The RBI has Delayed Tightening Without Abandoning it

Falling crude has eased pressure for rate hikes, but inflation risks persist, giving the RBI more time without changing its eventual policy path.

Nishat Anjum

Richard Fargose

June 26, 2026 at 5:20 AM IST

Linkedin/PoonamGupta

Weak Monsoon has an Inflation Bias

Rainfall deficits push food prices up more sharply than rainfall surpluses bring them down

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

June 23, 2026 at 4:00 AM IST

Istock.com

Weak Monsoon Threat Raises Prospect of Wider Policy Intervention

A deficient monsoon poses risks to kharif output and food inflation, potentially requiring policymakers to deploy a mix of trade, fiscal, administrative and monetary measures.

G. Chandrashekhar

June 19, 2026 at 9:39 AM IST

Istock.com

When the Strongest Move Is Not to Move

As inflation risks collide with softer growth, the RBI's hold reflects a harder test of monetary policy: knowing when not to overreact.

Sparsh Chhabra

June 18, 2026 at 11:16 AM IST

RBI Holds Rates, Keeps Neutral Stance as Inflation Risks Rise

The Monetary Policy Committee kept the repo rate unchanged at 5.25%, retaining its neutral policy stance.

BasisPoint Insight

June 5, 2026 at 4:44 AM IST

istock.com

India Cuts Monsoon Rain Forecast to 90%

BasisPoint Insight

May 29, 2026 at 8:31 AM IST

Deferred Fuel Price Reset Could Reprice India’s Inflation Path

Post-election fuel hikes risk setting off a staggered inflation cycle, with delayed pass-through, margin stress and tighter policy trade-offs.

Dhananjay Sinha

April 23, 2026 at 5:16 AM IST

iStock.com

Rebasing Reality Resets India’s Growth and Inflation Narrative

MoSPI’s new GDP and CPI series redraw growth, inflation and policy signals, even as geopolitics clouds the near-term outlook.

Sameer Narang

March 18, 2026 at 4:09 PM IST

iStock.com

India’s Retail Inflation Rises to 3.21% in February as Food Prices Edge Higher

BasisPoint Insight

March 12, 2026 at 12:17 PM IST

iStock.com

Twin Risks of War and Weather Threaten Indian Economy

A widening West Asian conflict and a looming El Niño are creating a dangerous mix for the Indian economy, as higher energy costs and weather-hit crops could push inflation up and complicate growth prospects.

G. Chandrashekhar

March 11, 2026 at 9:03 AM IST

WikiCommons

BofA Lowers FY27 CPI Forecast as New Series Shows No Major Trend Shift

BasisPoint Insight

February 19, 2026 at 9:13 AM IST

New CPI Base Year Improves Confidence for Bold Policy Initiatives

Revised weights, softer underlying inflation and corridor liquidity dynamics suggest room for calibrated action in April, subject to incoming data.

Barendra Kumar Bhoi

February 17, 2026 at 3:31 AM IST

iStock.com

India’s January Inflation 2.75% Under New Series Versus 1.33% in December Under Old Series

BasisPoint Insight

February 12, 2026 at 11:49 AM IST

December CPI Rises to 1.33% as Food Deflation Narrows; Quarter Print Above RBI Forecast

BasisPoint Insight

January 12, 2026 at 11:31 AM IST

iStock.com

New CPI Series to Smooth Inflation Swings, Keeping 2026 Price Pressures Largely in Check

India’s new CPI series with a 2024 base is set to smooth food-driven volatility, keeping 2026 inflation pressures contained. With core inflation stable and costs muted, price signals should become clearer for monetary policy.

BasisPoint Insight

January 9, 2026 at 11:00 AM IST

Week in Numbers: Tracking India’s Economic Pulse

Retail inflation fell to a record low in October, but a December rate cut still hangs in the balance.

Datametricx

November 15, 2025 at 1:07 PM IST

Record-low Inflation Sets Stage for December Rate Cut: I-Sec PD

BasisPoint Insight

November 13, 2025 at 12:09 PM IST

Monetary Policy

When Inflation Disappears, Policy Loses its Compass

With inflation collapsing to a record low and tracking below 2% for 2025–26, India’s policy dilemma has flipped. The challenge now is not restraining prices but recalibrating a framework built for an inflationary past.

Madhavi Arora

November 13, 2025 at 3:49 AM IST

iStock.com

India’s September Retail Inflation Lowest Since 2017; Core Rises to 4.5%

BasisPoint Insight

October 13, 2025 at 12:05 PM IST

iStock.com

MPC Framework

There Should Always be Food on RBI’s Inflation Plate

As India debates whether food prices should be excluded from inflation targets, the RBI will find itself balancing political pressure with institutional credibility. The RBI must remember that inflation is not a percentage point; it is the price of a plate of food.

Srinath Sridharan

August 26, 2025 at 5:20 AM IST

iStock.com

Inflation’s All Zen Unless You Buy Coconuts, Oils or Little Gold on the Side

Record-low inflation sounds dreamy, unless your shopping list includes coconuts, cooking oil, or a bit of gold for the bank locker.

BasisPoint Insight

August 15, 2025 at 8:04 AM IST

iStock.com

Why India’s Low Inflation Isn’t Feeding the Poor Any Better

India’s food prices have fallen, but calorie intake hasn’t risen. This paradox reveals how economic stability isn’t translating into nourishment.

Rajesh Kumar*

July 23, 2025 at 7:50 AM IST

iStock.com

Kerala’s Inflation Crisis Exposes India’s Blind Spot

Kerala’s surging prices expose India’s inflation blind spot, underscoring the need for tailored, state-level policy responses.

Richard Fargose

July 16, 2025 at 1:29 AM IST

istocks/rchphoto

Making Markets Work: India’s Urgent Need for Farm Sector Reform

India’s agriculture policy needs to move from reactive controls to market-based reforms that boost farm incomes and price stability.

K L Prasad

July 11, 2025 at 4:40 AM IST

iStocks/Nikhil Patil

The Bureau

Iran Says It Hit US-Linked Targets; Bahrain Reports Drone Attack

India Quality-Control Reform May Ease BIS Delays, but Add Discretion - GTRI

India Anti-Dumping Probe on Transformer Steel May Raise Grid Costs - GTRI

Fed Hike Case Faces PCE Test

India Flash Composite PMI slows to three-month low of 57.4 in June

Non-Financial Bond Issuers Test Waters After Lender-led Start To 2026-27

How Tariff Policies Are Undermining Value-Added Manufacturing

Fed Holds Rates, but Warsh Debut Delivers Hawkish Reset

Flawed Design, Poor Planning Make Extreme Heat Conditions Worse For Indian Cities

Learning to Shoot: I Tried to Fly Before I Could Walk