BasisPoint Insight
August 19, 2025 at 6:21 AM IST
GST rationalisation gives growth a fiscal lifeline but deepens deficit fears, leaving India’s bond market trapped in a “higher for longer” yield cycle.
Yield Scribe
August 19, 2025 at 4:00 AM IST
iStock.com
The Centre’s bold push for a two-slab GST by Diwali promises relief for households and MSMEs, but consensus with states and revenue arithmetic will be the real test.
Najib Shah
August 17, 2025 at 6:17 AM IST
India’s S&P upgrade to BBB boosts confidence. The real gain will come if it’s used to spur investment, jobs, and trade resilience.
Dhananjay Sinha
August 14, 2025 at 4:34 PM IST
India’s fiscal discipline won a ratings upgrade and lowered capital costs. Now it must use that space to shield growth from global headwinds.
Kalyan Ram
August 14, 2025 at 3:20 PM IST
Finance Ministry
Rating agency says Trump’s tariffs pose limited risk given India’s consumption-driven growth; reduced Russian crude imports unlikely to impact fiscal health.
August 14, 2025 at 10:09 AM IST
iStcoks/mgstudyo