BUSINESS
Moneycontrol Pro Weekender | The Second Coming
What happens when these lockdowns are relaxed? And what if a third wave strikes?
BUSINESS
US inflation gives markets a scare
US retail inflation for April has been very high, but in India the second COVID wave ensures that growth continues to be the primary concern
BUSINESS
What lies beneath Moody’s update on India’s credit rating
India’s rating on ESG (Environment, Social and Governance) parameters is ‘Highly Negative’
BUSINESS
India and China have broken a 500-year jinx
A recent paper by Arvind Subramanian et al says developing nations are catching up with the advanced economies
BUSINESS
It’s not just weak State capacity that hobbles India’s fight against COVID
The reason why public healthcare is not funded is it’s not high on the government’s list of priorities
BUSINESS
Moneycontrol Pro Weekender | Where wealth accumulates, and men decay
While the virus rages no end, asset valuations are skyrocketing on the back of ample liquidity and low interest rates
BUSINESS
Who benefited from the recovery and who did not?
A report from Azim Premji University says 'if India is not to let its people down so badly again in the future, a much stronger and more comprehensive system of social protection must be put in place over the next few years'
BUSINESS
PMI data for April show Corporate India’s resilience
Everything depends on how long the second COVID wave continues
BUSINESS
Manufacturing PMI: Production and new orders were affected in April, but exports provide cheer
Inflation in manufactured goods prices the fastest in last seven years
BUSINESS
Why Amartya Sen’s thesis of democracy averting famines doesn’t apply to the fight against the pandemic
Unlike a famine which makes it to the front pages of newspapers, there is very little interest about the systematic underfunding of public health
BUSINESS
Moneycontrol Pro Weekender | Apocalypse now, but jam tomorrow
Given current uncertainties, investors would do well to pick stocks for the long term available at decent valuations
BUSINESS
RBI’s chicken soup for the economy’s soul
The RBI’s state of the economy report enlists Benjamin Franklin, Fyodor Dostoyevsky, Paulo Coelho, Barack Obama, Shakespeare and a host of lesser luminaries to drive home a message of relentless positivity
POLITICS
Will the second wave leave deeper scars on India's economy?
The IMF and several research papers have said it’s very likely that the pandemic will leave long-lasting scars on the economy
BUSINESS
Moneycontrol Pro Weekender | Danse macabre
The gravity of the matter can be judged from the fact that India’s daily new infections are more than a third of the world’s and our hospital beds per thousand people are even lower than Bangladesh’s
BUSINESS
Moneycontrol Pro Weekender | The economic impact of the second wave
The economic forecasts agree that there will be little impact on the Indian economy’s medium-term growth prospects
TRENDS
How stringent are India’s mini-lockdowns?
The index is still much lower than what it was last September, even though new cases are far higher
BUSINESS
The US National Intelligence Council paints a rather unflattering view of India's prospects
US-China rivalry is expected to be the pivot around which geopolitics will revolve in the next two decades
BUSINESS
IIP data show a weak recovery, could dull inflation risk
Month-on-month consumer price inflation is benign; the restrictions on business because of the second wave will weaken the recovery
WORLD
China is the world’s biggest economy, in PPP terms
If we measure GDP in current US dollars, China’s economy will be three-quarters of the US next year. The closing gap is the underlying reason for the US-China cold war
BUSINESS
Moneycontrol Pro Weekender | Dancing with the Virus
The equity markets have learnt to live with the pandemic and keep focus instead on islands of promise
BUSINESS
An extraordinary divergence between consumer sentiment and business expectations
While the RBI’s consumer confidence survey is unrelievedly gloomy, its business surveys are far more upbeat
BUSINESS
Ultra-low interest rates pose risks to global financial stability, warns IMF report
The market exuberance is rational in the context of low interest rates, but that doesn’t prevent it leading to excessive risk taking, stretched valuations and rising financial vulnerabilities
BUSINESS
What the IMF’s forecasts say about India’s economic recovery
Investment demand forecast to remain tepid, growth to be supported by high government spending, according to IMF projections
ECONOMY
The World Happiness Report is no April Fool spoof, it’s a sinister plot
Why on earth are we ranked below Libya, Iraq, Niger, Venezuela, Burkina Faso or Chad?
