BUSINESS
IMF sees India’s fiscal deficit stalling after FY26
According to the IMF’s Fiscal Monitor, India’s fiscal consolidation is set to lose momentum after FY26, signalling deep-rooted structural limits in its public finances
POLITICS
Bihar's Job Promises: A confession of crisis
The extravagant job pledges dominating Bihar's elections reveal a deeper truth about the state's crippling underemployment and economic distress
BUSINESS
Tepid tax revenue growth raises stakes for consumption-led recovery, post festive season
With only 2.8% tax revenue growth in H1, the government’s fiscal roadmap hinges on a strong consumption rebound fuelled by GST cuts and lower rates—any shortfall risks spending cuts and a tighter FY27 budget
BUSINESS
Data Story: India’s Golden ATM
A massive Rs 1 lakh crore expansion in gold loans in the last six months is unlocking the vast, dormant wealth of India's unproductive family gold hoards
BUSINESS
Moneycontrol Pro Weekender | Kicking Multiple Cans Down the Road
A shaky US–China truce, a cautious Fed, and an underperforming India—markets may have dodged a bullet, but the pressure is far from over
BUSINESS
Lopsided IIP Growth: Five sectors drive gains, half of manufacturing languishes
September's industrial production data reveals a troubling paradox: while consumer durables and automobiles surge on festive demand, the broader manufacturing base is shrinking, with staples contracting and robust growth concentrated in just five of 23 sectors
BUSINESS
Moneycontrol Pro Weekender | From PMI to ‘Political Science’
While India's growth indicators remain strong, October's softer PMI and persistent trade uncertainties raise uncomfortable questions
BUSINESS
Aatmanirbharta with Chinese characteristics: How China's five-year Plan counters America
China's 15th Five-Year Plan is a blueprint for economic fortification, pivoting towards technological self-reliance and domestic consumption to counter US rivalry
BUSINESS
Data Story: September 2025 core sector data signal caution, but policy tailwinds could stabilise outlook
India's core industries contracted sharply in September, highlighting a significant slowdown, though newly implemented GST cuts and anticipated RBI rate moves are expected to stimulate a recovery
BUSINESS
Moneycontrol Pro Weekender | Samvat 2082: The Will to Rise
After a turbulent Samvat 2081, the markets step into the new year not with fireworks but with quiet resolve and the will to rise
BUSINESS
Decoding India's Trade Deficit -- Strong domestic demand, not tariffs, is the real story
Recent trade data reveals that while Trump's tariffs impacted specific US-bound exports, India's overall trade story is dominated by resilient export diversification and a domestic demand-driven import surge, particularly in gold
BUSINESS
Data Story: Trump’s Tariffs and Indian Jobs: What the latest PLFS data reveal
The sharp 50% tariffs imposed by the Trump administration on Indian exports have raised alarms about job losses, but September’s unemployment data reveal that the impact, while real, remains concentrated and nuanced rather than a broad spike
MARKETS
IMF flags fragile foundations beneath market optimism
The IMF’s latest reports reveal a global economy holding firm on the surface, but hiding deeper financial vulnerabilities that investors shouldn't ignore
BUSINESS
The message from this year’s Economics Nobel: Ideas drive development
The pioneering work of Nobel laureates Mokyr, Aghion, and Howitt reveals that economic growth is fundamentally powered by the institutions that fuel innovation and the market processes of creative destruction
BUSINESS
As tariffs, rare earths roil markets, will Trump settle for a deal?
As new tariffs and rare earth controls trigger market panic and supply chain fears, the central question becomes whether economic pressure will once again force a tactical pause in the US-China trade war
BUSINESS
Moneycontrol Pro Weekender | India Earnings Season: Why Q2 doesn't matter, and the rusty nail of US tariffs
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
BUSINESS
World Bank wants South Asia to cut tariffs despite global protectionist wave
As the world builds tariff walls, the World Bank wants South Asia to tear them down. With 16 million people entering the job market annually but only 10 million finding work, the region faces a stark choice: embrace trade liberalisation that could unlock manufacturing growth or maintain protectionist barriers that may be trapping workers in low-productivity sectors
BUSINESS
Moneycontrol Pro Weekender | Festive fumes
Festive spending surges with GST cuts and supportive RBI policies, but growth continues to be below aspirations
BUSINESS
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
BUSINESS
GST cuts to fuel demand — But is consumption already at full throttle?
The latest GST rate reductions aim to boost consumption, but data show India is already operating near peak demand levels
BUSINESS
Policymakers missed what Project 25 spelled out for India
The Trump administration's recent moves against India—from H-1B visa restrictions to tariff threats—weren't sudden policy shifts but predictable outcomes clearly outlined in the Heritage Foundation's Project 25 blueprint
BUSINESS
Moneycontrol Pro Weekender | Fed cuts rates, but projections tell a murkier story
The Fed's latest 25 basis point cut met expectations, but the mixed economic forecasts and market reactions point to an environment that remains highly uncertain
BUSINESS
Will the Fed ignore BIS’s bubble concerns as markets bet on rate cuts?
As the FOMC meets on September 16-17, 2025, the BIS’s stark warnings about fiscal risks and market exuberance cast a shadow over expectations for dovish rate cuts
BUSINESS
Moneycontrol Pro Weekender | Blood Moon Rising: A Week That Exposed the Cracks in the Global System
This week's convergence of protests, conflict and economic strain are symptoms of the unravelling of the global order
