Moneycontrol PRO

Manas Chakravarty

Group Consulting Editor

Moneycontrol

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

Moneycontrol Pro Weekender | NATO Spending Hike Sounds Trumpet for Orwell’s Permanent War Economy

BUSINESS

Moneycontrol Pro Weekender | NATO Spending Hike Sounds Trumpet for Orwell’s Permanent War Economy

NATO's new 5 percent defence spending target marks a historic rupture--signalling the rise of the security state, the eclipse of social welfare, and the march to a militarized economy

Weekend Wild Card: Dubious insider reveals Trump’s yuge Nobel Grand Slam

BUSINESS

Weekend Wild Card: Dubious insider reveals Trump’s yuge Nobel Grand Slam

We submit below the transcript of an allegedly secret meeting of the committee to decide the Nobel Awards for this year, clandestinely smuggled to us by a shady source:

Decoding Economics: Piketty’s new research reveals how the Global South was impoverished to enrich the North

BUSINESS

Decoding Economics: Piketty’s new research reveals how the Global South was impoverished to enrich the North

A ground-breaking new analysis by Thomas Piketty and Gaston Nievas reveals how centuries of colonial exploitation systematically transferred wealth from India and other colonies to Europe, fuelling Western prosperity at the expense of the Global South. Their research suggests that, had these transfers not occurred, India could have ended up owning vast assets in Britain itself

Are markets becoming immune to war, geopolitics?

BUSINESS

Are markets becoming immune to war, geopolitics?

Despite ongoing conflicts from Iran-Israel tensions to the Ukraine war, global equity markets continue their remarkable resilience, barely flinching at geopolitical upheaval. This phenomenon reveals a fundamental shift in how modern markets process risk—filtering every crisis through a single lens: will this affect corporate earnings?

US strike on Iran: signals for global, Indian policymakers and investors

BUSINESS

US strike on Iran: signals for global, Indian policymakers and investors

The US strikes on Iran have exposed a fundamental shift in international relations, where diplomatic agreements are increasingly viewed as disposable and military action speaks louder than negotiated settlements. This erosion of trust is forcing nations worldwide to reconsider their foreign policy strategies, defence spending priorities, and trade and investment approaches

Moneycontrol Pro Weekender | Will the US Go to War with Iran Despite Markets Betting on Stability?

BUSINESS

Moneycontrol Pro Weekender | Will the US Go to War with Iran Despite Markets Betting on Stability?

Why Trump's birthday parade was a revolutionary goose-step for capitalism

WORLD

Why Trump's birthday parade was a revolutionary goose-step for capitalism

Putin was quick to offer congratulations. Dubious reports say Gazprom has already bid to sponsor the next Red Square parade.

MC Analysis: India’s gold reserves hit record high as central banks hedge dollar risk

BUSINESS

MC Analysis: India’s gold reserves hit record high as central banks hedge dollar risk

RBI has dramatically raised its gold holdings, mirroring a worldwide pivot to safer, non-dollar assets

Israel-Iran Tensions: How oil, trade, and US strategy fuel the conflict

BUSINESS

Israel-Iran Tensions: How oil, trade, and US strategy fuel the conflict

The Israel-Iran conflict isn’t just about ideology—it’s a fierce struggle over oil routes, trade corridors, and regional dominance. Beneath the headlines lies a complex web of U.S. strategy, Gulf alliances, and competing global powers

The curious case of the US dollar in the time of the Israel-Iran conflict

BUSINESS

The curious case of the US dollar in the time of the Israel-Iran conflict

The US dollar, long seen as the ultimate safe haven, is behaving oddly in the face of geopolitical and economic stress. Despite high bond yields and global uncertainty, the greenback is weakening — and that’s raising deeper questions about its future

Data Story: FY25 corporate data shows strong financials, but capex growth signals caution

BUSINESS

Data Story: FY25 corporate data shows strong financials, but capex growth signals caution

