How investors should view threats to the Fed
Curtis Yarvin’s ideas are going ever more mainstream in Trump’s Washington — and investors should be worried
Moneycontrol Pro Panorama | Hotel sector still has room to check in
For Moneycontrol's Pro Panorama July 17 edition: Russia’s recognition of Taliban government is unsurprising, reasons why silver will continue to be bullish, deepfake laws are unlikely to stop the menace, used car sales surge but will profitability follow, and more
Tax breaks may bring back urban consumption but not without better wages
Economists caution, that for a sustained recovery, structural constraints, related to low income and job creation, must be addressed.
Huawei reclaims top spot as China's smartphone market shrinks after 6 quarters: Data
China's overall smartphone market shrank after six quarters of growth, according to the IDC data, with shipments totalling 69 million units, down four percent on-year.
Beyond GDP: The importance of reclaiming jobs in India’s growth story
A holistic strategy, involving substantial investment in skill development aligned with industry needs, educational reform and infrastructure upgrades, is critical.
Moneycontrol Pro Panorama | Crypto craze hits India’s rich
For Moneycontrol's Pro Panorama July 16 edition: With stocks and gold losing their charm, India’s wealthy are jumping into cryptocurrencies, driven by Bitcoin’s record rally and big moves in US regulations
Moneycontrol Pro Panorama | Two hits and one miss for investors
In Moneycontrol's Pro Panorama July 15 edition: Jane Street issue has made traders nervous, can EVs takeover as mainstream mobility choice, India must mend its teacher recruitment and quality, Tata Group needs to revisit its architecture, and more
Beyond Averages | Is low inflation providing room for more rate cuts?
India's inflation in June declined further to 2.1 percent, its lowest level in over six years. The Reserve Bank of India has already cut interest rates by 100 bps since the start of the year. But can interest rates go down further, or is such a low inflation a bad thing for the economy?
"More Time is Needed for Rolling Out Special Intensive Revision of Voter Lists" Ashok Lavasa
The last special intensive revision of electoral rolls happened in 2003, the method used then was very different than what is being used now. A special intensive revision needs more time - Ashok Lavasa on the special intensive revision of electoral rolls ahead of Bihar elections. The perils and challenges of it.
Moneycontrol Pro Panorama | Is the IPO frenzy over?
In Moneycontrol's Pro Panorama July 14 edition: India Inc earnings report will shape the market trend, will Tesla's arrival in India bring a whole new revolution, decoding top voter concerns from poll-bound Bihar, and more
Japan faces an era-defining reset with the US
After warm relations during his first term, Tokyo has not adapted to Donald Trump’s transactional approach in trade and defence
Trump turns tariffs into political weapons
U.S. President Trump has gone beyond using tariffs to raise additional revenue. He has set out to use tariffs as a political tool to intervene in Brazil’s politics and force BRICS to give up its de-dollarisation agenda. There are concerns that such a tool can be used on other countries.
The Reading List: July 11, 2025
Our research and opinion teams have curated a selection of articles and social media gems from the world of economy, business and finance for your weekend read.
Moneycontrol Pro Panorama | Tariffs and the cobra effect
In Moneycontrol's Pro Panorama July 11 edition: Jane Street under SEBI scanner, giving workers their due a step towards lowering income inequality, slowing nominal GDP signals soft corporate earnings, controversy over portrayal of Bharat Mata's depiction in Kerala, and more
Moneycontrol Pro Panorama | Looking beyond the haze in June quarter earnings
In Moneycontrol's Pro Panorama July 10 edition: China’s rare earth dominance under threat, what Modi needs to do to redefine BRICS, Indian pharma feels pressure as Trump tariff looms, an inside look at Indian fintech’s new AI playbook, and more
What's irking Trump about the BRICS bloc?
Intra-BRICS investments and trade have increased faster over the last decade, with more emphasis on local currency agreements.
Moneycontrol Pro Panorama | Trump’s latest tariff tantrum raises risk quotient
In Moneycontrol's Pro Panorama July 9 edition: This isn’t just about trade; it’s also about sustaining India’s economic resilience and strategic positioning
Moneycontrol Pro Panorama | The shifting sands of disruption in IT services
In Moneycontrol's Pro Panorama July 8 edition: Asian stocks show resilience despite new tariff threats, a liquidity flood could trigger another round of inflation, oil prices are down but the worst is not over, banks must reimagine themselves for Gen-Z, and more
India Inc’s cash pile growing twice as fast as its debt
India Inc’s strategy to build bigger cash reserves comes at a time when companies worldwide are grappling with economic uncertainties stemming from high interest rates, supply-chain realignments, tariff wars and geopolitical disruptions
India stands to lose $5 billion of exports to Vietnam in no US trade deal scenario
The total US trade in these 161 items is valued at $22 billion, Vietnam could realistically pose a competitive threat in just $5.4 billion worth of trade
Moneycontrol Pro Panorama | How Jane Street played the market -- and how to fix it
In Moneycontrol's Pro Panorama July 7 edition: India’s Tibet stand signals diplomatic maturity, India can’t afford a hands-off policy with Myanmar, urban FMCG demand is on the mend, decoding paper industry's low margins, and more
The empire of debt is collapsing, reallocate before it’s too late
Markets don’t punish those who are cautious, they punish those who are late. Smart money moves early -- It doesn’t panic, it prepares.
Trump’s tariff date arrives after a 90-day rollercoaster
The wielding of unilateral tariffs is upending a system that for decades encouraged lower barriers to commerce under rules enforced by the World Trade Organization.
The Reading List: July 4, 2025
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
Moneycontrol Pro Panorama | We are still dancing
In Moneycontrol's Pro Panorama July 4 edition: Delhi scrapping old vehicles reveals a flawed plan, India’s nutrition crisis is an economic one, what warrants a statutory audit, SEBI's crack down on Jane Street a boost to options traders, and more
