Most economists have raised India's FY26 GDP growth forecast to around 7.5% after a strong first half, citing robust Q2 data, improving credit trends and potential support from a US trade deal
OMOs for liquidity infusion expected, say economists
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India's GDP surged 8% in the first half, defying global headwinds, but weak nominal growth and slowing tax revenues raise fresh questions ahead of the MPC's policy review
India posted strong 8.2% real GDP growth in Q2 FY26, but rupee depreciation trimmed its dollar GDP, keeping Japan narrowly ahead in the April-September comparison
The IMF has 'assured' that its 'C' rating for India's national accounts data will be reassessed once the new gdp series is released in feb 2026
Finance Minister Nirmala Sitharaman on Friday said the September quarter GDP print of 8.2 per cent shows that reforms and fiscal consolidation drove the Indian economy's robust growth and momentum. "Various high-frequency indicators also point to continued economic momentum and broad-based consumption growth," she said in a social media post. The economy grew by a higher-than-expected 8.2 per cent, a six-quarter high, as increased factory production in anticipation of a consumption boost from the GST rate cut helped offset deceleration in farm output, according to official data. "The GDP estimates released today shows the robust economic growth and momentum of the Indian economy. With a Real GDP growth rate of 8.2 per cent for Q2 - FY 2025-26 (July-Sept), India is the world's fastest growing major economy," Sitharaman wrote on 'X'. In the current financial year, real GDP has registered an 8 per cent growth rate in the first half of fiscal 2025-26. "The growth has been driven by ..
Moody's Ratings on Friday said with a 7 per cent GDP expansion in 2025 and 6.4 per cent in the next year, India will lead growth among emerging markets and across the Asia Pacific region. Moody's also said that India's domestic growth drivers underpin its economic resilience amid global uncertainty. Although the Indian rupee has continued to weaken against the dollar, most rated companies have active currency risk management or strong financial buffers, while investment-grade entities have demonstrated access to international capital markets. "India will lead growth among emerging markets and across the region, with GDP growing 7 per cent in 2025 and 6.4 per cent in 2026," Moody's Ratings said. Its projected average GDP growth in APAC (Asia-Pacific) will remain steady at 3.4 per cent in 2026 compared with 3.3 per cent in 2024 and expected growth of 3.6 per cent in 2025. On a weighted average basis, emerging markets will drive GDP growth in the region, with average growth of 5.6 p
Gross domestic product is expected to have grown 7.3 per cent in July-September from a year earlier, down from 7.8 per cent in the prior quarter
The report pointed to a range of factors driving the fall in the birth rate - from shifts in social norms to a reduction in women's career earnings from having a baby
India remains one of the world's fastest-growing major economies in the face of US President Donald Trump raising tariffs on Indian goods to 50 per cent in August
"If India can secure a trade agreement with the US, it will reduce uncertainty and enhance confidence, which would boost labour-intensive sectors," the report added
PM EAC Chair Mahendra Dev said India must lift investment to 34-35% and raise savings to sustain 7%+ growth, stressing private investment, labour-intensive manufacturing and stronger exports
India's strong GDP growth masks a deeper disconnect: muted revenues, weak private capex, and demand constraints that leave corporate performance trailing headline numbers
NIC 2025's new six-digit coding expands coverage to emerging digital, green and indigenous sectors, offering sharper classification for surveys, GDP estimation and policy planning
A forward looking approach would prompt rate cut as H2 GDP growth likely to be softer
Rating agency ICRA on Tuesday projected GDP growth to moderate in July-September period of FY26 to 7 per cent, from 7.8 per cent in the previous quarter, amid lower government spending. ICRA said while the services and agriculture sectors would lose some momentum in the second quarter, industrial performance would be strong propelled by manufacturing, construction and favourable base effects. This is expected to underpin the quarter's economic activity. The rating agency in a statement said it expects GDP growth to ease to 7 per cent year-on-year in Q2 (July-September) from 7.8 per cent in Q1 (April-June) FY2025-26. Indian economy had expanded 5.6 per cent in the Q2 (July-September) of 2024-25 fiscal. The National Statistics Office (NSO) is slated to release the official data on FY26 Q2 GDP growth estimates on November 28. ICRA chief economist Aditi Nayar said a lower YoY rise in government spending is likely to weigh on the pace of the GDP and GVA growth in Q2 FY2026 compared to
YouTube said its creator ecosystem supported 9.3 lakh jobs, expanded AI tools for creators and announced new partnerships with IICT and AIIMS to strengthen skills and digital learning in India
Today's Best of BS Opinion looks at Bihar's fiscal test after NDA win, pushback against QCOs, Trump's tariff stance and India's options, India Inc earnings vs GDP, and a biography of Francis Crick
From a stock market perspective, however, UBS remains underweight on Indian equities as valuations in their view still look expensive relative to the ordinary fundamental performance of companies.