Economy: what is moving

• Monsoon2.5× usual

  ▼ bearish −78%39 stories68 reports

  

  India’s monsoon rainfall falls 12.6% below average, lowest in over a decade

  5 sources · 3d

  • Rainfall was 12.6% below the long-period average over the four-month monsoon season
  • Deficient rains and low reservoirs threaten Rabi crops, food prices and rural spending
  • Crop and food-price pressure puts FMCG, consumer-demand and rural-focused companies at risk
  1. ▼2026 monsoon ends with nearly 13% rain deficit, worst since 2015: IMD2 sources · 3d
  2. ▲Panagariya sees no major food or fertiliser crisis for India amid global disruptions2 sources · 5h
  3. ▼Weakest monsoon since 2015 prompts ICRA to cut FY27 farm growth forecast2 sources · 1d
  4. ▼India cuts FY27 foodgrain production target by 2.63 million tonnes amid El Niño fears5 sources · 4d
  with Agriculture, DroughtAll 39 stories →
• Economic growth

  ▲ bullish +26%124 stories189 reports

  

  India manufacturing PMI hits seven-month high of 55.1 in September

  12 sources · 3d

  • PMI rose from 52.8 in August as new orders grew at their fastest pace since February
  • Q2 PMI averaged 53.8, its lowest second-quarter reading since 2021
  • Stronger factory demand supports Indian manufacturers, though the weak quarterly average tempers the signal
  1. ▼India growth may slow to 5.5-6% in H2FY27 as capex moderates: Report1 source · 2d
  2. ▼Fuel, finance shocks already hitting global economy; India better placed but not insulated: Neelkanth Mishra2 sources · 6h
  3. ●India likely to grow around 7% this year despite oil, rainfall concerns: Nilesh Shah1 source · 5h
  4. ▲India’s industrial output grows 8% in August as manufacturing expands 9%10 sources · 5d
  with PMI and IIP, GDPAll 124 stories →
• GST5.5× usual

  ▲ bullish +66%15 stories29 reports

  

  September GST collections rise 14.7% to ₹2.04 lakh crore

  13 sources · 2d

  • Gross collections reached ₹2.04 trillion; net GST revenue rose 18.1% to ₹1.77 trn
  • Import-linked revenue rose 26% to ₹65,525 crore, while domestic collections grew 10.1%
  • Stronger tax receipts support fiscal accounts and may benefit banks and domestic-demand stocks
  1. ▲Strong macro show takes shape in Q2 before festive rush1 source · 2d
  2. ●GST revenue rises to ₹2.03 lakh crore in September but share of domestic sources falls to all-time low1 source · 2d
  3. ▲GST state-wise collection September 2026: Assam jumps 88%, UP 18%; Tamil Nadu falls 5%1 source · 2d
  4. ●India’s GST revenue growth has lost momentum: What the post-2025 data shows1 source · 22h
  All 15 stories →
• Repo rate2.4× usual

  ▼ bearish −51%37 stories61 reports

  

  Economists expect RBI to raise repo rate by 25 bps to 5.5%

  4 sources · 2d

  • SBI economists expect a 25-bps hike, from 5.25% to 5.50%
  • The MPC is scheduled to meet from October 5-7
  • Higher rates may pressure rate-sensitive Indian sectors, including real estate and automobiles
  1. ▼RBI may raise repo rate by 100 bps through H1 2027: BofA Securities3 sources · 4d
  2. ▼Business Standard poll: RBI may hike repo rate by 25 bps in October meet1 source · 2d
  3. ▼RBI may face two hikes, one dilemma as repo rate is seen hitting 5.75% soon: Report2 sources · 4d
  4. ▲Nomura sees only 50 bps of RBI rate hikes by December, versus markets’ 125 bps5 sources · 6d
  All 37 stories →
• Inflation2.7× usual

  ▼ bearish −26%54 stories84 reports

  

  Economic outlook faces upside inflation risks, says Finmin report

  1 source · 2d

  • Finmin report flags upside risks to the economic outlook from inflation
  • RBI open market operations to absorb excess liquidity could support balanced financial conditions and contain inflation
  • Inflation risks matter for RBI rate decisions and Indian banks, bonds and rate-sensitive stocks
  1. ▼Broadening inflation and strong growth add to pressure for an RBI rate hike3 sources · 5d
  2. ▼India’s monsoon rainfall falls 12.6% below average, lowest in over a decade5 sources · 3d
  3. ●Falling wages, soaring energy prices and inflation: It’s beginning to look a lot like the 1970s1 source · 19h
  4. ●Inflation target should align with advanced economy average of 2%: Patra1 source · 23h
  All 54 stories →
• Jobs and layoffsRising · 12 in 2d

  ▲ bullish +23%34 stories43 reports

  

  US added 29,000 jobs in September as unemployment rose to 4.2%

  5 sources · 2d

  • September hiring fell short of economists’ 90,000-job forecast
  • Hiring dropped from a revised 133,000 in August
  • Weaker US hiring may influence global risk appetite and foreign flows into Indian equities
  1. ▲Employment in industries cross 2 cr mark in 2024-25 shows government survey1 source · 3d
  2. ●Labor market faltered in September as jobs increased by just 29,000, unemployment rate rose to 4.2%2 sources · 1d
  3. ●Your Job Title Is Not Job Security1 source · 25m
  4. ●White-collar hiring shifts towards specialised AI skills, experienced professionals in September: Report1 source · 14h
  with US jobs dataAll 34 stories →
• RBI

  ▼ bearish −41%65 stories109 reports

  