India Inc delivered its strongest financial performance in over a decade during FY25, with Return on Capital Employed hitting multi-year highs while maintaining healthy balance sheets. However, sluggish capital expenditure and cooling credit growth signal potential headwinds for the economy ahead

Moneycontrol Pro Weekender | Whistling past the graveyard

BUSINESS

Moneycontrol Pro Weekender | Whistling past the graveyard

Weekend Wild Card: From happy hour to hard times as liquor prices skyrocket

INDIA

Weekend Wild Card: From happy hour to hard times as liquor prices skyrocket

What keeps your average worker chained to his joyless, dead-end job for 12 hours a day? What fortifies the brave souls packed into Mumbai’s trains like sardines?

The gap between Budgetary promises and cold cash

BUSINESS

The gap between Budgetary promises and cold cash

Government budgets often promise the moon but deliver significantly less when it comes to actual spending. Our analysis of FY25 central government expenditure reveals a disconnect between rhetoric and reality, with several key ministries spending much lower than their allocated budgets while others exceeded their limits

The yawning gap between GDP data and consumer sentiment

BUSINESS

The yawning gap between GDP data and consumer sentiment

India’s GDP grew by 6.5 percent in FY25, and key economic indicators appear robust, according to data from the National Statistics Office. Yet, consumer sentiment surveys from the RBI suggest income concerns and weak urban demand—highlighting a growing disconnect

Global growth slows, but markets soar: What's driving the disconnect?

BUSINESS

Global growth slows, but markets soar: What's driving the disconnect?

While global economic forecasts are being lowered, stock indices from the US to developed markets are hitting new highs. Dig deeper to see why TACO, tech dominance, and income inequality may be driving this strange boom

Moneycontrol Pro Weekender | Sanjay Malhotra fires his bazooka

BUSINESS

Moneycontrol Pro Weekender | Sanjay Malhotra fires his bazooka

Despite the RBI’s bold liquidity boost and optimism, GDP growth projections remain unchanged at 6.5%, raising questions about the real impact of policy moves

Weekend Wild Card: Kill Bill - Elon’s big beautiful sequel

WORLD

Weekend Wild Card: Kill Bill - Elon’s big beautiful sequel

In a series of tweets, the Tesla chief castigated Trump’s ‘’Big, Beautiful Bill’’, calling it ‘a disgusting abomination’.

Data Story: What the FY25 GDP data tell us about long-term changes in the Indian economy

BUSINESS

Data Story: What the FY25 GDP data tell us about long-term changes in the Indian economy

India’s economic structure has shown remarkable consistency over the past decade, defying ambitious targets for transformation. Despite policy pushes, the promised manufacturing revival remains elusive while services surge ahead

OECD: India set for modest growth, limited easing while global risks rise

BUSINESS

OECD: India set for modest growth, limited easing while global risks rise

The OECD’s latest Economic Outlook paints a mixed picture for the global economy, projecting slower growth and rising uncertainty. While the US is set to cool off sharply, India manages to hold its ground

Moneycontrol Pro Weekender | FY25 growth at 6.5%: What India's strong growth signals for investors

BUSINESS

Moneycontrol Pro Weekender | FY25 growth at 6.5%: What India's strong growth signals for investors

India's economy grew 6.5 percent in FY25, with a robust 7.4 percent expansion in Q4 despite global headwinds and domestic uncertainty, signalling underlying resilience

IIP data confirm PM's warning on foreign imports

BUSINESS

IIP data confirm PM's warning on foreign imports

India's industrial production registered a modest 2.7 percent year-on-year growth in April 2025, marking a weak start to FY26 despite outperforming expectations, given the core sector's dismal 0.5 percent expansion. The sluggish performance reflects deeper structural challenges in the manufacturing sector, particularly in consumer goods production

Data Story: India’s fourth largest economy status comes with a K-shaped reality

BUSINESS

Data Story: India’s fourth largest economy status comes with a K-shaped reality

India’s ascent to the world’s fourth-largest economy marks a milestone. But the rising GDP has been accompanied by a sharp increase in inequality

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