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Tuesday, October 14, 2025
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MacroSutra

Share of Asian countries in India’s exports is falling, Europe’s is rising. Why this is worrying

IMF's World Economic Outlook suggests growth slowdown in current year is concentrated in advanced economies, while emerging & developing economies are likely to lead global growth.

Cheaper vegetables help ease food & retail inflation, but cereals & pulses continue to cause concern

India’s retail inflation for August came in at 6.83 percent as compared to the same month last year, lower than 7.44 percent in July....

Crypto regulation, debt resolution & more — possible key outcomes of India’s G20 presidency

During the G20 summit, India is expected to drive discussions on time-bound debt resolution for countries in distress, reforming multilateral development banks & finalising crypto-regulation.

Robust services growth, revival in consumption demand & strong capex fuelled 7.8% Q1 GDP growth

Manufacturing sector saw only marginal improvement in Q1. Consumption-based high-frequency indicators present mixed picture. Going ahead, export likely to remain drag on growth.

Healthy loan growth, comfortable capital position — what’s behind banking sector’s ongoing dream run

There are, however, also some incipient signs of stress in the form of shrinking net interest margins & build-up of bad loans in retail segment that need to be monitored.

Muted tax collection in Q1 of FY24 widened fiscal deficit, govt focus still on capex

Central govt's capital expenditure has seen strong growth. State finances present an encouraging picture with better tax revenue collections & improved capex spending.

RBI less than worried on growth front, but spikes in food & oil prices still loom

In an expected development, the Reserve Bank of India’s (RBI) Monetary Policy Committee (MPC) decided to keep the policy repo rate unchanged at 6.5...

It’s China & upcoming RBI monetary policy that India is concerned about, not US ratings downgrade

Fitch downgraded US government’s credit rating. And while markets across the world, including India, slumped in response, volatility will likely be driven by other factors.

An optimistic IMF has upped its projection for global growth, but don’t celebrate just yet…

IMF has increased its growth projection by 0.2 percentage points, but tightening of monetary policy world over & rising debt distress among developing nations could drag down growth.

India wants rupee to go global, but low appetite for the currency & rise of Chinese Yuan obstacles

Moreover, India’s tight capital controls, management of the rupee and, importantly, a smaller share of global exports run counter to aspirations of making it an international currency.

On Camera

Resetting Afghanistan ties is geopolitical need. Gandhis are showing their diplomatic ignorance

With two hostile neighbours in the immediate vicinity and one in the greater region, it is imperative that New Delhi forge alliances that can offer some stability.

Niti Aayog recommends fully decriminalising 12 offences under new I-T Act to ‘foster more trust’

Recommendations appear in Niti Aayog’s Tax Policy Working Paper Series–II. It says there is a need to shift away from fear-based enforcement to trust-based governance.

India, UK sign £350 mn deal for Martlet. What are these Lightweight Multirole Missiles

In service with the British military since 2019, it is also known as the Martlet missile. Ukrainians have also deployed these missiles against Russian troops.

CJI, IPS, IAS & Homebound: A wake-up call 75 years in the making

Education, reservations, govt jobs are meant to bring equality and dignity. That we are a long way from that is evident in the shoe thrown at the CJI and the suicide of Haryana IPS officer. The film Homebound has a lesson too.