Moneycontrol Pro Panorama | We are not OK, but we can be
In Moneycontrol Pro Panorama August 1 edition: India should not give in to Trump's tariffs, markets shrug off Trump’s tariff shocker, IMF is bullish on global growth amid tariff chaos, can India avoid the penalties over Russian oil?, and more
Infant industry paradox: Trump's tariffs raise questions about US protectionism
Many goods that are exported to the US are from factories contracted in India by some iconic US corporations. Apple is an example. Levis Strauss & Co. is another. These aren’t `infants’ that need tariffs to ringfence them from competitive pressures. They are matured giants with a storied legacy, who have set up supply lines across the world
Govt capex rises sharply in Q1, but low tax revenue growth a slowdown signal
Central government spending surged dramatically in Q1 FY26, with the fiscal deficit more than doubling to Rs 2.8 lakh crore compared to the same period last year. While total expenditure jumped to Rs 12.22 lakh crore, a staggering 46 percent increase in interest payments now consumes nearly one-third of all government spending, highlighting India's growing debt burden and constrained fiscal flexibility
With tariff wars raging, why is the IMF suddenly bullish on global growth?
The IMF's upgraded 2025 global growth forecast defies tariff war fears – here’s why optimism persists despite rising protectionism
As Trump tariffs unravel apparel and textiles exports, India needs to offer protection
More than tariffs, fragmentation, high finance and logistics cost are challenging the apparel and textiles industry
Tariffs as a catalyst for another 1991 moment: Trump tantrums can spur India towards reforms
A strategic pivot towards strengthening domestic consumption and internal growth drivers can become a powerful mitigating factor against external pressures, such as tariffs
Moneycontrol Pro Panorama | Can India turn the tariff crisis into an opportunity?
In Moneycontrol Pro Panorama July 31 edition: RBI may cut rates to counter tariffs and disinflation, the worst maybe over for commercial vehicle sales, factors that can impact market course in near term, India’s needs to rethink trade sovereignty after tariff blow, and more
Mohamed El-Erian: Reasons for caution amid America’s triumphant market surge
With most traditional valuation indicators now flashing amber, investors should be vigilant
25% Tariffs, 100% Wake-Up Call: Rethinking India’s trade sovereignty
The actions of the Trump administration may compel India to reconceptualise trade as a strategic endeavour rather than merely a commercial one. This should serve as a catalyst for change, not to withdraw from global engagement but to fundamentally transform the manner in which India interacts with the international community
AI demands more than investment, it demands understanding
AI is not just another innovation cycle, it’s the fastest, deepest transformation in business history. As valuations skyrocket and capital floods in, the difference between winning and burning out lies in one thing: informed precision. The AI boom won’t wait and only those with real insight will ride it to the top
Moneycontrol Pro Panorama | All eyes on the Fed
In Moneycontrol Pro Panorama July 30 edition: As the US Federal Reserve gears up for its July 2025 meeting, India’s markets and policymakers are on edge
The Future of Credit: How India will lend to its next 100 million borrowers
India’s financial landscape has transformed through digital innovation, enabling faster, inclusive credit access. New data-driven models are reshaping lending for underserved segments, especially in rural and semi-urban regions
Advanced manufacturing holds the key to securing India’s place as a global manufacturing leader
The world is waking up to India's potential not just as a consumer of global products, but as a producer—of IP, precision, and scale. The building blocks are already in place—and advanced manufacturing is the lever that will get us there. If we get this right, we won’t just participate in global manufacturing—we’ll shape it
TCS’ job cuts may not be about AI, but its fallout across sectors is visible
The advent of GenAI has made white collar workers more vulnerable than blue collar workers, an inversion of the traditional cycle. In any industrial revolution, it’s destruction effect and the consequent worker displacement which is apparent in the early stage
Moneycontrol Pro Panorama | Trump’s EU tariffs should worry pharma investors
In Moneycontrol Pro Panorama July 29 edition: UPI’s free ride may be over now, attrition rate at TCS was high even before the layoffs, the glitter in gold prices has more shine left, Trump’s new accords can’t replicate the Amazon‑China playbook, and more
Middle class by memory, not by money
We still call ourselves middle class even when we’re not, passing on thrift as virtue, annoying our children with nostalgia, and forgetting that mindful abundance can honour our past better than self-denial ever could
Rice sowing remains high despite below-normal monsoon over last two weeks
Healthy reservoir levels support kharif planting; rainfall deficit persists in eastern and northeastern India
India-UK FTA: The devil is in the details
India’s historic deal with UK will require significant reforms on gender representation, labour competitiveness to capitalize on the FTA opportunity
Moneycontrol Pro Panorama | Job carnage
In Moneycontrol Pro Panorama July 28 edition: Impact of China’s dam on India’s Northeast & Bangladesh explained, language politics could reshape Bengal's electoral landscape, global steel output feels the heat from US tariffs, does social media need statutory regulation, and more
How the EU succumbed to Trump’s tariff steamroller
Relief at avoiding trade war is tinged with regret at not taking firmer stand from the start
RBI study finds Indians can’t agree on inflation expectations
Given the diversity in socio-economic conditions, Indian households do not converge near a common inflation expectation
Data Story | Is global steel output feeling the heat from US tariffs?
In June 2025, global steel output fell by 6.2 percent over a year ago and by 4.7 percent sequentially, with the largest steel producer China suffering a 9.2 percent decline
Income-tax Bill 2025 needs to revisit concept of beneficial ownership
A nuanced, clearly defined approach to beneficial ownership is essential, one that preserves the integrity of the tax system without penalizing legitimate corporate activity. After all, if the goal is to simplify, we must ensure we don’t complicate the process
Reinventing the Rupee: How India’s digital currency revolution is taking shape
The CBDC isn’t a feature. It’s a new logic embedded in money. And when logic changes at the base layer, everything upstream — including value chains — changes with it.
Moneycontrol Pro Weekender | Looking for structural winners in disrupted markets
In a world reeling under economic headwinds and tech upheaval, investors need to bet on resilience and reinvention
