OPINION | India’s GDP outperformed all expectations in 2025, but low nominal growth’s got downsides
After the tariff blow who would have thought India’s growth rate would touch 8% in the first half of this fiscal? But a consequence of very low inflation pulling down nominal growth is a relatively high interest rate
Moneycontrol Pro Panorama | IndiGo’s turbulence is a wake-up call for India’s aviation industry
In Moneycontrol's Pro Panorama December 10 edition: A week of chaos, thousands of cancellations and a firm government nudge—IndiGo’s crisis shows how fragile airline operations can be when systems fail
Moneycontrol Pro Panorama | A year-end peek into business strategies
In Moneycontrol's Pro Panorama December 9 edition: Indian pharma growth momentum continues, US pivot a signal for Asia to hedge, GDP deflation impact explained, India enters a new era of food preferences, and more
OPINION | Tiruppur’s fight to de-risk itself from geoeconomics
The capital of India’s cotton knitwear exports is battling a trifecta of negative events, particularly U.S’ weaponisation of tariff. Complemented by policy support, manufacturers have begun to diversify
Data Story: GDP numbers show several sectors suffering from deflation
Deflation is gripping farms, mines, and construction—but is the data hiding the true health of India's urban economy?
OPINION | Insolvency process needs to be retooled to meet the resolution deadline
The quicker the process, the more the value that can be extracted. With firmer timelines, stronger adjudicatory infrastructure, and more consistent decision-making by both tribunals and creditors, insolvency process can move from slow attrition to swift resolution
Moneycontrol Pro Panorama | Copper crunch
In Moneycontrol's Pro Panorama December 8 edition: Indian consumer optimism decoded, IndiGo debacle fallout explained, 2025 gold rally test, understanding SEBI's new litigation strategy, and more
OPINION | SEBI’s New Era of Enforcement: Incentivising compliance through litigation risk
The market regulator is ensuring a rise in compliance standard by resorting to parallel regulatory action, which significantly increases risks for intermediaries
Time to relabel: “Indian rate of growth” is the new benchmark
India is the fastest growing major economy and is on course to be the world's third largest. Raj Krishna may have coined “Hindu rate of growth” as an analytical shorthand, highlighting India's slow economic development in the 1970s under its then-prevailing socialist policies. What remains unexplained, however, is the need to attach a religious label to it, as if only the Hindus were responsible for India's economic stagnation and the perceived failures of its statist economic model.
RBI cuts rates amid benign inflation and strong growth: The perfect hook shot
Overall, it was a well-balanced policy, and we expect a long pause in this cycle—much like a batter choosing not to swing at every delivery after finding the boundary early in the test innings.
RBI’s forward guidance stays dovish, but offers no clear signal of a February rate cut
The floor for the repo rate in this cycle has already been hit. This is because the guidance for H1FY27 Headline CPI is at 4 percent and with the current repo rate at 5.25 percent, the real gap is low at 1.25 percent.
RBI signals lower for longer era
The RBI's MPC unanimously cut the repo rate by 25 bps while maintaining a neutral stance, decisively complementing the cut with Rs1.45 lakh crore in durable liquidity to ensure transmission and decouple domestic policy from external rupee volatility
OPINION | India’s DPDP Act: Transforming digital business and data governance
India’s DPDP Act 2023 shifts data from passive asset to active liability, mandating clarity, accountability, and automation. It reshapes compliance, increases costs, and demands data discipline, boosting trust and AI capabilities
The Reading List: December 5, 2025
Our research and opinion teams have curated a selection of articles and social media gems from the world of economy, business and finance for your weekend read.
Moneycontrol Pro Panorama | Liquid cheer for markets, a forecasting lesson for RBI
In Moneycontrol's Pro Panorama December 5 edition: RBI's 25 bps rate cut impact on Indian economy, India's structural transformation boosts growth, Putin’s Delhi visit will strengthen bilateral ties, Nvidia's leadership raises concerns, and more
Julius Baer's Unmesh Kulkarni sees rate cut pause in Feb meet, says RBI not worried about rupee's fall
The MPC might want to see improved transmission of the cumulative rate cuts carried out so far.
A Dovish Turn Begins: RBI cuts rate, signals more easing as inflation path falls sharply
The RBI's unanimous 25bps repo rate cut to 5.25% represents a calibrated normalization of the real policy rate, justified not by growth concerns but by a persistent downward shift in the inflation trajectory
OPINION | RBI may have announced the last rate cut in the current easing cycle
Any further rate easing from current levels would only be likely if there is a material downward undershooting in growth outcomes. However, interventions on the liquidity front may well continue
India seen among fastest- growing ad markets in 2026 at Rs 2 lakh cr, despite global jitters
Connected TVis expected to grow in double digits as advertisers follow audiences to streaming platforms.
India's structural transformation is raising potential growth — but only for some
India's impressive growth rates mask a stark reality: half of recent economic expansion comes from high-productivity sectors that employ barely one-eighth of the workforce
OPINION | An exchange rate modified inflation target is called for
Such a policy can be operationalized by adding a quantitative clause to whatever inflation target measure or formula mandated
Moneycontrol Pro Panorama | Gold dust on online marketplaces, but will everyone get rich?
Moneycontrol Pro Panorama December 4 edition: India is positioning itself strategically in rare earths, rupee weakness boosts IT competitiveness, Japan’s bond market risks rise, India's market outperforms despite global AI surge, and more
OPINION | India’s battle against terror will continue to be a cat-and-mouse game
Security successes in J&K have pushed terrorists to other parts of the country. With Pakistan using terror as a strategic tool, India needs to factor in its relations with neighbours and the US in dealing with this threat
OPINION | E-commerce exports emerge as another engine of growth
India’s goal of $200 billion in e-commerce exports by 2030 is increasingly realistic as digital channels deepen MSME participation in global value chains
OPINION | Indian market stands apart amid global AI-driven rally
India has lagged the global AI-driven rally, but its domestically focused sectors and resilient flows provide diversification and relative stability if the crowded global AI trade reverses
