India is far from being a dead economy — Here’s proof
With Russia at war, China slowing, and Brazil and South Africa mired in structural issues, India offers the rare combination of a young workforce, political stability, and policy clarity.
Trump’s AI Strategy: Beyond the race for global supremacy
The US AI Action Plan prioritises global dominance over safety, risking market concentration and weaker regulations worldwide. Open models and interoperable standards can spread AI benefits more equitably while safeguarding public interest
Moneycontrol Pro Panorama | The indomitable faith of domestic investors is worrying
In August 12 edition of Moneycontrol Pro Panorama: India’s electronics exports pick up, unlocking India’s potential in the global toy market, 'vote theft' charge seems dubious but electoral rolls have a problem, and more
Unlocking India’s potential in the global toy market
India’s toy sector shows strong export growth, but must deepen global partnerships, boost domestic production, and attract infrastructure investment to strengthen its role in the labour-intensive global toy market
WTO joins multilateral bodies in a free fall as Trump tariffs knock out its foundation
India and the U.S. are likely to narrow differences over trade and levies as the former’s strategic position in the Indian Ocean will influence American foreign policy. However, WTO’s most favoured nation principle which accounts for more than 80 per cent of cross-border goods trade has experienced a severe setback
Moneycontrol Pro Panorama| Investor exodus
In August 11 edition of Moneycontrol Pro Panorama: India needs to be firm with tariffs but focus on farm, AI-driven nuclear energy race is hotting up, critical support shatters giving way to more weakness, unlocking rare earth potential starts from policy, and more
Moneycontrol Pro Weekender | Twisting the tariff knife
The Reading List: August 8, 2025
For your weekend read, our research and opinion teams have curated a selection of articles and social media gems from the world of economy, business and finance
Business in the Week Ahead (August 11- 15, 2025)
In the coming week India, the US and the UK will release their GDP numbers. As the Trump administration’s arbitrary tariffs push the global economy into deeper turmoil, here’s what investors can expect
Moneycontrol Pro Panorama| How to ride the tariff dragon
In August 8 edition of Moneycontrol Pro Panorama: India’s new energy revolution faces old problems, the enduring lure of consumer-oriented start-ups in India decoded, municipal bonds can help unlock India’s urban future, and more
Can municipal bonds unlock new possibilities for India’s urban future?
India faces a massive urban infrastructure funding gap. Strengthening municipal bonds, fiscal decentralisation, and transparency can empower cities to raise capital, improve governance, and build a financially resilient urban future
Moneycontrol Pro Panorama| Tariff Tussle: Should India hold its ground or give in to US demands?
In August 7 edition of Moneycontrol Pro Panorama: RBI signals end of rate cut cycle, retail investing in small-cap stocks grows, Indians wary of rising prices, and more
RBI signals end of rate cut cycle; MPC flags growth risks from tariffs
RBI also alludes to core inflation having remained somewhat elevated – probably another reason why the RBI would not have wanted to further ease monetary policy.
RBI MPC’s unanimous pause on rates reflects caution amid softening inflation and geopolitical uncertainty
With the central bank projecting inflation for Q4FY26 and Q1FY27 above 4 percent, and maintaining the growth forecast compared to the last policy, it seems that the bar for a future rate cut is high unless growth weakens.
Moneycontrol Pro Panorama| RBI pauses, but with good reason
Sanjay Malhotra’s steady hand signals RBI’s intent to assess past rate actions before moving forward
Opinion | RBI unlikely to go dovish unless growth is challenged, inflation outlook rules out further easing
Lower CPI inflation is no longer a sufficient criterion for easing; from the RBI Governor’s speech, it appears that Core inflation (which has been largely steady but seeing some uptick) will also become a monitorable going ahead.
RBI likely to play it like a Test match: Repo rate cut unlikely in August policy meeting
Amid the volley of domestic resilience and global uncertainty, the RBI seems set to hold its line, much like a seasoned batsman facing down aggressive deliveries.
Moneycontrol Pro Panorama | CEO changes are driving investor expectations
In August 5 edition of Moneycontrol Pro Panorama: Hydro power generation picks up pace, trends in bank credit that should worry RBI, food safety cannot be a one-sided fight, and more
Services activity remains strong at 60.5 in July: HSBC PMI
India’s manufacturing PMI rose to a 16-month high of 59.1 in July, up from 58.4 in the previous month
Moneycontrol Pro Panorama | Will the oil market crack this week?
In Moneycontrol Pro Panorama August 2 edition: Myanmar elections may legitimise military junta rule, will caution overtake RBI's growth concerns, Chinese manufacturers rethink south-east Asia pivot, and more
India's declining management capability and the need for urgent reform
India's management capability has declined, hindering economic growth. Key areas like innovation, financial leadership, and people management require urgent reforms. Emphasising tech adoption, employee development, and strategic alignment is crucial
Chinese manufacturers rethink south-east Asia pivot after Donald Trump’s tariffs
Narrow difference between duties on China and alternative hubs make costs of relocating less appealing, producers say
The Reading List: August 1, 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
GST collections rise 7.5% to Rs 1.96 lakh crore in July
Although collections remained above Rs 1.8 lakh crore for a seventh consecutive month, they were lower than the Rs 2.1 lakh crore average achieved in the first quarter of FY26
Business in the Week Ahead (August 4-8, 2025)
Be it trade or monetary policy, the US reset is making many go back to the drawing board. What should be your market toolkit for the coming week? What are the markers you just can’t avoid? There are lots, apart from a couple of key credit policy calls, and the earnings dashboard. Hop on
