSINESS
Farmers’ protests: What do the economic data say?
There is no alternative to moving people out of farming into more productive occupations
BUSINESS
Moneycontrol Pro Weekender: Forty-two and other numbers
What the numbers say about the Indian economy, markets, Life, the Universe and Everything
BUSINESS
Does the consumption of the poor really matter?
Overall growth in private consumption has been strong even in years that saw a shrinkage in real rural wages