  Nomura sees only 50 bps of RBI rate hikes by December, versus markets’ 125 bps

  5 sources · 6d

  • Nomura expects a 50 bps hike by December, taking the repo rate to 5.75%
  • Markets are pricing 125 bps of hikes; Nomura says those bets are too aggressive
  • Fewer hikes would ease pressure on bond prices and support Indian banks and rate-sensitive stocks
  1. ▼Forex reserves post record $18.34 billion weekly fall as RBI supports rupee5 sources · 1d
  2. ▼India's $133 billion cash deluge puts RBI on a more hawkish policy path3 sources · 3d
  3. ▼Broadening inflation and strong growth add to pressure for an RBI rate hike3 sources · 5d
  4. ●India’s external debt rises to $778.2 billion in June quarter, RBI data shows3 sources · 3d
  All 65 stories →
• Nirmala SitharamanRising · 10 in 2d

  ● mixed +11%11 stories18 reports

  

  FM Sitharaman calls for open, predictable global economic ties amid rising uncertainty

  1 source · 2h

  • Nirmala Sitharaman urged open, predictable global economic ties amid rising uncertainty
  • She cited geopolitical tensions, trade barriers and thinner buffers as reshaping the global economy
  • Trade uncertainty may affect Indian exporters and companies reliant on global supply chains
  1. ▲India weathered global shocks, retained policy space to respond: FM Nirmala Sitharaman2 sources · 6h
  2. ●Next phase needs private investment, higher R&D spend: Sitharaman1 source · 5h
  3. ●Indian economy’s fundamentals intact and strengthening, says FM Sitharaman1 source · 5h
  4. ●FM Sitharaman: Need to keep building resilience, not a one time exercise1 source · 6h
  All 11 stories →
• Finance MinistryRising · 3 in 2d

  ● mixed −7%9 stories15 reports

  

  Finance Ministry projects 7.3% Q2 FY27 GDP growth, flags global risks

  3 sources · 2d

  • Growth follows 7.8% in Q1 FY27
  • Projection exceeds the RBI’s 6.4% forecast; risks include geopolitical tensions and supply shocks
  • Crude and trade shocks could pressure Indian energy users and export-facing companies
  1. ▼FinMin: Investor interest in India cautious amid US trade uncertainty; inflation risks rise2 sources · 2d
  2. ●Finance Ministry sees Q2 growth at 7.3%, flags rising global risks2 sources · 3d
  3. ●India faces ‘stiff’ external challenges, can’t rest on growth laurels: finance ministry review1 source · 2d
  4. ●Mint Quick Edit | Heed the finance ministry's caution—India can’t take its growth performance for granted1 source · 2d
  All 9 stories →
• HousingRising · 3 in 2d

  ● mixed +13%6 stories8 reports

  

  India’s housing construction pipeline nearly doubles to $430 billion in 2025

  2 sources · 1d

  • Housing construction value rose from $235 billion in 2019 to $430 billion in 2025
  • The report attributes the increase to strong post-pandemic demand
  • A larger housing pipeline supports demand for Indian cement, building materials and real-estate companies
  1. ●When rent eats 30% of income: India’s urban housing affordability squeeze deepens1 source · 2d
  2. ▼October repo rate hike could dent festive housing demand, impact developer financing1 source · 2d
  3. ●Hyderabad Real Estate: New Housing Supply Surges 120%, Rs 2.5 Crore+ Homes Take 23% Share1 source · 3d
  4. ●Average home prices in Delhi-NCR rise maximum at 12 pc annually in Jul-Sep: Anarock2 sources · 4h
  All 6 stories →
• Consumer demand2.0× usual

  ▼ bearish −19%22 stories31 reports

  

  84% of Indian households feel budget pressure as urban consumption slows: Worldpanel report

  1 source · 2d

  • 84% of Indian households are under budget pressure
  • Urban consumption is slowing, while rural demand faces rising debt
  • Weaker demand may pressure FMCG and consumer-facing companies’ sales
  1. ▲H1 digest: India's consumption engine powers on despite emerging headwinds1 source · 4d
  2. ●Inflation eats away at wages, posing risk to consumer spending1 source · 15h
  3. ▼India’s monsoon rainfall falls 12.6% below average, lowest in over a decade5 sources · 3d
  4. ●US Consumer Spending Rises Most in a Year, Core PCE Up 0.2%2 sources · 3d
  All 22 stories →
• Power demand2.6× usual

  ▼ bearish −31%6 stories13 reports

  

  India’s September power deficit hits a decade high as monsoon ends 13% below normal

  5 sources · 3d

  • Peak power shortfalls exceeded 2 GW on more than half of September’s days
  • The monsoon ended with a 13% rainfall deficit; 313 of 741 districts had deficient or large-deficient rain
  • Weak rains and higher power demand pressure farm-linked firms while raising demand for power generators
  1. ▼India’s power shortfall reaches a three-year peak despite higher coal burn2 sources · 2d
  2. ▲India’s power consumption rises 11.35% to 162.19 BU in September1 source · 2d
  3. ●A power warning India needs to heed1 source · 5d
  4. ▲India’s industrial output grows 8% in August as manufacturing expands 9%10 sources · 5d
  with Power sectorAll 6 stories →
• US Fed4.8× usual

  ● mixed −5%13 stories20 reports

  

  Fed's Kashkari says inflation is 'still too high' even after softer-than-expected PCE data

