BUSINESS
Moneycontrol Pro Weekender: Buy the rumour, buy the news?
Market consensus estimates are as usual bullish, forecasting earnings growth of 26 percent in FY21 and 15 percent in FY22 for the Nifty.
ECONOMY
What the World Bank has to say about low Indian productivity
Labour productivity in India is 27 percent of the average in emerging economies, which in turn is less than one-fifth of the average in developed economies
ECONOMY
Rising inflation takes rate cuts off the table
It’s up to the Union Budget now---an extraordinary slowdown calls for special measures
ECONOMY
The need for a willing suspension of disbelief of IIP data
How Mild Steel Slabs rescued the Index of Industrial Production
BUSINESS
Moneycontrol Pro Weekender: All is well
There are some signs that the worst of the slowdown is over. The Global Composite PMI, which considers both the manufacturing and services sectors, came in at an eight-month high in December 2019
ECONOMY
The one chart to rule the markets
What the World Bank’s chart of global financing conditions tells us about stock market returns
ECONOMY
World Bank forecasts a shallow and prolonged recovery for India
Even in 2021-22, India’s GDP growth will be much lower than that notched up in 2018-19
ECONOMY
Six questions from the government’s growth estimate for 2019-20
Growth in GDP at current prices at 7.5 percent is the lowest since 1975-76
ECONOMY
Five lessons from India’s sustainable development scores
The scores for poverty and hunger have worsened, but where the government has pushed the agenda, much progress has been made
BUSINESS
Moneycontrol Pro Weekender: Brave New World
We had monetary stimulus, market highs, an underlying fragility caused by a global economy barely able to keep its head above water and rising geopolitical risk -- all in the first few days of the New Year. Things be better in India too.
ECONOMY
A wake-up call from a friend of India
The economy is too fragile to be burdened with a disruptive programme such as the NRC
ECONOMY
What’s different about the fiscal deficit this year
Gross tax collections till November this fiscal year have gone up by a mere 0.8 percent, the lowest since 2009-10
ECONOMY
At the end of 2019, no sign of a bounce in the bank credit data
Bank credit outstanding to micro and small industries was lower in November 2019 than in December 2017
ECONOMY
Faced with a credit crunch at home, firms turn overseas for funds
RBI data show that almost two-thirds of the flow of funds to businesses in the first half of the current fiscal year came from abroad
BUSINESS
Moneycontrol Pro Weekender: As good as it gets
A Santa rally is in the making due to events on the global stage. But the global cheers is not matched by similar optimism in India.
BUSINESS
Book Review | How the elephant can learn to dance with the dragon
ECONOMY
What Xi Jinping really thinks about economics
The key message: While China, as well as other developing nations, must learn and seek help from economic theories that originate in the West, these theories must be adapted to specific national conditions.
ECONOMY
Arvind Subramanian and India’s Four Balance Sheet problem
Arvind Subramanian’s latest Harvard University paper says the Indian economy is trapped in a vicious circle, as stress in the corporate and financial sectors are feeding on each other, driving the economy downwards
ECONOMY
Non-oil, non-gold & silver imports are lower than they were five years ago
The fall in merchandise imports reflects the weakness in domestic demand
ECONOMY
Core inflation fell in November, indicating continuing weakness in demand
The dilemma the central bank faces is the combination of rising food prices and plunging core inflation
ECONOMY
Is the Index of Industrial Production an accurate yardstick?
Did fragrances really contribute 2.5 percentage points to IIP growth in October?
ECONOMY
Human Development Report: Who benefited the most from India’s economic growth?
We are ardent followers of Deng Xiaoping, who is reported to have said, ‘Let some people get rich first’
BUSINESS
Moneycontrol Pro Weekender: The curious incident of the MPC in the slowdown
The parallel between the little snippet from the Sherlock Holmes story and the Monetary Policy Committee doing nothing at its meeting last Thursday is rather neat
ECONOMY
RBI survey finds consumer confidence at its lowest in last nine years
The survey results show that the combination of demonetisation and GST broke the consumer’s back
