'This Budget has a one-year agenda, which you can call the sprint, and the marathon is towards Viksit Bharat.'
India was being evaluated for a potential weight of around 1 per cent in the index, an allocation that could have translated into $25 billion of inflows, spread over roughly 10 months.
This was perhaps a missed opportunity for India to spotlight a core domestic challenge: The scale of workforce preparation required for a young, populous, rapidly growing country seeking to reach net zero, points out Radha Roy Biswas.
The US government, under President Trump, justifies the intervention as a security necessity rather than a resource grab. The primary official reasons include: narco-terrorism charges, national security and migration crisis.
The fiscal tilt towards capex benefits companies in investment-related sectors like capital goods, defence equipment, engineering & construction and metal & mining. The planned cut in revenue expenditure will weigh on companies in consumption sectors like FMCG, consumer durables and retail.
Experts warn that air pollution in India is a major public health crisis, leading to a surge in undiagnosed airway diseases and cardiovascular issues. They urge for urgent action, early detection, and treatment.
The Reserve Bank of India (RBI) on Friday delivered a 25 basis point (bps) repo rate cut analysts expected, driven by the strong 8.2 per cent GDP growth in the September quarter. However, analysts do not expect a runaway market rally as the impact of US tariffs continues.
The Bloomberg report suggests that this backchannel communication from President Xi has laid the groundwork for a broader thaw in relations. This overture has since translated into a series of tangible diplomatic actions leading up to the upcoming Shanghai Cooperation Organisation (SCO) summit.
A 500 per cent tariff would effectively shut out India's goods and services exports to the US.
High frequency indicators, like vehicles sales, air traffic, steel consumption and GST E-way bills, point towards a sequential pickup in momentum of economic activity during the second half of the fiscal 2024-25 and sustain moving forward, RBI Bulletin said on Wednesday. However, a strong dollar, driven by US economic resilience and trade policy pivots, could exacerbate capital outflows from emerging economies, push risk premiums higher, and intensify external vulnerabilities, said an article on 'State of the Economy' published in RBI's February bulletin.
The Reserve Bank of India (RBI) on Wednesday kept its policy interest rate unchanged at 5.5 per cent for the second consecutive time, citing concerns over tariff uncertainties.
'The real story of 2025 is that India officially stopped being a 'market of the future' and started acting as the world's primary economic engine.'
'Calibrated depreciation will help rebalance external fundamentals, offset some of the tariff differentials with competitors, improve the competitiveness of domestic substitutes vis-a-vis Chinese imports, and contribute to the easing of financial conditions at a time when the inflation rate is unusually low,' explains Sajjid Z Chinoy, head of Asia Economics at JP Morgan.
'In the long run, India's strong growth story and reforms to make assets globally attractive will determine the rupee's resilience.'
Chinese Foreign Minister Wang Yi stated that China mediated tensions between India and Pakistan, a claim disputed by India which maintains that the matter was resolved bilaterally.
The Indian government has expressed its disagreement with the IMF staff's 'baseline' assumption that the 50 per cent US tariffs on its goods exports 'would remain in place indefinitely', based on which the staff pegged the country's GDP growth at 6.6 per cent this year, and pared its 2026-27 projection by 20 basis points to 6.2 per cent.
The power sector presents a puzzle. A fast-growing economy should be aligned to higher power demand but that hasn't been the case in the financial year 2026 till date (FY26TD).
India, the world's fourth largest economy, is set to maintain the 'goldilocks' phase with tailwinds of good growth, low inflation and robust banking performance as well as reform initiatives poised to sustain the economic pace witnessed during 2025.
A deep dive into Trump's new policy and what it means for Indian professionals and companies.
India's merchandise exports grew in the first three weeks of November compared with the same period last year, according to preliminary government data, Commerce and Industry Minister Piyush Goyal said on Tuesday. The uptick comes despite globa
The US has replaced random H-1B selection with a wage-weighted lottery and a new $100,000 fee for applications, raising uncertainty for students and junior hires.