  2 sources · 3d

  • Fed’s Kashkari said inflation is “still too high” despite softer-than-expected PCE data
  • Kashkari was scheduled to speak with CNBC’s Steve Liesman on Wednesday night
  • A persistent US inflation signal may influence global rates and sentiment toward Indian equities
  1. ▼Fed's Williams sees a possible rate hike later in 2026, with no rush to act3 sources · 4d
  2. ▲Lower Fed hike odds and oil prices support rupee; traders see it near 95.962 sources · 4d
  3. ●The Fed's main inflation measure will be released Wednesday. Here's what to expect1 source · 4d
  4. ●Fed's Williams sees no urgency for next Fed rate hike3 sources · 4d
  All 13 stories →
• Manufacturing

  ▲ bullish +75%32 stories63 reportsIndia Manufacturing −3.9%

  

  ET Graphics: Factory engine revs up jobs and earnings rise

  1 source · 2d

  • India’s factory workforce crossed 20 million in 2024-25, with gains in West Bengal, Telangana, Maharashtra and Uttar Pradesh
  • Food manufacturing was among the sectors driving workforce growth
  • Manufacturing job growth supports domestic demand and may benefit Indian industrial and consumer companies
  1. ▲India manufacturing PMI hits seven-month high of 55.1 in September12 sources · 3d
  2. ▲Output, wages, GVA... manufacturing sector is on a roll: GVA grows 9.6% to Rs 26.9 lakh crore; sector adds 1.4 mn workers1 source · 3d
  3. ▲Industrial employment crosses 2-crore mark as manufacturing adds 14 lakh workers1 source · 3d
  4. ▲ASI 2024-25: Manufacturing workforce crossed 21 million, factories up 2.6%1 source · 3d
  All 32 stories →
• US economy3.6× usual

  ● mixed ±0%17 stories30 reports

  

  US economy picks up pace in Q2, grows 2.2%

  3 sources · 3d

  • US GDP grew at a 2.2% annual pace in the second quarter
  1. ●US added 29,000 jobs in September as unemployment rose to 4.2%5 sources · 2d
  2. ●US PCE inflation rises 0.3% in August as consumer spending surges3 sources · 3d
  3. ●The U.S. economy is defying gravity. Here’s all the good news.1 source · 3d
  4. ●Labor market faltered in September as jobs increased by just 29,000, unemployment rate rose to 4.2%2 sources · 1d
  All 17 stories →
• Government capex

  ▼ bearish −35%9 stories17 reports

  

  H1 digest: New capex proposals rise, but momentum plunges in September quarter

  1 source · 2d

  • Headline project announcements rose 33% in H1 of fiscal 2027
  • A sharp decline in the September quarter exposed uneven recovery
  • Uneven project momentum may weigh on infrastructure and capital-goods companies
  1. ▼Fiscal deficit reaches ₹7.1 lakh crore, or 41.9% of FY27 target, by August7 sources · 3d
  2. ▲Government procurement from MSEs hits ₹48,635 crore in H1 FY27, H2 seen stronger1 source · 1d
  3. ▲Capital expenditure grew by 18% during Apri-August1 source · 3d
  4. ●What’s holding back private capital expenditure? The weakness of India’s unlisted corporate sector1 source · 3d
  All 9 stories →
• Rupee

  ▼ bearish −68%45 stories75 reports

  

  Rupee weakens to around 95.95 per dollar as crude, yields and outflows weigh

  7 sources · 6d

  • Rupee touched 95.95 per dollar, down 20 paise in early trade
  • Crude topped $106; reports also cite stronger dollar, US yields and foreign outflows
  • Economic Times reported the rupee at 95.9825, down 0.2%, with RBI intervention
  • A weaker rupee and costly crude pressure Indian oil importers and raise fuel-cost risks for airlines
  1. ▼Rupee hits two-month low of 96.31/$ as oil tops $100 and US yields climb2 sources · 2d
  2. ▼Rupee, bonds face pressure as US Treasury yields rise and crude tops $1001 source · 2d
  3. ▼Rupee slips 12 paise to 95.95 against dollar: What is weighing on the currency now2 sources · 4d
  4. ▲Lower Fed hike odds and oil prices support rupee; traders see it near 95.962 sources · 4d
  All 45 stories →
• Tax collectionsNew

  ▲ bullish +64%13 stories28 reports

  

  Andhra Pradesh commercial tax collections rise 18 pc to Rs 30,436 cr in H1

  2 sources · 1d

  • Andhra Pradesh commercial tax collections rose 18% year-on-year to Rs 30,435.98 crore in April-September 2026
  1. ▲September GST collections rise 14.7% to ₹2.04 lakh crore13 sources · 2d
  2. ●GST revenue rises to ₹2.03 lakh crore in September but share of domestic sources falls to all-time low1 source · 2d
  3. ▲GST state-wise collection September 2026: Assam jumps 88%, UP 18%; Tamil Nadu falls 5%1 source · 2d
  4. ●Fiscal path hinges on direct taxes as customs, excise revenues face pressure: Report1 source · 3d
  All 13 stories →
• Trade data

  ▲ bullish +19%18 stories21 reports

  

  Datanomics: Services cushion shrinks as trade deficit pushes CAD deeper

  1 source · 1d

  • Q1FY27 current account deficit reversed the surplus seen in Q4FY26
  • A deeper CAD can pressure the rupee and raise risks for import-dependent Indian companies
  1. ▲India sets one trillion dollar export target for goods and services this year, says Piyush Goyal1 source · 5d
  2. ▼Liberalisation gains petering out as India's inward-looking bias persists1 source · 1d
  3. ▲India's merchandise exports rise 15% this fiscal till Sep 21: Goyal2 sources · 5d
  4. ●35 years after liberalisation, India’s global integration remains a work in progress, says Shankar Sharma1 source · 9h
  All 18 stories →
• Union Budget and fiscal

  ● mixed +13%26 stories56 reports

  

