RBI’s forward guidance stays dovish, but offers no clear signal of a February rate cut
The floor for the repo rate in this cycle has already been hit. This is because the guidance for H1FY27 Headline CPI is at 4 percent and with the current repo rate at 5.25 percent, the real gap is low at 1.25 percent.
Robust growth, benign inflation: The 'rare goldilocks period' RBI governor talked about
Tax cuts, frontloading of capex by government, softer crude prices were some of the reasons that provided a conducive environment for growth to sprint.
The Reading List: December 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.
India could double exports to Russia to $10 billion, Moneycontrol analysis shows
Under-penetrated product categories, from smartphones to chemicals and agri-goods, offer at least $5 billion in additional export headroom.
Moneycontrol Pro Panorama | Liquid cheer for markets, a forecasting lesson for RBI
In Moneycontrol's Pro Panorama December 5 edition: RBI's 25 bps rate cut impact on Indian economy, India's structural transformation boosts growth, Putin’s Delhi visit will strengthen bilateral ties, Nvidia's leadership raises concerns, and more
IndiGo’s delayed preparation for new FDTL norms triggers mass flight cancellations
The phased FDTL norms were introduced to prevent pilot fatigue and improve flight safety.
Julius Baer's Unmesh Kulkarni sees rate cut pause in Feb meet, says RBI not worried about rupee's fall
The MPC might want to see improved transmission of the cumulative rate cuts carried out so far.
RBI raises growth forecast, keeping with trend, delivers rare December rate cut
Central bank lifts FY26 GDP outlook to 7.3% and trims inflation estimate as December once again brings revisions
A Dovish Turn Begins: RBI cuts rate, signals more easing as inflation path falls sharply
The RBI's unanimous 25bps repo rate cut to 5.25% represents a calibrated normalization of the real policy rate, justified not by growth concerns but by a persistent downward shift in the inflation trajectory
Experts pick 10 rate sensitive stocks as RBI slashes repo rate, revises FY26 GDP growth forecast upward
The rate cut and upward revision in economic growth forecast was on expected lines given the fall in CPI inflation and sharp growth in economic numbers in September 2025 quarter.
Vivo may also face I-T probe as SFIO flags profit diversion, findings to be shared with CBDT
The development comes as SFIO prepares to file its chargesheet against Vivo in a suspected diversion of more than Rs 2,000 crore
There’s a black hole where central banks’ theory of inflation should be
Old assumptions about expectations and targets can no longer be relied upon
India seen among fastest- growing ad markets in 2026 at Rs 2 lakh cr, despite global jitters
Connected TVis expected to grow in double digits as advertisers follow audiences to streaming platforms.
RBI MPC Highlights: Interest rate cut 25 bps, Rs 1 lakh cr OMO and $5 bn swap unveiled; GDP forecast raised to 7.3%
The RBI cut the repo rate by 25 bps to 5.25 percent as was widely expected, announced Rs 1 lakh crore of OMOs and a 3-year dollar–rupee swap, and raised FY26 GDP growth forecast to 7.3 percent.
Chart of the Day: RBI forex intervention seems to lack REER input
REER shows the rupee is undervalued as of October
Taking stock – Growth up, prices down, RBI policy on edge
India's GDP growth of 8.2% masks underlying economic challenges, with nominal growth lagging, the RBI caught between rate cuts and rupee defence, and markets pricing in a potential earnings turnaround despite policy uncertainties
Experts flag ambiguity risks in classification and capacity-based cess under tobacco, pan masala duty framework
Revised excise schedules and Health Security se National Security Cess Bill, 2025 could raise classification, valuation, and compliance challenges, say experts
India exploring avenues to increase exports to Russia, trade ties top focus during Putin visit
During Putin's visit, multiple agreements and MoUs are expected in the field of shipping, healthcare, fertilisers, connectivity.
From electronics to EVs, rupee's record plunge risks rise in prices of some items
Rupee has recorded a fall of over 5% this year fuelled by higher trade deficit, portfolio outflows, and an uncertainty regarding the trade deal with the US.
India–Russia trade heavily skewed despite surge, rebalancing needed, says Piyush Goyal
Goyal highlighted vast untapped opportunities for Indian exporters in sectors such as automobiles, electronics, heavy machinery, textiles and food products, as both sides work to reduce trade barriers and expand business opportunities.
OPINION | An exchange rate modified inflation target is called for
Such a policy can be operationalized by adding a quantitative clause to whatever inflation target measure or formula mandated
Moneycontrol Pro Panorama | Gold dust on online marketplaces, but will everyone get rich?
Moneycontrol Pro Panorama December 4 edition: India is positioning itself strategically in rare earths, rupee weakness boosts IT competitiveness, Japan’s bond market risks rise, India's market outperforms despite global AI surge, and more
More air defence systems, more missiles: How India’s defence trade with Russia has quietly shifted
Despite a sharp fall in Russia’s share of India’s total arms imports, New Delhi’s reliance on Moscow for high-value missile and air-defence platforms has deepened
Fitch sees limited downside for rupee, expects rebound to 87 by 2026
Ratings agency says currency remains undervalued; stronger growth and low inflation to support medium-term recovery
