GROWTH
Nominal GDP growth may miss FY26 target on soft inflation: CEA V Anantha Nageswaran
Chief Economic Advisor V Anantha Nageswaran anticipates a potential shortfall in nominal GDP growth compared to the budgeted 10.1% due to benign inflation. However, he remains optimistic about achieving the real GDP growth target of 6.3-6.8% despite US tariffs. GST reforms, expected good harvest, and direct tax relief should boost consumption.
VUCA World Reality: Growth intact, but valuations look stretched
Investors must navigate the volatile market carefully. US tariffs will marginally impact India's GDP. India focuses on reforms to boost growth. GST rationalization can significantly boost demand. Growth is likely to pick up from Q2 FY26. Moderate returns are expected. High valuations prompt FIIs to sell. Prioritize safety by investing in fairly-valued high-quality stocks. Smallcaps are excessively valued.
China's August exports growth slowest in 6 months, missing forecasts
China's export growth faced a slowdown in August. It missed the expected targets. This was the slowest pace since February. Imports also remained below forecast. Weakened shipments to the United States impacted the growth. Experts suggest further fiscal stimulus in the fourth quarter. The trade surplus was recorded at $102.3 billion. Analysts are closely monitoring potential additional fiscal support.
Dividend stock investing: How ICICI Prudential MF's Mittul Kalawadia balances growth with yields
ICICI Prudential AMC's dividend yield strategy, led by Mittul Kalawadia, balances yield sustainability with growth potential across market caps. The fund dynamically adjusts sector exposure based on business cycles and valuations, focusing on long-term wealth creation. This approach has delivered strong returns, making it a core component for investors seeking diversified equity allocation.
Falling NII hurts private banks' profit growth, public peers do better
Private sector banks experienced a decline in net profit for the second consecutive quarter due to dwindling net interest income, while public sector banks continued their double-digit growth. Overall net profit growth for the sampled banks slowed to a four-and-a-half-year low, reflecting a deceleration in net interest income, which saw its first drop in over five years.
Two-wheeler sales volume to grow 5-6% this fiscal after GST cut boost: Crisil Ratings
Crisil Ratings anticipates a 5-6% growth in two-wheeler sales this fiscal year, spurred by the GST Council's tax rate rationalization. This move is expected to boost demand for two-wheelers and passenger vehicles, with price drops of 5-10% anticipated. However, motorcycles exceeding 350 cc will face higher levies, potentially impacting their sales.
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US job growth slows sharply in August, unemployment rate ticks higher
U.S. job growth significantly slowed in August, with a surprising increase in the unemployment rate to 4.3%. This raises concerns about a weakening labor market and fuels speculation that the Federal Reserve might aggressively cut interest rates. Economists suggest uncertainties over tariffs are freezing hiring, potentially leading to negative job growth.
How Each Zodiac Sign Can Unlock Its True Potential: Astrology’s Secrets to Growth & Self-Discovery
Each zodiac sign possesses hidden strengths eager to shine, yet most of us lack the means to unleash the best of ourselves. Astrology not only reveals to us our innate talents, but also the patterns and thought processes that prevent us from doing so. From Aries learning patience and Pisces finding concentration, each sign has a well-defined route towards realizing its true potential. However, all twelve zodiac signs can turn weaknesses into strengths and step into their highest self.
Government’s growth push yet to reflect on markets, says Gautam Duggad
Gautam Duggad notes that while government measures including rate cuts, tax relief, and GST rationalisation have boosted structural stimulus, markets have remained cautious. He expects earnings growth to revive in the second half of FY25, led by discretionary consumption and smaller sectors such as capital goods, cement, retail, healthcare, and metals.
Will Indian economy ride GST rate cut boost or capex push?
India's tax policy reset, featuring personal tax relief and GST simplification, sparks debate on the nation's growth trajectory. While some anticipate a consumption boost, particularly in discretionary sectors, others argue that investment in infrastructure will remain the primary driver. The government aims to encourage both consumption and private investment, noting a rise in private consumption's share of nominal GDP.
Food delivery sector will surpass 20% growth over the next two to four quarters: Report
According to the report, food delivery growth has decelerated in recent quarters, with gross order value (GOV) growth easing from 19-20% in FY24 to 18% in FY25 for food delivery aggregators Zomato and Swiggy.
Tax cuts to drive growth in small car segment, says Maruti Chairman RC Bhargava
RC Bhargava, Chairman of Maruti Suzuki, has lauded the government's corporate tax reforms. He believes this move will revitalize the auto sector. Bhargava expects the small car segment to grow significantly. He projects an annual growth rate of around 10% for small cars. The overall industry growth could reach 7% to 8%.
Motilal Oswal upgrades Swiggy to ‘buy’ rating, sees 32% upside potential. Should you invest?
Motilal Oswal projects stronger growth for food delivery and quick commerce, upgrading Swiggy to ‘buy’ with a Rs 560 target and maintaining Eternal at Rs 420. Easing competition, GST reforms, and festive demand are expected to drive profitability, boosting investor confidence in the sector.
GST rationalisation progressive step, big booster to India's economic growth: Mukesh Ambani
Mukesh Ambani welcomes the government's GST reforms. He says it will boost India's economic growth. Isha Ambani states Reliance Retail will pass on the benefits to customers. The GST changes aim to make products cheaper and simplify business. Reliance Retail commits to transparently sharing cost reductions with consumers. The company believes this will benefit various stakeholders and strengthen consumer confidence.