  Fiscal deficit reaches ₹7.1 lakh crore, or 41.9% of FY27 target, by August

  7 sources · 3d

  • April-August deficit rose from ₹6 lakh crore a year earlier to ₹7.1 lakh crore
  • Capital expenditure rose 18% and major subsidy spending increased nearly 25%
  • Higher spending and a wider deficit may pressure bond yields, affecting banks and rate-sensitive stocks
  1. ●Centre's fiscal deficit touches 41.9% of full-year target at Aug-end: CGA3 sources · 3d
  2. ●Budget 2024: India Union Budget 2024 Live Analysis, Interim Budget 2024 Key Announcements and Highlights1 source · 12h
  3. ●India’s fertiliser subsidy may exceed ₹3 lakh crore in the current fiscal1 source · 4d
  4. ●Fiscal path hinges on direct taxes as customs, excise revenues face pressure: Report1 source · 3d
  All 26 stories →
• US inflation2.6× usual

  ● mixed −8%18 stories26 reports

  

  US PCE inflation rises 0.3% in August as consumer spending surges

  3 sources · 3d

  • The Personal Consumption Expenditures Price Index rose 0.3% in August
  • July’s gain was revised down to 0.1%
  1. ▲Fed’s preferred gauge showed core inflation at 3.0% in August, much lighter than expected2 sources · 3d
  2. ●US inflation comes in below expectations in August amid high energy prices linked to Iran war1 source · 3d
  3. ▼Inflation rises again and keeps pressure on Fed1 source · 3d
  4. ●Fed's Kashkari says inflation is 'still too high' even after softer-than-expected PCE data2 sources · 3d
  All 18 stories →
• UPI

  ▲ bullish +67%2 stories3 reports

  

  UPI volume rises 27% to touch 145 billion in first half of FY27

  2 sources · 1d

  • UPI volume rose 27% to 145 billion in the first half of FY27
  • Volume was 114 billion in April-September of the previous financial year
  • Rising digital payments activity puts Indian fintech and payment companies in focus
  1. ●GST, PMI and UPI strengthen in September, but auto sales show pockets of weakness1 source · 2d
  Open UPI →
• Dearness allowanceNew

  ▲ bullish +40%3 stories5 reports

  

  Centre may announce July DA hike before Dussehra, employee union says

  2 sources · 2d

  • A 3–4% DA hike is anticipated for central government employees in the July cycle
  • A higher allowance would support consumption, including discretionary-spending companies
  1. ●DA news: Telangana Cabinet approves release of two pending instalments — when will remaining arrears be cleared?2 sources · 1d
  2. ●8th Pay Commission Arrear calculator: These employees could face losses of up to ₹3.32 lakh — here's why1 source · 10h
  Open Dearness allowance →
• Crude oil

  ▼ bearish −57%41 stories74 reports

  

  Global headwinds pose fresh risks to Indian assets, rupee: Monthly Economic Review

  1 source · 2d

  • Higher oil prices, rising global bond yields and trade uncertainty are pressuring Indian assets and the rupee
  • Higher oil prices and yields pressure the rupee and raise risks for Indian equities and import-dependent sectors
  1. ▼Rupee weakens to around 95.95 per dollar as crude, yields and outflows weigh7 sources · 6d
  2. ▼Rupee hits two-month low of 96.31/$ as oil tops $100 and US yields climb2 sources · 2d
  3. ▼Forex reserves post record $18.34 billion weekly fall as RBI supports rupee5 sources · 1d
  4. ▲India Inc credit quality stays resilient in H1FY27 as agencies flag H2 risks4 sources · 3d
  All 41 stories →
• Forex reserves

  ▼ bearish −65%10 stories17 reports

  

  Forex reserves post record $18.34 billion weekly fall as RBI supports rupee

  5 sources · 1d

  • Reserves fell $18.34 billion to $747.56 billion, the biggest weekly decline on record
  • Moneycontrol reports reserves at $757.46 billion; other reports give $747.56 billion
  • Rupee pressure and reserve drawdown matter for banks, importers and oil companies
  1. ▼India Forex Reserves Log Record Weekly Drop on Rupee Defense1 source · 1d
  2. ▲India forex reserves surge to a record high in September and to provide cover for 11.2 months of goods imports, says RBI1 source · 5d
  3. ▼India's forex reserves fall $14.89 billion to $766 billion1 source · 6d
  4. ▼India’s net claims on non-residents rise to $220.3 billion in June3 sources · 3d
  All 10 stories →
• Hotels and travel

  ▲ bullish +40%5 stories5 reportsIndia Tourism −2.6%

  

  Odisha clears 19 projects as biofuel, textiles and tourism drive Rs 3,280 cr investment

  1 source · 3d

  1. ●India tourism growth faces skills crunch; workforce shortfall may hit 11 million by 2035: CBRE1 source · 1d
  2. ●India needs niche tourism, tier-II expansion and skilled workforce to unlock India’s $3 trillion tourism ambition1 source · 2d
  3. ▲India’s tourism sector contributes 5.22% to GDP, supports 8.46 crore jobs: Govt1 source · 7d
  4. ▲Odisha clears 19 projects worth ₹3,280 cr as emerging sectors gain ground1 source · 4d
  Open Hotels and travel →
• Aviation

  ▼ bearish −60%2 stories5 reportsTransport & Logistics −4.6%

  

  India’s domestic air traffic falls 7.5% in August, steepest decline among major markets

  4 sources · 3d

  • Domestic passenger traffic fell 7.5% year on year in August
  • Capacity declined less sharply than passenger demand
  • Lower passenger demand pressures Indian airlines’ revenue and could weigh on aviation stocks
  1. ▲66 airports under development, India seeks connectivity opportunities with 115 airlines, 55 countries: Naidu1 source · 4d
  Open Aviation →
• National Pension SystemNew

