BUSINESS
Moneycontrol Pro Weekender | Uncertainty skyrockets, but no panic in VIX
Policy uncertainty indices are near all- time highs, yet market volatility indices do not reflect that. Does this signal investor confidence, or are markets under-estimating the problem?
BUSINESS
With inflation cooling, monetary policy will deliver growth support
India’s economic landscape is shifting as cooling inflation paves the way for a more accommodative monetary policy. With the RBI easing rates and liquidity conditions improving, policymakers are now focusing on reviving growth amid global uncertainties
BUSINESS
India’s share of global arms imports falls on local production boost
India’s declining dependence on arms imports reflects its growing defence self-sufficiency. As SIPRI’s latest report highlights, India’s efforts to boost indigenous production have steadily reduced its reliance on foreign suppliers
BUSINESS
Moneycontrol Pro Weekender | Humpty Trumpty
Fact, they say, is stranger than fiction and the best way to understand Trump's ways is to look to nonsense fiction
BUSINESS
Tuhin Pandey’s SEBI brings fresh hope with a focus on trust and transparency
In his first major public engagement, Sebi’s chairman laid out a vision. It promises to usher in a regulatory approach that is not overzealous. Instead, there will be a push to be mindful of trade-offs and a willingness to listen to feedback. He’s promised 'optimum regulation'
BUSINESS
Project 2025: Disowned by Trump, yet echoing his agenda
Despite Trump’s public disassociation from Project 2025, its policies mirror his administration’s priorities—from border security to economic nationalism. The document provides key insights into a potential second Trump term, with implications for global trade, defence, and U.S.-India relations
BUSINESS
China’s Two Sessions meeting: Domestic demand takes centre-stage in economic strategy
China has set an ambitious 5 percent GDP growth target for 2025, despite economic headwinds and rising global protectionism. To achieve this, Beijing is ramping up domestic demand, fiscal stimulus, and high-tech innovation, while pledging further economic openness
BUSINESS
The road to 2047: Can India break free from ‘Business-as-Usual’?
Twelve years ago, the Economic Survey foresaw India's economic trajectory with striking accuracy. Now, the World Bank's latest report echoes similar concerns, mapping out three possible paths for India's future—one of transformation, one of stagnation, and one in between. The question remains: which road will India take?
BUSINESS
Private sector non-financial firms’ share of capex tumbles in 2023-24
The uncertainties unleashed by Donald Trump’s unabashed mercantilism will likely weigh on private sector investment
BUSINESS
Manufacturing's share in economy in 2024-25 at same level as 18 years ago
The share of industry in GVA has come down from 33.04 percent back in 2009-10 to an estimated 30.58 percent in 2024-25. There does seem to be something in all the talk about premature deindustrialisation
BUSINESS
Moneycontrol Pro Weekender | GDP Growth: Strong, Weak, or Just a Data Revision Away?
The question is: Why did GDP growth fall so sharply from 9.2 percent in FY 24 to 6.5 percent in the current fiscal year?
BUSINESS
Economic momentum fades across major economies, but India shines in Flash PMI readings
Flash PMIs for February show that growth in India is gaining momentum, US activity is close to stalling, while the Eurozone and UK are barely keeping their heads above water
BUSINESS
Buffett’s Dilemma: Too much cash, too few investment opportunities
Berkshire Hathaway’s holdings of short-term US Treasury bills more than doubled in 2024
BUSINESS
Moneycontrol Pro Weekender | What’s the nature of Trump’s game?
The problem lies in trying to predict what Trump will do, simply because his role model seems to be Alice in Wonderland, who famously said, 'I know who I was when I got up this morning, but I think I must have been changed several times since then
POLITICS
Amerika Uber Allies
The Munich Security Conference brought home to Europe the realisation that US policy had changed from being a friend and ally to that of ‘a landlord seeking rent’
BUSINESS
Moneycontrol Pro Weekender | With Friends Like These, Who Needs Enemies?
The US is overstretched, militarily and financially, and it can no longer take care of both a European and a Pacific front
BUSINESS
At Paris AI summit, it was US, UK versus the rest of the world
The US not signing the agreement was hardly unexpected. Indeed, the surprise was that the US attended the conference at all, given its track record of walking out of global treaties and institutions
BUSINESS
RBI Surveys show repo cut made to prop up growth, consumer demand despite rising household inflation expectations
At the press conference after the monetary policy announcement, a clearly worried RBI governor said that the pervasive uncertainty in global trade and economic policies is weighing weigh on consumption, investment and economic growth. That goes for markets too
BUSINESS
Moneycontrol Pro Weekender | Monetary policy in the time of Trump
BUDGET
The stark inequalities in consumption: What the numbers reveal
The top 5 percent of the urban population spend Rs 3,064 per head per month on consumer durables while someone in the top 40-50 percent bracket spends just Rs 758 -- a fourfold difference, according to the Survey on Household Consumption Expenditure in India, 2023-24
BUSINESS
Quick Take: January PMI shows slower growth, bolsters case for a rate cut on Friday
If the PMI and the corporate sector indicate a slowdown, then conditions in the rest of the economy must be even worse. Moreover, given the uncertainties in the external sector, there is all the more reason for monetary policy to give a boost to the domestic economy
BUSINESS
The US trade deficit with India is higher than that with Canada
Apart from China, US trade deficits with the EU, Vietnam, Japan, South Korea, India and Taiwan are larger than with Canada. Will these countries be next in line for Trump tariffs?
BUSINESS
Crunching the Numbers: Does Budget 2025 really boost consumption?
The share of GDP the government takes in taxes out of total income is expected to go up. That in turn means the share available for households for consumption or saving or investment is slightly lower than what it is in the current fiscal year
BUSINESS
Meets the Mark, But Misses the Magic: The Budget 2025 Big Picture
The Budget’s strategy is simple: maintain fiscal discipline, use tax cuts to boost consumption, and rely on incremental reforms to enhance competitiveness. It’s a cautious approach, but lacks ambition
