Moneycontrol Pro Panorama | Oil market shakeup
For September 8 edition of Moneycontrol Pro Panorama: RBI framework can be a gamechanger for Indian fintechs, decline in employment despite Q1 GDP surge, GST reforms was long-awaited but more fixes needed, and more
GST reforms, swadeshi economics and the challenge from China’s trade tactics
Sanghnomics: Amid rising US tariffs and China's trade practices, India is strengthening measures against unfair trade, including dumping. A ‘Swadeshi’ economic model could counter China's economic statecraft and safeguard Indian industries
Jobless Growth: Decline in employment in India’s small enterprises despite Q1 GDP surge
India’s strong 7.8 percent GDP growth in April-June 2025 masks a worrying decline in jobs within unincorporated non-agricultural enterprises, raising questions about the inclusiveness of economic progress
GST 2.0: The big picture
The government’s bet is that lower rates and reduced compliance burdens will expand the tax base and stimulate consumption. However, this must be supported by clarity in classification, promised faster refunds, and improved digital infrastructure to ensure that the benefits reach all stakeholders
GST 2.0: A long-awaited reset, but more fixes are needed
India’s reforms may not be perfect, but they are a step in the right direction and are laying the foundation for sustained growth. For investors, this is not the time to retreat but to accumulate.
The Reading List: September 5, 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 | How to be long term greedy
For September 5 edition of Moneycontrol Pro Panorama: Flood-hit Punjab spells bad news for food security, caution for borrowers as personal loan growth soars, shadow banks powering Indian MSMEs, and more
Why a flood-hit Punjab is bad news for food security
Punjab is reeling under the worst flood it’s experienced in decades. It’s still too early to assess the damage, but the signs are not good. A big hit to the paddy output will have national implications as the state is a critical supplier to the PDS
GST Rate Rationalization - what it could mean for business margins
Under GST’s design, rate reduction will percolate through the entire value chain, and a lower GST outgo shall reduce the upfront cash outflow towards the tax liability. This would improve working capital efficiency, and reduce reliance on working capital borrowings, thereby lowering interest costs
GST 2.0: Bold reforms set to lower prices and drive growth & inclusion
India’s GST reforms streamline tax structures, reduce compliance burdens, and lower costs on essentials. GST 2.0 promotes economic growth, boosts consumer spending, and fosters an inclusive, business-friendly environment
Garba Goodies, Diwali Dhamaka: GST cuts to spark ad boom, 8-10% surge in brand spends
Digital and influencer marketing will lead the surge, with digital spends expected to jump 15–18 percent and influencers seeing 2–3 times spikes around launches and festive campaigns, said a marketer.
GST rate rationalisation may lead to annualised household savings of around Rs 1.8 lakh crore, says Nilesh Shah
Overall, the GST rate rationalisation along with process improvement demonstrates the Government’s urgency and intent to strengthen the GST framework and boost demand in the economy.
GST 2.0 rings in positive changes, but businesses have to work fast to be ready for the new structure
The overarching aim is to boost consumption with a reduction in rates across a slew of products. Industries such as FMCG may have to grapple with an inverted duty structure but measures to speed up refunds will help
Can India hit 7 percent again in the September quarter?
Capex and low base offer support, but tariffs and slowing momentum weigh on outlook
Political calculations underpinning GST 2.0
It ticks all the right boxes by protecting the base which contributes the bulk of GST revenue while moving most items of mass consumption to a lower slab. That’s the template all political parties agree on
Moneycontrol Pro Panorama | GST rates cut, will consumption accelerate?
For September 4 edition of Moneycontrol Pro Panorama: Indian stocks near fair value after global underperformance, inflation risks loom as PMI data show strongest growth, GST cut may save the faltering housing segment, and more
Long bonds’ synchronised decline
Plus more on jobs and growth
Economic Bullying: Why tariffs and sanctions hurt but don’t work
Tariffs and sanctions cause economic pain but rarely achieve political goals. They increase costs for consumers, strengthen adversaries' resolve, and often serve commercial, not strategic, interests
Moneycontrol Pro Panorama | Private capex surge signals India’s next growth push
In September 3 edition of Moneycontrol Pro Panorama: RBI’s projection of a 21.5% rise in private capital spending underscores confidence in the economy
India’s growth engine roars at 7.8% — just as US slams the brakes
India’s growth model is powered by domestic consumption and investment, not exports. This is precisely why the tariff shock, while significant, may not derail the momentum - at least not immediately
Why GST reform must recognise the pivotal role of beverages in retail outlets
While many staples leave retailers with slim returns, aerated drinks offer margins in the 19–24 per cent range, giving Kiranas the cushion they need to cover costs. GST 2.0 proposal still considers keeping them in the demerit category, even as other packaged goods are likely to move to lower slabs
Moneycontrol Pro Panorama | When it rains, it pours
In September 2 edition of Moneycontrol Pro Panorama: India will face major challenges as it seeks investments, RBI’s crystal ball badly needs polishing, banks stuck in a hard place on policy transmission, decoding Q1 GDP numbers, and more
Trump Tariffs are a turning point to accelerate India’s GDP growth
Tariff headwinds and economic condescension from abroad have proven clearly that economic might is the only contributing force to global relevance. India must use this moment to accelerate long-overdue reforms at home. India’s exporters often struggle less with global competitors and more with domestic red tape
GST 2.0: A game-changing overhaul for India's tax system
The 56th GST Council meeting in September 2025 aims to overhaul India’s GST structure with simplified tax slabs, compliance reforms, and sector-specific relief, aiming to boost consumption and ease business burdens
Can India's economy touch 6.5% mark in FY26? | Beyond Averages
Indian economy beat expectations in the first quarter growing at a stellar 7.8 percent even as the global economy was hurt by uncertainty. Can the country continue its growth momentum in coming quarters and can India best the 6.5% growth it achieved last year. More important, what does this mean for RBI policy in the coming months?
