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

Palm Oil Panic Is Misplaced as Supply Buffers Temper Indonesia’s Noise

Indonesia’s B50 rhetoric has lifted sentiment, not altered fundamentals. Ample supply, peak output and India’s policy levers should keep palm oil risks manageable.

G. Chandrashekhar

April 22, 2026 at 12:55 PM IST

iStock.com

IMD Sees Below-Normal Monsoon Rains for 2026; Rainfall Likely at 92% of Average

BasisPoint Insight

April 13, 2026 at 12:26 PM IST

Rural India’s Twin Shock Tests Policy Resilience

A weak monsoon and rising input costs risk squeezing rural incomes, lifting inflation, and complicating policy trade-offs in 2026.

Dhananjay Sinha

April 13, 2026 at 3:04 AM IST

iStock.com

Monetary Policy

Uncertainty Begets Monetary Policy Uncertainty

As geopolitical shocks cloud the outlook, the RBI leans on caution, keeping policy steady for now, while keeping options open.

Mridul Saggar

April 9, 2026 at 11:55 AM IST

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Monetary Policy

Not Out of the Woods Yet

If inflation becomes broad based, policy choices become harder. Credibility considerations emerge even if headline inflation remains below the upper tolerance limit

Dhiraj Nim

April 9, 2026 at 9:49 AM IST

linkedin.com/Poonam Gupta

Monetary Policy

RBI MPC Dials Down Market Anxiety; Retains Policy Flexibility

Even as war disruptions may have peaked, uncertainty on supply shocks and their second-round impact remains high, making any knee-jerk policy action potentially counterproductive.

Upasna Bhardwaj

April 9, 2026 at 8:49 AM IST

Monetary Policy

RBI Stays on Hold, but Signals Flexibility in a Shifting Risk Landscape

A ceasefire eased the backdrop, but RBI’s message was clear: policy stays flexible, FX steps are temporary, and risks to growth and inflation remain live.

Aastha Gudwani

April 8, 2026 at 1:03 PM IST

Inflation’s Triple Shock: Crude, Crops and Currency Pressures

A volatile oil market, fragile farm outlook and weakening rupee threaten to stoke inflation, testing policy credibility and burdening India’s most vulnerable.

G. Chandrashekhar

March 27, 2026 at 8:21 AM IST

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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

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

The Bureau

India’s Textile and Garment Exports Slip in Real Terms

Benchmarks Post Weekly Losses as Oil Surge and IT Selloff Hit Sentiment

Brent Crude Above $106 as Hormuz Tensions Cloud Global Supply Outlook

RBI Bulletin Warns of Risks to Inflation from Second-Round Effects of West Asia Conflict

US Tariff Refund: India’s $12 Billion Gain Hinges on Case-to-Case Negotiations

NSE Moves Closer to IPO as SEBI Settlement Panel Finalises Penalty in Co-Location Case: Reports

RBI Flags Second-Round Inflation Risks from West Asia Conflict

EU to Widen CBAM Tax Net to 180 More Products

Deficient Monsoon, Iran War: A Double Shock to India’s Rural Economy

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