India outpaces peers amid global slowdown, powered by domestic strength

Psu express
29 July 2025 at 12:00:00 am
India outpaces peers amid global slowdown, powered by domestic strength

Despite rising global inflation, trade tensions, and weak demand across developed economies, India posted a GDP growth of 7.4% in Q4 FY25, exceeding market expectations.

 Key Highlights:

  • GDP Growth: India’s economy expanded by 7.4% in the last quarter, driven by manufacturing, infrastructure, and domestic consumption.

  • Inflation Control: CPI inflation fell to 3.6% in June 2025, well below the RBI’s comfort level.

  • PMI Surge: The Purchasing Managers' Index (PMI) for manufacturing reached 59.2, the highest in 17 years, indicating robust factory output.

  • Export Strength: Core merchandise exports rose 7.2% in Q1 FY26 despite global trade challenges.

  • Forex Reserves: India’s forex reserves remain strong above $645 billion, supporting rupee stability.

According to the UN and IMF, India is expected to become the world’s 4th largest economy by 2026, overtaking Germany in nominal GDP.


Economic Challenges Remain

Despite these gains, India faces notable structural concerns:

  • Slow credit growth in MSME sectors.

  • High youth unemployment, especially in urban areas.

  • Over-dependence on Chinese imports, especially for electronics and semiconductors.

  • Export risks from rising global tariffs and geopolitical tensions.

Former RBI Governor Raghuram Rajan recently advised India to leverage its service sector and digital strengths rather than overemphasizing manufacturing employment.

Bitcoin: Institutional Adoption Pushes Market Beyond $100K

While India strengthens its fundamentals, Bitcoin continues to dominate headlines in the global finance world. The price of Bitcoin surged to an all-time high of $112,509 in May 2025 and is currently hovering around $106,000.

 Key Bitcoin Stats:

  • Market Cap: Exceeds $1.35 trillion.

  • Daily Trading Volume: Averaging $96 billion in Q1 2025.

  • Global Holders: Over 490 million people own crypto assets globally.

  • Institutional Inflows: Bitcoin ETFs have attracted $18.4 billion this year alone.

Large firms, governments (like Bhutan, El Salvador, and Iran), and even institutional pension funds are entering the crypto space, with Bitcoin increasingly viewed as a hedge against fiat volatility.


Expert Bitcoin Price Predictions

Analysts remain optimistic about Bitcoin’s future trajectory:

Expert/Institution Year-End 2025 Target
VanEck $180,000
Standard Chartered $200,000
Fundstrat (Tom Lee) $250,000
Cantor Fitzgerald $1 Million (long-term)

 

India vs. Bitcoin: Complementary Narratives

India’s economy and Bitcoin might appear disconnected, but both represent high-growth, high-resilience investment narratives in 2025.

Why This Matters for Investors & Readers:

  • India offers macro stability with policy-driven reforms and export-oriented manufacturing.

  • Bitcoin provides decentralized, inflation-hedged exposure with increasing adoption and limited supply.

  • Both appeal to diversified portfolio strategies for global and retail investors alike.


Conclusion

India’s economic performance stands tall in a world battling stagnation, while Bitcoin continues to redefine digital finance. With inflation under control, exports rising, and digital transformation deepening, India remains a long-term growth story. On the other side, Bitcoin is no longer just a speculative asset—it’s becoming a mainstream financial instrument.

As both India and Bitcoin rise in global relevance, they create a unique synergy of traditional and futuristic value propositions.

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