The 50 per cent US tariff on Indian goods pose a downside risk to growth but the impact is expected to be short-lived for the economy, and consumption demand could see an uptick after the new goods and service tax (GST) rates are implemented which could even offset the external uncertainty, Chief Economic Advisor (CEA) V Anantha Nageswaran reckoned on Friday.
Indian economy remains a key driver of global growth on the back of sound macroeconomic fundamentals and prudent policies, the Reserve Bank said on Monday. In its bi-annual Financial Stability Report (FSR), the central bank also said elevated economic and trade policy uncertainties are testing the resilience of the global economy and the financial system.
With inflation comfortably below the Reserve Bank of India's (RBI's) 4 per cent median target and likely to undershoot its 3.7 per cent projection for 2025-26 (FY26), there is room for the monetary policy easing cycle to be sustained, the Finance Ministry said on Monday. The comments, featured in the ministry's Monthly Economic Review for June 2025, assume significance ahead of the Monetary Policy Committee (MPC) meeting of the Reserve Bank of India (RBI) scheduled to begin from August 5.
Institutional investments in Indian real estate are estimated to decline 37 per cent to $3.06 billion during the first half of this year on global economic uncertainties, according to JLL. Real estate consultant JLL India data showed that institutional investments in Indian real estate are likely to fall to $3.06 million in the January-June period this year as compared to $4.89 billion in the year-ago period.
India has upgraded its technical mission in Kabul to an embassy, with External Affairs Minister S Jaishankar acknowledging the Taliban's consideration of India's security concerns. The announcement was made during talks with Afghan Foreign Minister Amir Khan Muttaqi, marking a significant step in advancing ties between the two nations.
'Such stocks may be useful for aggressive portfolios, but should not be part of the core holdings.'
'A balanced portfolio mix of domestic and international equity, fixed income, and precious metals is recommended.'
'I realised why the farmers and the rural folks are going for Trump. They are so insecure and vulnerable that anybody who is throwing a line of hope to them, they seize it.'
The latest decision of the Organisation of Petroleum Exporting Countries and its allies, commonly known as Opec+, to boost output is being seen as an attempt to regain market share lost to the US, Brazil, and other oil producers, who have been increasing production recently.
'At Keeladi, we have not come across any evidence for organised religion.'
A key indicator of corporate efficiency may now be better than at any time since the turn of the millennium. The net working capital cycle - a crucial measure that tracks the time a company takes to convert current assets like inventory into sales and then collect the money from customers - has seen remarkable improvement. According to data from the Centre for Monitoring Indian Economy (CMIE), the average company needed nearly 90 days to complete this cycle in 1999-2000.
Let's work flat out and create a policy framework that fosters the growth of Indian non-family business VC and private equity firms. This will allow our Indian startups' dreams to flourish, explains Ajit Balakrishnan.
'Volumes in F&O trading had gone up rapidly and, in a way, the increase in STT on F&O will protect investor interest.'
Indian manufacturing sector witnessed the fastest improvement in operating conditions in over 17 years in August, driven by an increased production efficiency and healthy demand conditions, a monthly report said on Monday. The seasonally adjusted HSBC India Manufacturing Purchasing Managers' Index (PMI) rose from 59.1 in July to 59.3 in August, indicating the fastest improvement in operating conditions for 17-and-a-half years.
'Developers have started offering 70% to 100% extra area and beyond.' 'If the market cycle shifts -- as many are already predicting with signs of price saturation and reduction -- most recent redevelopment projects will unravel.'
Former Indian Prime Minister Manmohan Singh passed away on Thursday night at the age of 92. He was brought to the emergency department of AIIMS Delhi in critical condition after "sudden loss of consciousness."
His remarks came in response to several European nations announcing their decision to recognise a Palestinian state during a summit at the UNGA on Monday. While the move was largely symbolic, it added to Israel's diplomatic isolation. Washington, however, has made clear it does not support the step.
"You have seen that in Islam, it is said that they oppose 'bootparastee' (idol worship). It is their matter and their philosophy. We perform idol worship. We worship the 'saakaar brahma' and the 'niraakaar brahma', which is allowed by the Sanatan Dharma.... Some are saying 'I Love Mohammad' and indulging in arson and vandalism." "They know that this is Sharadiya Navratra, the occasion of Vijaya Dashami. If they spread chaos during the Sharadiya Navratra, work like 'Chundd' and 'Mundd', then Goddess Bhagwati is not going to tolerate it. Goddess Bhagwati crushes such 'Chundd' and 'Mundd'," Adityanath said.
On his 200th birth anniversary, Utkarsh Mishra traces the life, thought, and legacy of Dadabhai Naoroji, the Grand Old Man of India.
