Rising oil prices, higher global yields and persistent uncertainty are narrowing the RBI’s room to hold rates, despite excess domestic liquidity.
Deepa Vasudevan
September 12, 2026 at 10:30 AM IST
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WPI and producer prices are flashing signs of upstream inflation. Whether they spill into consumer prices will depend on oil, corporate margins, and pricing power.
August 19, 2026 at 4:22 AM IST
The yen got hammered, and the takeaway for India is that strong fundamentals and domestic debt alone cannot protect a currency. What India needs is to focus on fiscal discipline.
August 4, 2026 at 3:19 PM IST
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Trimmed mean inflation can cut through volatile price swings and sharpen the policy signal. But it also risks becoming a convenient metric that bears little resemblance to the inflation households actually feel.
July 17, 2026 at 3:26 AM IST
istock.com
CPI remains below 4%, but producer prices, wholesale inflation, and a delayed monsoon point to mounting pipeline pressures that could test the RBI's wait-and-watch strategy.
June 29, 2026 at 3:40 AM IST