BUSINESS
The PMI's warning for the Budget: Animal spirits are fading
As private sector optimism hits a multi-year low, the clearest call from the latest PMI data is for the Union Budget to make a decisive move to restore business confidence and rekindle investment appetite
POLITICS
Venezuela and the new American doctrine: A regional strike reveals a global strategy
The US action in Venezuela was the opening salvo of a stark new global strategy—one that treats alliances as transactions and sovereignty as conditional
BUSINESS
Moneycontrol Pro Weekender | Looking Ahead: Key Themes For 2026
A softening dollar, declining oil prices, easing inflation, and dovish Fed stance created positive conditions in 2025 that should continue into 2026
BUSINESS
Tax revenue squeeze forces Centre to slam brakes on spending
GST cuts meant to stimulate the economy have backfired on the fiscal front, with central tax collections rising just 3.3% and forcing the government into spending cuts which could stall the growth momentum
BUSINESS
IIP's November Surge: A false dawn or the start of a 2026 turnaround?
While industrial output hits a two-year high, underlying volatility in key sectors and a long-awaited index rebasing will define the true trajectory of India's factory activity in 2026
BUSINESS
Moneycontrol Pro Weekender | A not-so-quick recipe for investing
The new year will see a new quick commerce company list, raising stakes in a corner of the economy that's seeing high growth rates
BUSINESS
Moneycontrol Pro Weekender | The Year the Old Order Shattered
The year witnessed the deliberate dismantling of the post-Cold War order, replaced by a volatile new era of transactional power politics
BUSINESS
The Two Indias: How soaring inequality is shaping markets, economy
New data reveal a decade of intense income and wealth concentration in India, creating a dual economy that is redefining winners and losers across consumer and asset markets
MARKETS
The Currency Battleground: How undervalued yuan powers China's surplus while India's rupee tells a different story
Beyond the political noise, BIS exchange rate data exposes the true scale of competitive devaluations, showing why China's surplus is a policy outcome while India's deficit reveals a growth story
BUSINESS
A hawkish ease? The Fed’s 2026 clues could shift capital from AI to emerging markets
While markets have already priced in a rate cut, the true significance of this FOMC meeting lies in the signals it sends about the longevity of the easing cycle and its implications for a richly valued AI-led rally and global capital flows
BUSINESS
China's $1 trillion trade surplus: How a domestic demand crisis became the world's problem
China's record US$1.08 trillion trade surplus signals both a manufacturing triumph and a looming systemic crisis that could reshape everything from currency markets to India's industrial ambitions
ECONOMY
Data Story: GDP numbers show several sectors suffering from deflation
Deflation is gripping farms, mines, and construction—but is the data hiding the true health of India's urban economy?
BUSINESS
The boundless optimism of the Indian consumer
Why does the Indian consumer remain so hopeful, even when their income says they shouldn't be? The answer might just be what's keeping the entire economy afloat
BUSINESS
Moneycontrol Pro Weekender | RBI unleashes Goldilocks
ECONOMY
India's structural transformation is raising potential growth — but only for some
India's impressive growth rates mask a stark reality: half of recent economic expansion comes from high-productivity sectors that employ barely one-eighth of the workforce
BUSINESS
Moneycontrol Pro Weekender | Decoding India's Q2 Growth Stunner
India's economy just posted growth in Q2 that beat every forecast, but the real story is messier than the headline
BUSINESS
IMF to India: Keep policy flexible until US tariff uncertainty clears
The IMF's growth and policy projections for India are entirely contingent on one factor: how soon the 50 percent US tariffs are rolled back
BUSINESS
What to look for beneath Friday’s Q2 GDP headline
India’s Q2 GDP data will likely show strong real growth, but the real signal lies in the nominal slowdown that’s straining revenues, profits, and fiscal arithmetic
POLICY-2
The new Labour Codes do not create flexibility — They just make it legal
India’s new labour codes formalize a flexibility that already existed, promising broader social protection in return
BUSINESS
Flash PMIs paint picture of resilient but fragile global economy at year-end
The latest global economic snapshots from PMI surveys place India's RBI at the opposite end of the policy spectrum from the US Fed, with softening price pressures and fading animal spirits at home building a case for rate cuts
BUSINESS
Moneycontrol Pro Weekender | Siren Song
Nvidia's blockbuster earnings weren't a victory lap -- they were the siren song luring global markets towards a capital reallocation to AI so massive, concentrated and fragile that even a small crack could capsize everything
BUSINESS
India's Trade Shift: More China, less Russia, uncertain America
As global trade upheaval reshapes partnerships, India's goods export and import patterns from April-October 2025 reveal tactical manoeuvres with the US, a pragmatic thaw with China, and a strategic pivot away from Russia—but the real question is whether these shifts will endure
MARKETS
Decoding Economics: Which days really move global markets?
New research from the US Fed pinpoints the specific US and political events that trigger global risk aversion, offering Indian investors a powerful tool to anticipate volatility rather than just react to it
BUSINESS
Data Story: India's October trade deficit balloons, but gold rush, base effects tell a deceptive story
India's merchandise exports contracted 11.82 percent in October 2025, pushing the trade deficit to a staggering $41.68 billion, but beneath the alarming headline numbers lie temporary distortions from festive gold imports and statistical base effects that mask a more nuanced reality
