INDIAN ECONOMY GROWTH
PM Modi expected in UK on July 23-24 for FTA signing
Prime Minister Narendra Modi is anticipated to visit the United Kingdom on July 23-24, potentially marking the formal signing of the India-UK free trade agreement. Discussions are also expected to revolve around strengthening bilateral security cooperation. Following the UK visit, Modi will travel to the Maldives on July 25-26 as the Chief Guest for their National Day celebrations.
Build firewalls, but with fair play or risk driving investment away
Countries globally balance economic growth with national security, risking blurred lines between legitimate concerns and coercion. India, poised as a manufacturing hub, faces this dilemma, exemplified by the Celebi Aviation case. Upholding due process and fair treatment is crucial to maintain investor confidence, fostering both domestic and international economic benefits for India.
No chill without volatility: Prateek Agrawal on playing the long game in India’s new market era
In a candid ETMarkets chat, Prateek Agrawal of Motilal Oswal Asset Management Company breaks down why compounding wealth in India today means staying bold, tuning out the noise, and ditching the index-hugger mindset—because fortune favours the long-term mindset.
Sunil Mittal sees India on a strong economic path amid global uncertainties, trade tensions
Bharti Airtel Chairman Sunil Mittal has said that India is likely to maintain steady economic growth despite rising global trade tensions and ongoing geopolitical conflicts. Writing in the company’s annual report, Mittal noted that political stability and strong policy actions in infrastructure, logistics, and supply chains are boosting investor confidence and supporting India’s aim to become a global manufacturing hub.
Sectoral themes or bottom-up stories? Anand Shah explains the state of the market
Anand Shah of ICICI Prudential AMC notes market consolidation after a sharp rally, emphasizing that growth remains a challenge. He highlights resilient consumer services driven by rising per capita income and consolidation opportunities in sectors like telecom and airlines. While banks face potential NIM compression, Shah awaits wage growth catalysts via exports or fiscal measures to boost consumption.
Ashwini Vaishnaw inaugurates first IICT campus in Mumbai ahead of WAVES outcome report launch; promises more such institutions in future
Union Minister Ashwini Vaishnaw inaugurated the first campus of the Indian Institute of Creative Technologies (IICT) in Mumbai, envisioning more such institutions like IITs and IIMs. Partnering with tech giants, IICT will offer industry-focused training in VFX, gaming, and XR.
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Economy needs huge booster dose; drastic GST reform, ending tax terrorism imperative: Congress
The Congress party says the Indian economy requires a significant boost. Jairam Ramesh highlights concerns about slowing economic indicators. He mentions subdued credit, exports, and GST collections. Private consumption is also not picking up. The party suggests reforms in GST and an end to tax terrorism. They also want a shift from favouring specific business groups.
Time to hold your horses; stick to safe large-caps and avoid hyped sectors: Anurag Singh
Ansid Capital's Managing Partner, Anurag Singh, expresses a positive outlook on the US economy, citing tax cuts, deregulation, and potential rate cuts. While acknowledging a possible dollar weakening, he anticipates a rebound. Regarding India, he notes high valuations and domestic inflows preventing corrections, suggesting consolidation.
Warning signs? India's high frequency economic indicators highlight slowdown
Indian economy is showing signs of a slowdown. A report by Nuvama highlights this trend. Several key economic indicators are now in single digits. Bank credit growth and GST collections have declined. Export growth remains subdued. Passenger vehicle sales and real estate sector growth have also slowed. Core sector growth and diesel consumption are down.
Stick to a curbed diet, RBI: Despite weak demand, why central bank should curb its reflationary zeal a bit
India's central bank confronts unexpectedly low inflation, prompting a debate on whether it's a cyclical correction or a structural demand issue. Sluggish credit growth and excess liquidity raise concerns about a potential liquidity trap. Rising household debt and global uncertainties further complicate the situation, urging caution in monetary policy easing to avoid financial instability and future inflation risks.
Hope is brightening for India's Goldilocks scenario
India's economy is showing signs of entering a 'Goldilocks' phase, characterised by moderate growth and subdued inflation. Retail inflation in June 2025 fell to 2.1%, prompting the RBI to consider further rate cuts. GDP growth remains steady at 6.5%, supported by strong domestic demand. A potential India-US trade agreement could further boost exports.
CPI inflation to average 4% this financial year: Crisil
Crisil forecasts CPI inflation to average 4% this fiscal year, down from 4.6% last year, supported by favorable monsoon predictions and lower commodity prices. GDP growth is projected at 6.5%, though U.S. tariff policies pose a risk to exports. Softening inflation may prompt another repo rate cut by the MPC, but global uncertainties could impact capital flows and currency stability.
Sectoral churn here to stay, focus on consumer-centric themes: Hari Shyamsunder
Franklin Templeton India's Hari Shyamsunder suggests a range-bound market, noting India's rally alongside global markets. While large-cap valuations are stretched, mid and small-caps offer growth opportunities. He favors consumption-related sectors like hotels and retail, anticipating a boost from monetary and fiscal policies, while remaining cautious on capex due to high valuations.
Equirus Asset Management launches long horizon offshore investments fund
Equirus launches a USD-denominated small-cap fund at GIFT City, targeting global investors seeking to tap into India’s long-term growth. With a proven track record and bottom-up strategy, the fund offers efficient, tax-friendly access to high-potential small-cap equities amid rising global interest in India’s economic expansion.
