India's Trade Shift: More China, less Russia, uncertain America
As global trade upheaval reshapes partnerships, India's goods export and import patterns from April-October 2025 reveal tactical manoeuvres with the US, a pragmatic thaw with China, and a strategic pivot away from Russia—but the real question is whether these shifts will endure
FinMin pushes welfare ministries to accelerate capex to improve quality of spending
Despite overall capex utilisation reaching 51.8 percent by end-September, the Centre has asked ministries such as Social Justice, Minority Affairs and Labour & Employment to accelerate spending in the second half, after their H1 utilisation remained at 35–40 percent.
Don’t trade where you tweet
Online conversations about hot meme stocks or cryptocurrencies are the source of some very bad decisions
Growth levers in place for this financial services player
ABCL is poised to maintain growth momentum with a sustainable business model
Chart of the Day: Mortgages growth to slow for NBFCs as competition, slowing home sales weigh
Public sector banks have undercut NBFCs aggressively in the home loan market
Can the bond market succeed in bringing in RBI as a big buyer?
Tight rupee liquidity is largely the result of the RBI’s forex interventions
COP30 — China charts climate course to enhance global clout
India and other developing nations have to be assertive to match China’s bid to push forward the Global South narrative at the climate summit
OPINION | Q2 GDP likely to get a boost from GST rate cut
The GDP will be lower than Q1 but better than initial projections on account of the volume boost triggered by a reduction in the tax slab of many products. The deflator is expected to be low this quarter too
CAG will add ESG criteria in PSU audits soon
30 listed and 18 unlisted PSUs to be brought under sustainability-linked audit norms in the coming year
OPINION | IPOs have become exit vehicles for early investors — and that’s great!
All investors neither have the same risk appetite nor access to similar resources. Both the IPO and secondary markets are platforms to balance out these differences by providing exit options. Absent that option, there may be no takers for a startup, which represents an untested idea
Moneycontrol Pro Panorama | Fintechs are quietly winning the retail loan race
Moneycontrol's Pro Panorama November 19 edition: A silent shift is underway in India’s credit landscape, with fintechs pulling ahead in consumer lending while traditional banks remain trapped in their old ways.
Liquor shops see festive surge in UPI payments; bar spending remains subdued
At-home celebrations fuel a sharp rise in liquor-store payments, while bars and lounges struggle to regain festive momentum
Hindustan Aeronautics to begin delivery of 8 Tejas Mk1A jets in next 24–36 months
The HAL–GE agreement signed on November 7 will see a slow initial rollout, with production accelerating from 2029.
RBI’s big inflation misses put India’s forecasts under scrutiny
Economists predict another big miss in the current quarter after a surprisingly low inflation print in October
PMO meeting on PSB reforms soon as Centre eyes Indian banks among world's top 20: Report
Privatisation of two public lenders, which was announced back in 2021-22, may return to the discussion table
Gujarat and Maharashtra could gain from US tariff rollback, India’s agri exports have been turning to industrialised states
Gujarat, Maharashtra, Andhra, Karnataka accounted for nearly half of India’s farm exports in FY25
Moneycontrol Pro Panorama | India's US LPG Import Pact: Strategic diversification or bargaining chip?
Moneycontrol's Pro Panorama November 18 edition: India's October trade deficit balloons and gold rush give a different story, markets lukewarm response to decent Q2 earnings decoded, RBI targets export relief with precision, and more
Centre likely to repeal Excise Act, 1944, in Budget
A new law is likely to replace the Central Excise Act, 1944, introducing a modern framework aligned with GST-style processes for six product categories, including crude petroleum, motor spirit (petrol), high-speed diesel, aviation turbine fuel (ATF), natural gas, and tobacco and tobacco products.
SBI projects India's GDP growth of nearly 7.5% in Q2 FY26
The report noted that growth continues to be underpinned by buoyancy in both services and manufacturing sectors, alongside structural reforms that have strengthened demand conditions
OPINION | Building a borderless future for fast, low-cost payments
The future of cross-border payments lies in interoperability, connecting fast payment systems like UPI, SEPA, and Pix to create seamless, low-cost, real-time transfers, making global money movement effortless and affordable
Why did markets give a lukewarm response to a decent Q2, ruling party’s electoral success?
Near-term upside possibility notwithstanding, the medium term concern about the Indian market is more structural
Chart of the Day: Weak demand suppresses electricity prices in spot market
Supplies are exceeding demand even during non-peak solar power generation hours
EU FTA talks in final phase, talks with US focused on reducing tariffs: Commerce Ministry official
Negotiations for the trade deal with New Zealand are also in the final phase, while a fresh round of discussions is expected in December on the ongoing review of the ASEAN FTA.
Bihar’s stagnant exports and weak investment pipeline will deepen jobs challenge
The state’s export share remains stuck at 0.5%, while FDI inflows rank among the lowest in India
