Economy

MoSPI plans wider use of administrative datasets and surveys; back series to be released within a year of February 2026 launch

Moneycontrol Pro Panorama | Banking on the customer

In Moneycontrol's Pro Panorama December 16 edition: Right to Disconnect misses core issues, traders face evolving challenges and opportunities in 2026, quick commerce boosts online FMCG market share steadily, digital banking growth sees rising customer complaints, and more

A decade on, Smart Cities Mission struggles to cross the finish line

Repeated deadline extensions expose execution gaps, with several cities lagging and high-value projects still unfinished

OPINION | Why the India–EU Free Trade Agreement is critical for Indian industry

India–EU FTA represents the scaffolding for India’s next industrial leap. It offers the regulatory foundation, external confidence, and investment pipeline needed for Indian industry to move up the value chain and integrate more deeply with the world’s most advanced markets 

OPINION | India at an Inflection Point: Budget 2026 and the road ahead

As India sustains strong growth amid global uncertainty, the Union Budget must address trade risks, employment challenges, and MSME modernisation to secure long-term resilience and progress towards developed-nation status

OPINION | Five fiscal reforms for Budget 2026-27

We need to revert to a fiscal rule anchored on deficit reduction to provide clarity to the market and also create space to use public investment as a growth enabler which, among other things, will enhance debt sustainability

Moneycontrol Pro Panorama | FPI Exodus: The 2025 horror show

In Moneycontrol's Pro Panorama December 15 edition: RBI's decision to block stablecoins seems justified, Rupee weakness weighs on market sentiment, Mexico's tariff shift a wake-up call for India, a closer look at Big Tech Investments in India, and more

The four ‘O’s that shape a bubble

And what this test tells us about the artificial intelligence wave

OPINION | Revisiting the Economic Roots of Swadeshi: Legacy and misconceptions

Sanghnomics: The Swadeshi movement, rooted in early critiques by thinkers like Lokhitwadi and Ghose, was an intellectual journey, not just a 20th-century nationalist reaction. Its economic legacy continues to shape modern self-reliance initiatives 

Moneycontrol Pro Weekender | The Year the Old Order Shattered

The year witnessed the deliberate dismantling of the post-Cold War order, replaced by a volatile new era of transactional power politics

Business in the Week Ahead (December 15-19, 2025) 

For the upcoming week, keep an eye on manufacturing and inflation trends across regions, with several key data releases and rate decisions still to be announced

The Reading List: December 12, 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

OPINION | CCI’s resource allocation is lopsided. IndiGo’s crisis shows why

The competition regulator has mostly focused on network effects in the digital sector. These effects however are more potent in a sector such as aviation, which flew below the regulator’s radar

Moneycontrol Pro Panorama | The tyranny and tricks of outlooks

In Moneycontrol's Pro Panorama December 12 edition: IPO window opens but large firms dominate opportunities, private sector dominance in healthcare increasing rapidly, soaring inequality gap increasingly shapes economy, and more

The Two Indias: How soaring inequality is shaping markets, economy

New data reveal a decade of intense income and wealth concentration in India, creating a dual economy that is redefining winners and losers across consumer and asset markets

Global markets pricing in two more rate cuts from US Fed in 2026, says Julius Baer's Unmesh Kulkarni

The sharp division of views within the FOMC makes it a bit challenging to gauge the likely future course of rate decisions by the FOMC, as there are differing views among FOMC members on the future direction of rates.

Following Fed rate cut, attention moves to how the new Fed chair will navigate monetary policy

The new chair’s policy leanings, communication style and appetite for risk management will shape expectations for years to come.

OPINION | Why developments in East Asia should matter to India

The East Asian dynamic is a crucible for India’s long-term identity in world politics, whether it can actually function as a pivotal, agenda-setting actor in a fragmented, multipolar order, or is reduced to a crisis-driven hedger between blocs whose rules it did not shape

Moneycontrol Pro Panorama | Another Fed rate cut, what’s the outlook for Indian equities?

In Moneycontrol's Pro Panorama December 11 edition: AI gold rush and India’s role in it, the Netflix strategy that Indian IT can replicate, a new party may alter Bengal's voting trend, and more

OPINION | India’s GDP outperformed all expectations in 2025, but low nominal growth’s got downsides

After the tariff blow who would have thought India’s growth rate would touch 8% in the first half of this fiscal? But a consequence of very low inflation pulling down nominal growth is a relatively high interest rate

Moneycontrol Pro Panorama | IndiGo’s turbulence is a wake-up call for India’s aviation industry

In Moneycontrol's Pro Panorama December 10 edition: A week of chaos, thousands of cancellations and a firm government nudge—IndiGo’s crisis shows how fragile airline operations can be when systems fail

Moneycontrol Pro Panorama | A year-end peek into business strategies

In Moneycontrol's Pro Panorama December 9 edition: Indian pharma growth momentum continues, US pivot a signal for Asia to hedge, GDP deflation impact explained, India enters a new era of food preferences, and more

OPINION | Tiruppur’s fight to de-risk itself from geoeconomics

The capital of India’s cotton knitwear exports is battling a trifecta of negative events, particularly U.S’ weaponisation of tariff. Complemented by policy support, manufacturers have begun to diversify

Data Story: GDP numbers show several sectors suffering from deflation

Deflation is gripping farms, mines, and construction—but is the data hiding the true health of India's urban economy?

OPINION | Insolvency process needs to be retooled to meet the resolution deadline

The quicker the process, the more the value that can be extracted. With firmer timelines, stronger adjudicatory infrastructure, and more consistent decision-making by both tribunals and creditors, insolvency process can move from slow attrition to swift resolution