Bankers say GST Council decision to boost consumption, credit growth
Bankers anticipate that the GST Council's recent decisions, including reduced tax rates on various goods, will significantly boost consumption and credit expansion. This reform, effective September 22, 2025, is expected to increase disposable incomes, stimulate demand across sectors like retail and agriculture, and ultimately drive substantial economic growth. Businesses will also benefit from simplified compliance and improved competitiveness.
GST rate cut to spur domestic demand, help build long-term growth: FMCG industry
The Goods and Services Tax Council reduced rates on essential items. This decision aims to revive domestic consumption. It will also stimulate economic momentum before festivals. Fast-moving consumer goods companies will pass on benefits to consumers. They will increase grammage or reduce prices. Analysts expect a price drop and growth in the FMCG sector.
Schools or colleges never teach this life skill. But Ankur Warikoo believes it helps in your growth and emotional well-being
Ankur Warikoo suggests emotional regulation shapes growth and relationships. He says people often blame external factors for negative emotions. Emotionally mature individuals control their interpretation of situations. This shift leads to thoughtful responses and stronger relationships. Self-worth becomes stable, and personal growth is a choice. Readers found the post insightful and crucial for life skills.
GST revamp to add 30 bps to growth, say economists
India's economic growth is projected to receive a 0.2-0.3% boost due to the recent GST rationalization, simplifying the tax structure to two main slabs. Experts anticipate strengthened consumption, particularly benefiting the middle class with reduced rates on essential items and electronics.
Anand Tandon warns tariffs may weigh on growth, stays bearish on consumption
Metal stocks like Tata Steel and Hindalco are performing well. This is due to tariff protection and supply issues in China. The tourism sector is also in focus because of GST changes. TBO Tek is gaining attention after acquisitions. However, analyst Anand Tandon is cautious. He believes tariffs could negatively impact India's economic growth. He expects a slowdown in consumption.
India's service activity at 15-year high in August amid 49 straight months of order growth
India's service sector experienced remarkable growth in August, reaching a 15-year high with a PMI of 62.9, fueled by strong demand and new orders. This surge led to increased hiring, particularly temporary positions, and a rise in international sales from Asia, Europe, the Middle East, and the US.
Indian firms target small-town growth that’s insulated from US tariffs
Indian firms focus on rural areas for growth amidst US tariff concerns. Rural consumption exceeds urban for six quarters. Low inflation and good harvests boost spending in villages. Companies like Britannia and Pidilite expand in smaller towns. Government tax cuts aim to protect the economy. Rural-focused stocks outperform, showing investor confidence. Archian Foods provides chill boxes to rural sellers.
China's services activity growth hits 15-month high in August, private PMI shows
China's service sector experienced its fastest expansion since May 2024 in August, fueled by stronger domestic demand and a rebound in foreign orders, according to a private-sector survey. Despite this growth, service providers faced rising input costs, leading to staff reductions and pressure on profit margins. Overall business confidence improved with increased new business and activity.
Can Smartworks maintain its growth momentum after a 29% surge since IPO?
Smartworks Coworking Spaces has shown strong performance since its IPO, gaining 29%, driven by robust June quarter results. With 1.1 million sq ft of space to be handed over soon, the company anticipates margin growth in the second half of FY26. They are targeting 30% revenue growth in FY26, leveraging an expanding operational footprint and long-term client relationships.
EPC firms likely to see mid-high single-digit revenue growth in FY26: Ind-Ra
Indian Engineering, Procurement, and Construction (EPC) companies anticipate mid-to-high single-digit revenue growth this fiscal year, with stable to slightly improved margins, according to India Ratings and Research. Despite a weak FY25 due to elections, Q1 FY26 saw 5% growth, marking the fifth consecutive quarter of single-digit revenue increase. However, achieving the projected 12.
Domestic demand surge lifts India's GDP growth: Experts
India's real GDP surged to a five-quarter high of 7.8% in April-June 2025-26, driven by strong domestic demand and increased government spending. Private consumption, fueled by healthy rural demand and rising wages, boosted both manufacturing and services sectors. Despite global challenges, India's robust growth trajectory positions it as an inspiring icon of resilience and transformative opportunities.
You're underestimating India's growth cycle, stock market peak in front of us: Morgan Stanley
Morgan Stanley remains bullish on India, targeting Sensex 1,00,000 by June 2026, citing strong structural growth, low volatility, and falling rates. Base-case target 89,000 implies 12% upside. Portfolio favors financials, consumer discretionary, industrials; multiple catalysts support a stock-pickers’ market amid global pessimism.
Crisil maintains India's FY26 GDP forecast at 6.5%, private consumption to steer growth
Crisil projects India's GDP to grow at 6.5% for fiscal year 2025-26. US tariffs and slowing global growth may impact exports. Private consumption is expected to drive growth, supported by a good monsoon and RBI rate cuts. GST reforms are anticipated after Diwali. The GST Council will meet in September to discuss these changes. Government maintains GDP forecast at 6.3-6.8%.
India’s 7.8% GDP growth sparks optimism, but sustainability faces key tests
India’s GDP grew 7.8% in Q1, driven by strong services and manufacturing. Economists caution the momentum may ease as one-off factors fade, fiscal space narrows, and exports face U.S. tariff pressure. Full-year growth is expected at 6.6%, slightly above RBI’s projection.
Indian economy to sustain high growth momentum in coming quarters: CEA Nageswaran
CEA V Anantha Nageswaran anticipates continued high growth momentum from India's economy, building on the 7.8% growth in the first fiscal quarter. He acknowledges potential downward pressure from recent US tariffs imposed in August, but expects these to be short-lived due to ongoing negotiations. Anticipation of GST tax relief and a strong monsoon season are expected to offset tariff impacts.
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