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
BUSINESS
Budget 2023: How the FM squared the circle with aplomb
The Budget has delivered what the markets and businesses wanted
BUSINESS
Economic Survey 2023: Fiscal discipline or growth or both?
If the economy is doing so well, where’s the need for a stimulus?
BUSINESS
No need to panic in the market
Fears about systemic risk are groundless
BUSINESS
Moneycontrol Pro Weekender: A Budget for a Brave New World
India is on the frontline of the geopolitical conflict -- We need a budget to reflect that fact
BUSINESS
Technology lifted India’s productivity, but did it also depress employment?
An RBI research paper finds that sectors which witnessed a large increase in productivity growth have registered declining growth of employment and capital during 2011-19 as compared to 2001-10
BUSINESS
The Indian economy is the cleanest dirty shirt in a filthy closet
The report by RBI economists on the state of the economy this month says financial markets are contesting the gloomy outlook painted for the global economy this year
BUSINESS
Moneycontrol Pro Weekender: The downsizing of Davos Man
The World Economic Forum has been desperately trying to reinvent itself, but Davos Man’s heydays are a thing of the past
BUSINESS
China re-opening leads to Great Rotation to emerging markets
Bank of America survey of global fund managers says the net percentage of fund managers who expect a stronger Chinese economy rose to 91 percent in January 2023, up from 0 percent in August last year
BUSINESS
Chart of the Day: Imports resilient, non-petroleum exports better than expected
Despite the fall in commodity prices, imports other than of crude oil and of gold and silver were up 1.5 percent from a year ago
BUSINESS
The Chinese dragon is in danger of losing its teeth
For China, there is the extremely disquieting precedent of Japan. What is worse is that unlike Japan, China is likely to grow old before it becomes rich
BUSINESS
Moneycontrol Pro Weekender | Fingers crossed
Price pressure globally may be showing a downward trend, but the global economy is still not out of the woods yet
BUSINESS
Budget Snapshots: India’s fiscal deficit is much higher than its peers
The problem lies with government spending as a percentage of GDP, which is much higher for India than for other countries at the same per capita income level
BUSINESS
IIP, CPI data show strong growth resulting in elevated core inflation
Retail inflation for the third quarter of 2022-23 has come in at 6.1 percent, well below RBI’s estimate of 6.6 percent
BUSINESS
A tale of two pre-election budgets
One way of judging whether the 2023 budget will be populist is to check whether the budget in 2018 was one
BUSINESS
Chart of the Day: Household savings drop? Blame it on pent-up consumption
With the CSO predicting much lower consumption growth in the second half, household savings should rise
