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
BUSINESS
Moneycontrol Pro Weekender | Markets want more
Correction in equities triggered by a sell-off in bonds is only a flash in the pan for a long-term bull market
BUSINESS
PMI surveys for February confirm cyclical recovery under way in Indian economy
The revival in growth has resulted in a sharp rise in input costs, which may lead to higher core inflation
BUSINESS
Bank for International Settlements allays fears about froth in equity markets
US equity market valuations are at their long-term average when low interest rates are taken into the valuation yardstick
BUSINESS
Bank investment in government securities is coming down, pushing up yields
The rise in bank credit in the last three and a half months or so has been 45 percent higher than over the same period in the last fiscal year
BUSINESS
RBI report on economy says, ‘Well begun is half done'
The report compares the RBI to the Greek hero Ulysses
BUSINESS
What will be the drivers of growth in the current quarter?
The GDP numbers project a huge rise in government spending in the current quarter
BUSINESS
The timeless world of Warren Buffett
Buffett’s letter to Berkshire Hathaway shareholders this year makes no mention of the pandemic and the economic and market turmoil, but offers a key insight for investors
BUSINESS
Moneycontrol Pro Weekender | A challenge for central banks
The worry for some is the inflationary consequences of the torrent of liquidity in the system
BUSINESS
The Indian bond market is having its very own taper tantrum
RBI’s massive balance sheet expansion in the last one year has ground to a halt in the last three months
BUSINESS
Moneycontrol Pro Weekender | “Let’s get rich, stocks only goin’ up, never shrinkin’”
A Bank of America survey shows cash levels with fund managers are at the lowest since March 2013, allocation to equities is at its second highest level ever since the survey started and emerging markets continue to be the investor favourites
BUSINESS
Moneycontrol Pro Weekender | The reflation trade
Inflation undercurrents remain globally, but in India, the premium is on growth
BUSINESS
Why PM Modi's private sector defence is a watershed in India’s political economy
The government no longer thinks it’s necessary to camouflage reforms. That is a momentous change
POLITICS
Nature’s revenge
Since the power and pelf lie on the side of the developers, a blind eye is often turned to environmental concerns
BUSINESS
What the January RBI surveys tell us about the strength of the economic recovery
A majority of urban consumers say their incomes and jobs have suffered in the past year