India's gems & jewellery exports witnessed 30.6 per cent year-on-year (Y-o-Y) contraction in October to $2.17 million, amid the imposition of a steep 50 per cent tariff by the United States (US) on several Indian products.
The prospect of protracted uncertainties in the global economic landscape not only pose a risk for India's growth outlook in 2025-26, but are also likely to dent the private sector's capital raising and investment plans, the finance ministry averred on Tuesday, cautioning the country's corporates that the era of 'easy pickings' was over.
"The policy of Macaulay, which sowed the seeds of mental slavery in India, will complete 200 years in 2035. This means there are 10 years left. Therefore, in these very 10 years, we all must come together to free our country from the slave mentality," he said.
The Survey is authored by Chief Economic Advisor V Anantha Nageswaran and his team.
India's exports contracted 11.8 per cent to $34.38 billion in October, showed government data released on Monday. Imports jumped 16.63 per cent to $76.06 billion.
'Our problem is not a budget deficit but a trust deficit. We need to trust our institutions and industries to innovate and lead. That is the way forward for India.'
Prime Minister Narendra Modi on Thursday accused the Congress of practicing appeasement politics, saying the party's priority was "family first." He asserted that the BJP-led government operates on the principle of 'Sabka Saath, Sabka Vikas' (development for all) and prioritizes "nation first." Modi further criticized the Congress's approach to reservations, claiming it was aimed at creating divisions within the country. He highlighted the BJP's initiatives to empower marginalized communities, including the constitutional status to the OBC commission and the introduction of 10% reservation for economically backward groups.
India emerged from the war militarily bruised and strategically altered. The United States, under the guise of friendship, had succeeded in achieving what open alignment never could: The psychological and political repositioning of India within the Cold War order, points out Dr Kumar.
Younger customers should opt for increasing cover as their financial commitments are likely to rise in the future.
India's economy could reach $20.7 trillion in terms of purchasing power parity (PPP) by 2030 and may emerge as the second-largest economy by 2038 with $34.2 trillion GDP, an EY report said on Wednesday. The report also said that with appropriate countermeasures, India can limit the adverse impact of higher US tariffs on selected Indian imports to about 10 basis points of real GDP growth.
S&P Global Ratings on Tuesday cut India's GDP growth projections to 6.5 per cent for the next fiscal as it expects that economies in the APAC region will feel the strain of rising US tariffs and pushback on globalisation. In its Economic Outlook for Asia-Pacific (APAC), S&P said despite these external strains, it expects domestic demand momentum to remain solid in most emerging-market economies.
After Donald Trump became president of the United States, he unleashed economic weaponisation, upsetting the old world order, leading to much unrest. If that wasn't all, the threat of an imminent nuclear war was issued by the US, Russia, China, North Korea and Pakistan. In today's fractious times, Dr Paulos Mar Gregorios would have made a dent, notes His Holiness Baselios Marthoma Mathews III.
'This calls for a very serious investigation, investigation and introspection both.' 'Wherever we went wrong needs proper introspection; but the results also need investigation.'
'Things may get much worse before they get better,' predicts Ajay Chhibber.
India has expressed concerns over the potential humanitarian consequences of the Trump administration's new restrictions on the H1B visa program, particularly the disruption to families. The government hopes the US authorities will address these issues.
'The campaign by the Mahagathbandan has failed to capture the imagination of the electorate given the fatigue factor with the Nitish government.'
'Immigrants have always been America's greatest strength, building prosperity, breakthroughs, and communities that enrich us all. Instead of embracing that strength, Trump is clamping down on every form of immigration, tearing families apart, destabilising businesses, and weakening our economy'
The US has approved the sale of Excalibur Projectiles, Javelin Missile System and related equipment totalling over 90 million dollars to India.
The change in the government's engagement with the economy's need for reforms is more nuanced than how analysts have so far perceived it, points out A K Bhattacharya.
