Selected Tag: PMI
Selected Tag: PMI

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

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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

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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

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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

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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

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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

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Flash PMI Suggests Squeeze In Corporate Margins Aggravated In March

BasisPoint Insight

March 24, 2025 at 7:12 AM IST

The Bureau

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