S&P Global lifts India FY27 GDP forecast to 7.1%, raises growth outlook
However, S&P flagged emerging risks from rising fuel prices and elevated crude oil levels, which could push inflation higher
Chart of the Day | Indian GDP’s dependence on oil has been declining
As oil’s grip on growth weakens, India gains policy space and lower external vulnerability, shows the latest RBI Bulletin.
Informal sector adds jobs, turns more internet savvy in 2025: MoSPI survey
Establishments rise 8%, internet adoption surges as the sector added 74 lakh jobs
How Covid, pensions and subsidies strained Himachal Pradesh finances
Rising committed expenditure and weak revenues squeeze fiscal space, forcing cuts and higher levies
Moneycontrol Pro Panorama | Signs of a truce emerge -- Is damage to corporate earnings contained?
In this edition of Moneycontrol Pro Panorama: Iran conflict highlights need for energy policy reset, market cycle may be shifting away from procyclicality, BJP faces tough challenge in Bengal elections 2026, and more
India may deepen fertiliser import diversification with China, Russia, Canada as key options
The government is looking for sourcing flexibility as global supply risks rise. China may act as swing supplier for urea
OPINION | India’s investment growth plan needs to focus on the household sector, the largest source of capex
Government spending drives growth but creates limited jobs. Household sector accounts for 42% of capex. Bringing it into the formal economy can improve investment quality and incomes
OPINION | Trump may want it but conditions are not ripe for a durable ceasefire in West Asia
The probability of a consensual modus-vivendi to the current war, leading to a total and equitable cessation of hostilities remains low
Business activity slows to 41-month low in March as Iran war bites
Manufacturing activity slowed sharply, with the PMI dropping to a 54-month low of to 53.8, indicating that factory output and new orders have taken a hit
OPINION | India needs a strategic gas buffer before the next supply shock
India relies heavily on imported gas. Limited storage and supply concentration increase risks. Building storage, diversifying sources, and improving markets can enhance energy security
Why Iran war demands a structural reset of India’s energy security
West Asia turmoil exposes India’s fragile energy architecture — time for diversification, deeper reserves, and a resilient clean-energy transition
OPINION | Unlocking Shareholder Value: The case for re-evaluating India's share buyback regulations
Regulatory framework for buybacks is set to become more complicated on April 1. Instead, if government trusts boards to take the best option on capital structure through free buybacks, equity market will stabilise
Govt offers 19 critical mineral blocks across 10 states; lithium, rare earth in focus
The policy change allowing insurance surety bonds has been introduced. The blocks target clean energy, advanced manufacturing and fertiliser sectors. Sale of tender documents will begin on March 30, 2026.
Private capex by large enterprises seen moderating next year despite strong current momentum: Govt survey
Investment intentions drop to Rs 9.55 lakh crore for FY27 even as firms deliver strongly on current year plans
OPINION | Using core principles as a compass in foreign policy is pragmatism, not naivety
Principles serve to discipline policy as they take long-term ramifications into consideration. Discarding them entirely in the name of realism is unwise
Moneycontrol Eco Pulse rises to 51.4 as consumption, manufacturing lift February activity
Auto sales, credit growth and PMI strength offset weakness in core sectors and exports
Banking liquidity slips into deficit for first time in 2026 as RBI FX defence drains cash
Banking system liquidity often takes a hit towards the end of India's fiscal year which runs through March 31, temporarily pushing up super-short-term borrowing costs.
MCA presents plan to PMO to build domestic audit ecosystem; govt likely to amend 3 laws this year
Amendments to Chartered Accountants, Cost Accountants and Company Secretaries Acts on the cards to help local firms compete with global majors
Moneycontrol Pro Panorama | War-time brinkmanship fires up the shorts
In this edition of Moneycontrol Pro Panorama: China draws strategic lessons from Middle-East conflict dynamics, conflict worsens global hunger and food security challenges, fragmented gig policies may hinder platform economy growth, and more
OPINION | Fragmented gig worker policies may slow India’s growing digital platform economy
Karnataka’s gig worker law may create parallel systems. This risks confusion and dual compliance. India needs aligned policies to ensure clear, portable, and effective social security
India among worst hit if Middle East conflict drags, GDP could take up to 4% hit: Moody’s Analytics
The vulnerability stems from India’s heavy dependence on oil and gas imports from Gulf economies caught in the conflict
Chart of the Day: Tractor sales to slow down in FY27 after a blowout FY26
GST rate cuts and a healthy agriculture sector led to a 22% surge in tractor demand in the current fiscal. But a high base effect and projections of unfavourable weather for farms hangs over FY27
Moneycontrol Pro Weekender | The Middle-East burns; the world pays
Business in the Week Ahead (March 23-27, 2026)
The war sirens in West Asia are blowing at full pitch, making all the noise in Asian economies. Can investors stand up to this? What does the next week hold for them? A clutch of macros, rate call by a central bank, Japan monetary policy minutes are hogging the limelight
Core sector growth declined to three-month low of 2.3% in February
A major reason for the moderation was the sharp deceleration in electricity output growth to 0.5 percent in February, down from 5.2 percent in January
