BUSINESS
Moneycontrol Pro Weekender | Stocks, infections and a brand new Cold War
Epidemic management and stock market performance are correlated, but much depends on other factors also
BUSINESS
Other Alphabets Matter: A complete A-Z guide to the economic recovery
Why are people talking only of a U- or a V-shaped recovery? This is rank discrimination—we need to start an ‘Other Alphabets Matter’ movement immediately
BUSINESS
Moneycontrol Pro Weekender | Equity markets and infections surge hand in hand
India’s long-term story received a big boost when Google decided to invest $10 billion in the country, including a major investment in Jio Platforms
BUSINESS
Inflationary fires or deflationary ice?
After the pandemic, the short run will probably see a deflationary bust. Will it be followed by rampant inflation?
BUSINESS
Taxes, gold, fuel, supply disruptions keep inflation high in June
While the MPC members will probably cut interest rates again to support growth, the question is whether lowering interest rates further can do much to induce borrowers to borrow and lenders to lend
BUSINESS
10-percent capitalism will not give India the inclusive growth it needs
The world as well as India need a new approach to economic growth
BUSINESS
Moneycontrol Pro Weekender | Beware of simple narratives
The stall in global stock rally suggests that investors have suddenly become wiser about the dangers lurking in the background
BUSINESS
“Buy when there’s virus in the streets”
Inspiring conversations with market participants to drive away the pandemic blues
BUSINESS
The BIS says the recovery will be a U or a W, not a V
The conservative bankers’ bank says that the future economic landscape could look like the one that materialised after the Second World War
BUSINESS
Moneycontrol Pro Weekender | Shrinking less rapidly
We are into Unlock 2.0. Should we then expect a rebound in private economic activity, at least a temporary one? It's some way off.
BUSINESS
Indian corporates have one of the largest funding gaps, finds BIS study of 19 countries
If the government doesn’t plug the funding gap, it could lead to a wave of bankruptcies, affecting banks and NBFCs
BUSINESS
Forget fiscal boost -- Government expenditure fell in May
Revenue receipts of central government in April-May less than a third of the same period last year
BUSINESS
India cannot afford more lockdowns
The half-hearted lockdowns of today are worse than useless
BUSINESS
Moneycontrol Pro Weekender | The Great Disconnect
The markets ignored the IMF’s grim growth projections completely, with good reason
BUSINESS
A warning about high asset prices from the IMF
IMF: A number of triggers could result in a repricing of risk assets, a development that could add financial stress on top of an already unprecedented economic recession
BUSINESS
The link between low growth, high stock prices, increasing debt and trade wars
Economists have said the ‘savings glut of the rich’ lowers aggregate demand and limits the size of the market
BUSINESS
Flash PMIs show major developed economies continued to shrink in June
Output and demand are still falling, but no longer collapsing
BUSINESS
A full economic recovery will have to wait for a vaccine
A recent research paper finds ‘the primary barrier to economic activity is depressed consumer spending due to the threat of COVID-19 itself as opposed to government restrictions on economic activity, inadequate income among consumers, or a lack of liquidity for firms’.
BUSINESS
Moneycontrol Pro Weekender | Fight fight, talk talk
The idea is to buy time, deter aggressive action by the enemy, influence third parties, throw his opponents off-guard and, when the time is ripe, to strike hard militarily.
WORLD
An aggressive China believes its time has come
The central geopolitical rivalry of our time is between a rising China and a US past its prime; India is firmly in the US camp
BUSINESS
Global economic growth in recent decades has relied on a rising tide of debt
BUSINESS
The sharp fall in unemployment raises hopes of a quick recovery
BUSINESS
What lies beneath the wholesale price deflation in May 2020
Worries about deflation for the manufacturing sector may be misplaced
BUSINESS
Moneycontrol Pro Weekender | In Fed we trust
The Fed dot plot showed that policy rates would remain where they are through 2022. And then, of course, there is always the promise of more stimulus to come.
