BUSINESS
India well placed to benefit from AI, could spur investment cycle
World Bank’s Franziska Ohnsorge says AI adoption already lifting services exports; trade deals may trigger manufacturing revival
INDIA
Global and India’s factory activity slumps in September but Asia holds up
The global manufacturing PMI slipped to 50.8, down from a 14-month high of 50.9 in August
BUSINESS
Analysing Mohan Bhagwat’s Vijaydashmi speeches: What they reveal about RSS' evolving priorities
A Moneycontrol analysis of Mohan Bhagwat's Vijadashmi speeches shows that he focused more on religion, global affairs and the economy in 2023 than he has done in years
INDIA
RSS chief’s shortest address in 13 years pivots to global affairs
Bhagwat devotes more attention to neighbourhood instability and India’s role in a shifting world order
BUSINESS
Will EFTA-India trade agreement reverse a decade of decline?
EFTA accounted for 0.45 percent of India’s exports and just over 3 percent of its imports in FY25, down from 0.59 percent and 5.2 percent, respectively, in FY16
BUSINESS
Economic growth looked strong in Q2FY26, but momentum in digital payments tapered in September
High-frequency data has shown that manufacturing PMI, GST collections and auto sales trends are upbeat, while digital payments growth has moderated a bit, in September.
BUSINESS
GST collections rise 9.1% to Rs 1.89 lakh crore in September
Collections have stayed above Rs 1.8 lakh crore for nine straight months
BUSINESS
From nationalism to society, women and environment: Evolving themes in RSS chief Mohan Bhagwat’s Vijaydashmi addresses
The shift in tone reflects Sangh’s effort to broaden its worldview and draw attention to issues shaping India
BUSINESS
Manufacturing activity slips to four-month low of 57.7 in September
September is the first month since June that the PMI slipped below the 58 mark. Job creation was at its lowest level in four months
BUSINESS
Punjab dominates stubble burning but UP’s share rises, Delhi’s AQI enters danger zone in September
In a worrying trend, September 2025 was marked as the first month since 2016 when Delhi’s air quality has stayed above 100 throughout the month.
BUSINESS
Fiscal deficit widens at 38.1% of FY26 target during first five months
The Rs 2.7 lakh crore dividend transfer from the Reserve Bank of India has helped provide some cushion, but international agencies are expecting a slippage in this year's fiscal deficit.
BUSINESS
RBI's October reviews mostly quiet since 2014 with just three tweaks, shows data
Repo rate has been altered thrice in the September–October window since 2014
BUSINESS
ADB lowers India’s FY26 growth forecast to 6.5% as tariffs bite
Domestic demand cushions impact, but investment outlook remains weak
BUSINESS
Industrial growth slows to 4% in August as manufacturing eases
Mining emerged as the best performer, rising to a 14-month high of 6 percent after contracting 7.2 percent in July. Electricity output also improved modestly, growing 4.1 percent compared with 3.7 percent in the previous month
BUSINESS
US medicine imports from India surge; dependence up 70% post pandemic
India now accounts for nearly 16% of US imports of finished retail drugs
BUSINESS
Centre announces borrowing plan of Rs 6.77 lakh crore for H2FY26
Securities with over 10 year tenure have had over three-fourths share in total borrowing in the second half, as per MC analysis of the calendar.
INDIA
Visa slowdown: Indians face sharper curbs even in UK, New Zealand
Work and family visas for Indians have halved in key destinations even as peers in Pakistan and Bangladesh see steadier flows
INDIA
Adoptions hit record high in FY25, but share of girls slips
While more girls than boys were adopted, their proportion in total adoptions has steadily declined.
INDIA
Fewer families, more investors: India slips behind neighbours on US family visas
Bangladesh and Pakistan edge past India in spousal and family categories, while Vietnam races ahead on investor route
BUSINESS
Southern states to gain most from GST cuts
Kerala’s CPI could fall 1.37 percentage points; overall impact may lower national inflation by nearly 1 percentage point
BUSINESS
Not just H-1B: India hit hard by decline in dependent and student visas
F1 student visas plunged 35% since 2023, H4 dependent visas down 34%; China and South Asia see gains
ECONOMY
S&P holds India’s FY26 growth at 6.5%, says domestic demand to cushion US tariff impact
Inflation seen at 3.2% this year, giving RBI room for one more rate cut
BUSINESS
OECD lifts India’s FY26 growth outlook to 6.7 percent, inflation seen below 3 percent
India’s GDP growth rose by 7.8 percent in the first quarter of FY26, its fastest pace in five quarters, beating most forecasts, and policymakers expect the momentum to stay strong during the second quarter as well.
BUSINESS
India’s business activity eases in September but PMI still above 60
The Flash HSBC India Composite PMI Output Index came in at 61.9, the fourth straight month it has stayed above the 60 mark
