BUSINESS
Moneycontrol Pro Weekender | Festive fumes
Festive spending surges with GST cuts and supportive RBI policies, but growth continues to be below aspirations
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
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
MARKETS
Global macro shifts and their impact on Indian markets
Global markets are grappling with the clash between cyclical economic slowdowns and persistent structural pressures, driving unprecedented volatility and reshaping the financial landscape
BUSINESS
Jobless Growth: Decline in employment in India’s small enterprises despite Q1 GDP surge
India’s strong 7.8 percent GDP growth in April-June 2025 masks a worrying decline in jobs within unincorporated non-agricultural enterprises, raising questions about the inclusiveness of economic progress
BUSINESS
Inflation risks loom as PMI data show strongest growth in 17 years
Robust demand and pricing power point to a heating economy and core inflation pressures, even as policymakers approve additional stimulus through GST rate cuts
BUSINESS
RBI’s crystal ball badly needs polishing
A string of large GDP forecast errors raises questions about the RBI’s economic models and their policy implications
BUSINESS
Data Story: The ‘Financial Services, Real Estate and Professional Services’ sector is powering India’s uneven growth
The GVA data reveals a services-driven growth model in India that is leaving behind key job-creating sectors
ECONOMY
A look at the Q1 FY26 unemployment numbers, on the eve of the GDP estimates
India’s unemployment rate stands at just 5.4 percent, but that number hides a troubling reality of underemployment and unpaid work
BUSINESS
From Trade to Coercion: What Trump’s India tariffs reveal about the new world order
Trump's punishing tariffs on India are not an isolated trade dispute but a stark sign of a deeper shift: the collapse of the US-led liberal order and the return of coercive, bloc-based imperialism
BUSINESS
India GDP Q1 FY26: What to watch for in the Friday numbers
India's Q1 FY26 GDP data, releasing Friday, will test whether the economy can sustain growth above RBI's 6.5 percent forecast despite mixed industrial signals and evolving consumption patterns
BUSINESS
Fed chair's dovish turn sparks rally, but reveals deeper economic worries
Jerome Powell's dovish Jackson Hole speech triggered a market rally despite CME probabilities showing September rate cut odds actually fell from 85 percent to 75 percent, revealing the underlying economic concerns that create a precarious balancing act for investors
BUSINESS
What Jerome Powell should say at Jackson Hole, but won’t
In this imaginary farewell address at Jackson Hole, Jerome Powell drops the euphemisms and delivers the blunt, uncomfortable truths the Fed—and the US—have long avoided
POLITICS
From Geopolitics to Markets: Tracking investment clues from Alaska to Red Fort
India's strategic pivot towards self-reliance amid geopolitical turmoil creates a compelling investment narrative for domestic-focused sectors
BUSINESS
From Independence to 2047: How economic liberalisation transformed India, will drive future growth
As India aspires to become a developed economy by 2047, understanding the transformative power of economic liberalisation—which has already delivered unprecedented growth and lifted millions from poverty—becomes crucial for charting the nation's path forward
BUSINESS
RBI surveys confirm Indian consumption divide
RBI’s latest consumer confidence surveys reveal a deepening divide between rural resilience and urban hesitation in discretionary spending
WORLD
Weekend Wild Card: Nothing says 'INDIA IS OUR FRIEND' like a 25% tariff
US President Donald Trump on Wednesday announced 25% tariffs and an additional penalty against India ahead of the August 1 deadline.
BUSINESS
Govt capex rises sharply in Q1, but low tax revenue growth a slowdown signal
Central government spending surged dramatically in Q1 FY26, with the fiscal deficit more than doubling to Rs 2.8 lakh crore compared to the same period last year. While total expenditure jumped to Rs 12.22 lakh crore, a staggering 46 percent increase in interest payments now consumes nearly one-third of all government spending, highlighting India's growing debt burden and constrained fiscal flexibility
BUSINESS
With tariff wars raging, why is the IMF suddenly bullish on global growth?
The IMF's upgraded 2025 global growth forecast defies tariff war fears – here’s why optimism persists despite rising protectionism
BUSINESS
10 out of 23 manufacturing sectors’ production lower than pre-COVID period
IIP data for June 2025 reveals that 10 out of 23 manufacturing segments are producing less today than before the pandemic, exposing a structural crisis that's forcing millions into low-productivity jobs rather than the industrial employment India needs
BUSINESS
What RBI economists are saying about key economic questions on demand, capex, trade and markets
Despite global cheer, Indian markets turned cautious in July, mirroring the RBI's broader narrative — resilience at home, uncertainty abroad, and discomfort over macro risk pricing
BUSINESS
Data Story: Rising urban unemployment, falling LFPR may be signalling weak demand
While India's unemployment rate appears stable at 5.6 percent in June 2025, a deeper dive into labour force participation reveals troubling undercurrents in the job market
BUSINESS
Market Menu: TACO to TART
Trump’s renewed tariff threats challenge the market’s long-held assumptions of policy restraint, raising the stakes for global trade stability
