What tariffs? PMI data shows manufacturing rising across Asia
India’s momentum was supported by resilient domestic demand and improved pricing power. Elsewhere in Asia, China’s PMI returned to expansion at 50.5, up from 49.5 in July; Malaysia touched a 15-month high, Thailand reached a 13-month high, and Indonesia hit a five-month peak
Moneycontrol Pro Panorama | When it rains, it pours
In September 2 edition of Moneycontrol Pro Panorama: India will face major challenges as it seeks investments, RBI’s crystal ball badly needs polishing, banks stuck in a hard place on policy transmission, decoding Q1 GDP numbers, and more
Centre extends export obligation period in major relief for chemical exporters
The Advance Authorization Scheme allows importers to bring in duty-free raw materials for export production without adhering to QCOs, which ensures seamless export operations.
Trump Tariffs are a turning point to accelerate India’s GDP growth
Tariff headwinds and economic condescension from abroad have proven clearly that economic might is the only contributing force to global relevance. India must use this moment to accelerate long-overdue reforms at home. India’s exporters often struggle less with global competitors and more with domestic red tape
GST 2.0: A game-changing overhaul for India's tax system
The 56th GST Council meeting in September 2025 aims to overhaul India’s GST structure with simplified tax slabs, compliance reforms, and sector-specific relief, aiming to boost consumption and ease business burdens
Mohamed El-Erian: The real significance of the US court ruling on tariffs
The case is an important test in the escalating power struggle between the US executive and parts of the judicial system
Tianjin notwithstanding, India will face major challenges as it seeks investments, markets
Despite diplomatic camaraderie at the Shanghai Cooperation Organisation summit in Tianjin, India confronts mounting economic challenges as global trade fragments along geopolitical lines while competing for foreign investment in an increasingly complex world
RBI’s crystal ball badly needs polishing
A string of large GDP forecast errors raises questions about the RBI’s economic models and their policy implications
Banks are between a rock and a hard place on policy transmission
MSME borrowers have come under strain and banks have begun to increase the spread on loan rates to capture credit risk
Decoding Q1 GDP numbers
The chief economist of SBI Mutual Fund breaks down GDP data of the April-June quarter released on August 29 and suggests what to expect in the remaining part of the fiscal year
Ex-finance secretary Ajay Seth takes charge as Irdai Chairman
Seth, a 1987-batch IAS officer of Karnataka cadre, retired as the Secretary of the Department of Economic Affairs in June after a four-year-long stint
Centre unlikely to extend 'compensation-cess framework' to make up for revenue loss to states
Imposing additional levy on sin goods is being considered an option to compensate states for revenue loss for a short-term, sources say.
Economic momentum continues in August
Manufacturing PMI reaches a near 18-year high, UPI transactions retain double-digit growth, but GST collections taper in August
PM Modi's GST overhaul seen slashing levies on shampoos, hybrid cars and TVs: Report
The list of goods and services that India is planning to cut taxes on will be decided on September 3-4 by the GST council, which is headed by federal finance minister Nirmala Sitharaman and has representation from the country's states
IT minister Ashwini Vaishnaw meets gaming industry to discuss orderly transition after new law
The meeting comes a few days after IT ministry and DFS officials met stakeholders from the finance industry regarding the new online gaming law
India’s surprise GDP flattered by data calculation, say analysts
Data last week showed the economy expanded 7.8% in the April-June quarter — the most in over a year and way above the 6.7% median forecast in a Bloomberg survey of economists
GST growth slows to Rs 1.86 lakh crore in August, but collections remain above Rs 1.8 lakh crore
The collections were lower than the Rs 1.96 lakh crore garnered in July, but remained above the Rs 1.8 lakh crore mark for the eighth consecutive month
India’s exports to China shift towards food and farm products
Animal, vegetable and food shipments now account for over a fifth of exports
Moneycontrol Pro Panorama | Power plays and market realities
In this edition of Moneycontrol Pro Panorama: Investor anxiety soars as tariff response awaits, Q1 growth surprise gives more room for India’s MPC, weak health insurance signals poor regulatory oversight, and more
Investors underestimate Donald Trump’s threat to the Federal Reserve, economists warn
FT survey cites fears that president’s assault has caused long-term damage to the US central bank and economy
The Eastern Window: Modi's diplomatic balancing act -- Strategic autonomy or economic pragmatism?
Prime Minister Narendra Modi's diplomatic engagement with President Xi Jinping in Tianjin marks a calculated attempt to rebuild India-China relations five years after the Galwan clash, driven by economic necessities and the need to counter aggressive US trade policies
Manufacturing activity rises to a near 18 year high of 59.3 in August
The performance of manufacturing sector is in line with the first quarter performance when the sector grew 7.7 percent compared with 7.6 percent in Q1FY25.
Moneycontrol Pro Market Outlook | Investor anxiety soars as tariff response awaits
The Nifty index has experienced a decline for both the week and the month. Current weekly momentum indicators remain in sell mode, confirming that the downward trend is still in effect
Data Story: The ‘Financial Services, Real Estate and Professional Services’ sector is powering India’s uneven growth
The GVA data reveals a services-driven growth model in India that is leaving behind key job-creating sectors
