Clipped from: https://www.financialexpress.com/opinion/growing-trade-imbalances-demand-course-correction/4082890/ President Macron flags rising global trade imbalances during his December 2025 China visit. Learn how China’s $1 trillion surplus and the US deficit
Category: Economy
India needs a serious debate on monetary policy and the impossible trinity
Clipped from: https://www.business-standard.com/opinion/columns/india-needs-a-serious-debate-on-monetary-policy-and-the-impossible-trinity-125121501303_1.html Perhaps most worrisome, tax collections have decelerated dramatically-Courtesy BS The report concluded that although international policy consensus was shifting towards multiple-target, multiple-instrument frameworks,
Rate cut amid strong growth signals that monetary policy needs good data
Perhaps most worrisome, tax collections have decelerated dramatically-Courtesy BS Clipped from: https://www.business-standard.com/opinion/columns/rate-cut-amid-strong-growth-signals-that-monetary-policy-needs-good-data-125121501313_1.html For the RBI, it makes its job very difficult. To target inflation effectively, the
‘Competitive populism’ over freebies unsustainable, says former RBI Guv – The HinduBusinessLine
Clipped from: https://www.thehindubusinessline.com/news/competitive-populism-over-freebies-unsustainable-says-former-rbi-guv/article70354542.ece Freebies are ‘soft bribes’ passing on huge burden of debt to children D Subbarao, Chairperson, MIDS, and Former Governor, RBI; Soumya Swaminathan, Chairperson,
Why IMF says India’s $5 trillion economy goal may take longer than expected | Economy & Policy News – Business Standard
Clipped from: https://www.business-standard.com/economy/news/imf-india-5-trillion-economy-goal-may-take-longer-explained-125112700824_1.html According to the IMF’s updated outlook, India is projected to surpass the $4 trillion threshold in FY26 and expand to roughly $4.96 trillion
Weaker rupee to help exporters, low inflation means it doesn’t pose a risk | Editorial Comment – Business Standard
Clipped from: https://www.business-standard.com/opinion/editorial/weaker-rupee-to-help-exporters-low-inflation-means-it-doesn-t-pose-a-risk-125120301484_1.html In a situation where the balance of payments has turned negative, the currency would be expected to depreciate and act as a stabiliser
*******Rupee outlook – The HinduBusinessLine
Clipped from: https://www.thehindubusinessline.com/opinion/editorial/rupee-outlook/article70330756.ece RBI deploys right tools to control currency volatility The RBI has struck a good balance here — between letting the rupee depreciate to
India to lead emerging market growth with 7% GDP rise in 2025: Moody’s – The Hindu
Clipped from: https://www.thehindu.com/business/india-to-lead-emerging-market-growth-with-7-gdp-rise-in-2025-moodys/article70333845.ece Moody’s also said that India’s domestic growth drivers underpin its economic resilience amid global uncertainty Moody’s Ratings said with a 7% GDP expansion
Limited room: On the Indian rupee – The Hindu
Clipped from: https://www.thehindu.com/opinion/editorial/limited-room-on-the-indian-rupee/article70326823.ece India must reduce dependence on oil imports to stabilise the rupee Updated – November 27, 2025 08:26 am IST Between late November 2024 and
Mind the gap: GDP growth vs corporate results reveal real lack of demand
Clipped from: https://www.business-standard.com/opinion/columns/mind-the-gap-gdp-growth-vs-corporate-results-reveal-real-lack-of-demand-125111600645_1.html India’s strong GDP growth masks a deeper disconnect: muted revenues, weak private capex, and demand constraints that leave corporate performance trailing headline numbers
*****Tricky times – The HinduBusinessLine
Clipped from: https://www.thehindubusinessline.com/opinion/editorial/tricky-times/article70226099.ece U.S. Federal Reserve Chair Jerome Powell holds a press conference after the Fed cut interest rates by quarter of a percentage point, in
Rate cut likely by year-end; GST reforms to boost credit demand: Goldman Sachs – The Hindu BusinessLine
Clipped from: https://www.thehindubusinessline.com/economy/rate-cut-likely-by-year-end-gst-reforms-to-boost-credit-demand-goldman-sachs/article70182174.ece “We expect an additional policy rate cut before year-end, and the recent GST simplification signals that peak fiscal consolidation is behind us” An
*Rupee tantrums – The Hindu BusinessLine
Clipped from: https://www.thehindubusinessline.com/opinion/editorial/rupee-tantrums/article70096990.ece RBI has adopted right approach so far in managing rupee fall The rupee has explored new lows in recent days, and is within
*******Should rupee depreciation be stalled? – The Hindu BusinessLine
Clipped from: https://www.thehindubusinessline.com/opinion/should-rupee-depreciation-be-stalled/article70089335.ece It’s time to leave the rupee alone as the inflation situation is far better now and the weakened rupee would help exporters Rupee
*******In a clear change of strategy, govt turns to tax benefits to boost demand
Clipped from: https://www.business-standard.com/opinion/columns/govt-turns-to-tax-benefits-to-boost-demand-faces-fresh-challenges-125092301396_1.html The ‘Festival of Savings’ appears to be the new policy instrument to revive and sustain growth A major takeaway from Prime Minister Narendra
*******US will rue Trump’s trade war on India – The Hindu BusinessLine
Clipped from: https://www.thehindubusinessline.com/opinion/us-will-rue-trumps-trade-war-on-india/article70081556.ece The punitive tariffs will bring short-term pain for India. But the long-term damage to the US will be bigger Trump’s tariffs on India
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