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Far from being worried about global adversities, the Reserve Bank of India (RBI)’s September bulletin, albeit a monthly ritual, reads overly optimistic about the country’s growth. There is a clear message that the second half of FY2026 will display not just a resilient India amid trade tensions and tariffs wars (as stated in earlier reports), but a strong recovery in the pace of domestic manufacturing, services and overall growth.

In the spotlight is consumption. That the government’s goods and services tax (GST) 2.0 reforms co

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