Week in Numbers: Tracking India’s Economic Pulse

High-frequency indicators in December pointed to some improvement in urban demand, even as rural demand continued to outpace it.

Datametricx

January 10, 2026 at 12:46 PM IST

Istock.com

India’s Growth Set to Cool in FY27 as Policy Support Fades: QuantEco

BasisPoint Insight

January 10, 2026 at 7:30 AM IST

Week in Numbers: Tracking India’s Economic Pulse

India’s industrial output grew at the fastest pace in 25 months in November, even as manufacturing PMI fell to the lowest level in 24 months.

Datametricx

January 3, 2026 at 10:34 AM IST

istock.com

Week in Numbers: Tracking India’s Economic Pulse

Contradictions in India’s economic data persisted in November, with exports to the US rising sharply despite the punitive tariffs.

Datametricx

December 20, 2025 at 8:09 AM IST

iStock.com

Monetary Policy

MPC Signals Maturity as Policy Counters Shocks with Confidence

India’s MPC breaks from old precautionary playbooks, using countercyclical policy and clearer signalling to steady growth, inflation and financial stability.

Ashima Goyal

December 8, 2025 at 3:30 AM IST

RBI Tweets

Week in Numbers: Tracking India’s Economic Pulse

Recent data tell a story of two Indias – booming GDP growth and record-low inflation, yet struggling with anaemic industrial growth and rising external risks.

Datametricx

December 6, 2025 at 9:58 AM IST

iStock.com

Opinion

Malhotra Keeps Rate Cuts in Play, but Will He Move Again?

Governor Malhotra kept the easing cycle alive on Friday, yet his real objective may be to extract transmission rather than commit to another cut.

Kalyan Ram

December 5, 2025 at 11:06 AM IST

Poonam Gupta

Base-Year Syndrome in India’s Real GDP Growth

High real GDP and low inflation reflect more statistical noise than economic strength. Outdated base years distort India’s growth picture and complicate policy choices.

Barendra Kumar Bhoi

December 3, 2025 at 2:45 AM IST

McKay Savage/Via Wikicommons

The Morning Edge

Asia Turns Risk-On as US Tariff Cut Lifts Korea Autos Despite Crypto Drag

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

December 2, 2025 at 1:42 AM IST

iStock.com

Week in Numbers: Tracking India’s Economic Pulse

India’s merchandise exports declined in October, as expected, but the weakness extended beyond the impact of US import tariffs.

Datametricx

November 22, 2025 at 8:16 AM IST

iStock.com

Week in Numbers: Tracking India’s Economic Pulse

India’s industrial growth more than doubled in the July-September quarter, but remained well below the expansion signalled by the PMI.

Datametricx

November 1, 2025 at 7:57 AM IST

Week in Numbers: Tracking India’s Economic Pulse

Early October data showed no significant boost in private-sector activity, even though the full impact of the GST rate cuts had taken effect.

Datametricx

October 25, 2025 at 2:28 AM IST

Indian Navy

Week in Numbers – Tracking India’s Economic Pulse

There are early signs that the GST rate cuts are beginning to filter through the system. E-way bills in September and automobile sales during the Navaratri week indicate a promising start.

Datametricx

October 12, 2025 at 2:17 PM IST

Week in Numbers – Tracking India’s Economic Pulse

The sharp jump in core sector output in August has raised hopes of stronger industrial growth during the month, following a string of anaemic readings.

Datametricx

September 29, 2025 at 7:15 AM IST

Via WikiCommons

Week in Numbers – Tracking India’s Economic Pulse

The GST reforms, slowdown in tax collections and the likely sops to protect the export sector from the US tariffs are likely to put pressure on government finances this year.

Datametricx

September 8, 2025 at 9:48 AM IST

Finance Ministry

Week in Numbers – Tracking India’s Economic Pulse

The divergence between Indian PMIs and hard data has rarely been wider, with the two indicators pointing in opposite ends.

BasisPoint Insight

August 25, 2025 at 11:42 AM IST

iStock.com

Monetary Policy

RBI’s Inflation Vigil Misses Trade Storm Clouds

The central bank’s hawkish turn on core inflation ignores looming growth risks from Trump tariffs and slowing domestic demand.

BasisPoint Groupthink

August 6, 2025 at 7:39 AM IST

The Morning Edge

Trump Narrows Fed Chair Search, Eyes Kugler Replacement This Week

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

August 6, 2025 at 1:39 AM IST

White House

Why Doesn’t India’s Red-Hot Manufacturing Reflect in Industrial Output?

India’s manufacturing PMI is soaring, suggesting robust industrial momentum — but official factory output data tell a more subdued story. What explains this disconnect?

BasisPoint Groupthink

July 25, 2025 at 4:01 AM IST

iStock.com

Monsoon Mask Fails to Hide India’s Industrial Demand Weakness

June’s industrial slump goes beyond weather disruptions, exposing deeper cracks in consumer demand that policymakers cannot ignore.

BasisPoint Groupthink

July 2, 2025 at 12:55 PM IST

iStock.com

Economic Activity Holds Up Despite Turbulence; Consumption Softens

GST collections and export growth remained robust in April, but high-frequency indicators point to weakening rural demand. Inflation print strengthens the case for more rate cuts.

BasisPoint Groupthink

May 16, 2025 at 1:34 PM IST

IStock.com/paulprescott72

Flash PMI Suggests Squeeze In Corporate Margins Aggravated In March

BasisPoint Insight

March 24, 2025 at 7:12 AM IST

Monetary Policy

Opinion

The Morning Edge

Monetary Policy

The Morning Edge

The Bureau