BUSINESS
Data Story: PLFS data show urban unemployment increased during the festive season
The festive shopping boom brought cheer to retailers but not to job seekers as urban unemployment rose even as sales surged
BUSINESS
Moneycontrol Pro Panorama | Beyond Q2: Will India Inc's robust ROCE translate into capex?
In November 17 edition of Moneycontrol Pro Panorama: Bihar's landslide verdict cements bullish case for India's politics, why global sentiment stays strong despite economic uncertainty, China answers Trump with a blitz of innovation, and more
BUSINESS
Chart of the Day: Why global sentiment stays strong despite record economic uncertainty
As policy turbulence pushes the World Uncertainty Index to historic highs in 2025, business and consumer confidence defies expectations—revealing a paradox that challenges conventional wisdom about economic resilience
BUSINESS
Bihar's landslide verdict cements bullish case for India's political economy
Bihar's decisive verdict proves that targeted welfare and infrastructure spending build durable political coalitions while generating the consumption demand and policy stability that investors prize
BUSINESS
Moneycontrol Pro Weekender | Green Shoots for the Second Half
With the EPS downgrade cycle over and a confluence of positive factors emerging, the seeds for a market upswing may finally be sprouting
BUSINESS
No country for working women
A data-driven analysis revealing why India's marginally improving female unemployment rate masks a deeper crisis of scarce, precarious, and often unpaid work for women
BUSINESS
India’s Power Tightrope: Growth, vulnerabilities, and opportunity in IEA World Energy Outlook 2025
The IEA’s World Energy Outlook 2025 sees India as the world’s biggest driver of energy demand growth — yet import dependence, mineral shortages and climate stress could threaten its momentum
BUSINESS
October CPI hits rock-bottom 0.25%: GST cuts shine, but food deflation rings alarm
October’s CPI just hit 0.25%—the lowest since the 2011-12 series began. A triumph of policy? A statistical mirage? A rate cut in December? Or a warning bell for rural India?
BUSINESS
Moneycontrol Pro Weekender | What's Driving Indian Stocks Into Year-End
BUSINESS
IMF sees India’s fiscal deficit stalling after FY26
According to the IMF’s Fiscal Monitor, India’s fiscal consolidation is set to lose momentum after FY26, signalling deep-rooted structural limits in its public finances
POLITICS
Bihar's Job Promises: A confession of crisis
The extravagant job pledges dominating Bihar's elections reveal a deeper truth about the state's crippling underemployment and economic distress
BUSINESS
Tepid tax revenue growth raises stakes for consumption-led recovery, post festive season
With only 2.8% tax revenue growth in H1, the government’s fiscal roadmap hinges on a strong consumption rebound fuelled by GST cuts and lower rates—any shortfall risks spending cuts and a tighter FY27 budget
BUSINESS
Data Story: India’s Golden ATM
A massive Rs 1 lakh crore expansion in gold loans in the last six months is unlocking the vast, dormant wealth of India's unproductive family gold hoards
BUSINESS
Moneycontrol Pro Weekender | Kicking Multiple Cans Down the Road
A shaky US–China truce, a cautious Fed, and an underperforming India—markets may have dodged a bullet, but the pressure is far from over
BUSINESS
Lopsided IIP Growth: Five sectors drive gains, half of manufacturing languishes
September's industrial production data reveals a troubling paradox: while consumer durables and automobiles surge on festive demand, the broader manufacturing base is shrinking, with staples contracting and robust growth concentrated in just five of 23 sectors
BUSINESS
Moneycontrol Pro Weekender | From PMI to ‘Political Science’
While India's growth indicators remain strong, October's softer PMI and persistent trade uncertainties raise uncomfortable questions
BUSINESS
Aatmanirbharta with Chinese characteristics: How China's five-year Plan counters America
China's 15th Five-Year Plan is a blueprint for economic fortification, pivoting towards technological self-reliance and domestic consumption to counter US rivalry
BUSINESS
Data Story: September 2025 core sector data signal caution, but policy tailwinds could stabilise outlook
India's core industries contracted sharply in September, highlighting a significant slowdown, though newly implemented GST cuts and anticipated RBI rate moves are expected to stimulate a recovery
BUSINESS
Moneycontrol Pro Weekender | Samvat 2082: The Will to Rise
After a turbulent Samvat 2081, the markets step into the new year not with fireworks but with quiet resolve and the will to rise
BUSINESS
Decoding India's Trade Deficit -- Strong domestic demand, not tariffs, is the real story
Recent trade data reveals that while Trump's tariffs impacted specific US-bound exports, India's overall trade story is dominated by resilient export diversification and a domestic demand-driven import surge, particularly in gold
BUSINESS
Data Story: Trump’s Tariffs and Indian Jobs: What the latest PLFS data reveal
The sharp 50% tariffs imposed by the Trump administration on Indian exports have raised alarms about job losses, but September’s unemployment data reveal that the impact, while real, remains concentrated and nuanced rather than a broad spike
MARKETS
IMF flags fragile foundations beneath market optimism
The IMF’s latest reports reveal a global economy holding firm on the surface, but hiding deeper financial vulnerabilities that investors shouldn't ignore
BUSINESS
The message from this year’s Economics Nobel: Ideas drive development
The pioneering work of Nobel laureates Mokyr, Aghion, and Howitt reveals that economic growth is fundamentally powered by the institutions that fuel innovation and the market processes of creative destruction
BUSINESS
As tariffs, rare earths roil markets, will Trump settle for a deal?
As new tariffs and rare earth controls trigger market panic and supply chain fears, the central question becomes whether economic pressure will once again force a tactical pause in the US-China trade war
