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Moneycontrol Pro Panorama | Can banks keep outperforming as deposits flee and lenders lose ground?

In this Moneycontrol Pro Panorama edition: India Inc pivots inward from global strategies, RBI surplus may aid FY27 fiscal discipline, policy shifts weigh on liquor sector growth, decoding RBI’s experiment with loans against silver, and more

OPINION | India’s economy is resilient but highly dependent on public investment

In a year of multiple external shocks, the economy surpassed all expectations. This, however, should not blind policymakers to the fact that growth drivers have a narrow base

Moneycontrol Pro Panorama | Which way will Indian equities swing in 2026?

For Moneycontrol Pro Panorama edition: India takes a divergent fiscal approach than ASEAN states, domestic demand underpins economic growth recovery, festive demand boosts auto sector earnings outlook, political risks cloud gig economy startups, and more

OPINION | Budget 2026 can free India’s motor manufacturing ecosystem from rare earth disruption

China dominates and weaponises rare earth supply chain. India’s EV ecosystem can be insulated from it through carefully targeted fiscal incentives

A resilient 7.4 percent GDP growth masks a stark divide

While India's economy is projected to grow at 7.4 percent in 2025-26, the expansion remains narrowly driven by a couple of services sectors, leaving the vast majority of workers in agriculture and mass-employment sectors behind

India’s economy likely rebounded to 7.4% growth in FY26, investment powers recovery

Tax cuts, rate easing lift demand as old GDP series nears its end

Moneycontrol Pro Panorama | What does Trump’s wordplay mean for India?

For Moneycontrol Pro Panorama edition: Washington’s tariff threat over Russian oil is less about geopolitics and more about leverage

OPINION | Prisoners of Capital: Why India can’t scale overnight 

Capital doesn’t just fund economic activity; it shapes national identity. A nation trained for 70 years to survive on scarcity cannot wake up one morning and behave like it was bred for scale and global dominance 

Indian economy to grow at 6.8% in FY27; fiscal consolidation to continue: Goldman Sachs

Inflation is expected to hover around RBI’s 4 percent target, limiting the scope for further rate cuts beyond a possible 25 bps easing if growth risks intensify

OPINION | India’s space economy enters a new strategic era

New policies, liberalised investment, and private participation are reshaping India’s space sector, even as legal gaps, execution risks, and regional competition test its long-term resilience

Fed’s Miran says more than full point of cuts needed in 2026

Fed officials cut interest rates last month for a third consecutive time, but signaled additional near-term reductions aren’t guaranteed.

Merz says parts of German economy in ‘very critical’ state

Germany’s key car sector has struggled with slumping sales in China, and its troubles have spilled into the rest of the economy.

Indian economy to grow near 7% in FY27; private investment to take time to broaden: Ind-Ra

Growth to stay resilient despite global risks, but capex recovery beyond infrastructure may be gradual

Moneycontrol Pro Panorama | A steady start to Q3 earnings season

For January 6 edition of Moneycontrol Pro Panorama: Venezuela’s impact remains an untold story, subsidy rises due to high prices and limited supply, India must address urban waste issues urgently, and more

OPINION | SIPs, Slips, and Side-Bets: How the middle class became the market’s exit liquidity

Average monthly gross inflows into systematic investment plans more than doubled in the current fiscal when compared to FY23. Is it great news, or a case where the crowd provides permanence and professionals harvest the yield?

Services activity slows to 11-month low of 58 in December

December print suggests that the pace has begun to normalise after an extended period of rapid expansion

OPINION | The Quiet Engine of India’s Budget: Will it roar again?

India’s budget increasingly relies on RBI dividend transfers, but with global conditions shifting, fiscal planners must prepare for uncertain future payouts and invest wisely

India may rethink how it measures growth, as shift from GDP to NDP comes under consideration

Statistics ministry weighs global move under SNA 2025 that could reset growth benchmarks and Viksit Bharat timelines

Saudi Arabia tests bond market appetite with new dollar deal

The kingdom plans to sell notes with maturities ranging from three to 30 years, according to a person familiar with the matter.

Moneycontrol Pro Panorama | Tech tensions

For January 5 edition of Moneycontrol Pro Panorama: S Jaishankar’s diplomacy strengthens India-Bangladesh relations, India faces fiscal challenges while managing growth, high small savings rates hinder bank deposit growth, and more

Moneycontrol Pro Weekender | Looking Ahead: Key Themes For 2026

A softening dollar, declining oil prices, easing inflation, and dovish Fed stance created positive conditions in 2025 that should continue into 2026

Government plans first comprehensive textile sector survey in 2027

Year-long exercise from 2027 to track credit access, loan repayment and global market integration in India’s most labour-intensive industry

The Reading List: January 2, 2026

A selection of articles and social media posts from the world of economy, business and finance curated by our research and opinion teams for your weekend read

Moneycontrol Pro Panorama | Rooting for a home run

For January 2 edition of Moneycontrol Pro Panorama: RBI highlights progress in bank clean-ups but challenges remain, rising taxes on cigarettes could threaten investor returns, investors must develop strategies to navigate market uncertainties, and more