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
Love in Tokyo — Will it help Delhi rebalance its global pivot?
India and Japan share historical ties, which have become more crucial in the current global economic flux
Indians are not ‘arrogant’ and this is not ‘Modi’s war’
India’s approach to energy security, trade, and international relations is rooted in its sovereign rights, democratic principles, and commitment to peaceful progress. Navarro’s criticism that ignores these realities is counterproductive, and ultimately, it is global peace and prosperity that suffer from such divisive narratives
Private capex likely to rise 21.5% to Rs 2.67 lakh crore in FY26: RBI article
The ability of firms to convert intentions into execution will be critical in shaping the next phase of India’s growth
How did India post stellar GDP growth in Q1FY26: Explained in six charts
The services sector proved to be the backbone of the recovery, expanding 9.3 percent in Q1FY26, a two-year high
Expect additional tariffs to be short-lived, will see some resolution soon, says CEA Anantha Nageswaran
The CEA also added that the growth target for FY26 will be retained as of now between 6.3-6.8%, as the proposed GST reforms are likely to strengthen consumption.
Growth could taper off after large Q1 upside
India's Q1 FY2026 GDP growth exceeded expectations at 7.8%, driven by manufacturing and services, but uncertainties around tariffs, weak mining output, and delayed private investment suggest slower growth ahead
Trump tariffs make it vital to fast-track trade talks with EU, New Zealand, Brazil: Assocham's Sanjay Nayar
Sanjay Nayar, President of Assocham said that easing credit access, cutting compliance costs and introducing a government-backed skilling programme would help integrate India's MSMEs into global supply chains more effectively.
Business in the Week Ahead (September 1- 5, 2025)
In the coming week India, the US and the UK will release manufacturing and services data. Here’s what investors can expect from the week ahead
Fiscal deficit higher at 29.9% of FY26 target during first four months of the year
The rise in fiscal deficit follows an increase in capital spending since the start of the year by the central government.
The Reading List: August 29, 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’s GDP growth surges to five quarter high of 7.8 percent in Q1FY26, beating estimates
Services sector posts two-year high; consumption and rural demand provide support
Moneycontrol Pro Panorama | Can India’s premium valuations withstand economic uncertainty?
In August 29 edition of Moneycontrol Pro Panorama: Decoding Q1 FY26 unemployment numbers, why migrant workers are crucial for India’s urban future, the new bond order is here, how US is using trade as leverage in conflict mediation, and more
America’s new ‘patriotic’ capitalism
In the land of the (supposedly) free markets, government stakes and price controls are met with silence on Wall Street
Why protecting migrant workers is crucial for India’s urban future
India’s economic progress heavily relies on migrant workers fuelling urban growth, but increasing anti-migrant attitudes pose a serious threat to the nation’s development
Welcome to the new bond order
India's bond market faces headwinds as Trump's tariffs and GST reforms create a complex macro environment, though favourable liquidity conditions may limit yield upside
Centre considering ‘direct-income support’ for MSME workers impacted by Trump’s tariffs
The Centre has prepared a support package worth Rs 25,000 crore under the Export Promotion Mission, to provide affordable credit, improve market access and cushion from the adverse impact of tariffs.
Front-loaded exports, softer oil prices may cushion India’s current account deficit from Trump’s tariffs
Indian exporters have rushed their US-bound shipments ahead of the August 27 tariff deadline. Exports to America have risen around 22 percent on-year so far in this fiscal till July, which is higher than the trend of 17-18 percent growth rate.
Employment in formal manufacturing more concentrated in fewer states
South and North together account for nearly two-thirds of jobs; Uttar Pradesh gains, Kerala and Uttarakhand slip
Industrial output remains subdued as July IIP records 3.5% growth, helped by manufacturing
The uptick was in contrast with the performance of the eight core industries, which together carry a 40 percent weight in the Index of Industrial Production (IIP)
Moneycontrol Pro Panorama | US tariffs bite India, what’s next?
In August 28 edition of Moneycontrol Pro Panorama: China wants a seat at the table on Russia-Ukraine peace deal, what to look for in Friday GDP numbers, success of desi businesses decoded, full GST exemption on insurance policies could be a mixed blessing, and more
Full GST exemption on life and health insurance policies will be a mixed blessing
If the GST Council opts to exempt individual life and health policies from tax, insurers are likely to lose the benefit of input tax credit. Without ITC, potential benefits of a GST exemption are likely to capped while complicating operational matters for companies
From Trade to Coercion: What Trump’s India tariffs reveal about the new world order
Trump's punishing tariffs on India are not an isolated trade dispute but a stark sign of a deeper shift: the collapse of the US-led liberal order and the return of coercive, bloc-based imperialism