  ● mixed ±0%3 stories4 reports

  

  Indian household debt rises 14.3%, financial assets grow 9% in 2025: Report

  2 sources · 2d

  • Indian household debt rose 14.3% in 2025, while financial assets grew 9%
  • Insurance and pensions grew 11.4%; deposits rose 9.8% and securities 6.1%
  1. ●The downside of an ageing population1 source · 5h
  2. ●Pension money is ‘most patient capital’ for infra; pension funds must channelise investment: CEA1 source · 2d
  Open National Pension System →
• Roads and highways

  ▼ bearish −33%3 stories6 reports

  

  Nitin Gadkari: Rs 61,500 crore, 630-km highway to link Siliguri, Guwahati, Shillong

  1 source · 4d

  • The proposed 630-km highway linking Siliguri, Guwahati and Shillong is estimated to cost Rs 61,500 crore
  • The road transport ministry has also initiated an expressway connectivity project between Gorakhpur and Uttar…
  • Road construction firms and logistics operators could benefit from expanded connectivity in the Northeast
  1. ●NHAI’s Rs 30,491 crore Amaravati outer ring road plan: 190-km six-lane corridor, 4 construction packages, 3 tunnels and 2 Krishna bridges2 sources · 2d
  2. ▼Mumbai raises commercial-vehicle tolls at five entry points from October 13 sources · 3d
  Open Roads and highways →
• Business confidenceNew

  ● mixed +14%5 stories7 reports

  

  India business confidence rises 8% in September despite global headwinds: ASSOCHAM

  1 source · 3d

  • India business confidence rose 8% in September despite global headwinds
  • Confidence increased 5.6% in the first half of FY27, according to ASSOCHAM
  • Stronger confidence may support Indian investment and demand across domestic-facing sectors
  1. ●Investing in resilience is economically rational, says Principal Secretary PK Mishra2 sources · 11h
  2. ●ASSOCHAM sees business confidence grow 8% in September, pace eases from August2 sources · 3d
  3. ●Building economic resilience is a continuous process, not a one-time exercise: FM Sitharaman1 source · 5h
  4. ●Economy may expand 7.3% in July-September, says finance ministry1 source · 2d
  Open Business confidence →
• Crisil1.9× usual

  ● mixed ±0%4 stories6 reportsCRISIL −1.7%

  

  Crisil lifts India FY27 growth forecast to 7% on strong H1 momentum

  1 source · 3d

  • Crisil raised India’s FY27 GDP growth forecast to 7%
  • The revision reflects strong domestic demand, resilient consumer spending and government investment
  • Stronger growth expectations support Indian consumer-facing companies and domestic-demand sectors
  1. ●India Inc can weather 50 bps rate hike, El Nino impact: Crisil3 sources · 3d
  2. ●Crisil Ups FY27 GDP Growth Forecast To 7% On Expected Strong H11 source · 3d
  3. ▼Foreign capital shuns India despite strong growth: S&P-Crisil report1 source · 2d
  Open Crisil →
• Trade and tariffs

  ● mixed +6%24 stories33 reports

  

  Growth Support vs Deficit Target: The trade-off facing the Centre

  1 source · 3d

  1. ●Finance Ministry projects 7.3% Q2 FY27 GDP growth, flags global risks3 sources · 2d
  2. ▼HSBC's Pranjul Bhandari sees exports driving India's growth, expects two more RBI rate hikes1 source · 3d
  3. ▲Exports, rising power demand to support manufacturing growth despite rural weakness: ICICI Bank1 source · 5d
  4. ●India’s weak trade with neighbours is a structural economic disadvantage, says expert1 source · 5d
  All 24 stories →
• Infrastructure

  ▲ bullish +40%13 stories15 reportsInfrastructure −3.8%

  

  Capex slows in Q2 as new project announcements, completions lose pace

  1 source · 2d

  • Capex slowed in Q2 as new project announcements and completions lost pace
  • Emkay economist Madhavi Arora said factors affecting private investment may be more global in the immediate future
  • Slower project activity may weigh on Indian infrastructure and capital-goods companies
  1. ●H1 digest: New capex proposals rise, but momentum plunges in September quarter1 source · 2d
  2. ▲Private sector capex projected to rise to ₹3.2 trn in FY27: RBI bulletin1 source · 6d
  3. ▲Private capex outlook is rising, but what is driving project distress now?1 source · 3d
  4. ●Private capex hit a new high in FY26. Just 112 projects accounted for two-thirds of it1 source · 6d
  All 13 stories →
• FII flows

  ▼ bearish −76%9 stories21 reports

  

  Foreign capital shuns India despite strong growth: S&P-Crisil report

  1 source · 2d

  • Net foreign portfolio inflows fell 16.6% in FY26
  • Net FDI was $7.8 billion versus gross inflows of $94.5 billion
  • Weaker foreign flows may weigh on Indian equities and the rupee
  1. ●India faces stiff capital-flow challenge amid global AI, manufacturing race1 source · 3d
  2. ●Rising global bond yields, US uncertainty and AI gap may hit India’s capital inflows: CEA1 source · 6d
  3. ▼Rupee weakens to around 95.95 per dollar as crude, yields and outflows weigh7 sources · 6d
  4. ●FCNR inflows cushion rupee, BoP; FII flows crucial for sustained external stability: Report2 sources · 1d
  All 9 stories →
• Government borrowing

  ▼ bearish −32%11 stories25 reports

  

