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?
BUSINESS
All that is solid melts into air
The next decade will be an age of rapid and widespread disruption
BUSINESS
Is global growth slowing while India’s growth is accelerating?
If demand is sustained and the government chips in, we could outperform the rest of the world
BUSINESS
Moneycontrol Pro Weekender | Market’s Dizzy Heights
The stock prices are on the top of the world, but any slightest disappointment could trigger a sell-off
BUSINESS
Manufacturing activity lost momentum in August, shows PMI
Contrary to hopes of pent-up demand spurring consumption, output growth in the manufacturing sector slowed in August
BUSINESS
Central government finances now in better shape than before the pandemic
The tax revenue figures show that some sections of society and larger companies seem to be doing better than even before the pandemic
BUSINESS
GDP in April-June 2021 still well below that of April-June 2019
Private consumption is still 88.1 per cent of what it was two years ago
BUSINESS
What to look for in the Q1 GDP numbers
RBI predicts growth in April-June 2021 will be 21.4 per cent after a contraction of 24.4 per cent in April-June 2020. That means GDP will still be lower than it was two years ago
BUSINESS
The Modi government’s courage in biting the bullet on asset monetisation deserves kudos
Those opposing asset recycling should tell us whether they prefer the alternatives: higher taxes or a higher fiscal deficit
BUSINESS
When the facts change, do central bankers change their minds?
We are all agog to know whether Jayanth Varma’s question will be answered at Jackson Hole
