BUSINESS
Moody's India downgrade was expected. It should have little impact
The credit rating agency has made a reference to weaker institutions and governance. The government should take note.
BUSINESS
Agriculture and government spending have propped up growth in the last two quarters
Growth in the non-farm private sector was 2 percent even in the December 2019 quarter.
BUSINESS
The economy was sick long before COVID-19 struck; the lockdown sent it to the ICU
The coronavirus crisis will worsen India’s Four Balance Sheet problem.
BUSINESS
Moneycontrol Pro Weekender | Mr Market puts on his rose-tinted glasses
Nobody seems to be buying the International Monetary Fund’s prediction that the pandemic will lead to lower fund inflows into emerging markets
MARKETS
The IMF on what pushes portfolio flows to emerging markets
Covid 19 will mean lower inflows into emerging markets bonds and equities
BUSINESS
In Amartya Sen vs Jagdish Bhagwati debate, was Sen right after all?
The COVID-19 pandemic brings a new perspective to the Sen vs Bhagwati 2014 debate.
ECONOMY
Could inequality provide an unexpected support for consumption?
The relatively well-off have a disproportionately high share of consumption
MARKETS
Why risk-on sentiment is back in the markets
Markets are merely following an explosive rise in central bank assets
ECONOMY
Why the migrant worker exodus is not a failure of the system
The grimy underbelly of the Indian economy is now bared for all of us to see.
BUSINESS
Moneycontrol Pro Weekender | Exit, pursued by a bear
While the support measures are all very fine, there are limits to what even central banks can do to get the economy moving again.
MARKETS
How much juice is left in the global stocks rally?
Bank of America survey of global fund managers finds Healthcare and Technology remain the choices for global investors
ECONOMY
Reform cheer won’t offset fiscal fear
‘Whatever it takes’ is off the table
BUSINESS
Moneycontrol Pro weekender | Nirmala Sitharaman’s Big Bang Theory
So far, the Finance Minister’s measures fleshing out that Rs 20 trillion package have been rather underwhelming
ECONOMY
Could this be Modi’s 1991 moment?
There is great disorder under Heaven, the situation is excellent
POLITICS
Who cuts our leaders’ hair?
Why some public figures are shying away from the public gaze during the lockdown
BUSINESS
Moneycontrol Pro weekender | Mind the Gap
Stock markets in emerging markets too have stabilised, but these economies are resource-constrained and their public health infrastructure is a shambles, which is why perhaps the last word is yet to be said on outflows from their markets
ECONOMY
The takeaways from the chief economic adviser’s estimate of 2 percent growth this year
All estimates, including the CEA’s, are far worse than the RBI Financial Stability Report’s GDP growth forecast under its severe stress scenario in the first half of FY 21
ECONOMY
Indian firms’ cash buffers are among the lowest in the world
BIS says around 60 percent of Indian companies may not be able to cover their interest costs and operating expenses this year even with 100 percent debt rollovers
BUSINESS
Moneycontrol Pro weekender | Apocalypse Postponed
Several reasons are being cited for the resurgence of the bulls.
ECONOMY
How the lockdown affects different classes
For the urban poor, it’s not a choice between lives and livelihoods---both are equally at risk.
INFOGRAPHIC
From risk aversion to risk phobia
Bank investments in government securities has soared
ECONOMY
Is fear of rupee depreciation holding back a fiscal stimulus?
A Bank of America report analyses whether monetary easing will lead to systemic risk in emerging markets
BUSINESS
Moneycontrol Pro Weekender | A canary in the coal mine
It’s a bit of a mystery why the Indian equity markets have remained so smug --- all they have at their back so far is the RBI waving a water-pistol.
ECONOMY
Flash PMIs point to enormous cost of lockdowns
The March numbers had provided a glimpse of how bad things were, but the April data can only be described as horrific.
