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  • Don’t believe the grim forecast. China is just fine Aug 18, 2022 04:37 PM IST

    Don’t believe the grim forecast. China is just fine

    Beijing’s poor headline numbers aren’t the only story — and that means investors need to use a new lens to assess the economy

  • Why are markets rallying even as record 90 percent fund managers predict stagflation? Aug 18, 2022 08:55 AM IST

    Why are markets rallying even as record 90 percent fund managers predict stagflation?

    The Bank of America survey of fund managers says while sentiment is still too bearish for an immediate reversal of the rally, they would fade the rally when the S&P goes above 4328 

  • The economy is not the market: We invest in stocks, not the GDP Aug 11, 2022 09:09 AM IST

    The economy is not the market: We invest in stocks, not the GDP

    In times of extreme stress in the economy, the sentiments bend the markets towards the point of the economic cycle. But soon enough we see that markets start playing their role of being complex adaptive mechanisms that are forward looking

  • India@75: How have we done on per capita income? Aug 11, 2022 08:54 AM IST

    India@75: How have we done on per capita income?

    At the time of Independence, our per capita income was lower than that of Afghanistan, Zambia, Zimbabwe, the Central African Republic, and the Congo. On the other hand, it was higher than that of China and South Korea 

  • Europe can withstand a winter recession Aug 10, 2022 12:02 PM IST

    Europe can withstand a winter recession

    Energy substitution, solidarity and conservation can help overcome the effects of a Russian gas embargo 

  • Mohamed El-Erian writes: It is too early to declare risk of US recession is over Aug 09, 2022 12:40 PM IST

    Mohamed El-Erian writes: It is too early to declare risk of US recession is over

    Rate rises and contraction of the Fed’s balance sheet may still pull the rug from under the economy and markets

  • The Green Pivot: Can India meet even its revised climate change targets? Aug 05, 2022 09:33 AM IST

    The Green Pivot: Can India meet even its revised climate change targets?

    The reduced targets are not a cop out on COP26. Rather, they are a more realistic evaluation of what the country can actually achieve by 2030, which is just seven and half years away 

  • We see a gradual move to a structural growth rate of 7-7.5%: Ajit Ranade Aug 01, 2022 08:47 AM IST

    We see a gradual move to a structural growth rate of 7-7.5%: Ajit Ranade

    Managing inflation is more important than worrying over the exchange rate, as high inflation in the domestic economy means that the worth of the rupee is declining

  • Value stocks are ready for their moment Jul 21, 2022 12:42 PM IST

    Value stocks are ready for their moment

    Value stocks look primed to outperform growth stocks if the spread between valuations reverts to its historical mean

  • Indian economy moving stronger than most EM peers Jul 20, 2022 11:48 AM IST

    Indian economy moving stronger than most EM peers

    Earnings growth likely to be strong for domestic consumption-oriented sectors 

  • Moneycontrol Pro Panorama | US Fed in hot spot after inflation spike Jul 14, 2022 05:13 PM IST

    Moneycontrol Pro Panorama | US Fed in hot spot after inflation spike

    In today’s edition of Moneycontrol Pro Panorama: Track the market bottom, Mindtree ups its game, more sparkle for this jeweller, chequered history of bitcoin, and more

  • Concentration risk should not spoil India’s UPI party Jul 11, 2022 05:01 PM IST

    Concentration risk should not spoil India’s UPI party

    There is a peculiar problem of concentration that is emerging in the UPI ecosystem. Walmart-owned PhonePe and Google’s GPay currently dominate the market of third-party UPI apps 

  • Economy and Public Policy | There are no stones to feel while crossing the river Jul 11, 2022 03:19 PM IST

    Economy and Public Policy | There are no stones to feel while crossing the river

    Oil prices remain volatile. To hit the sweet spot would have required frequent changes to the tax rate, and courted the possibility that either exports are rendered uncompetitive or alternatively the domestic market is starved 

