MARKETS
Bank of America global fund manager survey for April shows peak pessimism, indicating a bounce
Allocation to emerging markets has room to fall further
ECONOMY
IMF predicts V-shaped recovery in 2021
But this year, the world must brace for the biggest recession since the Great Depression
BUSINESS
PM’s message: Fighting the virus the priority, the economy will have to wait
The PM’s announcement left many questions unanswered.
BUSINESS
Moneycontrol Pro Weekender | The greatest monetary policy experiment in history
The RBI’s Monetary Policy report, which said COVID-19 is haunting India, believes it will be difficult to even collect the data to gauge inflation.
ECONOMY
IIF says Indian economy will shrink in 2020-21
Capital inflows may recover in the second half of 2020
ECONOMY
RBI: A spectre is haunting India -- the spectre of Covid-19
Forget forecasting, even compiling inflation numbers for the next few months could be challenging
ECONOMY
How soon will the economy recover after the lockdown ends?
We already have a huge natural experiment going on in China, as the lockdown is lifted there
ECONOMY
RBI industrial survey shows conditions worse than during global financial crisis even before lockdown
Capacity utilisation in December 2019 quarter lower than during global financial crisis
BUSINESS
Moneycontrol Pro weekender | Will April be the cruellest month?
As we near the end of the nation-wide lockdown, we’re all wondering whether it will be extended or whether the time is approaching for a managed exit from it
ECONOMY
Exiting from the lockdown
We have to find a way to both contain the infection as well as support the economy
ECONOMY
Indian manufacturing did well in March, but that’s before the lockdown
The PMIs for the Philippines and China give us a glimpse of the future
POLITICS
The usually invisible migrant worker has made a rare appearance on our TV screens
Our policymakers failed to learn from the Chinese, Filipino and Malaysian experience
ECONOMY
Is the current economic meltdown worse than the global financial crisis?
This time, everything is happening at warp speed, reflecting the breakneck pace at which the virus is spreading
BUSINESS
Moneycontrol Pro weekender: Bailouts ahoy
In India, we’ve been banging on about the need for a stiff dose of economic stimulus. A support package is all the more necessary for vulnerable firms that were little better than zombies even before the coronavirus crisis hit
BUSINESS
Coronavirus impact: How much of a rate cut can you expect from RBI?
A rate cut will be a signal that the central bank has our backs.
MARKETS
The correlation between central bank asset expansion and stock markets breaks down
The crash has proved that the assumption that central bank liquidity would always prop up markets, come what may, was wrong
ECONOMY
Starving the virus by crippling the economy
The weapons that worked during the global financial crisis are not good enough for the war against the coronavirus
MARKETS
Global Fund manager survey shows bearish sentiment near financial crisis lows
It’s remarkable that the monetary and fiscal stimulus measures announced haven’t been enough to dispel fear
TRENDS
A wake up call for the government on public health
Five charts that illustrate the Indian government’s dismal record of spending on health
TRENDS
Covid 19: How bad can it get?
What the experts say about the likely human and economic costs of a pandemic
ECONOMY
The Indian economy before the virus hit
All the data suggest the economy is very weak and inflation is falling -- time for policy makers to boost confidence
ECONOMY
Covid-19 | UN agency says this global crisis was foretold
Profit warnings and lower returns on investment by highly leveraged firms will likely trigger margin calls, tighten borrowing conditions and increase the risk of a stampede to sell assets
ECONOMY
The Covid-19 epidemic is in danger of turning into a financial crisis
Covid-19 and excess debt make a dangerous cocktail
MARKETS
Yes Bank falls like a ton of bricks, probably on SBI’s head
Depositors will be protected, but businesses and investors will be hurt
