The expectation of a rate cut is grounded in a combination of domestic economic indicators and global trends. India’s GDP growth has shown signs of moderation in recent quarters, with industrial output and private consumption exhibiting uneven momentum
Author: Pradeep Jayan
The Rupee’s fall to 87: What does it signal for the economy?
At the heart of the rupee’s struggles is the ongoing trade war, particularly the new tariffs imposed by the United States. President Donald Trump’s 25% levy on imports from Mexico and Canada, along with the 10% tariff on Chinese goods, has triggered retaliatory actions from these nations, exacerbating global market uncertainty.
Why Union Budet 2025 is a missed opportunity
The government’s fiscal consolidation targets, while commendable in principle, appear to have come at the cost of growth-oriented spending. The fiscal deficit has been pegged at 4.4% of GDP for FY26, a reduction that seems more focused on meeting numerical targets than on fostering economic resilience.
Budget 2025 fails to address core issues, says AIBEA
Venkatachalam of AIBEA has criticised the Union Budget saying the Government has failed to live up to the aspirations of the country.
Labour Market Shows Strong Post-Pandemic Recovery: Economic Survey 2025
The survey also notes a rise in self-employment, which now accounts for 58.4% of the total workforce in 2023-24, up from 52.2% in 2017-18. A particularly encouraging trend is the near doubling of female labour force participation, which has surged from 23.3% in 2017-18 to 41.7% in 2023-24.
What the US Fed’s rate pause means for India
US Fed decided to pause interest rates but said this isn’t a shift in policy stance
Microfinance’s unchecked greed risks another AP Crisis
The latest concerns from within the MFI industry itself—circulated in a candid plea—paint a grim picture. In several locations, over 30 institutions, including banks, NBFCs, cooperative societies, and informal lenders, are all aggressively lending to the same poor households.
India’s Biryani vs. the World’s AI
India must decide whether it wants to be a global technology leader or remain a mere participant in someone else’s game. The path forward requires ambition, investment, and a cultural shift that celebrates meaningful innovation over fleeting conveniences.
Should the RBI Keep Propping Up the Rupee?
A sharply depreciating rupee sends all the wrong messages—higher risks, reduced returns, and an economy struggling to keep up. Left unchecked, it can trigger capital outflows, destabilizing markets and worsening the current account deficit. The RBI’s interventions reassure investors, acting as a firewall against such outcomes.
Opinion: Why multiple lending is a silent killer of Indian microfinance
The distress caused by multiple lending is becoming increasingly evident. Reports of harassment, coercive recovery practices, and even suicides among borrowers in rural India have been on the rise. Karnataka, in particular, has seen a surge in complaints against MFIs, with farmers and other borrowers alleging relentless pressure to repay debts