Moneycontrol Pro Panorama | Insuring tomorrow's borrowing
In September 12 edition of Moneycontrol Pro Panorama: Indian IT is at a crossroads, don’t let the listless market force your hand, case for hiking bank deposit insurance, and more
OPINION | India’s Crypto Dilemma: Why half-regulation is worse than a ban
We tax it, advertise it, and let exchanges run, but still pretend crypto isn’t 'official.’ Half-regulation is like giving teenagers sharp knives and hoping they don’t cut themselves
OPINION | Macroeconomic implications of GST 2.0
The weighted average GST rate after the new structure takes effect is likely to be about 9.5%, the optimal rate that maximises revenue in a Laffer Curve sense. It is likely, however, that the economic boost from the new structure may come more construction-led investment rather than consumption
Moneycontrol Pro Panorama | SIPs hold their ground even as caution creeps into equities
In September 11 edition of Moneycontrol Pro Panorama: GST rate cuts may encourage first-time cars buyers, lower income consumers’ shopping baskets are still light, India’s road safety crisis needs change, and more
OPINION | India’s economic future hinges on interest income tax reform
India’s high interest income tax deters individual investors, limiting affordable debt for infrastructure and SMEs. Reforming to a concessional rate could unlock domestic capital, reduce costs, and boost economic growth
Moneycontrol Pro Panorama | Why Nepal is in flux? A key answer lies in its growing economic woes
In September 10 edition of Moneycontrol Pro Panorama: Youth rebellion fuelled by unemployment, corruption, and stagnation highlights missed opportunities amid a fragile economy
OPINION | GST Reform: Promise, pitfalls and the road ahead
Categorizing most items into just two tax slabs shows that the GST Council prioritised efficiency over other goals. Some potential benefits of this move are a positive impact on consumer demand and lower incidence of tax evasion. However, the gap between tax slabs can lead to distortions
OPINION | Mo Money, Mo Problems (and fewer customers)—Why conglomerates struggle with digital commerce
Conglomerates struggle in Indian e-commerce due to slower decision-making and lack of cultural relevance. Success lies in leveraging existing strengths—supply chains, partnerships, and trust—rather than mimicking startups
Moneycontrol Pro Panorama | Will US Fed rate cuts reverse slowdown in Indian IT?
In September 9 edition of Moneycontrol Pro Panorama: Understanding the politics behind the social media ban in Nepal, decoding the soft demand rise for thermal plant, credit to small businesses has big overlaps with retail explained, what valuation means in the age of AI, and more
India Beyond the Dollar: Navigating a shifting currency order
As global reliance on the US dollar declines, India cautiously adapts—balancing local currency trade, reserve diversification, and strategic autonomy to strengthen its financial resilience in an emerging multipolar global economy
Moneycontrol Pro Panorama | Oil market shakeup
For September 8 edition of Moneycontrol Pro Panorama: RBI framework can be a gamechanger for Indian fintechs, decline in employment despite Q1 GDP surge, GST reforms was long-awaited but more fixes needed, and more
GST reforms, swadeshi economics and the challenge from China’s trade tactics
Sanghnomics: Amid rising US tariffs and China's trade practices, India is strengthening measures against unfair trade, including dumping. A ‘Swadeshi’ economic model could counter China's economic statecraft and safeguard Indian industries
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
GST 2.0: The big picture
The government’s bet is that lower rates and reduced compliance burdens will expand the tax base and stimulate consumption. However, this must be supported by clarity in classification, promised faster refunds, and improved digital infrastructure to ensure that the benefits reach all stakeholders
GST 2.0: A long-awaited reset, but more fixes are needed
India’s reforms may not be perfect, but they are a step in the right direction and are laying the foundation for sustained growth. For investors, this is not the time to retreat but to accumulate.
The Reading List: September 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 | How to be long term greedy
For September 5 edition of Moneycontrol Pro Panorama: Flood-hit Punjab spells bad news for food security, caution for borrowers as personal loan growth soars, shadow banks powering Indian MSMEs, and more
Why a flood-hit Punjab is bad news for food security
Punjab is reeling under the worst flood it’s experienced in decades. It’s still too early to assess the damage, but the signs are not good. A big hit to the paddy output will have national implications as the state is a critical supplier to the PDS
GST Rate Rationalization - what it could mean for business margins
Under GST’s design, rate reduction will percolate through the entire value chain, and a lower GST outgo shall reduce the upfront cash outflow towards the tax liability. This would improve working capital efficiency, and reduce reliance on working capital borrowings, thereby lowering interest costs
GST 2.0: Bold reforms set to lower prices and drive growth & inclusion
India’s GST reforms streamline tax structures, reduce compliance burdens, and lower costs on essentials. GST 2.0 promotes economic growth, boosts consumer spending, and fosters an inclusive, business-friendly environment
Garba Goodies, Diwali Dhamaka: GST cuts to spark ad boom, 8-10% surge in brand spends
Digital and influencer marketing will lead the surge, with digital spends expected to jump 15–18 percent and influencers seeing 2–3 times spikes around launches and festive campaigns, said a marketer.
GST rate rationalisation may lead to annualised household savings of around Rs 1.8 lakh crore, says Nilesh Shah
Overall, the GST rate rationalisation along with process improvement demonstrates the Government’s urgency and intent to strengthen the GST framework and boost demand in the economy.
GST 2.0 rings in positive changes, but businesses have to work fast to be ready for the new structure
The overarching aim is to boost consumption with a reduction in rates across a slew of products. Industries such as FMCG may have to grapple with an inverted duty structure but measures to speed up refunds will help
Can India hit 7 percent again in the September quarter?
Capex and low base offer support, but tariffs and slowing momentum weigh on outlook
Political calculations underpinning GST 2.0
It ticks all the right boxes by protecting the base which contributes the bulk of GST revenue while moving most items of mass consumption to a lower slab. That’s the template all political parties agree on
