BUSINESS
Moneycontrol Pro Panorama | Ice, fire, ice?
In today’s edition of Moneycontrol Pro Panorama: Commodity maths for central banks, Pidilite’s sticking point, the NPA dragon lying low, Sebi’s settlement formula has a problem, steel's cup of woes and more
BUSINESS
Moneycontrol Pro Weekender | RBI Bulletin: India’s time has arrived
Winds are blowing clearly in India’s favour despite all the odds, according to the latest State of the Economy report. Are investors listening?
MARKETS
Why are markets rallying even as record 90 percent fund managers predict stagflation?
The Bank of America survey of fund managers says while sentiment is still too bearish for an immediate reversal of the rally, they would fade the rally when the S&P goes above 4328
BUSINESS
Rakesh Jhunjhunwala and the long bull market
The Big Bull once made a surprising claim—that we are in a long bull market since 1981. What's special about this period? Could a change in the macro environment wipe out all the gains?
BUSINESS
India @75 | A once-in-a-lifetime opportunity
A political and economic shift away from China is taking hold. As we celebrate the 76th Independence Day, India is at a vantage point to seize this once-in-a-generation moment
BUSINESS
India@75: Who benefited the most from economic growth?
The income of the richest 10 percent went up by 42 percent between 1951 and 1980 and by 435 percent between 1980 and 2015
BUSINESS
Despite the Fed raising rates, US financial conditions are loosening again
The Chicago Fed’s Adjusted National Financial Conditions Index is now lower than what it was back in March 2022, despite the Fed having raised the policy rate by 200 basis points since then
BUSINESS
India@75: How have we done on per capita income?
At the time of Independence, our per capita income was lower than that of Afghanistan, Zambia, Zimbabwe, the Central African Republic, and the Congo. On the other hand, it was higher than that of China and South Korea
BUSINESS
Was the rising trade deficit a reason for RBI’s hawkishness?
Non-POL imports have been rising sharply while exports are likely to be affected by the slowdown in the advanced economies
BUSINESS
The PM is right, India’s government spending is too high
India’s govt revenues/GDP ratio for its level of per capita income is all right; it’s the govt expenditure that is the problem
BUSINESS
The hidden cost of free lunches
No nation has consumed its way to greatness
BUSINESS
Moneycontrol Pro Weekender | Shaktikanta Das refuses to pivot
A look at the current macro readings is enough for the RBI governor not to budge and dilute his ‘withdrawal of accommodation’ stance
BUSINESS
The story the latest data will tell the Monetary Policy Committee
The PMI data for July show a sharp rate of expansion of the Indian economy, albeit with some loss of momentum
BUSINESS
Nancy needles the dragon
Nancy Pelosi’s trip to Taiwan brings to mind Mao Ze Dong’s famous saying: ‘the international situation has now reached a new turning point. There are two winds in the world today, the east wind and the west wind. There is a Chinese saying, ‘Either the east wind prevails over the west wind, or the west wind prevails over the east wind’
BUSINESS
Rural jobs are coming back
July saw a steep fall in demand for work under MGNREGA
BUSINESS
Indian manufacturing recovery strongest in Asia
July PMI reading shows higher manufacturing growth, lower inflation
BUSINESS
Moneycontrol Pro Weekender | Betting on a U-turn
Markets are hopeful the worst is behind them. Will central banks play ball?
BUSINESS
Monetary tightening all very well, but what about massive fiscal deficits?
A study by Moody’s Analytics says that with the re-opening of the Asian economies, demand is set to rise, leading to a resurgence of inflation
BUSINESS
The fine print in the IMF World Economic Outlook Update
IMF: ‘As advanced economies have raised interest rates and conditions have tightened globally, debt vulnerabilities and financing risks are on the rise for emerging market issuers’
BUSINESS
If the Fed chair doesn’t understand inflation, who does?
How are inflation expectations formed? Did Volcker really kill inflation, or was it the decimation of the trade unions? New research on these questions throws up interesting perspectives on inflation
BUSINESS
Recession storm clouds gather over the West, but there’s a silver lining for India
The Flash PMIs for the Eurozone and the US indicate a looming recession, but that may not be a bad thing for India
BUSINESS
Stage set for a bounce in markets, says survey of global fund managers
Earlier this month, global growth optimism, cash levels with fund managers, outlook on profits and allocation to equities were all at levels even worse than during the Lehman crisis, paving the way for a rally
BUSINESS
RBI State of the Economy report: Growth resilient, inflation coming down
The Indian equity market has always traded at a premium to its peers and if indeed the outlook for the economy and inflation is as good as the State of the Economy report says it is, then corporate earnings will hold up, supporting equities
BUSINESS
Moneycontrol Pro Weekender | Tricky landing
Will the economy manage to navigate through the macro challenges in one piece? That remains a tough question to answer as inflation remains a big unknown, be it the US or India