  • GST @ Five | GST has had a positive effect on tax collection, but hard to quantify it. Here’s why Jun 30, 2022 02:27 PM IST

    GST @ Five | GST has had a positive effect on tax collection, but hard to quantify it. Here’s why

    The benefits of any tax reform should not be seen in terms of government revenues alone, but through wider implications for the economy

  • Ruchir Sharma writes: Why China is not rising as a financial superpower Jun 21, 2022 01:24 PM IST

    Ruchir Sharma writes: Why China is not rising as a financial superpower

    Beijing must find the confidence to lift capital controls and make the renminbi fully convertible 

  • New York Fed economic model says 80 percent chance of hard landing for US economy Jun 21, 2022 09:23 AM IST

    New York Fed economic model says 80 percent chance of hard landing for US economy

    The projections of US GDP growth by the New York Fed model are much lower than those of the Federal Open Markets Committee

  • Time to turn conviction into investment decisions and act on them Jun 21, 2022 08:55 AM IST

    Time to turn conviction into investment decisions and act on them

    Extending current pessimism into a long term trend is not necessary for domestic investing. Our markets will recover from the current bearish phase at the first signs of easing inflation 

  • Worrying details could be hiding in sticky wholesale prices Jun 20, 2022 05:52 PM IST

    Worrying details could be hiding in sticky wholesale prices

    A lot will depend on the fresh arrival of supplies of seasonal vegetables and the summer-sown kharif crop. All eyes are on the monsoon rains, and when they start lashing north-west India, the country’s grain bowl

  • Inflation pipelines swelling as a long period of global macro instability begins Jun 17, 2022 03:36 PM IST

    Inflation pipelines swelling as a long period of global macro instability begins

    The RBI’s sanguineness on inflation (negative real rates) suggests it considers India an exception to this trend 

  • Global commodity price shock biggest risk to India’s growth story: Tanvee Gupta Jain, India economist, UBS India Jun 17, 2022 09:01 AM IST

    Global commodity price shock biggest risk to India’s growth story: Tanvee Gupta Jain, India economist, UBS India

    UBS India's India economist says the RBI, by frontloading the interest rate cycle, is ensuring the Indian rupee doesn’t get into a free fall and at the same time the central bank is not being too much behind the curve, while also avoiding the impact of these factors feeding into household inflation expectations

  • Moneycontrol Pro Panorama | Humpty Dumpty Jun 14, 2022 05:22 PM IST

    Moneycontrol Pro Panorama | Humpty Dumpty

    In today’s edition of Moneycontrol Pro Panorama: Retail rocks, where CGD firms stand, inflation headache, GuruSpeak and more

  • Is US in a recession? No, but most in the US think it is Jun 13, 2022 04:50 PM IST

    Is US in a recession? No, but most in the US think it is

    Republicans should be happier than they are with current economic conditions, and Democrats more dissatisfied

  • Cement is the pickaxes and shovels of India’s infrastructure rush Jun 10, 2022 12:03 PM IST

    Cement is the pickaxes and shovels of India’s infrastructure rush

    The huge infrastructure programme of the government and the return of investment demand in the private sector is good news for the cement industry 

  • Execution issues continue to dog India’s infrastructure ambitions Jun 10, 2022 10:07 AM IST

    Execution issues continue to dog India’s infrastructure ambitions

    A flash report prepared by the Ministry of Statistics and Programme Implementation in October last year said one in five infrastructure projects was delayed by more than five years, and cost overruns had reached a staggering Rs 4.3 lakh crore.

  • Moneycontrol Pro Panorama | Are you set for a rate hike tomorrow? Jun 06, 2022 05:54 PM IST

    Moneycontrol Pro Panorama | Are you set for a rate hike tomorrow?

    In today’s edition of Moneycontrol Pro Panorama: Tricky terrain for OPEC, global food inflation loses sting, shifting sands in FMCG and more

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