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
BUSINESS
Saare Jahaan Se Achcha, PMI Hamara
While growth has picked up, that hasn’t been accompanied by higher selling price inflation. That should provide comfort to the RBI’s Monetary Policy Committee at its meeting this week
BUSINESS
What budget allocations tell us about the government’s spending priorities
There has been a decisive shift in favour of infrastructure building and capex, instead of emphasis on social sectors and subsidies during the UPA years
BUSINESS
Are central government finances now in better shape than before the pandemic?
While there has been an increase in tax receipts as a percentage of GDP compared to pre-pandemic levels, higher levels of government spending are keeping the fiscal deficit high
BUSINESS
Seven key takeaways from the Interim Budget 2024
What are the signals from the Interim Budget? What strategy does the government have in pruning the fiscal deficit? Why is the onus on the private sector now?
BUDGET
20 wacky allegedly instant reactions to Nirmala Sitharaman’s Interim Budget
Enjoy a satirical take on the reactions to the Interim Budget with a team of shady journalists who travelled far and wide to bring you responses to FM Nirmala Sitharaman’s announcements
BUSINESS
The Story between Budgets: Nirmala Sitharaman's remarkable fiscal achievements
The finance minister's note-worthy accomplishment lies in elevating capital expenditure to enhance the nation's infrastructure, with central government capex surging from 1.6 percent of GDP in 2018-19 to an estimated 3.4 percent in the current fiscal year
BUSINESS
Finance ministry's pre-Budget economic assessment
The finance ministry's examination of the Indian economy signals robust health, indicating no necessity for an artificial fiscal stimulus as sustained brisk growth is expected
BUSINESS
Moneycontrol Pro Weekender | The Budget must set the stage for strong long-term growth
The government must resist the temptation to be populist in the forthcoming Budget and instead ensure capex-led growth funded by privatisation
BUSINESS
The Ram temple and other projects of national rejuvenation
Turkey, India, Russia and China are four nations where the elites are marrying development with tradition in projects of national revival
BUSINESS
Moneycontrol Pro Weekender | Great Expectations
The markets are pricing in a soft landing, rate cuts, the end of liquidity tightening, low inflation, no impact of geopolitics, no impact of climate change, no impact of trade wars and de-globalisation
BUSINESS
How many workers in India meet Narayana Murthy’s 70-hours-a week benchmark?
Data from the Periodic Labour Force Survey tell us which workers in which states work the least, who are the most industrious and how many work more than 70 hours a week
BUSINESS
A big capital goods revival? Not according to the IIP
The IIP data show there has been a slight decrease in capital goods production compared to five years ago
BUSINESS
What does the index of industrial production say about consumption?
The IIP data show that while the production of consumer non-durables has been sluggish, the numbers on the domestic production of consumer durables are downright alarming
BUSINESS
Moneycontrol Pro Weekender | In the long run we are all dead, but the markets will be up
In the long run, inequality is a big factor in driving stock prices up
BUSINESS
Budget 2024: Will it be a populist pre-election Budget?
The interim budget of 2019 was one clinically designed with a beady eye on voters
BUSINESS
After 10 years of reforms, how has the economy's structure changed?
Growth in the last five years has been lop-sided, led by finance and real estate. The finance, real estate and professional services sector provides jobs for the classes rather than the masses and the rise in its share is a symptom of the K-shaped recovery, mitigated by some extent by the increase in share in the construction sector. The falling share of manufacturing is a disappointment