Plans for big bang reforms in the GST regime by Diwali, the Putin-Trump summit and S&P upgrading India's sovereign credit rating are likely to instil optimism in the domestic equity market in the week ahead, analysts said. Besides, trends in global markets and the trading activity of foreign investors would also impact domestic investors' sentiment.
In trade negotiations, as in chess, sometimes you need to accept a temporary disadvantage to secure a better long-term position, points out Sonal Varma, chief economist (India and Asia ex-Japan) at Nomura.
Japan is expected to increase its investment target in India from the earlier 5 trillion yen ($34 billion) to almost 10 trillion yen.
Who else will take on the might of Microsoft, Google, and Amazon if not the Adanis, Ambanis, Birlas, or Tatas?, asks R Jagannathan.
Prime Minister Narendra Modi condemned the violation of Qatar's sovereignty following Israeli air strikes on Doha, targeting Hamas leaders. He conveyed India's deep concern to the Emir of Qatar and reiterated support for peace and stability in the region.
In the Indian stock market, investors are interested in the actions of both domestic and foreign institutional investors (FIIs and DIIs). These groups have wealth as well as expertise in research, which makes them powerful participants in the Indian stock market. Their buy and sell positions have a large effect on stock prices and market sentiment due to the large volume.
GST 2.0 may cushion consumers against US tariffs, but like the 2019 corporate tax cut, it risks being another tactical fix rather than a structural growth strategy, expects Debashis Basu.
Finance Minister Nirmala Sitharaman on Tuesday asked fintech firms to focus on risk management at a time when criminals are using AI to mimic voices, clone identities and create lifelike videos to manipulate people.
'What's currently underway is not a 'reset'.' 'What needs to be arrived at is a new balance.'
The bilateral trade between India and China has been growing at a healthy rate, but the trade gap remains sharply tilted in Beijing's favour. India has time and again flagged its concern over the ballooning trade deficit and the non-trade barriers faced by Indian goods in the Chinese market.
The contrast with the old Income-Tax Act is stark. The 1961 law ran into 512,000 words; the 2025 one pares that down to 259,000. Chapters have been cut from 47 to 23, while sections have reduced from 819 to 536. One of the clearest changes is terminological. The confusing twin concepts of 'assessment year' and 'previous year' have been scrapped.
After overtaking foreign portfolio investors (FPIs) in market ownership, domestic institutional investors (DIIs) have further solidified their dominance. DII ownership reached a new all-time high of 17.82 per cent as of June 2025, up from 17.62 per cent at the end of March 2025, according to an analysis by Prime Database.
Activist Manoj Jarange has criticized the Maharashtra government for extending the permission for his hunger strike for Maratha reservation by only one day. He warned that Marathas from across the state will come to Mumbai if their quota demand is not met quickly, threatening to escalate the protest and stop taking water in the next two days.
The stock and bond markets told Trump firmly that any idea of isolating China would lead to harming the US economy and this forced Trump to backtrack, points out Aakar Patel.
Capital markets are becoming more prominent in India's growth story, with an expanding share in capital formation and investment landscape on the back of technology, innovation and digitisation, according to the Economic Survey 2023-24 tabled in Parliament on Monday. Further, Indian markets are resilient to global geo-political and economic shocks, it added. "Despite heightened geo-political risks, rising interest rates and volatile commodity prices, Indian capital markets have been one of the best performing among emerging markets in FY24," the Economic Survey said.
'These Marathas are farmers and they only do farming. They have no other business other than farming. Now, they want reservations because farming is no longer a profitable business.'In this interview, veteran farmers' rights advocate and founding member of the Shetkari Sanghatna, Vijay Jawandhia, with Syed Firdaus Ashraf/Rediff unpacks the historical and structural roots of the agitation.
China is set to build a rail link connecting Xinjiang province with Tibet, part of which will run near the Line of Actual Control (LAC) with India.
Brave statements such as we will continue to be the fastest growing large country are of no consolation, because the direction of trade also determines the flow of investment, points out M Govinda Rao.
More than half of all new project announcements in the June 2025 quarter came from the manufacturing sector. Manufacturing projects worth around Rs 2.3 trillion were announced in the three-month period, accounting for 54 per cent of total new projects, according to data from the Centre for Monitoring Indian Economy (CMIE).
Defence Minister Rajnath Singh emphasizes the need for India to remain prepared for uncertainty, even during peacetime, and highlights the increasing importance of the defence sector as an economic driver.
The complaint, filed by businessman Deepak Kothari, director of Lotus Capital Financial Services Ltd, claims the incident took place between 2015 and 2023. Kothari alleged that the couple took the money under the pretext of expanding their business but used it for personal expenses instead.
