Why GST reform must recognise the pivotal role of beverages in retail outlets
While many staples leave retailers with slim returns, aerated drinks offer margins in the 19–24 per cent range, giving Kiranas the cushion they need to cover costs. GST 2.0 proposal still considers keeping them in the demerit category, even as other packaged goods are likely to move to lower slabs
Moneycontrol Pro Panorama | When it rains, it pours
In September 2 edition of Moneycontrol Pro Panorama: India will face major challenges as it seeks investments, RBI’s crystal ball badly needs polishing, banks stuck in a hard place on policy transmission, decoding Q1 GDP numbers, and more
Trump Tariffs are a turning point to accelerate India’s GDP growth
Tariff headwinds and economic condescension from abroad have proven clearly that economic might is the only contributing force to global relevance. India must use this moment to accelerate long-overdue reforms at home. India’s exporters often struggle less with global competitors and more with domestic red tape
GST 2.0: A game-changing overhaul for India's tax system
The 56th GST Council meeting in September 2025 aims to overhaul India’s GST structure with simplified tax slabs, compliance reforms, and sector-specific relief, aiming to boost consumption and ease business burdens
Can India's economy touch 6.5% mark in FY26? | Beyond Averages
Indian economy beat expectations in the first quarter growing at a stellar 7.8 percent even as the global economy was hurt by uncertainty. Can the country continue its growth momentum in coming quarters and can India best the 6.5% growth it achieved last year. More important, what does this mean for RBI policy in the coming months?
Decoding Q1 GDP numbers
The chief economist of SBI Mutual Fund breaks down GDP data of the April-June quarter released on August 29 and suggests what to expect in the remaining part of the fiscal year
Economic momentum continues in August
Manufacturing PMI reaches a near 18-year high, UPI transactions retain double-digit growth, but GST collections taper in August
GST growth slows to Rs 1.86 lakh crore in August, but collections remain above Rs 1.8 lakh crore
The collections were lower than the Rs 1.96 lakh crore garnered in July, but remained above the Rs 1.8 lakh crore mark for the eighth consecutive month
Moneycontrol Pro Panorama | Power plays and market realities
In this edition of Moneycontrol Pro Panorama: Investor anxiety soars as tariff response awaits, Q1 growth surprise gives more room for India’s MPC, weak health insurance signals poor regulatory oversight, and more
Saurabh Mukherjea on valuations, quality bets, GST & Tariffs - in conversation with N Mahalakshmi
In this episode of The Wealth Formula podcast, N Mahalakshmi speaks with Saurabh Mukherjea, Founder of Marcellus Investment Managers, on his core investing lessons thus far—valuations, portfolio sizing, and evaluating quality stocks and moats. Besides, in the current macroeconomic context, he believes India will ultimately settle at tariffs lower than China’s, ensuring the China-plus-one trade strategy pays off. While he sees the proposed GST redesign as a boost to consumption demand, he cautions that additional measures will be needed to offset uncertainties stemming from job losses and weak wage growth.
Indians are not ‘arrogant’ and this is not ‘Modi’s war’
India’s approach to energy security, trade, and international relations is rooted in its sovereign rights, democratic principles, and commitment to peaceful progress. Navarro’s criticism that ignores these realities is counterproductive, and ultimately, it is global peace and prosperity that suffer from such divisive narratives
Moneycontrol Pro Weekender | Bulletproof Growth: India’s Titanium economy stuns with 7.8 percent GDP growth
India's economy delivered a titanium-grade performance in Q1, FY 26, clocking a stunning 7.8 percent growth that defied forecasts and showcased its resilience in the face of global headwinds
Growth could taper off after large Q1 upside
India's Q1 FY2026 GDP growth exceeded expectations at 7.8%, driven by manufacturing and services, but uncertainties around tariffs, weak mining output, and delayed private investment suggest slower growth ahead
The Reading List: August 29, 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 | Can India’s premium valuations withstand economic uncertainty?
In August 29 edition of Moneycontrol Pro Panorama: Decoding Q1 FY26 unemployment numbers, why migrant workers are crucial for India’s urban future, the new bond order is here, how US is using trade as leverage in conflict mediation, and more
Moneycontrol Pro Panorama | US tariffs bite India, what’s next?
In August 28 edition of Moneycontrol Pro Panorama: China wants a seat at the table on Russia-Ukraine peace deal, what to look for in Friday GDP numbers, success of desi businesses decoded, full GST exemption on insurance policies could be a mixed blessing, and more
Full GST exemption on life and health insurance policies will be a mixed blessing
If the GST Council opts to exempt individual life and health policies from tax, insurers are likely to lose the benefit of input tax credit. Without ITC, potential benefits of a GST exemption are likely to capped while complicating operational matters for companies
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
Future inflation revisions won’t take more than five years: MoSPI secretary Saurabh Garg
Moneycontrol had earlier reported that the ministry was considering a four-year revision cycle
Manufacturing sector expansion hits two-year high in FY24, most firms added in 13 years
The strongest growth came from basic metals, motor vehicles, chemicals, pharmaceuticals, and food processing
The real risk to India’s gig economy isn’t platforms. It’s policy
Flexibility, ease of entry and short-term fallback options are core features of platform-based gig work. Undermining these features by introducing misplaced control can unintentionally harm the very stakeholders the Government is aiming to protect, including gig workers, consumers, and small businesses
As Washington sows chaos, India faces old challenges in a new form
A surprising thaw in US-China ties and an unsurprising bonhomie between Pakistan and Bangladesh alter the nature of India’s security risks. At this juncture, India should try to preserve and strengthen ties with Nepal, Sri Lanka and Maldives, and not neglect the importance of that regional buffer
How a unified Tax Bill will reshape corporate compliance
This unified bill is a foundational reform that establishes the certainty and predictability essential for a modern economy and is set to reshape corporate compliance in India
Moneycontrol Pro Panorama | How to keep calm and bank on
In August 26 edition of Moneycontrol Pro Panorama: It's silver's moment to shine, lucrative domestic manufacturing would stem fertiliser shortage, impact of rate cuts on consumers, Job Hugging is a threat to India’s skill ambition, and more
Why India must stay firm against US pressure and wary of China’s charm
Sanghnomics: The US tariff war is disrupting global trade, hitting India’s MSMEs hard. While diversification offers opportunities, India must remain cautious of China and prioritise self-reliance to safeguard economic sovereignty
