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Economic growth
Today15 stories · 21 articles
Net tone▲ +29% today
Market check
Developing5 storylines
Economic growth in three lines
- Rural FMCG volumes fell 5% in the June quarter
- Uttar Pradesh targets annual exports of ₹5 lakh crore by 2030, up from ₹2 lakh crore now
- Private-sector capex is projected to rise to ₹3.2 trillion in FY27
1824 Sept
3825 Sept
1526 Sept
1527 Sept
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● mixedIndian economy demonstrates resilience despite increased volatility amid re-escalating tensions in West Asia: RBIRBI said the Indian economy demonstrates resilience amid rising energy prices and increased volatilityRBIMiddle EastGeopolitics
Data● mixedWeekly policy watch: Goyal-Greer meet, IIP, PMI and forex data in focusPolicy calendar includes industrial output, manufacturing activity and fresh forex-reserves dataPMI and IIPManufacturingForex reserves
Data● mixedChina industrial profit growth slows to 4.2% in AugustIndustrial profit growth was 4.2% in AugustChinaTrade dataAsian markets
Data● mixedMint Quick Edit | Foreign direct investment inflows are looking up: Can this upturn be sustained?FDIMutual fund flowsDII flows
● mixedTailwinds under-appreciated, India can absorb global shocks and grow: DBS Bank group chief economist Taimur BaigDBS chief economist Taimur Baig says India and the global economy are coping better with shocks than many believeConsumer demandGlobal marketsGDP
● mixedIndia's space sector: Slow burn, hard-won successes - and then liftoffIndia’s space programme has transformed over 35 years, from PSLV to Chandrayaan and private-sector reforms
Data▼ bearishFMCG Sector Under Pressure As Rural Volumes Fall 5% In June Quarter: NielsenIQRural FMCG volumes fell 5% in the June quarterFMCG and consumptionConsumer demand
Policy● mixedUP targets ₹5 lakh crore in annual exports by 2030 from ₹2 lakh crore now: Piyush GoyalUttar Pradesh targets annual exports of ₹5 lakh crore by 2030, up from ₹2 lakh crore nowTrade dataGDPMaharashtra
Data▲ bullishBihar’s ₹21,000 crore mineral reserves may generate over ₹5,000 crore annual revenue, says reportBihar mineral reserves are valued at over ₹21,000 croreMiningCritical mineralsMetals and mining
Policy● mixedUttar Pradesh has emerged as preferred investment destination: Piyush GoyalPiyush Goyal said Uttar Pradesh has emerged as a preferred investment destinationManufacturingDinesh PantMaharashtra
Data▲ bullishIndia’s consumer durables market could reach ₹3.25 lakh crore by 2030Market projected to reach ₹3-3.25 lakh crore by 2030ManufacturingElectronics manufacturingFMCG and consumption
Data▲ bullishPrivate sector capex projected to rise to ₹3.2 trn in FY27: RBI bulletinPrivate-sector capex is projected to rise to ₹3.2 trillion in FY27InfrastructureRBIGovernment capex
Data▲ bullishAyush services sector could reach $318 billion by 2047Sector contribution estimated at $36.92 billion
Expansion● mixedSBI business could touch Rs 200 lakh crore by 2030 on current growth: Chairman CS SettySBIPSU banksCredit growth
Expansion▲ bullishIndia needs to utilise resources beneath earth to become self-sufficient: Anil AgarwalVedanta Group has invested ₹1 lakh crore in OdishaVedantaMetals and miningGDP
Data▲ bullishIndia’s tourism sector contributes 5.22% to GDP, supports 8.46 crore jobs: GovtTourism contributes 5.22% to GDP and supports 8.46 crore jobsHotels and travelGDPJobs and layoffs
Policy▲ bullishGOBARdhan could change the economics of India’s rural economyGOBARdhan could create new markets involving farmers, aggregators, entrepreneurs, agricultural businesses and energy producersAgricultureGDP
Data● mixedThe week ahead in numbers: Factory growth, GST collections, vehicle salesThe week ahead includes factory growth, GST collections and vehicle salesGSTTax collectionsAuto sales
Policy● mixedFM Nirmala Sitharaman sets 10%+ growth target, pushes back against suggestion on ‘missed AI bus’Nirmala Sitharaman set a growth target of 10%+Nirmala SitharamanStartups and VCStartup funding
● mixedHyderabad rising
● mixed‘Groww’s time was 2016, today is deeptech’: Lalit Keshre on India’s next growth phaseGDPMarket valuations
● mixedSitharaman says India could achieve economic growth above 10%Sitharaman said growth above 10% is possibleNirmala SitharamanGDPStartups and VC
Broker call▼ bearishBernstein expects FII flows to stay flat to modestly positive without new growth enginesBernstein expects FII flows to remain flat to modestly positive over the next 12 monthsBernsteinFII flowsNifty and Sensex
● mixedFrom AI models to agents: Sarvam’s Kumar, Emergent’s Jha map India’s next five yearsSarvam AIAI labsAI
Policy● mixedKeralam’s capital expenditure low, committed expenditure high: CM SatheesanAround 80% of Kerala’s revenue went towards committed expenditure, including salaries, pensions and loan interestGovernment capexInfrastructure
Expansion▲ bullishPunjab emerging as major industrial hub, attracted ₹1.89 lakh cr investment in 4 years: MannPunjab attracted ₹1.89 lakh cr in investment over four yearsManufacturingJobs and layoffs
Market move● mixedMumbai prime home prices are up 41% in five years, but 2026 growth is coolingHousingMarket valuationsCPI inflation
● mixedAn economy built on agriculture needs deeper access to equity capitalIndia’s agricultural growth is expected to rely more on organised businesses, value addition, technology, processing and logisticsAgricultureShipping and logistics
Data● mixedReal economy drives financial, external sectors’: RBI on global risksRBIGlobal marketsWorld Bank
Data● mixedThe week in charts: India-NZ FTA, growth forecasts, trillion-dollar clubWeekly charts cover the India-NZ FTA, growth forecasts and the trillion-dollar clubTrade dealsGDPTrade data
● mixedGDP: A different takeMumbai generates more data daily than New DelhiGDPNifty and SensexMarket valuations
Data● mixedRBI says resilient domestic economy cushions India against rising global risksThe RBI cited record forex reserves and a five-year high in net FDIRBIForex reservesFDI
Data▲ bullishIndia’s private capex estimated at ₹3.2 lakh crore in 2026-27: RBIRBI estimates private capex at ₹3.2 lakh crore in 2026-27RBIInfrastructureBanks
Data● mixedRBI Bulletin – September 2026RBI released its September 2026 monthly Bulletin, containing seven speeches, three articles and current statisticsRBIBanksRepo rate