Business in the Week Ahead (June 30- July 4, 2025)
The GDP numbers, services and manufacturing data from India, Euro area, the US and the UK will be released next week. Here’s what investors can expect in the coming week
Moneycontrol Pro Panorama | Fixed income’s fixations
Moneycontrol Pro Panorama June 27 edition: PSU banks biggest lenders to small entrepreneurs, what should investors do when markets ignore war, AI can transform Indian agriculture, Railways need more tracks not Tatkal reform, and more
Govt to go beyond roti, kapdaa, makaan, to track item-level data across states in new CPI series
The updated index will offer granular inflation trends by product and region, including rural-urban splits
Next GST Council meeting may eliminate 12% tax slab and shift items to other slabs
The 56th GST Council meeting is due soon. Its agenda is expected to include items such as GST slab rate rationalisation and a decision on consumer requests for an exemption of GST on health insurance premium
Moneycontrol Pro Panorama | Nvidia — the most valuable company, for a reason
Moneycontrol Pro Panorama June 26 edition: India-US trade talks a turbulent one, mixed outlook awaits credit cards, impact of Iran-Israel war on markets, domestic consumption story headed for a shift, and more
A resilient economy makes a resilient market
Shocks? What shocks?
Taxes are not exported; GST on intermediaries’ foreign earnings should go
India has positioned itself as a global services powerhouse over the past few decades. However, a critical segment, intermediaries, continues to face the GST hurdle, potentially costing the country billions in lost opportunities. India needs to amend the existing GST law and grant export status to them to boost opportunities in the services sector
Early sowing data shows India has much to cheer about this monsoon
Area sown up 10.4 percent compared to the previous year as rainfall situation improves.
Moneycontrol Pro Panorama | Powell’s tough talk should ring a bell for the MPC
Moneycontrol Pro Panorama June 25 edition: Fed Chair’s focus on tariff-driven inflation pressures will nudge RBI to be more cautious, with implications for rupee, bonds, and equities
India's CCPA targets dark patterns in e-commerce for fair design
The CCPA advisory urges e-commerce platforms to eliminate dark patterns in design, enhancing user autonomy and aligning with global standards. Platforms must self-audit and ensure transparent, informed consent practices
Moneycontrol Pro Panorama | Mr Market can read Trump very well
Moneycontrol Pro Panorama June 24 edition: India’s trade surplus with the US could likely to get trimmed, geopolitical chaos puts RBI’s rate cut plan in limbo, ease in priority sector reduces stress of small finance banks, and more
India’s Income Rise: Powered by PM Modi, led by the people
At a time when many nations are choosing uncertainty, India has chosen continuity over chaos, stability over slogans, and growth over gridlock. The world sees it. The markets reflect it. And most importantly, the people have reaffirmed it
Moneycontrol Pro Panorama | Dire strait
Moneycontrol Pro Panorama June 23 edition: US attacks on Iran can rattle markets, indulgent borrowing benefits neither you nor the government, TCS and Infosys are reinventing their brands, Maharashtra is becoming opposition-mukt, and more
India’s dependence on Middle East has declined over the past decade
Trade between India and the Middle East and North Africa region hasn't seen much progress. It was worth $217 billion in 2013 and grew to $224 billion in 2024. MENA's share in India’s trade has declined from 27% to 19.8%
Reforming SEBI rules for India’s new-age tech IPOs
India’s tech IPO boom demands regulatory reforms. Current SEBI rules, built for traditional models, must evolve to support NATCs’ asset-light strategies and intangible investments, aligning with global, principles-based disclosure practices
India's business activity rises to a 14-month high of 61 in June
The PMI has now recorded an above 59 reading for three months running, higher than 58.7 in the previous quarter
US-China trade war leaves India confronting three negative spillovers
Export controls which cause collateral damage, deliberate targeting of Indian industry by China and the overarching problem of securitization of cross-border trade pose problems. To offset these challenges, Indian diplomacy needs to work along with industry in a more coherent and effective way
Moneycontrol Pro Weekender | Will the US Go to War with Iran Despite Markets Betting on Stability?
Core sector growth falls to nine-month low of 0.7% in May
A second consecutive month of tariffs in May continued to hurt India’s infrastructure performance
The Reading List: June 20, 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 | A sigh of relief for banks
Moneycontrol Pro Panorama June 20 edition: RBI’s final project finance guidelines strike a balanced chord
Moneycontrol Pro Panorama | It's not the rate pause but stagflation that's worrisome
In Moneycontrol's Pro Panorama June 19 edition: India's gain from Modi’s latest G7 outing explained, is the oil industry in a crisis, will cement prices rebound after FY25 lows, microfinance troubles could be a temporary blip, and more
India’s combined fiscal deficit to be 7% of GDP in FY26: Morgan Stanley Research
The central government’s fiscal deficit will consolidate gradually, reaching 4.4 percent of GDP in FY26, while the states’ deficit is expected to narrow to 2.6 percent
Are the problems facing microfinance firms just a blip?
Problems arising from overaggressive lending can be set right through smart regulation. The sector is meant to serve as a pathway to inclusion for economically challenged sections of the population. However, for its target customer base, repayment issues can arise from low incomes as they don’t provide a cushion for shocks. It begs the question if microfinance needs a model revamp and not just a regulatory tweak
Moneycontrol Pro Panorama | Why bonds no longer protect against war risk
In Moneycontrol's Pro Panorama June 18 edition: India’s goods export growth is a casualty of trade uncertainties, Assam could be going the Manipur way, SEO industry needs to reinvent or die at the hands of AI, and more
