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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
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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
● mixed'They Rejoice At India's Failure': Sitharaman Slams Opposition Over GDP Number ClaimsSitharaman said India is growing despite the odds, responding to opposition claims about GDP numbersNirmala SitharamanGDP
Deal● mixedInvestors Look to Growing Opportunities in the Indian M&A MarketGlobal marketsMarket valuationsTrade deals
Policy▼ bearishOdisha tightens norms for Supplementary Budget for FY27 amid slow capexOdisha tightened norms for its FY27 Supplementary Budget amid slow capexGovernment capexInfrastructureGDP
● mixed12 years of Make in India: What worked, what's unfinished and what comes nextIndustry leaders say manufacturing has moved beyond the import-dependent model of a decade agoManufacturingElectronics manufacturingChip plants
● mixedPayoneer India Cross-Border Excellence Awards: A diverse winner list reflects India’s growing cross-border tradeTrade and tariffsTrade data
Expansion● mixedIndia Mobile Congress launches platform to take Indian technology brands globalElectronics manufacturing
● mixedReforms, global investments to drive Uttar Pradesh to $1-trillion economy by 2029: UP minister Dayashankar SinghGDPMaharashtraDinesh Pant
Policy▲ bullishGovernment disburses ₹36,754 crore under PLI schemes through June 30Cumulative PLI incentives disbursed reached ₹36,754 croreManufacturingJobs and layoffs
● mixedAndy Mukherjee: India can’t afford to have its demographic dividend squandered by AI-induced quiet quittingAI
Broker call▲ bullish$500 billion flywheel! Macquarie lists 3 drivers for strong growth in capital market stocks, lists top picksMacquarie expects strong growth in India’s capital-market sector from FY2026 to FY2030Stock exchangesMarket valuations
● mixedPiyush Goyal: Commerce Secy to visit Mexico next week, trade deal with Peru unlikelyCommerce Secretary will visit Mexico next week; Goyal said a trade deal with Peru is unlikelyTrade dealsMexicoTrade and tariffs
Data▲ bullishWEF survey finds 74% of economists expect strong Indian growth74% of surveyed economists expect strong or very strong Indian growth over the next yearGDPGlobal markets
● mixedPM Modi lauds 'Make in India' success, credits infra, innovation for growthNarendra Modi credited infrastructure and innovation for the success of Make in IndiaNarendra ModiManufacturingInfrastructure
Expansion▲ bullishPearl Global Industries jumps after outlining FY30 growth plansPearl Global Industries rose 3.50% to Rs 1,317.50 after outlining its FY30 targets at Investor DayPearl Global IndustriesMarket valuations
● mixedRising NCD burden threatens productivity and economic growth, says Roche executiveNon-communicable diseases account for about 43 million deaths annually, nearly 75% of worldwide deathsCorporate bonds
Data● mixedDistrict unemployment data needs granular analysis for policymakingNational Sample Survey findings show significant divergence between combined and demographic-specific joblessness figures across key districtsJobs and layoffsGDP