Moneycontrol Pro Panorama | What can make GST rate cuts count?
For Moneycontrol Pro Panorama August 19 edition: S&P rating upgrade does not cheer India’s bond market, Rahul Gandhi's Bihar march revives Opposition unity, lessons for Indian IT sector from Accenture, India’s digital laws need a system update, and more
Ctrl+Alt+Comply: Why India’s digital laws need a system update
As India races to regulate its growing digital economy, businesses are finding themselves entangled in a web of overlapping laws and duplicative compliance obligations. Without coherence and coordination, this new regulatory architecture risks overwhelming the very ecosystem it aims to discipline
Beyond Averages: Will the next ratings upgrade take 17 years
Many would say it was only a matter of time after India’s outlook was upgraded to positive two years ago that a ratings upgrade was in the tow. S&P Global Ratings, last week, delivered the much talked about upgrade after a gap of 17 years, underscoring the strength of the Indian economy. But is it too late and will the next one take as much time.
Welcome to Beyond Averages, our weekly data podcast where we try to decode the story behind the big numbers and this week we will be talking about S&P’s upgrade and the road ahead.
More than the upgrade, it’s the outlook and forecast for India that seem reassuring. S&P expects Indian economy to weather the global uncertainty storm and grow at 6.8 percent starting FY27. The economy is expected to log a 6.5 percent growth this fiscal as per S&P. Moreover, the ratings agency expect debt to come down to below 80 percent and fiscal deficit to fall to 6.6 percent. But does that take us closer to the next upgrade. Not so much, S&P notes that for the next upgrade deficit needs to fall to 6 percent on a structural basis.
Eastern states face sharper fiscal adjustments as GST rationalisation looms
States not only rely heavily on SGST but also on their share of central GST collections that the Centre passes down to them through devolution
Moneycontrol Pro Panorama | IPO insights
For Moneycontrol Pro Panorama August 18 edition: GST cuts a shot in the arm for urban demand, tracking investment clues across the globe, tariff impact on India's market confidence, IBC needs fixes for a complex economy, and more
The silent bank run: How Mutual Funds are dismantling a century of deposits
Systematic investment plans are no longer just a side option; they are becoming the default. The question to be asked is not whether FDs will lose ground, but how long the FDs will remain relevant.
Moneycontrol Pro Panorama | Will the Q1 earnings gloom fade with festive cheer setting in?
For Moneycontrol Pro Panorama August 14 edition: India’s trade boat needs a boost amid tariff turmoil, economic liberalisation could drive future growth, new governance law aims to make India a sporting giant, and more
How Russia finances its war against Ukraine
Oil and gas revenues account only for 30 per cent of Russia’s budget expenditure. Russia has other significant sources for funding its expenditure, including war expenditure. Russia’s war finance is ‘an independent variable’ and largely immune from international sanctions
From Independence to 2047: How economic liberalisation transformed India, will drive future growth
As India aspires to become a developed economy by 2047, understanding the transformative power of economic liberalisation—which has already delivered unprecedented growth and lifted millions from poverty—becomes crucial for charting the nation's path forward
No major impact of US tariffs on India’s growth, says S&P Global Ratings
Exemptions for electronics, especially smartphones, and pharmaceuticals will help cushion the blow, while India’s export exposure to the US is limited to about 2 percent of GDP
Moneycontrol Pro Panorama| Dear central banker, give some love for growth now!
In August 13 edition of Moneycontrol Pro Panorama: As CPI figures signal a dovish turn for central banks, markets eye opportunities amid sticky services and base effects
GCCs are an Indian success story. Tax reforms are needed to keep it that way
While India remains a front-runner in the global GCC landscape, economies such as the Philippines, Mexico and Poland are rapidly positioning themselves as strong contenders. India needs to tweak transfer pricing and GST rules, among others, to stay ahead
India is far from being a dead economy — Here’s proof
With Russia at war, China slowing, and Brazil and South Africa mired in structural issues, India offers the rare combination of a young workforce, political stability, and policy clarity.
Trump’s AI Strategy: Beyond the race for global supremacy
The US AI Action Plan prioritises global dominance over safety, risking market concentration and weaker regulations worldwide. Open models and interoperable standards can spread AI benefits more equitably while safeguarding public interest
Moneycontrol Pro Panorama | The indomitable faith of domestic investors is worrying
In August 12 edition of Moneycontrol Pro Panorama: India’s electronics exports pick up, unlocking India’s potential in the global toy market, 'vote theft' charge seems dubious but electoral rolls have a problem, and more
Unlocking India’s potential in the global toy market
India’s toy sector shows strong export growth, but must deepen global partnerships, boost domestic production, and attract infrastructure investment to strengthen its role in the labour-intensive global toy market
WTO joins multilateral bodies in a free fall as Trump tariffs knock out its foundation
India and the U.S. are likely to narrow differences over trade and levies as the former’s strategic position in the Indian Ocean will influence American foreign policy. However, WTO’s most favoured nation principle which accounts for more than 80 per cent of cross-border goods trade has experienced a severe setback
Moneycontrol Pro Panorama| Investor exodus
In August 11 edition of Moneycontrol Pro Panorama: India needs to be firm with tariffs but focus on farm, AI-driven nuclear energy race is hotting up, critical support shatters giving way to more weakness, unlocking rare earth potential starts from policy, and more
Moneycontrol Pro Weekender | Twisting the tariff knife
The Reading List: August 8, 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
Business in the Week Ahead (August 11- 15, 2025)
In the coming week India, the US and the UK will release their GDP numbers. As the Trump administration’s arbitrary tariffs push the global economy into deeper turmoil, here’s what investors can expect
Moneycontrol Pro Panorama| How to ride the tariff dragon
In August 8 edition of Moneycontrol Pro Panorama: India’s new energy revolution faces old problems, the enduring lure of consumer-oriented start-ups in India decoded, municipal bonds can help unlock India’s urban future, and more
Can municipal bonds unlock new possibilities for India’s urban future?
India faces a massive urban infrastructure funding gap. Strengthening municipal bonds, fiscal decentralisation, and transparency can empower cities to raise capital, improve governance, and build a financially resilient urban future
Moneycontrol Pro Panorama| Tariff Tussle: Should India hold its ground or give in to US demands?
In August 7 edition of Moneycontrol Pro Panorama: RBI signals end of rate cut cycle, retail investing in small-cap stocks grows, Indians wary of rising prices, and more
RBI signals end of rate cut cycle; MPC flags growth risks from tariffs
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.
