Economy

Business in the Week Ahead: October 20-24, 2025

Flash PMIs, China GDP, US inflation and quarterly results are the key events, data points to track

EPF corpus grows nearly fivefold in a decade, tops Rs 24.7 lakh crore

Formalisation, higher wages, and new member additions drive record growth

Moneycontrol Pro Panorama | Tariff noise, empty vessel?

For Moneycontrol's Pro Panorama October 17 edition: Tea drinkers rejoice but growers balk at price side, decoding India's trade deficit, impact of port fees on global trade politics, struggles of India's media & entertainment industry, and more

Govt to notify all rules under new income tax law by December 31

Administrative groundwork for the new tax system accelerates as Budget preparations near; government aims to finalise around 400 rules and 180 forms for a leaner framework

The PLI scheme’s success in manufacturing should be replicated in employment

While the government has broadly succeeded in its effort to step up India’s manufacturing footprint, it should lose little time in incentivising employment creation which is an equally pressing need of the hour

Chart of the Day: Tea drinkers may rejoice, but growers and marketers may balk at price slide

A fall in tea prices has the industry worried, as it not only hurts realisations for plantations but also poses a conundrum for branded tea companies

Partial withdrawals from EPF surged 55-fold in a decade

What was once an emergency provision is now a routine coping mechanism, data shows

OPINION | Vault matters: Who's to be blamed for steep healthcare cost inflation? 

Healthcare costs have inflated in double digits post-pandemic, showing no sign of easing. Meanwhile, private equity and venture capital investments in India’s hospital landscape have touched around $15 billion since FY20. Is the changing capital structure of the healthcare business resulting in higher costs? 

Potential Emirates NBD-RBL deal reveals foreign banks' new India playbook

Foreign banks are pivoting from branch expansion to strategic equity stakes in Indian lenders to unlock retail growth opportunities they can't access alone

Nuclear Power — From margins to mainstream in India’s energy mix

The government will have to take a judicious approach in implementing the proposals for achieving 100 GW nuclear power by 2047

Decoding India's Trade Deficit -- Strong domestic demand, not tariffs, is the real story

Recent trade data reveals that while Trump's tariffs impacted specific US-bound exports, India's overall trade story is dominated by resilient export diversification and a domestic demand-driven import surge, particularly in gold

Trump tariffs dented India’s labour-intensive exports in September, but marine shipment defied odds

Unsurprisingly, exports of electronic goods, unaffected by Trump’s steeper tariffs, grew a massive 50.5 percent on-year to $3.1 billion last month, nearly double the growth registered in August.

India to launch first household income survey in over five decades to track welfare impact

Survey to capture earnings, government cash transfers, and welfare benefits across states

Moneycontrol Pro Panorama | Will the festive season sparkle continue?

For Moneycontrol's Pro Panorama October 16 edition: MPC minutes show a policy pause, Google puts India on its AI map, India’s home-grown technology alternatives enter the big league, Gold loans haven’t had it better, and more

Centre considering new classification code to improve tracking of India's growing fintech space

At present, there is no central database of fintech companies in India. The RBI only tracks entities it directly licenses, while MCA does not have a separate classification at the time of company registration.

OPINION | From Fantasy Cricket to Forecast GDP: A better game for India

India can channel its appetite for instant outcomes into regulated, event-based markets. Linking small, transparent bets to official economic data strengthens policy, enables practical hedging, protects households, and improves market integrity

Chart of the Day | Can the world break China’s dominance over rare earths?

Countries including the US and Europe are committing billions of dollars to rare earth mining/refining

Data Story: Trump’s Tariffs and Indian Jobs: What the latest PLFS data reveal

The sharp 50% tariffs imposed by the Trump administration on Indian exports have raised alarms about job losses, but September’s unemployment data reveal that the impact, while real, remains concentrated and nuanced rather than a broad spike

OPINION | Gold loans haven’t had it better, but lenders shouldn’t throw caution to the wind

The surge in gold price provides a platform for a big push in gold loans. However, the risk of gold’s adverse price movement should engender caution

Unemployment in September rose to 5.3% as women faced sharper job losses

Joblessness among urban women climbs to 9.3 percent in September, while youth unemployment remained elevated at 15 percent. A rise in unemployment rate in rural areas and marginal increase in urban unemployment contributed to a higher overall unemployment rate.

Moneycontrol Pro Panorama | MPC’s December dilemma: Cut now or watch opportunity slip?

For Moneycontrol's Pro Panorama October 15 edition: Growth is accelerating, inflation is evaporating. What will the RBI do?

Can Tesla stay a trillion dollar company on just two models?

BYD is competing directly with Elon Musk’s carmaker in the midsize electric SUV market

OPINION | Inflation targeting needs a reboot to align with current economic structure

It should focus on core inflation, not headline inflation, as the share of basic staples in household consumption has fallen. The target for core inflation should be 3.5 percent with boundaries of 1.5 percentage points on either side

Govt draws up mega bank merger plan; smaller lenders to be clubbed with big banks by FY27

Record of discussion on merger proposal to be examined by Cabinet and PMO