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.
ECONOMY
A flight to the safety of bank term deposits
There has also been a jump in currency holdings with the public
ECONOMY
Should India worry about its fiscal deficit increasing when its economy is staring into the abyss?
Moody’s says policy space is constrained for countries with existing fiscal challenges
MARKETS
The one chart that shows why stocks rebounded
The correlation between central bank assets and stock prices is back on track
BUSINESS
Moneycontrol Pro Weekender | Exiting the lockdown
Many of the relaxations are aimed at re-starting work in rural areas, but here too implementation is the key.
ECONOMY
The IMF's baffling fiscal deficit forecast for India
The IMF projects no change in fiscal deficit in India in 2020-21
