BUSINESS
Moneycontrol Pro Weekender | Ten pointers to Armageddon
These long-term scenarios, according to the IMF, will have a bearing on the market trajectory
BUSINESS
Investors rotated from equities to commodities, real estate and cash in the past 6 months
Long oil/commodities has been globally the most crowded trade this month
BUSINESS
Chart of the Day | The slack in the Indian economy will continue this fiscal year: IMF
The US, on the other hand, has a positive output gap, which indicates the economy is running red hot
BUSINESS
What does the IMF know that the RBI doesn’t?
The IMF’s forecast of GDP growth in India for 2022-23 is 8.2 percent, a percentage point higher than RBI’s estimate
BUSINESS
The savings glut of the rich
The IMF’s World Economic Outlook says that for the top 10 emerging market economies, excluding China, the savings share of the top 10 percent has gone up from 5.87 percent in 1995 to over 13 percent in 2014
BUSINESS
Retail inflation surged across the board in March
While consumer price inflation has gone up sharply, the index of industrial production shows the recovery is far from broad-based
BUSINESS
Moneycontrol Pro Weekender | RBI shows how to be accommodative with focus on not being so
The central bank is walking a thin line, given the fact that the recovery remains tepid, a far cry from ADB’s Goldilocks scenario
BUSINESS
ADB forecasts monetary policy in India will remain accommodative for quite some time
The ADB report forecasts a Goldilocks scenario for the Indian economy -- strong growth with inflation within the RBI’s target range
BUSINESS
March PMI data for India show strong growth despite Ukraine war
With growth still strong, RBI’s Monetary Policy Committee will find it difficult to ignore rising inflation
BUSINESS
Moneycontrol Pro Weekender | Mind the gap: The US has serious challengers
The interval between a dying old order and the emergence of a new one is riddled with minefields
BUSINESS
The three iron laws of wealth inequality
The distribution of wealth bears striking similarities across countries with very different political systems and at various stages of development. The Iron Law of Oligarchy, formulated by Roberto Michels 100 years ago, seems to be alive and kicking
BUSINESS
Moneycontrol Pro Weekender | War sirens are blowing, but Street pumped up on growth
As defiant leaders in the geopolitical ferment dig in their heels, what’s the way forward for investors?
BUSINESS
Why the US stock market is less volatile during wars
An NBER research paper explains the puzzle of wars leading to lower market volatility by relating it to higher defence spending
BUSINESS
Chart of the Day | How many Fed rate hikes is the market pricing in?
The CME Fedwatch tool shows that there’s a 74.7 percent probability that the Fed Funds target rate will be 2.25-2.5 percent or higher by the end of the calendar year
BUSINESS
Book Review: Total Economic War and its Consequences
Mulder’s masterly account of economic sanctions during the first half of the 20th century has many lessons for us
BUSINESS
Moneycontrol Pro Weekender | Why did equity markets rally this week?
It’s not all gloom and doom. And guess what, the Street found many reasons to put its best foot forward
BUSINESS
Ukraine effect | Too early for contrarian buy call, says Bank of America survey
Equity allocations are down but have not dropped to capitulation levels normally seen in a recession
BUSINESS
RBI faces dilemma as inflation breaches upper limit in February
Month-on-month retail inflation in February went up for the first time in three months
BUSINESS
How long can China keep up its People’s War strategy against COVID-19?
China has adopted a unique mass mobilisation strategy to combat the pandemic, calling it a ‘People’s War’. But the economic costs of its zero-covid policy are rising
BUSINESS
Moneycontrol Pro Weekender | Return of the Very Old Normal
The world is becoming multi polar, but it has a catch: This time, the spectre of a nuclear conflict looks very real
POLITICS
What US Intelligence thinks of the threats from Russia and China
The Intelligence report says the world has become multipolar and warns of the growing spectre of great power conflict
BUSINESS
The yawning gap between Putin’s Great Power ambitions and Russian economy's decline
The threat posed by Russia to the West is military, not economic. But even in weapons, they are a shadow of the threat the USSR used to be
BUSINESS
Moneycontrol Pro Weekender | Economic warfare
The US launching a no holds barred economic attack on Russia has quite a few lessons for others
BUSINESS
Q3 GDP data mark a weak recovery, Ukraine war casts a shadow
If crude oil prices continue to remain elevated, we are likely to see a toxic mix of lower growth and higher inflation
