Commerce Without Conflict: Why the world needs a new compact for trade
The world cannot return to the “golden age” of globalization. That said, commerce without conflict is not a naïve aspiration; it is a practical necessity. Therefore, governments cannot afford to abandon the rules-based system altogether – doing so would harm even the most powerful economies
Moneycontrol Pro Panorama | Is SEBI overregulating? Traders warn of risks to India’s derivatives market
In August 25 edition of Moneycontrol Pro Panorama: Modi's Japan pivot marks a new chapter in Asian partnerships, the 4% inflation target must stay, fund managers are taking shelter in China, Pujara's retirement signals the end of pure test batters, and more
GST 2.0 could cushion Trump tariff blow, say economists
Of the 15 economists surveyed last week, nearly 67 percent said GST cuts would help offset at least part of the impact of higher duties imposed by Washington
India’s growth likely moderated to 6.6% in Q1FY26: Moneycontrol Poll
Despite the industrial drag, economists say public spending, services, and rural demand supported growth
The Reading List: August 22, 2025
A look at some articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams for your weekend read
Moneycontrol Pro Panorama | Why a parent’s wallet is greater than uncle’s gift
In August 22 edition of Moneycontrol Pro Panorama: Indian traders entering crypto trading must know this, renewable energy faces climate change heat, India needs to capitalise on the moment to lead in the Middle East, and more
Technical factors contribute to wider spreads in longer dates G-Secs, what next?
Rising long-end yields driven by elevated SDL issuance, subdued demand from long-term investors, and RBI's neutral stance, may moderate if growth slows or tenor adjustments are made
Game over: Ban on online gaming may wipe out up to Rs 4,500 crore in ad revenue
Losing gaming category would create an advertising expenditure black hole of nearly Rs 2,000 crore for broadcasters and streaming platforms, said marketers
Moneycontrol Pro Panorama| RBI minutes flag rising odds from external uncertainties
For Moneycontrol Pro Panorama August 21 edition: Will Powell take a hawkish turn or not, the emergence of franchise VC funds, explaining the ban on online money gaming industry, a meaningful progress of Sino-India ties will depend on leaders, and more
Be Ready Before GST 2.0: Key challenges Indian businesses must navigate
Businesses have to cope with existing stock and related issues when a new GST rate structure is enforced. It can lead to confusion and possible losses. However, anticipating potential downsides will help them sidestep liabilities
Business activity zooms to an all time high of 65.2 in August: HSBC
Manufacturing retained strong momentum, with the sector’s PMI estimated to climb to a near 18-year high of 59.8. The services activity rose to a record 65.6
India’s core sector growth eases to 2 percent in July weighed down by energy sector
On the brighter side, infrastructure-linked sectors provided some support, as steel posted its fastest growth in 21 months, rising by 12.8 percent, while cement output expanded 11.7 percent to its highest in four months.
Moneycontrol Pro Panorama| Can China be India’s trump card against Trump trade war?
For Moneycontrol Pro Panorama August 20 edition: China talks aligns with India's push to diversify supply chains amidst a tough trade war with the US
GST ambiguity casts a shadow on the ride-hailing industry
India’s ride-hailing sector faces regulatory uncertainty due to conflicting GST interpretations, disrupting innovation, funding, and compliance. A clear, consistent tax framework is essential to ensure fairness, transparency, and growth
Moneycontrol Pro Panorama | What can make GST rate cuts count?
For Moneycontrol Pro Panorama August 19 edition: S&P rating upgrade does not cheer India’s bond market, Rahul Gandhi's Bihar march revives Opposition unity, lessons for Indian IT sector from Accenture, India’s digital laws need a system update, and more
Ctrl+Alt+Comply: Why India’s digital laws need a system update
As India races to regulate its growing digital economy, businesses are finding themselves entangled in a web of overlapping laws and duplicative compliance obligations. Without coherence and coordination, this new regulatory architecture risks overwhelming the very ecosystem it aims to discipline
Beyond Averages: Will the next ratings upgrade take 17 years
Many would say it was only a matter of time after India’s outlook was upgraded to positive two years ago that a ratings upgrade was in the tow. S&P Global Ratings, last week, delivered the much talked about upgrade after a gap of 17 years, underscoring the strength of the Indian economy. But is it too late and will the next one take as much time.
Welcome to Beyond Averages, our weekly data podcast where we try to decode the story behind the big numbers and this week we will be talking about S&P’s upgrade and the road ahead.
More than the upgrade, it’s the outlook and forecast for India that seem reassuring. S&P expects Indian economy to weather the global uncertainty storm and grow at 6.8 percent starting FY27. The economy is expected to log a 6.5 percent growth this fiscal as per S&P. Moreover, the ratings agency expect debt to come down to below 80 percent and fiscal deficit to fall to 6.6 percent. But does that take us closer to the next upgrade. Not so much, S&P notes that for the next upgrade deficit needs to fall to 6 percent on a structural basis.
Eastern states face sharper fiscal adjustments as GST rationalisation looms
States not only rely heavily on SGST but also on their share of central GST collections that the Centre passes down to them through devolution
Moneycontrol Pro Panorama | IPO insights
For Moneycontrol Pro Panorama August 18 edition: GST cuts a shot in the arm for urban demand, tracking investment clues across the globe, tariff impact on India's market confidence, IBC needs fixes for a complex economy, and more
The silent bank run: How Mutual Funds are dismantling a century of deposits
Systematic investment plans are no longer just a side option; they are becoming the default. The question to be asked is not whether FDs will lose ground, but how long the FDs will remain relevant.
Moneycontrol Pro Panorama | Will the Q1 earnings gloom fade with festive cheer setting in?
For Moneycontrol Pro Panorama August 14 edition: India’s trade boat needs a boost amid tariff turmoil, economic liberalisation could drive future growth, new governance law aims to make India a sporting giant, and more
How Russia finances its war against Ukraine
Oil and gas revenues account only for 30 per cent of Russia’s budget expenditure. Russia has other significant sources for funding its expenditure, including war expenditure. Russia’s war finance is ‘an independent variable’ and largely immune from international sanctions
From Independence to 2047: How economic liberalisation transformed India, will drive future growth
As India aspires to become a developed economy by 2047, understanding the transformative power of economic liberalisation—which has already delivered unprecedented growth and lifted millions from poverty—becomes crucial for charting the nation's path forward
No major impact of US tariffs on India’s growth, says S&P Global Ratings
Exemptions for electronics, especially smartphones, and pharmaceuticals will help cushion the blow, while India’s export exposure to the US is limited to about 2 percent of GDP
Moneycontrol Pro Panorama| Dear central banker, give some love for growth now!
In August 13 edition of Moneycontrol Pro Panorama: As CPI figures signal a dovish turn for central banks, markets eye opportunities amid sticky services and base effects