  RBI panel proposes 11.2% higher WMA limit for states, urges staggered borrowing

  5 sources · 4d

  • Aggregate WMA limit proposed to rise 11.2% to ₹67,839 crore
  • Panel urges states to spread market borrowing more evenly through the year
  • Smoother state borrowing may ease bond-supply pressure for Indian bond investors and banks
  1. ●RBI may shift govt borrowing towards shorter tenures in H21 source · 5d
  2. ●Indicative Calendar of Market borrowings by State Governments/ Union Territories for the Quarter October – December 20261 source · 2d
  3. ●Fiscal deficit rises to 42% of full-year target as subsidy bill climbs and capex continues1 source · 3d
  4. ▼Fiscal deficit reaches ₹7.1 lakh crore, or 41.9% of FY27 target, by August7 sources · 3d
  All 11 stories →
• Middle East

  ▲ bullish +50%5 stories10 reports

  

  RBI Governor: Today's resilience may not imply tomorrow's immunity

  2 sources · 9h

  • The RBI Governor said today’s resilience may not imply immunity in the future
  • India is navigating the West Asia crisis from a position of strength and taking steps to build resilience
  1. ▲Corporate credit profile remains strong in H1 despite West Asia war: Ind Ra2 sources · 3d
  2. ▲India Inc credit quality stays resilient in H1FY27 as agencies flag H2 risks4 sources · 3d
  3. ▼Rating upgrades moderate in H1 as India Inc faces multiple headwinds1 source · 3d
  4. ●Indian economy demonstrates resilience despite increased volatility amid re-escalating tensions in West Asia: RBI1 source · 6d
  Open Middle East →
• CPI inflation

  ▼ bearish −63%17 stories27 reports

  

  SBI Research sees CPI inflation at 5.65% in Sept, above 6.5% in Oct-Nov

  1 source · 1d

  • SBI Research forecasts CPI inflation at 5.65% in September
  • It expects inflation to exceed 6.5% in October and November
  • Higher inflation may constrain rate cuts, affecting Indian banks and rate-sensitive stocks
  1. ●August CPI-IW points to a 65.05% January 2027 DA calculation3 sources · 3d
  2. ▼Broadening inflation and strong growth add to pressure for an RBI rate hike3 sources · 5d
  3. ●10 years of inflation targeting: How elephant was driven away to the jungle1 source · 23h
  4. ▼India’s monsoon ends 12.6% below normal, weakest since 20152 sources · 3d
  All 17 stories →
• Office and REITs

  ▲ bullish +100%1 story1 report

  

  Office space leasing increases by 6% on-year during July–September

  1 source · 2d

  • Office space leasing rose 6% year-on-year during July–September
  • India recorded 66.4 million sq. ft. of office absorption in 9M 2026, a nine-month record
  • Stronger leasing supports Indian office landlords and listed REITs
  Open Office and REITs →
• 8th Pay Commission2.3× usual

  ● mixed ±0%5 stories8 reports

  

  Central government employees await a possible 3% dearness allowance hike to 63%

  2 sources · 5d

  • Inflation data indicates a possible 3% increase, taking DA to 63%
  • Employee unions expect an announcement, but the reports frame the hike as uncertain
  • A higher DA bill could affect government spending and fiscal room for Indian companies
  1. ●8th Pay Commission Arrear calculator: These employees could face losses of up to ₹3.32 lakh — here's why1 source · 10h
  2. ●8th pay commission: How does salary hike compare between 7th and 8th CPC for same fitment factor? We calculate1 source · 4d
  3. ●August CPI-IW points to a 65.05% January 2027 DA calculation3 sources · 3d
  4. ●DA news: Here's a look at the full list of states that have announced dearness allowance hikes in 20261 source · 5d
  Open 8th Pay Commission →
• US deficit

  ● mixed ±0%4 stories4 reports

  

  U.S. debt could reach 160% of GDP within decade, Scope warns

  1 source · 8h

  1. ●Is the world really drowning in debt?1 source · 4d
  2. ●How a Global Debt Crisis Starts - Robin J Brooks1 source · 4d
  3. ●How might a U.S. fiscal crisis unfold? Capital Economics charts the path1 source · 6d
  Open US deficit →
• Geopolitics1.5× usual

  ▼ bearish −35%13 stories23 reports

  

  India’s resilience lies in adapting to geopolitical, trade, and technology shifts: VP Radhakrishnan

  1 source · 9h

  • Radhakrishnan said India is entering global uncertainty from a position of economic strength
  • He cited real GDP growth of 7.8%
  1. ●Finance Ministry projects 7.3% Q2 FY27 GDP growth, flags global risks3 sources · 2d
  2. ●The macro manifesto: Decoding the new world order & re-routing of smart money1 source · 1d
  3. ▼Rupee and government bonds face pressure as oil rises and Iran diplomacy hopes fade3 sources · 6d
  4. ●India came through geopolitical challenges remarkably well: FM Nirmala Sitharaman hails economy's resilience1 source · 6h
  All 13 stories →
• ICRANew

  ▲ bullish +33%2 stories6 reportsICRA −2.8%

  

  India Inc credit quality stays resilient in H1FY27 as agencies flag H2 risks

  4 sources · 3d

  • India Inc’s credit ratio rose to 3.2 times in H1 FY27
  • Agencies cited West Asia tensions, higher oil prices and trade uncertainty as H2 risks
  • Resilient credit supports Indian corporate borrowers, while oil and trade risks matter for exposed sectors
  1. ▼Weakest monsoon since 2015 prompts ICRA to cut FY27 farm growth forecast2 sources · 1d
  Open ICRA →
• Retail1.6× usual

