BUSINESS
Moneycontrol Pro Weekender: Between the Fed and a hard place
The Fed is caught between combating inflation and worries over a financial mishap
BUSINESS
Moneycontrol Pro Weekender: A reassuring view
A longer term view suggests that growth in GDP is very different from the year-on- year figures
BUSINESS
Moneycontrol Pro Panorama | GDP numbers sharpen central bank’s dilemma
In today’s edition of Moneycontrol Pro Panorama: China’s play in Middle East discomforts Iran, workers in informal sector rising, lessons for businesses from Ukraine conflict, shipping containers have a story to tell, and more
BUSINESS
Share of workers in informal sector is on the rise. What explains this jump?
PLFS data say that while the percentage of workers in informal employment in the non-farm sector was 68.2 percent in 2018-19, it increased steadily to 71.8 percent in 2021-22
BUSINESS
Is the economic recovery running out of steam?
Consumption growth in the December 2022 quarter was a dismal 2.1 percent, which is projected to fall further to 1.5 percent in Q4
BUSINESS
Average earnings from employment in India and their growth
Average gross earnings from self-employment were substantially lower than income from salaries, both in rural and urban areas
BUSINESS
BIS quarterly review: Markets need to listen to the message of central banks
Investors’ expectations about future policy rate paths are in contrast to central bank communications
BUSINESS
What the Q3 corporate results tell us about GDP growth
Real GVA growth for the December 2022 quarter for the services sector may disappoint while that for manufacturing may be slightly better than the September quarter performance
BUSINESS
Moneycontrol Pro Weekender: War and Peace
One year on, the endgame for the Ukraine war is nowhere in sight, but Mr Market is holding up despite signs of stress in between
BUSINESS
Moneycontrol Pro Panorama | Fed and RBI on the same page, more rate hikes likely
In today’s edition of Moneycontrol Pro Panorama: Impact of global slowdown casts shadows on India realty, ethanol’s rude health cause of concern, pharma companies get a breather, and more
BUSINESS
Services sector rebound fuels growth and inflation in developed economies
The flash PMIs show developed economies regaining momentum, despite rate hikes
BUSINESS
Whales devoured retail krill as crypto crashed
India among top three countries in crypto app downloads
BUSINESS
RBI report says the Union Budget is the seventh horse in the sun’s chariot
RBI Bulletin’s state of the economy report says the Indian economy has decoupled from the rest of the world, thanks to the Union Budget
BUSINESS
Moneycontrol Pro Weekender | The view from Beijing
We are mostly accustomed to sources other than China to know about China’s views on current geopolitics and geo-economics. Now, here's the view from Beijing
BUSINESS
Fund managers’ sentiment improves, but stagflation looms over global macro horizon
Bank of America survey of global fund managers finds ‘Long Chinese equities’ is now the most crowded trade
BUSINESS
Gross capital formation was the mainstay of GDP growth in last 3 years
Capital formation had slowed down considerably after 2012-13 as the investment cycle turned, but it’s moving up again now
BUSINESS
Is the CSO wrong about inflation in cereals?
For the cereals group, wholesale prices are up 15.46 percent year-on-year. In the consumer price index, cereals prices are up 16.12 percent. The difference is that cereals have a weight of 9.67 percent in the CPI and 2.82 percent in the WPI
BUSINESS
The price shocker: Cereal inflation trumps vegetable deflation
Inflation is above the RBI’s 6 percent target not only in food and beverages, but also clothing and footwear, fuel & light, household goods and services, health services and personal care and effects
BUSINESS
Moneycontrol Pro Weekender | Immaculate disinflation or no landing?
Market bulls firmly believe that the US economy will achieve disinflation together with a soft landing. But bears are talking of ‘no landing’ as job report shows strength
BUSINESS
Are businesses poised for capex? What the RBI surveys say
Surveys of consumer confidence, capacity utilisation, physical investment in infrastructure and bank lending show that a revival of private capex is on the anvil
BUSINESS
What's the importance of vegetable prices in India's monetary policy? A lot
The fact that Consumer Price Inflation excluding vegetable prices is so high is a clear signal that the rate hikes haven’t succeeded in their objective
BUSINESS
The policy rate hike, GDP growth, core inflation and vegetable prices
MPC says headline inflation excluding vegetables has been rising well above the upper tolerance band and may remain elevated, especially with high core inflation pressures
BUSINESS
Moneycontrol Pro Panorama | Will the MPC signal a pause?
In today’s edition of Moneycontrol Pro Panorama: Market outlook for automakers gets a lift, will GST Council come up with wider reforms, subsidies can upset fiscal math, ChatGPT as an alternative to search engines, and more
BUSINESS
Moneycontrol Pro Weekender: The elephant in the room
The well-crafted and well-delivered budget got many ‘wows’, but Mr Market’s worry lines are not yet gone
