Is the Indian bond market poised for a rebound?
Lower-than-expected revenue loss from the GST rate rationalisation and some scope for interest rate cut could be favourable factors
The Eastern Window: China's weak economic growth remains Xi Jinping's Achilles heel
China’s Xi Jinping projected tremendous power as the country displayed sophisticated weapons at the Victory Parade. But his real challenge lies in reviving the Chinese economy which is facing low consumer demand, declining exports, rising unemployment and a sharp reduction in net FDI
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
RE focus must be on storage to support enhanced output
A calibrated strategy that takes care of ground realities will help in a smooth transition to clean power
50,000 km highways, bullet trains, shipyards: India likely to fast-track mega infrastructure push under Vision 2047 plan
Bullet train corridors, mega shipyards, new ports and 50,000 km of access-controlled highways to be prioritised as part of Viksit Bharat 2047.
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 cuts elude detergents, cosmetics; analysts and FMCG players say it's surprising
The all-powerful GST Council last week decided to reduce taxes on most of the common-use goods as part of the government's measure to boost consumer spending
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.
India–Singapore ties deepen with FDI surge, trade review put on fast-track
Singapore is now India’s largest foreign investor, with over $175 billion in inflows since FY14, even as trade deficit widens
RBI has started diversifying US treasury holding and purchasing gold, says FM Nirmala Sitharaman
“I don’t want divulge in to how they are diverting, but I think the RBI has taken very considered decision and they have also done by purchasing gold,” FM Sitharaman added.
GST2.0 reforms support local manufacturers; less than 7% of imports expected to get cheaper
Cuts in photovoltaic cells, auto parts, and industrial inputs signal focus on domestic value-add, not cheaper foreign goods
Bond yields becoming unsustainably high has a big bearing on central, state govt, says FM Nirmala Sitharaman
Yields across short- and long-tenure bonds rose in August, following Prime Minister Narendra Modi’s Independence Day speech, where he announced the Centre’s plan to rationalize the GST framework
We are looking at every aspect of reform: FM Sitharaman on FDI, FPI liberalisation
Currently, an FPI or an investor group can hold only up to 10% equity in a listed company. More than 10% is allowed through FDI
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.
Business in the Week Ahead: September 8-12, 2025
Three new IPOs will open for subscription. US inflation and China exports are other data points to track.
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
Fin Min’s rules on transition of goods stocked under higher GST slabs coming soon, says Piyush Goyal
Commerce Minister also said that the decision to reduce rates under the GST regime had nothing to do with any other nation or upcoming state elections.
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
Goldman Sachs wants everyone to be long-term greedy
Wall St bank and T Rowe Price team up to pitch private investments to everyday investors
AI boom, AI bust?
Plus European value stocks, and more on the Fed
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.
Chart of the Day: It is not banks but shadow banks that power India’s MSMEs
India’s MSMEs approach NBFCs more than banks for loans, given the latter’s nimbler credit underwriting approach