India’s sustainable, green warehousing footprint set to quadruple by 2030: JLL India study
The green warehousing landscape in India is on the rise, with sustainable certified spaces expected to surge fourfold by 2030. The demand for Grade A warehouses has soared, while institutional-grade facilities have tripled. This growth is fueled by global investors advocating for higher sustainability benchmarks, leading corporate tenants to favor green-certified warehouses.
Don’t peg your expectations from market too high; look for growth stories: Shreyas Devalkar
Shreyas Devalkar of Axis MF suggests that while established market narratives are pricey, opportunities exist in growing sectors like manufacturing and import substitution, fueled by the Make in India initiative. Tourism and retail are performing well, and private banks/NBFCs could revive with lower interest rates. Investors should temper return expectations given substantial market re-rating.
Upskilling, reskilling to help Indian workforce win in tomorrow’s market: Coursera CEO Greg Hart
With 30 million registered learners and a 20% annual growth rate, India currently accounts for the second largest number of users on Coursera, after the US. In terms of the user base for generative artificial intelligence, India is already the largest, said Hart, who is on his first visit to India after being appointed the company’s CEO in February this year.
Don't like metro cities? Here are top non-metro cities in India for job prospects, says LinkedIn
India's smaller cities are emerging as economic hubs, driven by tech investments, government initiatives, and local talent. LinkedIn's report highlights ten non-metro cities experiencing significant job creation and professional migration. These cities offer affordable living, growing opportunities, and a chance for professionals to thrive closer to their roots, challenging the dominance of traditional metro areas.
NITI Aayog to award study on maximising non-fare revenue for Indian Railways
NITI Aayog is set to release a roadmap for Indian Railways, aiming to boost non-fare revenue through asset monetization and public-private partnerships in station redevelopment. The initiative seeks to identify new revenue streams, as current non-fare revenue lags behind global standards, constituting only 3% of total revenue. The government’s think-tank has invited expressions of interest for conducting a research study with focus on asset monetisation, enhanced public-private-partnership in station redevelopment and identifying new sources of revenue generation.
Economy to grow at 6.5 pc in FY26 despite global tensions, trade uncertainties: EAC-PM chairman
Despite global headwinds, the Indian economy is projected to grow at 6.5% in FY26, driven by low inflation, rate cuts, and increased government capital expenditure. While international organizations have slightly lower growth forecasts, domestic tailwinds are expected to boost both rural and urban demand. Increased FDI inflows and improved corporate balance sheets further support India's growth story.
US Fed rate cut in September hinges on labour market and inflation: UBI Report
Union Bank of India research suggests a September Fed rate cut hinges on labor market softness and inflation. The Fed remains cautious due to tariff and fiscal policy uncertainty, awaiting clarity on the global landscape. While some officials hint at future cuts, others urge patience, highlighting the challenge of balancing inflation risks with potential economic weakness.
India will become $10 trillion economy over next decade, GCCs to contribute $0.5 trillion
Global Capability Centers have the potential to contribute $0.5 trillion as gross value added to the Indian economy when the country's GDP edges towards $10 trillion, employing about 20-Co-Chairman of Goldman Sachs in India, said on Monday.
Q1 earnings trend so far does not point to big growth recovery this quarter: Ashi Anand
Ashi Anand suggests it's too early to declare a growth recovery based on TCS and DMart's results. TCS's unclear guidance and potential US tariff impacts cloud the IT sector's outlook. DMart's margin struggles and quick commerce competition indicate consumer growth recovery is uncertain. Anand favors the insurance sector due to underpenetration and attractive valuations.
India aiming to emerge as global maritime hub, says Shipping Minister Sarbananda Sonowal
Union Minister Sarbananda Sonowal inaugurated the second BIMSTEC Ports Conclave in Visakhapatnam, emphasizing India's ambition to become a global maritime hub. The conclave, themed on blue economy and sustainable partnerships, aims to enhance collaboration among BIMSTEC nations for port-led industrialisation, digital integration, and skill development.
On slippery ground: Refining capacity rises just 5% in 7 years
India's refining capacity expansion has significantly slowed. It has added only 5% in seven years against a planned 69% rise. Climate concerns, land issues, and the pandemic contributed to this slowdown. This lag has increased India's reliance on petroleum imports. Domestic demand is surging. Experts emphasize the need for swift refinery projects to support India's growing economy.
'Ghar ke sher, global zero': Raghuram Rajan asks why India copies well but fails to lead in innovation like TikTok or Porsche
Raghuram Rajan cautions that India's projected status as the world's third-largest economy will be hollow without innovation. He argues that despite state support, India lacks global product leaders due to risk-averse capitalism and protectionist policies. Rajan urges fostering a competitive environment, boosting research, and reducing bureaucratic hurdles to drive innovation for economic and strategic strength.
ET World MSME Day: How IDBI Bank is transforming MSME financing
With digital innovation, deep local insights, and a ‘friends-first’ approach, IDBI Bank is redefining how small businesses in India access credit and scale sustainably.
Indian market to benefit as investors seek opportunities beyond the US: Samir Arora
Samir Arora of Helios Capital believes that global investors are reducing their US market exposure, favoring ex-US ETFs, which benefits India due to its strong growth narrative. This shift reflects a broader diversification trend as investors seek opportunities beyond the US. Further, he anticipates increased FII flows into India, especially with the resolution of events like the 'Jane Street' issue.
America needs immigrants. Without them, the world's most powerful economy is in trouble
A Federal Reserve Bank of Dallas study warns that Trump-era immigration restrictions and deportations could reduce U.S. GDP growth by 0.8 percentage points in 2025. The main driver is a sharp decline in border crossings, not deportations. Under a mass deportation scenario, growth could fall by up to 1.5 points by 2027. Inflation may rise slightly.
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