Moneycontrol Pro Panorama | Sanguine markets (so far) amid intensifying global risks
For Moneycontrol Pro Panorama June 17 edition: Despite global turmoil in 2025, including conflicts and economic slowdown, India's markets remain resilient, buoyed by strong domestic fundamentals and limited exposure to export volatility
Unemployment rate rises to 5.6% in May; female unemployment more than men
Women had a higher unemployment rate compared with men at 5.7 percent, up from 5 percent in the previous month
Moneycontrol Pro Panorama | Could oil prices climb to $150?
For Moneycontrol Pro Panorama June 16 edition: Crude oil prices surged 18% after Israel attacked Iran. Despite fears, OPEC+ has enough spare capacity to offset potential disruptions to Iran’s oil supply
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
The Reading List: June 13, 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 | A coin toss for risk
For Moneycontrol Pro Panorama June 13 edition: A tragic plane crash and market turmoil highlight life’s unpredictability. Risk is unavoidable, in travel or investing, but avoiding action often carries even greater, less visible dangers
BlackRock and alternative investments
The main thing retail investors need, if they are to benefit from alternatives, is much lower fees
Even Healthcare bets big on hospital expansion, targets 25 facilities in 36 months
The hospitals will not offer tertiary services such as oncology or cardiac care, allowing for a leaner capex model with an average investment of $3.5 million per hospital, Even Healthcare co-founder and COO Matilde Giglio tells Moneycontrol, as the company pivots from digital-first care to full-stack healthcare delivery
Moneycontrol Pro Panorama | India Inc delivers its best in 17 years — but can the rally withstand global shocks?
For Moneycontrol Pro Panorama June 12 edition: India’s Nifty 500 firms ended FY2025 with a 17-year high profit-to-GDP ratio of 4.7%, driven by private, multinational, and mid-small cap companies, despite global economic headwinds
Trump willing to extend trade talks deadline, but says that won't be necessary
A 90-day pause in Trump's broadest, 'reciprocal' tariffs will end on July 8, with only one trade deal agreed with Britain and some 17 others at various stages of negotiation
Moneycontrol Pro Panorama | The AI Conundrum: Job losses, efficiency gains, and India’s tightrope walk
For Moneycontrol Pro Panorama June 11 edition: AI is reshaping India’s job market, wiping out white-collar roles while boosting efficienc
Trump's tariff war: Learnings from Indian man-made reset
The key takeaway from India's experience with the demonetisation exercise is that the economy is not something that always needs to be treated with kid gloves, and also that such resets could yield trends that could be taken advantage of.
Government mulling faster revisions to inflation index
The most recent the Household Consumption Expenditure Survey, which provides data to calculate CPI, was conducted in 2023–24 and its findings are expected to shape the new inflation series to be released this quarter
Moneycontrol Pro Panorama | Making hay while the sun shines
For June 10 edition of Moneycontrol Pro Panorama: Bank lifelines come with strings attached, how rate cut impacts trading, price hikes remain key driver of Indian pharma market, decoding online food ordering habits during IPL, and more
Trump’s tariffs and executive overreach face legal hurdles, global repercussions
Trump’s second-term tariffs, imposed under emergency powers, face legal challenges. Courts question executive overreach, giving countries like India greater leverage in trade negotiations while the administration explores alternative legal pathways
Moneycontrol Pro Panorama | A paradigm shift in ownership
For Moneycontrol Pro Panorama's June 9 edition: RBI's big beautiful monetary policy, rising market activity a cause for concern, global growth slows but markets are soaring, widening gap between GDP data and consumer sentiment, and more
India’s growth stays strong, but focusing inward key amid global risks
India’s economy grew 7.4% in Q4 FY25, aided by rate cuts and subdued inflation. Yet, global headwinds and sluggish private investment pose medium-term risks, calling for reforms and stronger domestic growth engines. The RBI’s repo and CRR cuts are well-timed responses
The RBI has acted. Now the emotional economics must kick in.
When the central bank does its bit, the rest of the system must respond. So far, the response has been cautious, patchy and uncertain
Lost in transmission
Personal credit will still be the key to a credit boom if it happens, especially after the RBI backtracked on some of the tough regulatory measures that had stymied gold loans and lending to NBFCs earlier. But all of this depends on how much and how quickly rate cuts transmit through the credit system, which remains a moot question
The big beautiful monetary policy
RBI Governor Sanjay Malhotra and his MPC colleagues have tailored monetary policy to boost economic growth. It’s the most appropriate decision when seen in the backdrop of a likelihood that investment is expected to dip this fiscal. That said, the key to an investment revival is a significant increase in demand
MC Interview: This fund advisor likes consumer discretionary as easing of interest rates along with Budget tax cut create favourable space for sector
According to Ankita Pathak of Ionic Asset, the only risk from economic growth is from the global trade dynamics.
With meaningful RBI action, interest rates likely to remain softer; bond yield curve may flatten over medium term
While the Indian macro environment is benign, with the projected inflation of 3.7 percent for FY26 and real rate of 1.50 percent, the terminal repo rate can still go to 5.25 percent.
Even after the RBI’s surprise move, Yes Bank’s Indranil Pan still sees the possibility of a 25 bps rate cut, though the timing remains uncertain and data-dependent
With the bond market factoring in almost an end to the monetary easing cycle, it could be a struggle for yields to move lower than 6.20 percent immediately.
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
The Reading List: June 6, 2025
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