  ▲ bullish +29%3 stories7 reports

  

  Retail trade, banking lead as 10 services sub-sectors clock double digits in July

  2 sources · 4d

  • 17 of 19 services sub-sectors recorded growth in July; 10 posted double-digit expansion
  • Resilient services activity supports demand prospects for Indian retail and banking companies
  1. ●Ten of 19 services record double-digit growth in July, retail rises 18.5%1 source · 4d
  2. ●Services growth figures differ: reports cite 10 or 17 sub-sectors growing double digits in July4 sources · 4d
  Open Retail →
• V Anantha Nageswaran

  ▼ bearish −20%3 stories5 reports

  

  CEA warns of looming oil and rate pressures in India’s H2, sees Q2 growth at 7.3%

  1 source · 3d

  • Q2 growth seen at 7.3%
  • The CEA warned H2 would be challenging amid rising oil prices and global growth pressures
  • Higher oil prices can pressure Indian airlines and oil-marketing companies
  1. ●FY27 Second Half Going To Be Challenging As Interest Rates Rise Globally: CEA Nageswaran3 sources · 3d
  2. ●Pension money is ‘most patient capital’ for infra; pension funds must channelise investment: CEA1 source · 2d
  Open V Anantha Nageswaran →
• AI

  ● mixed −11%9 stories9 reportsAI Catalysts −2.4%

  

  How AI’s memory hunger is creeping into India’s inflation and import bill

  1 source · 4d

  • Rising global memory chip costs are driving up India’s tech import bill
  • Higher memory costs are also pushing up consumer device prices
  • Higher chip costs pressure Indian electronics makers and raise device prices for consumers
  1. ●White-collar hiring shifts towards specialised AI skills, experienced professionals in September: Report1 source · 14h
  2. ▼Mounting govt debt and AI capex: what higher interest rates mean for India1 source · 6d
  3. ●India’s Decisive Decade: 7 Business trends every CEO should watch1 source · 4d
  4. ●After trade war, capital war?1 source · 3d
  All 9 stories →
• Nilesh ShahNew

  ● mixed ±0%3 stories3 reports

  

  Over 7% growth looks certain this year, but next year needs lower oil prices says Nilesh Shah

  1 source · 2h

  • Nilesh Shah said growth above 7% looks certain this year
  • He said next year’s growth needs lower oil prices, flagging inflation and supply-chain disruptions
  • Higher oil prices would raise costs for Indian manufacturers and transport companies
  1. ●India likely to grow around 7% this year despite oil, rainfall concerns: Nilesh Shah1 source · 5h
  2. ●India can sustain around 7% growth despite global concerns: Nilesh Shah1 source · 6h
  Open Nilesh Shah →
• G-secs

  ▼ bearish −36%9 stories11 reports

  

  Rupee, bonds face pressure as US Treasury yields rise and crude tops $100

  1 source · 2d

  • The rupee fell 0.5% to 96.31 per dollar
  • The 10-year bond yield rose to 7.21% as Brent crossed $100 a barrel
  • Higher crude and yields pressure Indian importers, rate-sensitive stocks and government-bond holders
  1. ●Indian bond yields ease as oil cools, Fed rate hike bets tumble ahead of RBI policy1 source · 4d
  2. ▼Ten-year bond yield hits 7.19%, highest in two years1 source · 5d
  3. ▼Rupee and government bonds face pressure as oil rises and Iran diplomacy hopes fade3 sources · 6d
  4. ●Government of India announces the sale of four dated securities for a notified amount of ₹33,000 crore1 source · 5d
  All 9 stories →
• NIPFPNew

  ▼ bearish −50%2 stories2 reports

  

  India’s private investment declines even as project announcements more than double, despite record corporate profits

  1 source · 5d

  • Private investment declined even as project announcements more than doubled, despite record corporate profits
  • Companies increasingly accumulated cash rather than undertake greenfield capital expenditure, NIPFP said
  • Weak private capex may constrain order prospects for Indian capital-goods and infrastructure companies
  1. ●Private capex puzzle: RBI sees ₹5.6 lakh crore pipeline, NIPFP flags weak investment conversion1 source · 4d
  Open NIPFP →

More tags

• Farm commodities2.6× usual

  India cuts FY27 foodgrain production target by 2.63 million tonnes amid El Niño fears

  6 stories · ▼ bearish
• Maharashtra

  Maharashtra drought: Why the 265-tehsil crisis could hit markets and the economy

  4 stories · ▼ bearish
• Uttar Pradesh

  UP dairy sector draws ₹695 crore investment proposals from 22 companies

  4 stories · ● mixed
• FactoryNew

  Factory Wages Rise Across India, But Jharkhand Bucks The Trend; Check State-Wise Data

  2 stories · ▼ bearish
• Fintech and payments1.6× usual

  High-frequency indicators remained healthy, digital payments continued to post robust growth

  India Digital −3.0%

  3 stories · ▲ bullish
• US Treasuries

  Fed's Williams sees no urgency for next Fed rate hike

  8 stories · ▼ bearish
• Carbon Border Adjustment MechanismNew

  India’s bid to keep carbon cash home as Europe adds a new trade cost

  2 stories · ▼ bearish
• Renewables

  India's solar cell capacity lags module additions 5x in H1, imports up 18%

  4 stories · ● mixed
• Fertilisers

  India’s fertiliser subsidy may exceed ₹3 lakh crore in the current fiscal

  4 stories · ▲ bullish
• FDI

  Net FDI flows spurt to five year high in Jul-26, communication, financial and computer services receive bulk of equity inflows

