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
BUSINESS
Economic Survey's plain truth: We need to go beyond 6.5% growth
With the Union Budget around the corner, the real question is this: how will the government prioritize these reforms? What are the immediate steps that can be taken to accelerate India’s journey towards 8% growth?
TECHNOLOGY
What should Budget 2025 be like. Here's what DeepSeek told us
Union finance minister Nirmala Sitharaman will present India's Budget 2025 on February 1
BUSINESS
Budget 2025: How does India’s fiscal position compare to its Asian peers?
Thanks to populist policies, India’s general government expenditure, as a proportion of GDP, is much higher than that of its Asian peers
BUSINESS
Moneycontrol Pro Weekender | Trumponomics
With Trump's policies threatening to rock the world and with the Indian economy slowing down, we need an extraordinary budget to Make India Great Again
BUSINESS
We need an extraordinary budget for extraordinary times
The Budget must deliver a boost to consumption, must increase capex and at the same time provide incentives to the corporate sector to invest. The stimulus to consumption should be provided by tax cuts rather than through handouts
BUSINESS
Bank of America survey finds India remains off investors’ radar
The Asia fund manager survey found most participants seeing a further decline in the Indian equity markets
BUSINESS
Trump 2.0: Great Disorder Under Heaven
Behind all the bombast, behind all the tough talk and aggressive posturing, is the imperative to preserve America’s hegemony and its economic dominance
BUSINESS
RBI research reveals economic ripple effects of geopolitical shocks on India
A one standard deviation shock to the global GPRI can lead to a trade volume decline of 1.0 percentage point and a capital flow cutback of 0.3 percentage points
BUSINESS
Change in IMF forecasts reflects exceptional performance of US economy, dollar
The forecast for India in 2025 has remained the same over the course of the past year
