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
BUSINESS
Moneycontrol Pro Weekender | Full steam ahead
Both the government and the RBI are going great lengths to kickstart investment demand in the economy with a slew of measures
BUSINESS
January PMI shows sustained improvement in Indian economy
Input costs are rising and the Monetary Policy Committee will have to take that into account, together with the high fiscal deficit
BUSINESS
How the post-pandemic Budget compares to the post-financial crisis one
A startling coincidence is that both the Budgets aimed for a fiscal deficit of 6.8 percent of GDP
BUSINESS
No ifs and buts: Budget 2021 sets clear growth goals
Budget 2021 underlines government’s business-friendly ideology. In Nirmala Sitharaman, we have our own Ronald Reagan and Margaret Thatcher.
BUSINESS
What does government spending in the first nine months of FY21 tell us about its priorities?
There is likely to be a rejig of government spending in FY22
BUSINESS
Moneycontrol Pro Weekender | Casino Capitalism
The GameStop saga has cast spotlight on the casino economy, long propped up by governments and central banks
BUSINESS
For the Economic Survey, growth is the panacea for a variety of ills
The Survey calls for a higher fiscal deficit, which will lead to higher growth, thereby keeping the debt to GDP ratio down. It says the government shouldn’t bother about what the rating agencies think in this regard. And finally, it says that growth is the best friend of all sections of society, including the poor
BUSINESS
What the longevity of British India Corporation tells us about government lethargy
Some facts are stranger than fiction, especially when they are about zombie PSUs.
BUSINESS
Moneycontrol Pro Weekender | A touch of vertigo
Investors lapped up the Sensex kissing 50,000, but then woke up to the ground realities that face them
BUSINESS
RBI says India will have a ‘glorious summer’
RBI report on state of economy asks whether the Union Budget could be a game changer
