The Reading List: July 25, 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
Shrimp, Scotch and Strategy: India’s new trade doctrine in action
A trade deal is never just about tariffs; it is about the story a country tells about itself. With the India-UK CETA, this narrative is changing. India is no longer a hesitant participant in global trade. It is now a negotiator with ambition, willing to make tactical retreats in the service of strategic goals
Moneycontrol Pro Panorama | A blind box of Labubus and private credit
In Moneycontrol Pro Panorama July 25 edition: India should lead climate change fight after US U-turn, impact of India-UK trade deal on businesses, a deep dive on Q1 IT numbers, rural India can power the next trillion-dollar growth, and more
Why is it so hard to replace HSBC’s Mark Tucker?
The years of a FTSE 100 chairmanship being a nice way to avoid boredom in semi-retirement are long gone
Unlocking the power of India’s 470-million women
India’s 470 million working-age women are a massive untapped economic force. Recognising their invisible labour and designing contextual financial solutions is key to unlocking inclusive, sustainable national growth
How rural India can power the next trillion-dollar growth
Rural India, home to 64% of the population, is central to India's economic future. With rising agri-sector growth, policy support, and investment, it’s driving GDP, consumption, and inclusive development forward
Moneycontrol Pro Panorama | When Artificial Intelligence gets real
In Moneycontrol's Pro Panorama July 24 edition: RBI economists reply to key economic questions, it maybe time to reposition your bond strategy, surplus liquidity breathes life into corporate bond market, rivalry over critical minerals warrants smart state intervention, and more
Pax NATOcana? Mark Rutte’s laughable fantasy
NATO’s Secretary General’s threat of secondary sanctions against countries such as India and China if they continue to trade with Russia is out of sync with economic reality. It’s a fraying alliance and faces a bleak future as the theatre of superpower rivalry shifts to the Pacific
The US and Japan have most to lose from India-UK trade deal
$1.24 billion of US exports to India face new competition; copper scrap, machinery, and medical equipment among most exposed
Ind-Ra lowers India’s FY26 growth forecast to 6.3%
The ratings agency lowered its forecast for the year to 6.3 percent from 6.6 percent expected earlier
Moneycontrol Pro Panorama | Playing safe in a stormy season
For Moneycontrol's Pro Panorama July 23 edition: Prudence over ambition keeps India’s private banks steady in uncertain weather
Work sharing will make it politically feasible to reduce America’s debt
A politically feasible way to reduce spending on government wages is by work sharing based on six -month contracts. Rather than shut down or downsize some departments, what needs to be seriously considered is to reduce everybody’s work by half and wage income too
Official India jobless data is not accurate, say top independent economists
India is the world's fastest-growing major economy at an annual rate of 7.4% in the January-March quarter, but so far growth has failed to create enough well-paying jobs
Moneycontrol Pro Panorama | Titan adds Middle East bling to portfolio, execution is key
For Moneycontrol's Pro Panorama July 22 edition: AI browser supremacy race is on, cryptos and gold have become a portfolio must, private banks result reflect caution and restraint, why households are saving less than ever, and more
India’s Silent Crisis: Why households are saving less than ever
The current savings crisis is more than an economic issue—it reflects shifting values and behaviours. A big part of the story is generational. Household savings don’t just help individuals, they form the bedrock of national investment
India-UK trade deal may dent competitiveness of China, Vietnam, Indonesia and Bangladesh in over $2 billion of exports
Indian exports to gain edge in apparel, footwear, and machinery among key sectors
Moneycontrol Pro Panorama | GENIUS Act: Why US stablecoin regulation could reshape global finance
For Moneycontrol's Pro Panorama July 21 edition: IT sector's weak results should worry investors, can Trump turn the G20 clock back, e-commerce reinforces stranglehold in metro FMCG markets, new CEOs are driving stock surge across India Inc, and more
Are US consumers running out of steam?
And thoughts on the Israeli market
Chart of the Day | Why e-commerce is a feared force in metro FMCG markets
E-commerce had a 11.8 percent channel share in the first quarter of 2025 in metro markets but the real story is in the giant share it is taking of incremental sales
Trump may want to push out Powell, but markets value an ‘independent’ Fed
US Federal Reserve’s operational independence is not a gift from the political executive and legislature. It’s the outcome of prior bouts of inflation, with the system adapting to reach the most effective way to combat it. Undermining it will have long-term consequences in financial markets
How Trump and Mastercard are pushing the global financial system to an inflection point
For more than a decade, cryptocurrencies have created a parallel decentralised payments architecture as opposed to the centralised global financial system dominated by select intermediaries. Trump’s championing of stablecoins along with Mastercard’s embrace of blockchain can lead to the convergence of disparate worlds
How EMS firms can stay in the game in a post-PLI world
The challenge is to transition from government-driven momentum to market-led growth, expanding into high-alpha, higher-margin sectors.
The Reading List: July 18, 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.
Business in the Week Ahead (July 21- July 25, 2025)
The manufacturing data from India, Euro area, US and the UK will be released next week. Here’s what investors can expect in the coming week
Moneycontrol Pro Panorama | Giving credit where it is due
For Moneycontrol's Pro Panorama July 18 edition: How are EV sales faring in India, what a further dip in inflation means for consumers, government’s fertiliser subsidy estimate faces risk from rising prices, and more
