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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
While the RBI is expected to be in the long pause and stay on hold for entire FY27, Deepak Agrawal of Kotak Mahindra AMC anticipates the 10-year G-Sec yield to trade in the range of 6.60-6.80% in the near to medium term.
RBI is committed to proactive management of liquidity in the LAF window and the banking system, so as to keep short term yields rangebound.
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
RBI’s stance appears neither hesitant nor overly conservative. It reflects a pragmatic balancing act: preserving inflation credibility, supporting growth momentum and retaining sufficient policy ammunition should global conditions turn less benign.
For this edition of Moneycontrol Pro Panorama: RBI prioritises credibility over applause in policy stance, India’s data centre expansion faces power supply constrains, interest rate transmission remains uneven across banking system, and more
Despite soaring GDP projections, India's path to a $5 trillion economy is hamstrung by a widening chasm between its booming services sector and a stagnant manufacturing base
A 22-year tax holiday on data centre buildout is a truly visionary step.
Abhishek Bisen of Kotak Mahindra AMC expects the MPC to keep the repo rate unchanged to 5.25% and stance at neutral.
The final legal text of the agreement is still being worked out and questions remain around the extent and pace of tariff removals, product-specific exclusions and broader non-tariff issues.
Early fiscal-year forecasts are often revised quickly, keeping focus on evolving macro signals
