Moneycontrol PRO

Manas Chakravarty

Group Consulting Editor

Moneycontrol

RBI surveys confirm Indian consumption divide

BUSINESS

RBI surveys confirm Indian consumption divide

RBI’s latest consumer confidence surveys reveal a deepening divide between rural resilience and urban hesitation in discretionary spending

Moneycontrol Pro Weekender | Tariffs and Tensions: Has the US-India bond fractured?

BUSINESS

Moneycontrol Pro Weekender | Tariffs and Tensions: Has the US-India bond fractured?

The latest trade move may mark the most serious test of the India-US relationship in decades

Weekend Wild Card: Nothing says 'INDIA IS OUR FRIEND' like a 25% tariff

WORLD

Weekend Wild Card: Nothing says 'INDIA IS OUR FRIEND' like a 25% tariff

US President Donald Trump on Wednesday announced 25% tariffs and an additional penalty against India ahead of the August 1 deadline.

Govt capex rises sharply in Q1, but low tax revenue growth a slowdown signal 

BUSINESS

Govt capex rises sharply in Q1, but low tax revenue growth a slowdown signal 

Central government spending surged dramatically in Q1 FY26, with the fiscal deficit more than doubling to Rs 2.8 lakh crore compared to the same period last year. While total expenditure jumped to Rs 12.22 lakh crore, a staggering 46 percent increase in interest payments now consumes nearly one-third of all government spending, highlighting India's growing debt burden and constrained fiscal flexibility

With tariff wars raging, why is the IMF suddenly bullish on global growth?

BUSINESS

With tariff wars raging, why is the IMF suddenly bullish on global growth?

The IMF's upgraded 2025 global growth forecast defies tariff war fears – here’s why optimism persists despite rising protectionism

10 out of 23 manufacturing sectors’ production lower than pre-COVID period

BUSINESS

10 out of 23 manufacturing sectors’ production lower than pre-COVID period

IIP data for June 2025 reveals that 10 out of 23 manufacturing segments are producing less today than before the pandemic, exposing a structural crisis that's forcing millions into low-productivity jobs rather than the industrial employment India needs

Moneycontrol Pro Weekender | Looking for structural winners in disrupted markets

BUSINESS

Moneycontrol Pro Weekender | Looking for structural winners in disrupted markets

In a world reeling under economic headwinds and tech upheaval, investors need to bet on resilience and reinvention

Weekend Wild Card: What Harshvardhan Jain's Ghaziabad Fake Embassy tells us about ourselves

INDIA

Weekend Wild Card: What Harshvardhan Jain's Ghaziabad Fake Embassy tells us about ourselves

In an era where deepfakes win elections, influencers invent themselves, and credentials are just a blue tick away, who’s to say he didn’t simply echo the spirit of the age?

What RBI economists are saying about key economic questions on demand, capex, trade and markets

BUSINESS

What RBI economists are saying about key economic questions on demand, capex, trade and markets

Despite global cheer, Indian markets turned cautious in July, mirroring the RBI's broader narrative — resilience at home, uncertainty abroad, and discomfort over macro risk pricing

Moneycontrol Pro Panorama | GENIUS Act: Why US stablecoin regulation could reshape global finance

BUSINESS

Moneycontrol Pro Panorama | GENIUS Act: Why US stablecoin regulation could reshape global finance

For Moneycontrol's Pro Panorama July 21 edition: IT sector's weak results should worry investors, can Trump turn the G20 clock back, e-commerce reinforces stranglehold in metro FMCG markets, new CEOs are driving stock surge across India Inc, and more

Voodoo World: Investing in times of geopolitical turmoil

BUSINESS

Voodoo World: Investing in times of geopolitical turmoil

As geopolitics reshapes trade flows and domestic data reveals cracks in demand, markets are adjusting unevenly—pricing in policy shifts while grappling with earnings ambiguity

Weekend Wild Card: The intelligent investor’s guide to apocalyptic alpha

BUSINESS

Weekend Wild Card: The intelligent investor’s guide to apocalyptic alpha

Markets love uncertainty—it’s a catalyst for safe-haven assets and defensive stocks. We call it low-beta outperformance.

Data Story: Rising urban unemployment, falling LFPR may be signalling weak demand

BUSINESS

Data Story: Rising urban unemployment, falling LFPR may be signalling weak demand

While India's unemployment rate appears stable at 5.6 percent in June 2025, a deeper dive into labour force participation reveals troubling undercurrents in the job market

Market Menu: TACO to TART

BUSINESS

Market Menu: TACO to TART

Trump’s renewed tariff threats challenge the market’s long-held assumptions of policy restraint, raising the stakes for global trade stability

Moneycontrol Pro Weekender | How the markets learned to stop worrying and love tariffs

BUSINESS

Moneycontrol Pro Weekender | How the markets learned to stop worrying and love tariffs

Markets find Leonard Cohen's cracks of light amid Trump's tariff threats and India's subdued earnings season

Weekend Wild Card: Travel advisory alert for Trumpistan

WORLD

Weekend Wild Card: Travel advisory alert for Trumpistan

Carry loads of cash when visiting Trumpistan if you are travelling by a foreign airline--tariffs on foreign flights may suddenly be increased by 200 percent.

How the US is using tariffs to undermine China’s global trade network

BUSINESS

How the US is using tariffs to undermine China’s global trade network

The latest US tariff threats appear chaotic on the surface but reveal a deeper strategy aimed at stalling China's rise while also extracting concessions from allies

Is India more socialist than China?

BUSINESS

Is India more socialist than China?

India's surprisingly low inequality score has it beating "socialist" China and Vietnam at their own game—but the numbers hide a complex reality

Quick Take: Asian stocks resilient despite new tariff threats, but is there a Trump strategy in play?

BUSINESS

Quick Take: Asian stocks resilient despite new tariff threats, but is there a Trump strategy in play?

Financial markets are displaying scepticism toward Trump's new tariffs, with Asian stocks remaining resilient and currencies stable as investors bet these threats are merely negotiating tactics

Moneycontrol Pro Weekender | Apocalypse Postponed, Again

BUSINESS

Moneycontrol Pro Weekender | Apocalypse Postponed, Again

Halfway into 2025, global markets and the economy continue to defy forecasts of doom with defiant cheerfulness

Weekend Wild Card: A spectre is haunting Kerala, the spectre of Zumba

INDIA

Weekend Wild Card: A spectre is haunting Kerala, the spectre of Zumba

Why India’s nutrition crisis is an economic one

TRENDS

Why India’s nutrition crisis is an economic one

Nearly two-fifths of Indians can't afford enough calories—an alarming statistic with deep economic consequences

BIS sees no soft landing ahead as trade wars, financial risks multiply

BUSINESS

BIS sees no soft landing ahead as trade wars, financial risks multiply

When even the BIS sounds nervous, it’s time to pay attention. Its latest report is an alarm bell for a global economy on the brink

RBI report reveals India’s consumption boom powered by affluent borrowers

BUSINESS

RBI report reveals India’s consumption boom powered by affluent borrowers

The Reserve Bank of India's latest Financial Stability Report exposes a troubling truth: India's consumption-driven growth is increasingly powered by wealthy households who can access cheap credit

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