  6 stories · ▼ bearish
• Trade deals

  UP International Trade Show draws 4,400 MoUs, worth Rs 6,500 crore

  5 stories · ▲ bullish
• Bond auctions

  Government of India announces the sale of four dated securities for a notified amount of ₹33,000 crore

  5 stories · ▲ bullish
• CanadaNew

  Canada economy stalls in July as manufacturing and trade weaken

  2 stories · ● mixed
• IT hiring

  Campus hiring stays resilient, but employers get choosier: Aon report

  2 stories · ● mixed
• Brazil

  Brazil loan defaults reach record high in August

  1 story · ● mixed
• NomuraNew

  India industrial output beats expectations again; Nomura cautions on H2 FY27 growth

  2 stories · ▲ bullish
• SBI1.6× usual

  India’s higher education expands, but teacher vacancies and funding remain concerns: SBI Research

  SBIN −2.5%

  3 stories · ▼ bearish
• Festive season

  This festive season, desi job market looks different

  4 stories · ● mixed
• Coal

  India’s power shortfall reaches a three-year peak despite higher coal burn

  2 stories · ▼ bearish
• Credit growth

  Bank credit, reforms, digital payments top Assocham’s Business Confidence Index weights

  5 stories · ▲ bullish
• Bond yields

  Ten-year bond yield hits 7.19%, highest in two years

  10-yr G-Sec (price) −0.5%

  22 stories · ▼ bearish
• European Union1.9× usual

  Germany may grow twice as fast this year as earlier thought, Bundesbank says

  4 stories · ▼ bearish
• Airlines

  66 airports under development, India seeks connectivity opportunities with 115 airlines, 55 countries: Naidu

  2 stories · ▼ bearish
• Input costs

  Erratic monsoon cuts rice yields and threatens rural incomes and spending

  2 stories · ▼ bearish
• OdishaNew

  Odisha sets up CM-EAC on lines of EAC-PM to drive $1.5 trn economy goal

  2 stories · ▲ bullish
• FMCG and consumption2.1× usual

  H1 digest: India's consumption engine powers on despite emerging headwinds

  FMCG −4.3%≠

  9 stories · ▲ bullish
• US dollar

  Rupee breaches 96 mark against the dollar as Brent and US yields weigh

  19 stories · ▼ bearish
• Banks

  India's $133 billion cash deluge puts RBI on a more hawkish policy path

  Bank −1.8%

  9 stories · ▼ bearish
• Global markets

  India bucks global consumer confidence trend, rebounds to lead 30-country Ipsos survey

  24 stories · ▼ bearish
• Taxes1.9× usual

  Imports drive GST mop-up, H1 revenues up 12%

  12 stories · ▲ bullish
• Real estate2.3× usual

  Hyderabad Real Estate: New Housing Supply Surges 120%, Rs 2.5 Crore+ Homes Take 23% Share

  Realty −3.1%

  5 stories · ▲ bullish
• Auto sales2.3× usual

  Strong macro show takes shape in Q2 before festive rush

  5 stories · ▲ bullish
• Food prices

  India’s $600 billion food market grows at 7% CAGR, food processing given importance: Official

  7 stories · ▼ bearish
• Fuel prices

  Fuel, finance shocks already hitting global economy; India better placed but not insulated: Neelkanth Mishra

  2 stories · ▼ bearish
• US tariffs

  FinMin: Investor interest in India cautious amid US trade uncertainty; inflation risks rise

  2 stories · ▼ bearish
• Thermal power

  Coal-fuelled economic growth in India increased PM2.5 pollution, urban deaths from 2000-2020: Study

  2 stories · ▼ bearish
• Shaktikanta DasNew

  India a 'bright spot' amid uncertainty: Shaktikanta Das

  3 stories · ▲ bullish
• KarnatakaNew

  Rs 60,000 Crore Drought Loss? Karnataka Seeks Relief As Central Teams Assess Damage

  2 stories · ▼ bearish
• Banking liquidity

  RBI may shift govt borrowing towards shorter tenures in H2

  2 stories · ● mixed
• Morgan Stanley

  RBI MPC October meeting: Morgan Stanley sees 25 bps rate hike, 100 bps tightening cycle

  2 stories · ● mixed
• Electronics manufacturing

  India’s consumer durables market could reach ₹3.25 lakh crore by 2030

  4 stories · ▲ bullish
• Iran1.9× usual

  Rupee nears 96 per dollar as oil prices rise and RBI intervention limits losses

  4 stories · ▼ bearish
• IMF

  Is the world really drowning in debt?

  2 stories · ● mixed
• Labour codes1.9× usual

  DA news: Here's a look at the full list of states that have announced dearness allowance hikes in 2026

  4 stories · ● mixed
• Mining

  IIP growth rebounds to 8% in Aug-26, mining sector contracts

  2 stories · ▲ bullish
• Piyush GoyalNew

  India sets one trillion dollar export target for goods and services this year, says Piyush Goyal

  3 stories · ▲ bullish
• World Bank

  The macro manifesto: Decoding the new world order & re-routing of smart money

  2 stories · ● mixed
• IT services

  Monthly Data on India’s International Trade in Services for the Month of August 2026

  IT +0.3%

  2 stories · ● mixed
• Wall Street

  The U.S. economy is defying gravity. Here’s all the good news.

  2 stories · ● mixed
• Startups and VC

  India ranks 38th in Global Innovation Index, digital services and venture capital power innovation gains

  2 stories · ● mixed
• Market valuations

  Ruchir Sharma rates India a middling investment story on his 10-rule benchmark

  3 stories · ▼ bearish
• Autos

  The week ahead in numbers: Factory growth, GST collections, vehicle sales

  Auto −5.0%

  2 stories · ● mixed