Economy

RBI's October reviews mostly quiet since 2014 with just three tweaks, shows data

Repo rate has been altered thrice in the September–October window since 2014

China’s Alibaba is a late entrant to the AI pantheon

For now the big difference with the Metas and Googles is that China’s tech giants remain largely domestic beasts

ADB lowers India’s FY26 growth forecast to 6.5% as tariffs bite

Domestic demand cushions impact, but investment outlook remains weak

Is India’s private sector faking its animal spirits?

The long awaited private capex revival needs a key ingredient to kick it off

Industrial growth slows to 4% in August as manufacturing eases

Mining emerged as the best performer, rising to a 14-month high of 6 percent after contracting 7.2 percent in July. Electricity output also improved modestly, growing 4.1 percent compared with 3.7 percent in the previous month

Moody's affirms India's 'Baa3' rating, maintains 'Stable' outlook

India's GDP growth not enough to improve weak debt affordability; US tariffs to cap India potential growth over medium-to-long term, says Moody's

Moneycontrol Pro Panorama | Capital craze

In Moneycontrol Pro Panorama September 29 edition: Trump's pharma tariff drives markets lower, steel sector at crossroads, recruiter explains H1B impact on Indian tech hiring, RBI MPC likely to keep status quo, and more

US medicine imports from India surge; dependence up 70% post pandemic

India now accounts for nearly 16% of US imports of finished retail drugs

India appoints Shirish Chandra Murmu as RBI deputy, govt notice shows

Murmu's appointment will take effect from October 9 for a period of three years, the notice said

Nearly 90% of finance ministry files go digital as officials shift to new Central Vista building

Legacy files have been scanned and shredded; officials are citing storage constraints and shift to a new paperless regime

Mohamed El-Erian: The influence of ‘geoeconomics’ is growing

Financial anomalies are another sign of how political factors are shaping economic policies and markets

The H1B scare's impact on Indian tech hiring, seen from a recruiter's lens 

It's not all gloom and doom for Indian techies, after Trump's H-bomb fell.  In fact, for India-based talent, it may actually prove to be a blessing. A contrarian view 

OPINION | Empowering women through fiscal measures requires a nuanced approach, not only cash transfers

While cash transfers provide immediate financial support, they might not necessarily lead to long-term “agency” in a woman or her economic empowerment. Participation income, on the other hand, encourages women to engage in economic activities

OPINION | There’s a window of opportunity now for a repo rate cut

Inflation’s low but urban consumption is tepid, investment cycle is yet to pick up and geopolitical uncertainty is a dampener. Fiscal support’s come through GST rate adjustments. Monetary policy needs to complement it

India bags Rs 1.02 lakh crore food processing deals from global giants; here’s who’s investing and where

World Food India 2025 nets Rs 1.02 lakh crore MoUs from Reliance, Coca-Cola, Amul, Nestlé and more, creating jobs and boosting India’s food processing push.

India at crossroads of history: Can we shape the next world order?

The US Dollar’s reign isn’t over yet — but the foundations are shaking. For the first time in decades, India has the demographics, the digital rails, and the entrepreneurial energy to compete for a leadership role.

Trump’s H-1B visa fee a reminder of trade risks, Finance Ministry ‘monitoring’ impact on remittances and services

The GST rate rationalisation is expected to lower the tax burden on consumers, boost consumption, and provide a cushion against tariff impacts, said the finance ministry.

Centre announces borrowing plan of Rs 6.77 lakh crore for H2FY26

Securities with over 10 year tenure have had over three-fourths share in total borrowing in the second half, as per MC analysis of the calendar.

India's forex reserves drop by $396 million to $702.57 billion

In the previous reporting week, the overall reserves had jumped by $4.698 billion to $702.966 billion.

The Reading List: September 26, 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

After sanctions, oil refiner Nayara's exports find new markets

The privately-owned company halted exports for about two weeks after it was sanctioned by the European Union on July 18 for dealing in Russian oil

Piyush Goyal-led delegation held 'constructive meetings' with US on trade deal, targets 'early conclusion'

Goyal-led trade delegation was on a visit to the US from September 22-24