Weekender

The September quarter results may be largely irrelevant--sandwiched between export front-loading before Trump's tariff deadline and consumer spending deferred for the GST cuts. Much depends on how soon we can pull out the rusty nail of Trump's tariffs

Moneycontrol Pro Weekender | When the Ground Shifts

In a week where the fault lines of markets, technology, and policy all seemed to move at once, the only certainty is that change is now a constant

Moneycontrol Pro Weekender | Tariffs and Tensions: Has the US-India bond fractured?

The latest trade move may mark the most serious test of the India-US relationship in decades

Voodoo World: Investing in times of geopolitical turmoil

As geopolitics reshapes trade flows and domestic data reveals cracks in demand, markets are adjusting unevenly—pricing in policy shifts while grappling with earnings ambiguity

Moneycontrol Pro Weekender | How the markets learned to stop worrying and love tariffs

Markets find Leonard Cohen's cracks of light amid Trump's tariff threats and India's subdued earnings season

Moneycontrol Pro Weekender | Apocalypse Postponed, Again

Halfway into 2025, global markets and the economy continue to defy forecasts of doom with defiant cheerfulness

Moneycontrol Pro Weekender | FY25 growth at 6.5%: What India's strong growth signals for investors

India's economy grew 6.5 percent in FY25, with a robust 7.4 percent expansion in Q4 despite global headwinds and domestic uncertainty, signalling underlying resilience

Moneycontrol Pro Weekender | As global yields rise and the dollar softens, where do Indian equities stand?

The Trump regime, with its erratic and shifting policies, will continue to reshape markets in unpredictable and often disruptive ways

Moneycontrol Pro Weekender | Trump’s trade boasts stir market optimism amid underlying chaos

As markets cheer temporary truces, the real story is America's struggle to navigate a world where its dominance is fading, and systemic chaos reshapes global trade and power structures

Moneycontrol Pro Weekender | India’s tremendous, fantastic week! We’re winning bigly!

Our markets are dancing through the chaos. Nobody does it better than India. Believe me

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?

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

Moneycontrol Pro Weekender | Brave New World

January 20th will mark a new era in international relations, with the US having no compunction in throwing its weight around both on allies and adversaries

Moneycontrol Pro Weekender | Budget 2025-26 must Trump-proof the economy

The problem is not that growth is slowing from the immediate post-pandemic period, which is understandable, but that it's well below the average GDP growth rate between 2013-14 and 2028-19

Moneycontrol Pro Weekender | The coming of the IPO age

India's valuations have cooled in the last quarter of 2024, but the IPO queue does not seem to be thinning

Moneycontrol Pro Weekender | Surreal Santa

Simply put, the markets expected not one but two Santas--Santa Trump and Santa Powell

Moneycontrol Pro Weekender | Back to the 1930s

The state of the world at present echoes that of the 1930s, this time with nukes

Moneycontrol Pro Weekender | Why consumers have turned penny-pinchers

Going by the RBI's consumer survey, people are saying there's more to the consumer slowdown than inflation--lower incomes and deteriorating job prospects are an underlying structural reason

Moneycontrol Pro Weekender | Q2 GDP growth falls off a cliff: pressure to cut rates increases

It is under the unenviable circumstances of growth being well below expectations and inflation being well above expectations that the MPC will have to decide whether to cut rates at its meeting next week

Moneycontrol Pro Weekender | In Trump We Trust

There is great disorder under Heaven. The situation is excellent

Moneycontrol Pro Weekender | A resilient but frayed economic tapestry

Though markets have taken a beating this week, there is enough optimism left among investors with an undercurrent of disquiet

Moneycontrol Pro Weekender | US stocks welcome Trump, but bonds do not

At the moment, the US equity markets are pricing in all the positives of likely Trump policies and none of the negatives

Moneycontrol Pro Weekender | It’s Trump’s world, whether he wins or not

There is considerable nervousness among US elites about a Trump victory as it will ratchet up uncertainty, while Harris is the status quo candidate