Fitch lifts India FY26 growth forecast to 7.4%
Ratings agency says private consumption will drive expansion, supported by income gains and GST reforms
Is domestic solar manufacturing heading for a shake-out?
A higher efficiency threshold for solar module manufacturing is likely to favour vertically integrated players
Mixed signals ahead of monetary policy: Kotak Mahindra AMC sees a 50% probability of a 25 bps rate cut
Deepak Agrawal of Kotak Mahindra AMC expects the RBI to revise its FY26 GDP growth forecast above 6.8 percent.
Rupee’s slide to have only marginal impact on inflation; govt could better fiscal deficit target in FY26: PwC’s Banerjee
PwC’s Ranen Banerjee says India’s evolving import mix limits pass-through even as the currency briefly breaches 90 per dollar
India says IMF’s ‘C’ rating on data due to old base year
Sitharaman told lawmakers in the lower house of parliament that the rank was because of data collection methodologies and an outdated base of 2011-12. The government is in the process of changing that to 2022-23 from Feb. 27 next year, she said.
Cigarettes ‘must not become affordable’, says FM as Centre restores excise duty after GST cess sunset
Move aims to prevent fall in tax burden as GST law caps peak rate at 40 percent
India loses top manufacturing spot as PMI falls to nine-month low
Thailand edges ahead as India’s factory activity cools sharply; global manufacturing shows mixed but improving signals
OPINION | EU–India FTA: Why structure must trump tariffs
In today’s global economy, tariffs are no longer the decisive factor. Tax regimes and governance standards determine whether businesses can operate with predictability and trust
Moneycontrol Pro Panorama | Bitcoin’s wild ride and what it really means for small investors
Moneycontrol Pro Panorama December 3 edition: A volatile rebound may make headlines, but ordinary savers must read through the noise.
OPINION | IMF’s C Grade and India’s Economic Resilience: A closer look
The IMF retains a ‘C’ grade for India's GDP data due to some shortcomings, yet praises India’s impressive 8.2% GDP growth, fiscal management, digital infrastructure, and robust job creation under Modi’s leadership
Services activity picks up, rises to 59.8 in November
The sector remains resilient even as manufacturing softens and broader growth indicators point to a slower second half
Banking stocks have outperformed this year, but the best is yet to come
FY26 may disappoint on return on assets but banks will reward their investors in FY27 and FY28
OPINION | RBI Policy: The case for a rate cut
The MPC’s challenge will be to weigh strong real GDP growth prints against relatively weak nominal growth, alongside inflation running below the RBI’s lower bound of the 2–6% target range. A 25 basis points cut in the repo rate appears prudent
OECD sees India maintaining growth momentum in FY26; GST to help push growth
On the inflation front, OECD noted that retail inflation may eventually converge towards the 4% target
UP Tech Next: Jewar airport is going to be one of the largest airports of Asia, says UP CM advisor
UP is planning an AI City in Lucknow, Awasthi said, to be developed through a public–private partnership model.
India’s exports to US fall, but niche products from smartphones to golf balls show surprising gains
Electronics, speciality chemicals and machinery components offset part of the decline even as labour-intensive sectors struggle
World economy surprisingly resilient to tariffs, OECD says
OECD continues to predict global growth will slow to 2.9% in 2026 from 3.2% in 2025 as the full effects of levies on trade have yet to be felt.
Former RBI Governor Rajan warns of rising private credit risks
Private sector profitability and a wave of AI success stories have created a sense in the market that the lending boom will continue for a long time, said Rajan, a finance professor at the University of Chicago.
Moneycontrol Pro Panorama | GST reset fuels auto engine
Moneycontrol Pro Panorama December 2 edition: RBI's liquidity measures clearer than rate cuts, revised tax regime could impact ITC investors, EPC firms face deteriorating working capital, new AI equation and India’s role in shaping the future and more
India witnessing pickup in trade flows from recently signed FTAs: Ficci President
He also said the proposed trade pacts with the US and the European Union (EU) are among the key pacts that Indian industry is keenly awaiting.
India in a 'sweet spot', GDP growth to grow over 7 pc this fiscal: FICCI President
Goenka also said that the chamber's focus for the coming year would be to increase the share of the manufacturing sector in the GDP from its current 15-17 per cent to 20-25 per cent levels over time.
Nirmala Sitharaman flags digitalisation tax challenges, pitches for global effort
Tax transparency must be seen as more than a compliance measure, the finance minister has said, describing it as 'foundation of sustainable development and fiscal resilience'
Nomura flags weakness as industrial growth hits 14-month low despite strong GDP; Trump tariffs blunt GST relief
Nomura's note citing the 14-low momentum in India's industrial production adds a layer of caution amid the strong GDP figures and GST relief. The increasing pressure from Trump tariffs is overshadowing the respite expected from the recent tax cuts.
RBI can explain a liquidity measure easier than a rate cut this time
The need of the hour is not a debatable rate cut but a fix for liquidity
