BUSINESS
What the FTX meltdown is telling us
Ultimately, cryptocurrencies, along with NFTs and SPACs, were the poster children of the liquidity bubble built up by ultra-loose monetary policy and decades of easy money
BUSINESS
Moneycontrol Pro Weekender | Turnaround Time
A string of data sets point to inflation finally losing its bite. But is it too early to celebrate?
BUSINESS
Moneycontrol Pro Weekender | Outrunning the bear
As the economies try their best to ward off a hard landing, India comes out as an outlier. It’s a classic case of just staying the course amid difficult times
BUSINESS
Moneycontrol Pro Weekender | Waiting for the Fed again
Once again, the Fed rate call is back on the investor radar, not because of the quantum but the hints the central bank would drop
BUSINESS
The UK’s share of the world economy has been steadily shrinking
India’s share of the world economy, in PPP terms, exceeded the UK’s share as far back as 1993
BUSINESS
A self-destructive rally?
The Fed is failing in its objective of tightening financial conditions. And the market rally is one reason why market conditions remain accommodative
BUSINESS
Flash PMIs show the US, UK, Eurozone economies shrinking this month
While inflationary pressures are easing, they haven’t come down enough for central banks to feel comfortable, although some of the doves will feel emboldened to argue for caution while hiking rates, particularly in view of the shrinking economy
BUSINESS
Will Xi Jinping be China’s Stalin?
Xi is trying to change the drivers of the Chinese economy at a time when there is a plethora of domestic and international challenges. The odds are stacked against him
BUSINESS
Moneycontrol Pro Weekender | The Diwali Spirit
In spite of all the gloom and doom pervading the landscape, Samvat 2079 makes a case for a bull case scenario
BUSINESS
Problems of 2020s can’t be solved by policies of 1980s: UN agency
Conditions in Volcker’s time were very different from those prevailing in today’s globalised, hyper-financialized and debt-ridden economy
BUSINESS
Fund manager survey ‘screams macro capitulation, investor capitulation, start of policy capitulation’
Bank of America survey says big market low will happen in first half of 2023, but stage set now for bear market rally
BUSINESS
Ten reasons for optimism in RBI Bulletin’s state of the economy report
The report cites the view that ‘India is likely to be among the few emerging economies that would be left standing after the global hurricane has passed’
BUSINESS
Moneycontrol Pro Panorama | ‘There is great disorder under Heaven, the situation is excellent’
In today’s edition of Moneycontrol Pro Panorama: India looks to continue its relative outperformance, issue of monetary tightening divides RBI MPC, the history of political splits and symbols, India and UK need to sort out trade issues, and more
BUSINESS
Moneycontrol Pro Weekender | How did we get into this mess?
Economic paradigm shifts are marked by great upheavals. Is it time for India to hold all the levers?
BUSINESS
The worst of both worlds -- Inflation up, industrial production shrinks
Monetary Policy committee members have expressed concern about the impact on inflation expectations of prolonged high inflation
BUSINESS
IMF World Economic Outlook: Consumption to drive India’s growth in the near term
With exports slowing down and only a tepid rise in investment demand, consumption will continue to be the mainstay of Indian growth
ECONOMY-2
IMF projections: Chinese economy in 2027 will be 93 percent of the US
The IMF’s World Economic Outlook says central banks should ignore the demand for a pivot and instead focus on getting inflation under control
BUSINESS
Helicopter Ben, doughty defender of casino capitalism, deserves the Nobel
While it’s easy to criticise Bernanke for his policies, we must also consider the context in which they were framed
BUSINESS
Global supply chain bottlenecks are now lower than at the beginning of the pandemic
The New York Fed’s Global Supply Chain Pressure Index (GSCPI) shows supply-side inflation is coming down
BUSINESS
RBI surveys don’t echo the central bank’s upbeat assessment of Indian economy
What kind of a recovery is it when almost half those surveyed say they don’t expect their income to increase in the next one year?
BUSINESS
Moneycontrol Pro Weekender | Riders on the storm
As Governor Das puts it, we are staring at yet another storm due to aggressive monetary policy of advanced economies. Is India safe and sound?
BUSINESS
Bank of England first central bank to pivot; will others follow?
Bank of England is back to Quantitative Easing (QE) and markets hope other central banks, including the US Fed, will soon follow
BUSINESS
OECD predicts inflation will remain high in 2023, despite lower growth
The OECD report on the economic outlook says, ‘annual inflation in 2023 will remain well above central bank targets almost everywhere.’ That is bad news
BUSINESS
Credit Suisse: The richest 1 percent of Indians have 41 percent of the nation’s wealth
The Credit Suisse Global Wealth Report for 2022 says much of the growth of household wealth this century in the US and India has bypassed the lower and middle wealth tiers
