BUSINESS
Global fund manager survey reveals contrarian bets in post-truce market
The latest Bank of America Global Fund Manager Survey offers a snapshot of institutional positioning prior to the US-China trade truce. Interpreted through a contrarian lens, the data points to several asset classes that may be poised for a reversal as geopolitical tensions ease
BUSINESS
Data Confirms PM Modi’s Warning: Global report shows terrorism is devastating Pakistan
Prime Minister Modi’s stark warning to Pakistan—that terrorism will be its undoing—is not just rhetoric. The 2024 Global Terrorism Index backs his words with hard-hitting numbers, showing Pakistan as one of the most terror-ravaged countries in the world, even surpassing war zones like Syria and Somalia
BUSINESS
Why China’s calm response to Trump’s tariffs worked — and what comes next
Markets cheered the lowering of tariffs in the US-China trade war. But the underlying uncertainty remains
BUSINESS
Moneycontrol Pro Weekender | The Right Time to Strike Hard: Why India must raise the stakes with Pakistan
What is required is a decisive show of strength — -a big stick to drive home the message that India will no longer tolerate cross-border terrorism
BUSINESS
Data Story: What’s driving FPIs back to India? A solid economic signal
As major global economies struggle with sluggish growth and the effects of Trump’s tariffs, India has emerged as a rare bright spot in the April 2025 PMI data
BUSINESS
Data Story: India beats global average in workplace engagement but falls short on life satisfaction
As AI and disruption shake up the workplace, Gallup’s 2025 State of the Global Workplace report finds morale and life satisfaction among workers under serious strain Manas Chakravarty
BUSINESS
Warren Buffett: Cathedral capitalism vs casino capitalism
Warren Buffett’s final bow as CEO at the Berkshire Hathaway meet was everything fans of the Oracle could have hoped for: thoughtful, candid, and full of macro reflections. From trade policy to capitalism and the real meaning of wealth, Buffett left behind more than a succession plan—he left a philosophy
BUSINESS
Moneycontrol Pro Weekender | April far from being the cruellest month
In the first four months of the year, the world has been on fire--trade wars escalated, alliances fractured and tensions flared. Yet the markets barely flinched
BUSINESS
What’s dragging down industrial production?
Industrial production growth in the Jan-March 2025 quarter was lower than in the preceding quarter, suggesting that industrial growth has already lost momentum, even before the impact of any tariffs and disruption in world trade
BUSINESS
Data Story: Where India stands in global military spending
According to new data released by the Stockholm International Peace Research Institute (SIPRI), global military spending surged in 2024, with India maintaining a steady rise while keeping its defence budget within fiscal limits. Despite spending only a fraction of China’s defence outlay, India remains among the top global military spenders.
BUSINESS
Moneycontrol Pro Weekender | India Stands Strong
Even as a brutal terror attack tries to derail peace, Kashmir's collective outrage and the nation's calm resolve point to a deeper strength
BUSINESS
Moneycontrol Pro Panorama| Headless chicken markets
In the April 24 edition of Moneycontrol Pro Panorama: IMF hints at shift in US and China economic trajectories, seed stage funding bounces back, Trump's tariffs are sinking global logistics and trucking firms, India’s military options are dictated by underlying political message, and more
BUSINESS
Data Story: IMF projections highlight shifts in US, China economic trajectories
The US-China tariff wars have reshaped global trade dynamics, with far-reaching economic implications. IMF projections offer insight into how both nations may evolve through 2030 amid rising protectionism
BUSINESS
IMF report reveals which countries are most and least affected by Trump’s tariffs
How do you forecast global economic growth when unpredictability is the only constant? The IMF’s answer in its newest World Economic Outlook is to present not one, but multiple growth scenarios, shaped by the evolving US-China tariff tensions and other global headwinds
BUSINESS
Moneycontrol Pro Weekender | India’s tremendous, fantastic week! We’re winning bigly!
Our markets are dancing through the chaos. Nobody does it better than India. Believe me
BUSINESS
WTO on what Trump’s trade war could cost the world
The WTO’s latest ‘Global Trade Outlook’ quantifies the negative impact on global merchandise trade and on GDP from Trump’s weaponisation of tariffs
BUSINESS
IMF flags geopolitical shocks as threats to global markets
The IMF’s latest Financial Stability Report underscores the growing impact of geopolitical tensions on global asset markets, warning that trade disruptions and policy uncertainty pose systemic risks
BUSINESS
Moneycontrol Pro Weekender | Capital strikes back
President Trump's partial tariff retreat may have soothed investors for now, but the deeper tremors of economic nationalism, policy whiplash, and global realignment are far from over
BUSINESS
Trump’s Tariff U-Turn: A reprieve, not a resolution
A sharp spike in Treasury yields triggered an abrupt pause in planned tariff hikes. While the U-turn is welcome, it sends disturbing signals about policy making under Trump
BUSINESS
Metamorphosis: How Uncle Sam became Uncle Scrooge
What is Trump’s strategy behind the global trade disruption?
BUSINESS
Moneycontrol Pro Weekender | Orange Bear
Tariff Day was no ordinary disruption--it was an Orange Bear event, loud, chaotic, and dangerously absurd
BUSINESS
Obituary: The Rules-Based International Order (1945-2025)
This is to notify the passing of our beloved Rules-Based International Order, aged 80 years, in the Rose Garden, White House, Washington DC, on April 2, 2025
BUSINESS
How America plans to rewire the global economy—and who will pay the price
In a rapidly shifting geopolitical landscape, the U.S. is rethinking its approach to global trade. A paper written by a key Trump economic advisor outlines a bold and controversial strategy to reshape America’s economic future. This strategy challenges long-standing financial norms, redefines relationships with allies and adversaries, and signals a major shift in how the US engages with the world
BUSINESS
Moneycontrol Pro Weekender | Will April 2 trump All Fools’ Day?
This is the right time to quote Samuel Beckett's famous play, Waiting for Godot: 'In the immense confusion one thing alone is clear. We are waiting for Godot to come. '
