Economy

In Moneycontrol's Pro Panorama December 8 edition: Indian consumer optimism decoded, IndiGo debacle fallout explained, 2025 gold rally test, understanding SEBI's new litigation strategy, and more

OPINION | SEBI’s New Era of Enforcement: Incentivising compliance through litigation risk

The market regulator is ensuring a rise in compliance standard by resorting to parallel regulatory action, which significantly increases risks for intermediaries

Time to relabel: “Indian rate of growth” is the new benchmark

India is the fastest growing major economy and is on course to be the world's third largest. Raj Krishna may have coined “Hindu rate of growth” as an analytical shorthand, highlighting India's slow economic development in the 1970s under its then-prevailing socialist policies. What remains unexplained, however, is the need to attach a religious label to it, as if only the Hindus were responsible for India's economic stagnation and the perceived failures of its statist economic model.

RBI cuts rates amid benign inflation and strong growth: The perfect hook shot

Overall, it was a well-balanced policy, and we expect a long pause in this cycle—much like a batter choosing not to swing at every delivery after finding the boundary early in the test innings.

RBI’s forward guidance stays dovish, but offers no clear signal of a February rate cut

The floor for the repo rate in this cycle has already been hit. This is because the guidance for H1FY27 Headline CPI is at 4 percent and with the current repo rate at 5.25 percent, the real gap is low at 1.25 percent.

RBI signals lower for longer era

The RBI's MPC unanimously cut the repo rate by 25 bps while maintaining a neutral stance, decisively complementing the cut with Rs1.45 lakh crore in durable liquidity to ensure transmission and decouple domestic policy from external rupee volatility

OPINION | India’s DPDP Act: Transforming digital business and data governance

India’s DPDP Act 2023 shifts data from passive asset to active liability, mandating clarity, accountability, and automation. It reshapes compliance, increases costs, and demands data discipline, boosting trust and AI capabilities

The Reading List: December 5, 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.

Moneycontrol Pro Panorama | Liquid cheer for markets, a forecasting lesson for RBI

In Moneycontrol's Pro Panorama December 5 edition: RBI's 25 bps rate cut impact on Indian economy, India's structural transformation boosts growth, Putin’s Delhi visit will strengthen bilateral ties, Nvidia's leadership raises concerns, and more

Julius Baer's Unmesh Kulkarni sees rate cut pause in Feb meet, says RBI not worried about rupee's fall

The MPC might want to see improved transmission of the cumulative rate cuts carried out so far.

A Dovish Turn Begins: RBI cuts rate, signals more easing as inflation path falls sharply

The RBI's unanimous 25bps repo rate cut to 5.25% represents a calibrated normalization of the real policy rate, justified not by growth concerns but by a persistent downward shift in the inflation trajectory

OPINION | RBI may have announced the last rate cut in the current easing cycle

Any further rate easing from current levels would only be likely if there is a material downward undershooting in growth outcomes. However, interventions on the liquidity front may well continue

India seen among fastest- growing ad markets in 2026 at Rs 2 lakh cr, despite global jitters

Connected TVis expected to grow in double digits as advertisers follow audiences to streaming platforms.

India's structural transformation is raising potential growth — but only for some

India's impressive growth rates mask a stark reality: half of recent economic expansion comes from high-productivity sectors that employ barely one-eighth of the workforce

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

OPINION | India’s battle against terror will continue to be a cat-and-mouse game

Security successes in J&K have pushed terrorists to other parts of the country. With Pakistan using terror as a strategic tool, India needs to factor in its relations with neighbours and the US in dealing with this threat

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

OPINION | Indian market stands apart amid global AI-driven rally

India has lagged the global AI-driven rally, but its domestically focused sectors and resilient flows provide diversification and relative stability if the crowded global AI trade reverses

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.

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

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