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
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
