BUSINESS
The message from this year’s Economics Nobel: Ideas drive development
The pioneering work of Nobel laureates Mokyr, Aghion, and Howitt reveals that economic growth is fundamentally powered by the institutions that fuel innovation and the market processes of creative destruction
BUSINESS
As tariffs, rare earths roil markets, will Trump settle for a deal?
As new tariffs and rare earth controls trigger market panic and supply chain fears, the central question becomes whether economic pressure will once again force a tactical pause in the US-China trade war
BUSINESS
Moneycontrol Pro Weekender | India Earnings Season: Why Q2 doesn't matter, and the rusty nail of US tariffs
The September quarter results may be largely irrelevant--sandwiched between export front-loading before Trump's tariff deadline and consumer spending deferred for the GST cuts. Much depends on how soon we can pull out the rusty nail of Trump's tariffs
BUSINESS
World Bank wants South Asia to cut tariffs despite global protectionist wave
As the world builds tariff walls, the World Bank wants South Asia to tear them down. With 16 million people entering the job market annually but only 10 million finding work, the region faces a stark choice: embrace trade liberalisation that could unlock manufacturing growth or maintain protectionist barriers that may be trapping workers in low-productivity sectors
BUSINESS
Moneycontrol Pro Weekender | Festive fumes
Festive spending surges with GST cuts and supportive RBI policies, but growth continues to be below aspirations
BUSINESS
Moneycontrol Pro Weekender | When the Ground Shifts
In a week where the fault lines of markets, technology, and policy all seemed to move at once, the only certainty is that change is now a constant
BUSINESS
GST cuts to fuel demand — But is consumption already at full throttle?
The latest GST rate reductions aim to boost consumption, but data show India is already operating near peak demand levels
BUSINESS
Policymakers missed what Project 25 spelled out for India
The Trump administration's recent moves against India—from H-1B visa restrictions to tariff threats—weren't sudden policy shifts but predictable outcomes clearly outlined in the Heritage Foundation's Project 25 blueprint
BUSINESS
Moneycontrol Pro Weekender | Fed cuts rates, but projections tell a murkier story
The Fed's latest 25 basis point cut met expectations, but the mixed economic forecasts and market reactions point to an environment that remains highly uncertain
BUSINESS
Will the Fed ignore BIS’s bubble concerns as markets bet on rate cuts?
As the FOMC meets on September 16-17, 2025, the BIS’s stark warnings about fiscal risks and market exuberance cast a shadow over expectations for dovish rate cuts
BUSINESS
Moneycontrol Pro Weekender | Blood Moon Rising: A Week That Exposed the Cracks in the Global System
This week's convergence of protests, conflict and economic strain are symptoms of the unravelling of the global order
MARKETS
Global macro shifts and their impact on Indian markets
Global markets are grappling with the clash between cyclical economic slowdowns and persistent structural pressures, driving unprecedented volatility and reshaping the financial landscape
BUSINESS
Jobless Growth: Decline in employment in India’s small enterprises despite Q1 GDP surge
India’s strong 7.8 percent GDP growth in April-June 2025 masks a worrying decline in jobs within unincorporated non-agricultural enterprises, raising questions about the inclusiveness of economic progress
BUSINESS
Moneycontrol Pro Weekender | GST in Gloriously Silly Terms
GST saw a Glorious Structural Turnaround this week and many other acronyms
BUSINESS
Inflation risks loom as PMI data show strongest growth in 17 years
Robust demand and pricing power point to a heating economy and core inflation pressures, even as policymakers approve additional stimulus through GST rate cuts
BUSINESS
RBI’s crystal ball badly needs polishing
A string of large GDP forecast errors raises questions about the RBI’s economic models and their policy implications
BUSINESS
Data Story: The ‘Financial Services, Real Estate and Professional Services’ sector is powering India’s uneven growth
The GVA data reveals a services-driven growth model in India that is leaving behind key job-creating sectors
BUSINESS
Moneycontrol Pro Weekender | Bulletproof Growth: India’s Titanium economy stuns with 7.8 percent GDP growth
India's economy delivered a titanium-grade performance in Q1, FY 26, clocking a stunning 7.8 percent growth that defied forecasts and showcased its resilience in the face of global headwinds
ECONOMY
A look at the Q1 FY26 unemployment numbers, on the eve of the GDP estimates
India’s unemployment rate stands at just 5.4 percent, but that number hides a troubling reality of underemployment and unpaid work
BUSINESS
From Trade to Coercion: What Trump’s India tariffs reveal about the new world order
Trump's punishing tariffs on India are not an isolated trade dispute but a stark sign of a deeper shift: the collapse of the US-led liberal order and the return of coercive, bloc-based imperialism
BUSINESS
India GDP Q1 FY26: What to watch for in the Friday numbers
India's Q1 FY26 GDP data, releasing Friday, will test whether the economy can sustain growth above RBI's 6.5 percent forecast despite mixed industrial signals and evolving consumption patterns
BUSINESS
Fed chair's dovish turn sparks rally, but reveals deeper economic worries
Jerome Powell's dovish Jackson Hole speech triggered a market rally despite CME probabilities showing September rate cut odds actually fell from 85 percent to 75 percent, revealing the underlying economic concerns that create a precarious balancing act for investors
BUSINESS
What Jerome Powell should say at Jackson Hole, but won’t
In this imaginary farewell address at Jackson Hole, Jerome Powell drops the euphemisms and delivers the blunt, uncomfortable truths the Fed—and the US—have long avoided
POLITICS
From Geopolitics to Markets: Tracking investment clues from Alaska to Red Fort
India's strategic pivot towards self-reliance amid geopolitical turmoil creates a compelling investment narrative for domestic-focused sectors
