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RBI also alludes to core inflation having remained somewhat elevated – probably another reason why the RBI would not have wanted to further ease monetary policy.
With the central bank projecting inflation for Q4FY26 and Q1FY27 above 4 percent, and maintaining the growth forecast compared to the last policy, it seems that the bar for a future rate cut is high unless growth weakens.
Sanjay Malhotra’s steady hand signals RBI’s intent to assess past rate actions before moving forward
Lower CPI inflation is no longer a sufficient criterion for easing; from the RBI Governor’s speech, it appears that Core inflation (which has been largely steady but seeing some uptick) will also become a monitorable going ahead.
Amid the volley of domestic resilience and global uncertainty, the RBI seems set to hold its line, much like a seasoned batsman facing down aggressive deliveries.
In August 5 edition of Moneycontrol Pro Panorama: Hydro power generation picks up pace, trends in bank credit that should worry RBI, food safety cannot be a one-sided fight, and more
India’s manufacturing PMI rose to a 16-month high of 59.1 in July, up from 58.4 in the previous month
In Moneycontrol Pro Panorama August 2 edition: Myanmar elections may legitimise military junta rule, will caution overtake RBI's growth concerns, Chinese manufacturers rethink south-east Asia pivot, and more
India's management capability has declined, hindering economic growth. Key areas like innovation, financial leadership, and people management require urgent reforms. Emphasising tech adoption, employee development, and strategic alignment is crucial
Narrow difference between duties on China and alternative hubs make costs of relocating less appealing, producers say
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
Although collections remained above Rs 1.8 lakh crore for a seventh consecutive month, they were lower than the Rs 2.1 lakh crore average achieved in the first quarter of FY26
Be it trade or monetary policy, the US reset is making many go back to the drawing board. What should be your market toolkit for the coming week? What are the markers you just can’t avoid? There are lots, apart from a couple of key credit policy calls, and the earnings dashboard. Hop on
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
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
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
The IMF's upgraded 2025 global growth forecast defies tariff war fears – here’s why optimism persists despite rising protectionism
More than tariffs, fragmentation, high finance and logistics cost are challenging the apparel and textiles industry
A strategic pivot towards strengthening domestic consumption and internal growth drivers can become a powerful mitigating factor against external pressures, such as tariffs
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
With most traditional valuation indicators now flashing amber, investors should be vigilant
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 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
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
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
