BUSINESS
Is it time to worry about inflation in India? The Phillips curve has the answers
A research paper by RBI Deputy Governor Michael Patra tells us how strong the Phillips curve is in India and its implications for inflation
BUSINESS
Is the Indian economy decoupling from the rest of the world?
The RBI’s state of the economy report says that while Indian growth is accelerating, global growth is slowing
BUSINESS
Moneycontrol Pro Weekender | The Bullwhip Effect
Incremental demand is resulting in larger fluctuations at the wholesale, manufacturing and raw materials supply levels
BUSINESS
Who will pay the costs of mitigating climate change?
The richest 10 percent of the global population emits nearly 48 percent of global emissions in 2019, the top 1 percent emits 17 percent of the total, whereas the poorest half of the global population emits 12 percent of global emissions
BUSINESS
Moneycontrol Pro Weekender | The key to avoiding tantrums is growth
For the equity market, the end of quantitative easing will signal the end of the era of multiple expansion and stock prices will perhaps move more in line with earnings growth
BUSINESS
India Composite PMI shows recovery gaining speed, but China sluggish on supply concerns
India Services PMI vaults to ten and a half year high, on re-opening of the sector coupled with festive demand
BUSINESS
10 shows investors must watch in Samvat 2078
As a new Samvat beckons with Diwali, we present these 10 dominant themes currently in play
BUSINESS
India is on the cusp of an upswing in the business cycle
The IMF’s projection of 6 percent medium-term growth may be too pessimistic
BUSINESS
Moneycontrol Pro Weekender | Finding true value
In the season of corporate earnings and IPOs, the flavour is valuation
BUSINESS
The Green Pivot: US intelligence predicts dire consequences for India from climate change
Climate change will lead to increased geopolitical tensions as countries scramble to control resources and dominate new technologies required for clean energy, says a US intelligence report
BUSINESS
Moneycontrol Pro Weekender | The spectre of inflation
Be it management commentary or flash PMI surveys, most are predicting runaway input prices. But some are choosing to break ranks
BUSINESS
Will crypto-currencies be Kryptonite for central banks?
An IMF report says the risks from the rapid adoption of crypto assets are fast rising and, rather than ban them, ways and means must be found to regulate them
BUSINESS
Why did Moody’s improve its credit rating outlook from negative to stable?
The repair of bank balance sheets has removed a key overhang from the economy and has lowered the risks of negative feedback from the financial to the real economy
BUSINESS
Moneycontrol Pro Weekender | Supply crunch
From Europe to Asia, supply issues threaten to derail the fledgling growth recovery story
BUSINESS
Jobs in India rose in 2018-19 for the first time in seven years
The KLEMS database shows the biggest job gains were in construction and trade, but employment in the manufacturing sector continued to shrink
BUSINESS
Jobs for the classes, not for the masses
Thirteen takeaways from the government’s new quarterly employment survey
BUSINESS
Moneycontrol Pro Weekender | Keeping the faith
Stock markets are looking at the silver lining in every dark cloud that comes their way. What explains their optimism?
BUSINESS
China’s bang-bang control system
China’s volatile style of policymaking is deeply ingrained in its authoritarian system, where power is centralized in the top leadership who suffer from a chronic information deficit. This leads to a policy control mechanism that fluctuates between very lax and very harsh enforcement.
BUSINESS
China’s rocky road to the Evergrande crisis
An NBER research paper has compared the Chinese housing bubble to the Japanese one of the late eighties
BUSINESS
Moneycontrol Pro Weekender | Perfect storm over China
From the Evergrande debt crisis to a slowing growth rate to the crackdown on technology companies to the growing confrontation with the West, the cup of woes is spilling over for China
BUSINESS
RBI’s state of the economy report: Turning point reached, prepare for escape velocity
Report cites comparatively tepid growth, contained inflation and low proportion of fully vaccinated population as factors calling for accommodative monetary policy
BUSINESS
RBI Dy Governor Patra’s speech has key clues on monetary policy
The central bank’s glide path envisages inflation at close to 4 per cent only by 2023-24
BUSINESS
If the recovery is strong, why not cut back stimulus?
If the macroeconomic situation today is far better than after the global financial crisis, as government economists point out, recall that the repo rate at the time was 4.75 per cent, compared to today’s 4 per cent
BUSINESS
Moneycontrol Pro Weekender | Buying slow and selling fast
Does this strategy really work in a raging bull market, when the mantra appears to be buying furiously?
