TAG: MC Pro Weekender
Moneycontrol Pro Weekender | An elephant called Inflation
Dear Reader,(RBI Governor Shaktikanta Das: "Two years ago, around this time, when CPI Inflation had peaked at 7.8 per cent in April 2022, the elephant in the room was Inflation. The elephant has now gone out for a walk and appears to be returning to the f...
6 months ago
Moneycontrol Pro Weekender | Horses for courses
Dear Reader,The scandal of the week was definitely the US CPI print coming in at a high 3.5 percent year-on-year for March 2024, higher than 3.2 percent for February. US bond yields moved up immediately, while market expectations of the Fed’s rate cut wer...
6 months ago
Moneycontrol Pro Weekender: Q1 GDP numbers provide comfort on both consumption, private capex
Dear Reader,GDP data releases are non-events for the market, unless they presage policy action that could affect interest rates and corporate earnings. Since the real GDP growth of 6.7 percent in Q1, FY25 is lower than the 7.1 percent pencilled in by the...
1 month ago
Moneycontrol Pro Weekender | The dogs of war
Dear Reader,Have the dogs of war lost their fangs? Are they all bark, no bite? To be sure, oil prices have moved up sharply, stock markets have come off a bit, the US dollar has strengthened somewhat, and gold prices have gone up on safe haven demand. But...
1 week ago