Chart of the Day: RBI forex intervention seems to lack REER input
REER shows the rupee is undervalued as of October
Taking stock – Growth up, prices down, RBI policy on edge
India's GDP growth of 8.2% masks underlying economic challenges, with nominal growth lagging, the RBI caught between rate cuts and rupee defence, and markets pricing in a potential earnings turnaround despite policy uncertainties
Experts flag ambiguity risks in classification and capacity-based cess under tobacco, pan masala duty framework
Revised excise schedules and Health Security se National Security Cess Bill, 2025 could raise classification, valuation, and compliance challenges, say experts
India exploring avenues to increase exports to Russia, trade ties top focus during Putin visit
During Putin's visit, multiple agreements and MoUs are expected in the field of shipping, healthcare, fertilisers, connectivity.
From electronics to EVs, rupee's record plunge risks rise in prices of some items
Rupee has recorded a fall of over 5% this year fuelled by higher trade deficit, portfolio outflows, and an uncertainty regarding the trade deal with the US.
India–Russia trade heavily skewed despite surge, rebalancing needed, says Piyush Goyal
Goyal highlighted vast untapped opportunities for Indian exporters in sectors such as automobiles, electronics, heavy machinery, textiles and food products, as both sides work to reduce trade barriers and expand business opportunities.
OPINION | An exchange rate modified inflation target is called for
Such a policy can be operationalized by adding a quantitative clause to whatever inflation target measure or formula mandated
Moneycontrol Pro Panorama | Gold dust on online marketplaces, but will everyone get rich?
Moneycontrol Pro Panorama December 4 edition: India is positioning itself strategically in rare earths, rupee weakness boosts IT competitiveness, Japan’s bond market risks rise, India's market outperforms despite global AI surge, and more
More air defence systems, more missiles: How India’s defence trade with Russia has quietly shifted
Despite a sharp fall in Russia’s share of India’s total arms imports, New Delhi’s reliance on Moscow for high-value missile and air-defence platforms has deepened
Fitch sees limited downside for rupee, expects rebound to 87 by 2026
Ratings agency says currency remains undervalued; stronger growth and low inflation to support medium-term recovery
OPINION | E-commerce exports emerge as another engine of growth
India’s goal of $200 billion in e-commerce exports by 2030 is increasingly realistic as digital channels deepen MSME participation in global value chains
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
