BUSINESS
GST 2.0 Reforms May Cut Inflation by 75 bps, Spur Consumption by ₹1 Lakh Crore: Report
“The overall impact on CPI is expected to be around 55-75bps. Thus we revise downward our current estimate of headline CPI to 3.1 per cent from our previous forecast of 3.5 per cent,” said a report from Bank of Baroda’s research wing.
Credit Offtake of Scheduled Commercial Banks Grows 9.9% in Q1 FY26, Driven by PSBs
Care Edge Ratings observed that growth was driven primarily by strong demand in housing, gold loans, and auto finance. The MSME business also contributed significantly, growing 19.3% in Q1 FY26. But this was partially offset by weaker growth in agriculture (6.8%), industry (5.5%), and services (9.6%).
Indian Finance Companies’ Loan Books Expected to Grow 21-22% Over Next Two Years: Report
A major driver of the growth is fincos' dominance in retail lending, a market that is still underpenetrated in India, said S&P Global Ratings.
India Merits Higher Ratings as BBB Grade Reflects Only Macroeconomic Strength: Report
"As compared to BBB and even A-rated peers, India’s growth trajectory, fiscal consolidation, external resilience, banking stability, and institutional credibility present a much stronger macro profile," MP Financial Advisory Services said in its report.
India’s Resilience Amid Global Trade Impact from Tariffs: Report
The SBI Capital Markets analysis noted that Indian markets have remained resilient even when the aggressive tariff policies of the United States have become a top issue globally.
GST Rate Cut Likely to Boost Credit Growth for Banks and NBFCs: Report
The report further adds that credit from NBFCs (excluding infrastructure-oriented entities) will increase by 15-17 per cent in the ongoing fiscal year, marginally lower than 17 per cent in FY2025.
Fitch Raises India’s FY26 Growth to 6.9% Driven by Strong Demand and Investment
In the wake of a robust Q2 2025 growth of 7.8 per cent, Fitch has revised its forecast for the fiscal year to March 2026 (FY26) upward from 6.5 per cent in June to 6.9 per cent.
Sensex and Nifty Surge on Encouraging India-US Trade Talks
US President Donald Trump’s efforts to strengthen India-US relations, along with Prime Minister Narendra Modi’s favorable response, provided a supportive signal for the Indian market.
Jefferies Sees India as Prime for Sustained Long-Term Growth
The research, drawn up by brokerage firm Jefferies globally, points out that small- and mid-cap stocks, especially, offer major growth opportunity, while large-cap stocks exhibit relatively modest upside.
GST 2.0 Rollout Accelerates Mass Consumption and Formalisation Trend: Report
In its latest report, Emkay Global Financial Services pointed out that robust macro conditions still support elevated valuations in the sector, even if tangible growth momentum is still pending.
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