BUSINESS
RBI consumer survey | Buyers look to cut down spending on non-essentials
In May 2022, only 27.5 percent of respondents said they will increase spending on discretionary items in the year ahead. In contrast, 34.1 percent said they will reduce spending
BUSINESS
Capacity utilisation in March quarter highest since Q4 FY19
While increased capacity utilisation is a sign of economic recovery, it also raises pricing power, allowing firms to pass on input cost increases
BUSINESS
Despite hike, real repo rate is around the same level as a year ago
If we consider a positive real policy rate as an indication of normal policy, we have a long way to go and growth will continue to be supported by loose monetary conditions
BUSINESS
GDP data | Economy limps back, with capex as crutch
GDP numbers show weakness in private consumption, which grew by a mere 1.8 percent year-on-year during the quarter
BUSINESS
Rahul Gandhi’s Cambridge interview shows how out of touch he is with the mood of the nation
He spoke on China offering ‘the idea of prosperity’, but the facts on the ground say otherwise
BUSINESS
Moneycontrol Pro Weekender | History lessons
Why do investors turn to history when the chips are down, but ignore it resolutely during bull markets?
BUSINESS
The real reason for the Quad
The IMF forecasts the Chinese economy will be 94 percent of the US by 2027
BUSINESS
The one chart that shows Modi government’s performance over the past 8 years
India’s share in global GDP, in purchasing power parity terms, has been rising steadily
BUSINESS
Flash PMIs show growth slowing, but inflation remains very strong
While the easing of COVID restrictions and pent-up demand are still holding up growth, there are signs that high inflation is affecting demand
BUSINESS
Moneycontrol Pro Weekender | People’s Bank of China rides to the rescue
The central bank of China – an outlier in these times of quantitative tightening – has eased its policy to salvage the Chinese economy. And the messaging is not lost on global growth
BUSINESS
What the MPC minutes say about future rate hikes
Jayanth Varma says more than 100 basis points of rate increases need to be carried out very soon
BUSINESS
Global fund manager survey says it’s time for a bear market rally
The Bank of America survey of global fund managers points to extreme bearishness, indicating a bounce, but it says full capitulation hasn’t yet been reached
BUSINESS
Moneycontrol Pro Panorama | Catch-22 for markets
In today’s edition of Moneycontrol Pro Panorama: A quality bet, PPL’s tryst with market, what Adani buy means, Guruspeak and more
BUSINESS
Moneycontrol Pro Weekender | Inflation shock
High inflation will sooner or later take a toll on demand
BUSINESS
Is RBI tightening policy at a time when industrial growth is still weak?
The higher-than-expected inflation is likely to result in another hike in the policy rate at the MPC’s next meeting on 6th-8th June
BUSINESS
The roots of the Sri Lankan crisis and the lessons to be learnt
Successive governments made up their revenue shortfalls by borrowing abroad hand over fist. The much-acclaimed Sri Lankan model had feet of clay
BUSINESS
Moneycontrol Pro Weekender | Losing faith
Central banks have a trust problem with financial markets over their ability to steer economies towards a soft landing
BUSINESS
PMI data for April reveal why RBI went in for a surprise rate hike
Private sector activity rose at the fastest pace in five months in April, adding to inflationary pressures
BUSINESS
RBI report says high level of government debt will hurt growth
The problem is that India’s government debt is projected to remain very high well into the future. The IMF, for instance, forecasts it will remain as high as 84.2 percent of GDP even in 2027
BUSINESS
Moneycontrol Pro Weekender | What lies beneath
Strap: Rather than confronting tough structural challenges, there’s a preference for the easier route of monetary stimulus, and the result is rampant inflation, according to noted economist William White
POLITICS
How the Ukraine war has boosted US dominance in Europe
Lord Ismay, NATO’s first secretary general, had said the organisation was created to ‘keep the Americans in, the Russians out, and the Germans down’
BUSINESS
Commodity prices are at the root of the turmoil in the markets
Moody’s says high commodity prices and supply chain disruption expose about 42 percent of rated Indian companies to significant risks both in its baseline and high risk scenarios
BUSINESS
US Fed rate hikes: How much is priced in?
One reason for optimism for the markets is that much of the hawkishness has already been priced in, particularly in the last one month
BUSINESS
What war? PMI surveys show strong growth in advanced economies in April
But a combination of pent-up demand and supply disruptions has led to the steepest rise in inflation since the surveys began
