BUSINESS
Moneycontrol Pro Weekender: From the micro to the macro
Disinflation has created a benign macro environment, but much of it is already priced into corporate earnings estimates
BUSINESS
Falling commodity prices buoy trade balance
The biggest fall in imports has been in vegetable oils, fertilisers, coal, all of which are now at much lower prices from a year ago
POLITICS
Voting patterns are very different in state and national elections
Still, the debacle in Karnataka may force state governments as well as the centre to boost spending on social support schemes in the run-up to the 2024 Lok Sabha elections
BUSINESS
Moneycontrol Pro Weekender: Immaculate disinflation?
The market's hope of a painless disinflation has no precedent
TRENDS
Manipur: the horrors of identity politics
This is not the first time that ethnic violence has flared up in Manipur. The roots of the conflict run deep and are exacerbated by a lack of jobs
BUSINESS
Bangladesh vs India per capita GDP: Setting the record straight
The lesson to be learnt is not from Bangladesh, but from Pakistan. Both India and Bangladesh had a much lower per capita GDP compared to Pakistan in 1990. Now, Pakistan’s per capita GDP is much lower than both India’s and Bangladesh’s
BUSINESS
The slow run on US banks: Deposits in decline even before SVB fiasco
Even before the collapse of Silicon Valley Bank, total deposits in US commercial banks had been falling
BUSINESS
Karnataka election 2023: The dangerous consequences of gorging on ‘revdis’
The Opposition’s addiction to revdis is bad for the nation’s economic and political health
BUSINESS
Moneycontrol Pro Weekender: US Imperial Preference or Chinese Co-Prosperity Sphere?
The US is ditching the free trade, free market policy it has been preaching for decades, in favour of industrial policy and trade blocs
BUSINESS
Giving up China-nirbharta is easier said than done
India’s trade deficit with China increased by 13.2 percent in 2022-23, despite the government’s attempts to correct the huge trade imbalance
BUSINESS
Is demography really destiny?
A low dependency ratio provides a tailwind for growth, but much depends on ensuring productive jobs for the working population
BUSINESS
Moneycontrol Pro Weekender: All is well
The low Vix indicates the markets are looking forward to inflation peaking and rate cuts following. But the outcome may well be stagflation
BUSINESS
Migrating abroad for work is a no-brainer
It would take decades for non-migrants to match the income gains of migrants to a high income country, says a World Bank report
BUSINESS
Dangerous games nations play: The economic fallout of higher military spending
The Stockholm International Peace Research Institute shows that military spending jumped in 2022 due to the Ukraine war. But there are also longer-term trends
BUSINESS
What slowdown? Developed economies blaze a growth trail, beat rate hikes
The Flash Composite PMIs show that the US, the UK and the Eurozone saw growth accelerate this month. That should lead to more monetary tightening
BUSINESS
RBI paper: Signs of disinflation, but demand-pull inflation gaining traction
With growth continuing to be robust, it’s no wonder that demand pull inflation is rising. That is why the RBI paper says the RBI must be ‘in readiness to address the rising sensitivity of inflation to demand pull’
BUSINESS
Moneycontrol Pro Weekender: Things fall apart
The mainstream is coming around to the view that geopolitics will result in a fragmented global economy and we will not go back to business as usual
BUSINESS
'Amerindia' in the making? India's bonds with the US extend beyond politics
In the last four years, India’s holdings of US Treasuries have gone up by 60 percent
BUSINESS
Many shades of inflation: The assault on rural wages
Real rural wage growth has been negative or marginally positive since 1998, except for a brief period between 2010 and 2014
BUSINESS
India third largest contributor to global growth, but way behind China
China’s contribution to global GDP growth in 2023 is likely to be 23.8 percent, against India’s 6.6 percent, according to IMF projections
BUSINESS
India’s projected increase in per capita GDP is one of the lowest in Asia
India will have to grow much faster if it is to catch up with the per capita GDP levels of the countries we like to compare ourselves with in the region
BUSINESS
Moneycontrol Pro Weekender: Have the facts changed?
The MPC decision to pause is a bet on lower global growth and inflation
BUSINESS
Moneycontrol Pro Weekender: India’s decade
World Bank says India could be a beacon of light in a darkening world
BUSINESS
Flash PMIs show strong growth in major advanced economies, despite banking panic
Most of the growth has been in the services sector, while manufacturing has been contracting
