BUSINESS
Moneycontrol Pro Weekender: Withdrawal symptoms
2022 will tell us if central banks can pull off the miracle of a soft landing. Markets are understandably nervous.
BUSINESS
Why different output gaps call for different monetary policy responses
RBI’s state of the economy report for December 2021 has a chart indicating the extent of scarring of various economies from the pandemic
BUSINESS
Will high wholesale inflation today lead to higher retail prices tomorrow?
An RBI study has found that the long-run relationship between wholesale and retail inflation prints has weakened
BUSINESS
November inflation print will not change RBI’s lower for longer stance
Growth, rather than inflation, is what the Indian central bank is worried about. It will take a substantial deviation from the central bank’s inflation projections for it to change its stance
BUSINESS
Moneycontrol Pro Weekender | Bedtime story for the markets
Is the Buy Every Dip strategy on a borrowed time as central banks stock up ammo to pull back extra liquidity from the market?
BUSINESS
RBI survey shows consumer confidence still very weak
The Future Expectations Index (FEI) has improved from the September level, but it’s still lower than where it was during the period September 2020 to January 2021, when the first wave of the pandemic had ebbed and the second wave hadn’t started
POLICY
Crypto Conversations: Can DeFi become part of mainstream finance?
Bank for International Settlements Quarterly Review says DeFi can play an important role in the financial system, provided it is suitably regulated
BUSINESS
Four Indias: findings from the World Inequality Report
The World Inequality Report 2022 says the top 10 percent of Indians get much more than half the country’s income
BUSINESS
Moneycontrol Pro Weekender | Transitory is history
As inflation remains persistently high, the Fed looks to double down on the taper despite the emergence of Omicron
BUSINESS
What’s up with rural demand?
Inflation, according to the GVA deflator, shows that the terms of trade have moved against agriculture, contributing to a slowdown in rural consumption
BUSINESS
Jobs have come back, but what kind of jobs?
The proportion of workers in informal jobs went up in urban India after the first wave of the pandemic, according to government data
BUSINESS
Solid expansion in manufacturing in November, but why is business confidence falling?
Manufacturing PMI signals India is seeing the strongest pace of expansion in Asia
BUSINESS
Centre has enough fiscal ammunition to spend freely in the rest of 2021-22
The central government’s fiscal position is now much better than it was before the pandemic
BUSINESS
Core sector grows 1 percent in the past three years
The index of eight core industries was up 7.5 percent in October 2021, but all it has done is dug itself out of the hole it had fallen into
BUSINESS
Q2 GDP shows economy back to pre-COVID levels, but private consumption lags
With Q2 GDP growth higher than RBI’s projection, it’s time to start normalising monetary policy
BUSINESS
Omicron is a timely reminder of the risks lurking beneath markets
What the news of a potentially dangerous mutation did was puncture the assumption that we have defeated COVD-19
BUSINESS
Moneycontrol Pro Weekender | The Harder They Fall
It’s early days yet, but stock investors are selling first and asking questions later
BUSINESS
India Inc’s balance sheet is in far better shape than before the pandemic
Indicators such as return on capital employed, leverage, interest cover and liquidity for non-financial firms are on average much better than they have been for years
BUSINESS
Just how rich are farmers in Punjab?
The withdrawal of the farm laws must be seen as a tactical retreat and new methods must be found for reintroducing the reforms
BUSINESS
Moneycontrol Pro Weekender | Unicorns and other fabulous beasts
The Paytm listing episode raises questions about the ability of fintech companies to match up to the soaring investor expectations
BUSINESS
McKinsey warns of the asset price bubble economy
A McKinsey study finds that while economic growth has been sluggish over the past two decades in advanced economies, net worth, which long tracked GDP growth, has soared in relation to it
BUSINESS
Bank credit no longer the main source of funds for India’s commercial sector
This year, the buoyant conditions in the equity market must have led to big amounts being raised through IPOs, while there has also been substantial foreign investment
BUSINESS
Why President Biden should keep up the pressure on the Chinese leadership
China is now the richest country in the world and feels it can challenge the US for global leadership
BUSINESS
Emerging market equities seen to give the best returns in 2022
The Bank of America survey of global fund managers for November shows that 65 percent of fund managers believe that boom conditions will prevail in the global economy over the next 12 months, with above-trend growth and above-trend inflation
