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?
BUSINESS
Who bears the cost of a lockdown?
Government data show it’s not just the unemployment rate that went up, the labour force participation ratio also fell during the lockdown
BUSINESS
Moneycontrol Pro Weekender | How to surf the second wave
In spite of a strong recovery, the markets are jittery for a reason—parts of it could well be a bubble.
BUSINESS
Services could be the engine of India’s growth, finds Yale Research
Productivity growth in sectors such as retail, hospitality, or transportation account for one third of welfare growth between 1987 and 2011
BUSINESS
Manufacturing renaissance or premature deindustrialisation?
A new research paper from UN university, titled ‘A manufacturing renaissance? Industrialization trends in the developing world’ offers reasons for hope
BUSINESS
RBI research takes the shine off Economic Survey’s spirited defence of high fiscal deficits
Researchers at the RBI seem to have a less enthusiastic view of the wonders of a negative r-g than those who penned the Economic Survey
BUSINESS
RBI says demand gets a push from falling household savings rate and higher borrowing
The question is: If household savings normalise and go back to pre-pandemic levels, while the fiscal deficit remains elevated, will interest rates go up?
BUSINESS
RBI report warns Goldilocks may be mauled by bond vigilantes
RBI will defend her, if needed by unleashing its Brahmastra
BUSINESS
Moneycontrol Pro Weekender | Prima donna markets
Fed chief Jerome Powell said he wouldn’t dream of tightening till at least 2024, but markets are asking for more
POLITICS
What India thinks today, will Bengal think tomorrow?
What is needed in West Bengal is not just change, but a radical transformation
BUSINESS
Moneycontrol Pro Weekender | Much ado about inflation
At the end of the day, it's growth that counts. If we have strong growth, markets will take higher inflation and bond yields in their stride
