For Moneycontrol Pro Panorama Feb 19 edition: AI risks deepening inequality, growth visible in Q3 earnings yet stability uncertain, AI agents hiring humans raises concerns, and more
In this edition of Moneycontrol Pro Panorama: From Indian Gen-Z buyers to Chinese festive shoppers and central banks, gold’s surge shows a change in investor behaviour
The 16th Finance Commission allocates historic grants to urban local governments, enabling smaller cities and towns to plan, develop infrastructure, and urbanise sustainably with state support
Analysis of data from 122 countries shows that more sophisticated the financial system and greater the institutional strength, bank deposits and financial markets can grow together
In this edition of Moneycontrol Pro Panorama: India’s opportunity to shape global AI governance, market signals hint at looming sectoral stress, dollar dominance tested by trade shifts, balancing free speech with hate speech limits, and more
Private equity is growing fast in Indian healthcare. Experience from the US shows it can raise costs and debt. India must regulate investment to protect patients and care quality
In this edition of Moneycontrol Pro Panorama: Indian IT must adapt to survive AI, BNP victory tests India–Bangladesh reset, Delhi summit shifts focus to AI impact, and more
Garg described data as a potential “fifth factor of production”, alongside traditional inputs such as labour, capital, land and entrepreneurship
In absolute terms, subsidy expenditure increased from roughly Rs 37,749 crore in FY24 to nearly Rs 59,526 crore, the highest in the country, in FY26
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
In this edition of Moneycontrol Pro Panorama: January CPI uptick signals renewed price pressures, prolonged rate pause likely as inflation persists, money market tools drive strong deposit growth, rare earth challenges which we need to overcome, and more
Most large states now hover close to the national average
Although highlighted in the Budget speech, the REPM scheme’s capital subsidy and allocations are absent from official documents, revealing a gap between announcement and fiscal commitment
For this edition of Moneycontrol Pro Panorama: PSU banks poised for capex-led credit growth, rising gold and silver prices squeeze jewellery margins, export growth boosts domestic CV makers’ earnings, and more
Baluch Liberation Army and TTP strike at will. The scale of violence in the country keeps rising amidst insurgencies, a civilian government that lacks popular legitimacy and economic woes. Pakistan is struggling to stay afloat in a sea of troubles
For this edition of Moneycontrol Pro Panorama: India-US trade deal lifts FDI, government leads growth push post-Budget, urban consumers cautious but relief expected soon, underdog Indian founders outperform elite returnees, and more
The dollar is in deliberate retreat, central banks are hoarding gold, and the post-war monetary order is shifting. New Delhi has a narrow window to turn upheaval into advantage, and it can move faster now
The macros are looking favourable and external risks have diminished. But valuations are still elevated. Where does that leave investors?
The essay argues love is not commerce but endures through values and identity, surviving beyond calculation, sacrifice, or explanation, as a sustaining commitment without answers
Reaching $100 billion in annual imports from the US is not challenging, nor is it going to step on existing domestic demand. Rather, these are typically from categories where India is anyway going to make large imports and those are critical to India’s long-term growth plans.
In an ageing India, preventive elder care is fiscally intelligent because it targets the biggest cost driver in senior health: the avoidable hospital admission
For this edition of Moneycontrol Pro Panorama: Markets balance trade optimism against sector headwinds, higher STT exposes risks and excesses in derivatives, deal hedges risks without shifting India’s strategic alignment, and more
Despite a growth-focused Budget, markets reacted sharply to higher F&O taxes. The STT hike aims to curb excessive speculation, but stronger regulatory measures are needed to genuinely protect retail investors
If January was the last meaningful dip, it wasn’t because markets suddenly became cheap. It was because India entered a phase where policy risk fell sharply, and execution took centre stage.
The wild swings across asset classes are the market's attempt to price in an uncertain transition