BUSINESS
Economic Survey says all is well. So where’s the need for a fiscal stimulus?
The Economic Survey is upbeat on consumption and investment rising. It has projected FY2022-23 GDP growth at 8-8.5 percent
BUSINESS
Moneycontrol Pro Weekender | The Budget must build confidence
The government has already shown the way by opting for bold reforms during the pandemic
BUSINESS
IMF says financial conditions remain accommodative in most economies
The IMF’s World Economic Outlook Update enumerates several risks for emerging markets as a consequence of tightening by the US Fed
BUSINESS
How to popularise the Budget while earning trillions in revenues
If the finance minister introduces this wonderful scheme, she will reserve her place in history as the most innovative finance minister ever
BUSINESS
US Fed Decision | What if Jay Powell is wrong again?
The crucial question is whether growth is really as strong as the US Fed believes it is
BUSINESS
What has the central government been spending on?
Almost half the central government’s expenditure has been on relatively inflexible items such as interest payments, defence, police and transfers to states, expenditure, leaving little available for development
BUSINESS
Markets stumble as PMI advance estimates show slowing growth, high inflation
Slowing growth and high inflation are the worst case scenario, because, if it persists, the US Fed will be caught in a cleft stick, being forced to tighten at a time when growth is decelerating. That is the market’s worst nightmare
BUSINESS
Moneycontrol Pro Weekender | Bubble Trouble
The US is in the grip of “three and a half bubbles”, according to GMO’s chief investment strategist Grantham
BUSINESS
Oxfam, Inequality, Capitalism, and the Stock Market
Deng Xiaoping had said, ‘We should let some people and some regions get rich first’, adding, ‘for the purpose of achieving common prosperity faster’
BUSINESS
Moneycontrol Pro Weekender | Testing times
This is going to be a year when all these theories on ‘transitory’ inflation, monetary policy tightening, durability of growth and soft landing for markets will be tested
BUSINESS
Has pandemic increased inequality in India? NBER paper says no
The NBER paper flies in the face of conventional wisdom that talks of a K-shaped recovery
BUSINESS
World Bank predicts global slowdown, but India one of the exceptions
As governments withdraw fiscal and monetary support and as pent-up demand wanes, global economic growth will slow in 2022 and 2023, but not for India
BUSINESS
Rise in headline retail inflation no cause for worry, but core inflation a problem
The general CPI index fell by 0.36 percent in December from the preceding month
BUSINESS
Budget Chart of the Day: Fiscal Fragility
India’s fiscal position is much worse than most countries in the region
BUSINESS
Moneycontrol Pro Weekender | Advance GDP data show a K-shaped recovery
The biggest takeaway from the advance estimates is the weakness in private consumption. For the second half of FY22, the growth in private consumption is expected to be a mere 1.8%
BUSINESS
Central government spending will be a tailwind for the economy in Q4 FY22
The concern, though, is that bond yields are rising, which is why the fiscal stance in the forthcoming Union Budget is likely to be conservative
BUSINESS
What demand for work under MGNREGA tells us about consumption demand
Demand for work under the scheme is still much higher than pre-pandemic levels, indicating a lack of job opportunities elsewhere
BUSINESS
Moneycontrol Pro Weekender | After last year’s binge, welcome to the hangover
Instead of liquidity driving higher valuations, it's corporate earnings that will be in the driver’s seat
TRENDS
Moneycontrol Pro Panorama | 2022 is here, but keep your fingers crossed!
In today’s edition of Moneycontrol Pro Panorama: Top investment themes in 2022, the Weekly Tactical, myths in retirement planning, the Herd Immunity Tracker and more
BUSINESS
Moneycontrol Pro Panorama | Fault lines are running deep for markets
In today’s edition of Moneycontrol Pro Panorama: Mahanagar Gas catches the eye, crypto’s future, Startup Street, demystifying Crypto Charts, the battery overhang for EVs and more
MARKETS
Moneycontrol Pro Panorama | Through a glass, groggily
In today’s edition of Moneycontrol Pro Panorama: chief economist at IndusInd Bank offers his analysis for the year ahead, our independent research team picks up a defensive stock -- Bharat Dynamics -- and much more.
BUSINESS
Moneycontrol Pro Weekender | ’Tis the season to be wary
It isn’t just Omicron that is responsible for the wild swings in the market
BUSINESS
Monetary Policy Committee minutes show concerns over growth
A key takeaway from the MPC minutes: There is a divergence in global and Indian growth prospects, but there is a limit to decoupling
BUSINESS
Union Budget 2022: The difficult choices facing Nirmala Sitharaman
The Union Budget for 2022-23 is being framed against an international backdrop very different from that of the last decade or so. For the first time in many years, central banks in the developed economies are being forced to tighten monetary policy
