RBI policy provides a dovish tweak, bar for further rate easing remains high
Overall, the wait-and-watch policy of the RBI is prudent as it factors in incoming data prints into its reaction function.
Despite moderating growth and lowered inflation forecast, why did RBI MPC hold off on rate cut in October?
While the MPC voted unanimously to keep policy rates unchanged, a couple of MPC members expressed their views for changing the policy stance from ‘neutral’ to ‘accommodative’.
GDP - AI = 0?
Plus, who is paying the tariffs
RBI MPC October policy signals dovish tone, opens up space for future rate cut
Given the backdrop, the commentary by the RBI Governor was dovish as compared to neutral to hawkish in August policy.
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.
RBI MPC on October 1: Will RBI wait for tariff situation to resolve before acting on policy?
If the RBI opts to hold repo rate at 5.50 percent this time with a softer communication tone, it could strike the right balance and achieve its policy objectives and will be a very welcome move.
OPINION | Beyond the Numbers: Why India’s financial inclusion score tells only half the story
India's financial inclusion progress is commendable, but true inclusion requires more than infrastructure. A 'Sentiment Index' measuring trust and engagement could ensure meaningful participation and guide targeted interventions for equity
OPINION | Building a Sustainable Mining Future: Balancing growth and responsibility
India's mining sector is evolving to balance economic growth, environmental responsibility, and community development. Innovations in sustainability, gender inclusion, and ecological restoration are shaping a regenerative mining future
Moneycontrol Pro Panorama | The big squeeze in IT jobs
In Moneycontrol Pro Panorama September 30 edition: HAL and BHEL hold their ground despite competition, what should FMCG investors make of GST rate cut, this Diwali could be a special one for traders, and more
Moneycontrol Pro Panorama | Capital craze
In Moneycontrol Pro Panorama September 29 edition: Trump's pharma tariff drives markets lower, steel sector at crossroads, recruiter explains H1B impact on Indian tech hiring, RBI MPC likely to keep status quo, and more
Foreign buyers bet South Korea is the new Japan
As Kospi rallies, efforts to reform country’s poor corporate governance give foreign investors new hope
OPINION | Empowering women through fiscal measures requires a nuanced approach, not only cash transfers
While cash transfers provide immediate financial support, they might not necessarily lead to long-term “agency” in a woman or her economic empowerment. Participation income, on the other hand, encourages women to engage in economic activities
India at crossroads of history: Can we shape the next world order?
The US Dollar’s reign isn’t over yet — but the foundations are shaking. For the first time in decades, India has the demographics, the digital rails, and the entrepreneurial energy to compete for a leadership role.
Moneycontrol Pro Panorama | Festive cheer, resilient economy, but reluctant markets
In Moneycontrol Pro Panorama September 25 edition: AI's investment spree masks unemployment crisis, impact of secondary market trends on IPOs decoded, desi food joints are spicing up the realty market, and more
Stablecoin issuer Circle examines ‘reversible’ transactions in departure for crypto
President says sector should learn from traditional finance and allow refunds in cases of fraud or disputes
OPINION | India needs a swadeshi economic model amid global shifts
Sanghnomics: India must adopt an indigenous economic model as Western frameworks fail to serve its needs, especially amid global protectionism, disrupted trade, and rising nationalist economic policies
Moneycontrol Pro Panorama | Trump’s war on multilateralism is a mistake
In Moneycontrol Pro Panorama September 24 edition: By mocking climate change and rubbishing institutions like the UN, Trump is dismantling the very system that keeps global order intact
RIP to safe havens
When the going gets tough, investors are struggling to find a place to hide
Bond Strategy Reset: Ditch ultra-long issuance
The spreads beyond 10-year bond yield have widened and the curve has steepened
Chart of the Day | Decoding the August core sector data
Month-on-month growth tells a more nuanced story than headline numbers suggest
US sanctions on Chabahar Port are a gain for China
The Trump administration's decision to revoke sanctions exemptions on Iran's Chabahar port reveals a troubling pattern of strategic incoherence that may ultimately benefit China while undermining America's long-term interests in Central Asia
What to make of the Pakistan-Saudi defence deal?
The recent defence deal between Saudi Arabia and Pakistan has wide ranging implications for several countries including India, the Arab world, Israel and the U.S. Much depends on whether the Saudi intention is limited to gaining capability to counter Israel or will it try to empower Pakistan as well
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.
Moneycontrol Pro Panorama | Motown fills up on GST rate cuts
In Moneycontrol Pro Panorama September 23 edition: Indian IT faces the blues with new H1B visa rule, GST cuts brought to fuel demand but is consumption at par, India must harness AI potential to boost trade, redesigning UPI infra important to bring new phase of digital economy, and more
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
