Mixed signals ahead of monetary policy: Kotak Mahindra AMC sees a 50% probability of a 25 bps rate cut
Deepak Agrawal of Kotak Mahindra AMC expects the RBI to revise its FY26 GDP growth forecast above 6.8 percent.
OPINION | EU–India FTA: Why structure must trump tariffs
In today’s global economy, tariffs are no longer the decisive factor. Tax regimes and governance standards determine whether businesses can operate with predictability and trust
Moneycontrol Pro Panorama | Bitcoin’s wild ride and what it really means for small investors
Moneycontrol Pro Panorama December 3 edition: A volatile rebound may make headlines, but ordinary savers must read through the noise.
OPINION | IMF’s C Grade and India’s Economic Resilience: A closer look
The IMF retains a ‘C’ grade for India's GDP data due to some shortcomings, yet praises India’s impressive 8.2% GDP growth, fiscal management, digital infrastructure, and robust job creation under Modi’s leadership
Services activity picks up, rises to 59.8 in November
The sector remains resilient even as manufacturing softens and broader growth indicators point to a slower second half
OPINION | RBI Policy: The case for a rate cut
The MPC’s challenge will be to weigh strong real GDP growth prints against relatively weak nominal growth, alongside inflation running below the RBI’s lower bound of the 2–6% target range. A 25 basis points cut in the repo rate appears prudent
OECD sees India maintaining growth momentum in FY26; GST to help push growth
On the inflation front, OECD noted that retail inflation may eventually converge towards the 4% target
Moneycontrol Pro Panorama | GST reset fuels auto engine
Moneycontrol Pro Panorama December 2 edition: RBI's liquidity measures clearer than rate cuts, revised tax regime could impact ITC investors, EPC firms face deteriorating working capital, new AI equation and India’s role in shaping the future and more
GST collections slow to a 12-month low of Rs 1.7 lakh crore in November
The growth rate in GST revenue at 0.7 percent was the slowest since the pandemic, provisional data showed
Moneycontrol Pro Panorama | Is India's affordable housing story over?
Moneycontrol Pro Panorama December 1 edition: Trump’s intensified immigration policy faces hurdles, a blowout Q2 GDP print makes it a close call on rates for the RBI, Cognizant’s rebound worries Indian IT, gold loans rise from distress to mainstream, and more
OPINION | Bank mergers may be a prelude to government’s partial exit from ownership
Speculation about public sector bank mergers has surfaced again. The jury is out on the efficacy of the last round of mergers. Yet, an IMF-World Bank assessment on India’s financial sector asks for privatisation of select banks. The government may not be averse to this idea in the long-term which makes a merger a stepping stone to exit
UPI volumes remain above 20 billion in November, growth at a 3-month high
The pace of expansion stayed strong in November, with UPI transaction volumes rising 32.2% YoY, a three-month high, and value 22.1%
US tariffs weigh as manufacturing slows to a 9-month low of 56.6 in November
Despite the moderation, the index remains firmly in expansion territory and above its long-run average
Moneycontrol Pro Weekender | Decoding India's Q2 Growth Stunner
India's economy just posted growth in Q2 that beat every forecast, but the real story is messier than the headline
OPINION | Broad-based growth puts India in a domestic sweet spot
A stunning growth rate of 8.0% in the first half of the year, despite global headwinds, higher US tariffs on Indian exports, and volatility in capital flows, highlights the underlying strength of robust private consumption and investment
OPINION | Growth surprises on the upside again; chance of rate cut recedes
GDP topped 8% in July-September quarter, the first such occasion in five quarters. The underlying economic momentum will influence RBI’s monetary policy committee
Will market hit new high on Monday as Q2 GDP growth accelerates to 8.2%? Here's what analysts say
While one analyst said Nifty could break the 26,250 resistance on Monday, another said the GDP numbers might result in RBI keeping the key interest rate unchanged.
What pushed India’s growth to 8.2%? Five charts explain India’s Q2 GDP
Manufacturing GVA grew 9.1 percent in Q2FY26, up sharply from 2.2 percent in the same quarter a year earlier and 7.7 percent in Q1FY26.
India’s economy grows at a six-quarter high of 8.2% in Q2
The reading was higher than Moneycontrol poll of economists, which projected 7.3 percent growth.
Moneycontrol Pro Panorama | Of balance sheets and innovation
Moneycontrol Pro Panorama November 28 edition: India’s employment paradox decoded, Gold is glittering and equity is holding up, understanding India’s Rs 7,280 crore rare earth push, and more
Moneycontrol Pro Panorama | IPO Paradox: Fundraising soars, returns shrink
Moneycontrol Pro Panorama November 27 edition: IMF advises India to keep policy flexible until clarity on US tariff, the banking liquidity crunch is likely to continue, understanding the cash market surge, can AI misuse really be stopped, and more
OPINION | India’s High Cost of Capital: The hidden tax on growth
India’s cost of capital is the highest among large economies, which acts as structural drag on economic growth. Ways to lower capital cost are realisable and their introduction is a matter of urgency
India to reach $5 trillion economy a year later than earlier expected, IMF data show
IMF’s latest projections show weaker dollar-denominated growth pushing India’s $5 trillion milestone to FY29
Crawl-like, conservative, reforms, tariffs: Here are six key takeaways from IMF report
Indian authorities disagreed with IMF's baseline scenario that US tariffs would remain indefinitely
Moneycontrol Pro Panorama | What a December move by RBI, Fed means for the Indian economy
In Moneycontrol Pro Panorama November 26 edition: For India, a rate cut right now is not just a monetary signal. It is a chance to revive momentum
