Worrying Signals from Inflation Data

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.

Deepa Vasudevan

June 29, 2026 at 3:40 AM IST

Istock.com

Week in Numbers: Tracking India’s Economic Pulse

India’s WPI inflation and merchandise trade deficit remained elevated in May as the conflict in West Asia pushed up energy prices. Both are likely to ease if the ceasefire between the US and Iran holds and energy prices remain contained.

Datametricx

June 20, 2026 at 11:27 AM IST

istock.com

Producer Price Index to Sharpen India’s Inflation, GDP Data

India’s shift from WPI to PPI will sharpen inflation data, improve GDP deflation and align official statistics more closely with global norms.

Gaura Sen Gupta

June 18, 2026 at 4:08 AM IST

Istock.com

India May WPI Inflation Surges to 9.68% Under New Series

BasisPoint Insight

June 15, 2026 at 7:23 AM IST

Monetary Policy's New Catch-22

With consumer inflation appearing repressed despite mounting price pressures, the RBI's decision to prioritise capital inflows over rate hikes carries growing risks.

Rupa Rege Nitsure

June 8, 2026 at 5:26 AM IST

Istock.com

Monetary Policy

Risk-Reward Trade-Off Favours a Hawkish Hold by RBI MPC

RBI may hold rates, but rupee pressure, crude risks and Taylor-rule arithmetic argue for a more hawkish policy tone.

Abhishek Upadhyay

June 2, 2026 at 3:04 AM IST

Monetary Policy

Will RBI Bite the Bullet or Kick the Can Down the Road, Again?

As inflation risks mount and the rupee weakens, questions grow over whether the RBI delayed policy action despite warning signals.

Abhiman Das

Smita Roy Trivedi

May 27, 2026 at 7:52 AM IST

istock.com

Week in Numbers: Tracking India’s Economic Pulse

WPI inflation soared in April, reflecting the impact of the war in West Asia on prices. CPI inflation, however, remains well below as the government has allowed only limited pass-through of price increases.

Datametricx

May 16, 2026 at 12:03 PM IST

istocks/imaginima

India’s Stagflation Narrative Is Finally Catching Up With Reality

India’s inflation shock is deepening even before fuel, food and currency pressures fully transmit through the economy.

Dhananjay Sinha

May 16, 2026 at 4:04 AM IST

iStock.com

Oil Prices Lift India’s WPI Inflation to 8.3% in April, Raise Pass-Through Risks

India’s wholesale inflation climbed to a 42-month high in April, driven by fuel and metal prices, raising concerns over future retail price pass-through.

BasisPoint Insight

May 14, 2026 at 7:37 AM IST

Week in Numbers: Tracking India’s Economic Pulse

March data on inflation and merchandise trade show that the impact of the war in West Asia is yet to show up in the numbers.

Datametricx

April 18, 2026 at 11:23 AM IST

iStock.com

Week in Numbers: Tracking India’s Economic Pulse

Retail inflation edged up but stayed well below the RBI’s tolerance band, while automobile sales recorded their strongest growth in years.

Datametricx

January 17, 2026 at 12:54 PM IST

istock.com/natbits

Are We in the Goldilocks Scenario?

India’s Goldilocks moment looks enticing, yet surging growth and vanishing inflation signal a fragile equilibrium, a lull before the storm.

Mridul Saggar

December 10, 2025 at 10:03 AM IST

Poonam Gupta

Monetary Policy

MPC Gets the Flexible Inflation Targeting Mandate Right

The MPC’s well-timed rate cut showed rare institutional clarity, reaffirming its inflation-targeting mandate and restoring flexibility to policy.

Sujit Kumar*

December 5, 2025 at 1:06 PM IST

Juvaida Khatun/Istock

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

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

Monetary Policy

Inflation Targeting Needs Flexibility, Not Unanimity

When monetary consensus turns to groupthink, inflation targeting risks losing its flexibility—and its purpose.

Ashima Goyal

November 13, 2025 at 2:35 AM IST

Week in Numbers – Tracking India’s Economic Pulse

Despite a sharp rebound in income tax collections last month, concerns remain about meeting this year’s ambitious direct tax target.

Datametricx

September 22, 2025 at 9:58 AM IST

Finance Ministry

India’s Wholesale Inflation Eases To Six-Month Low Of 2.05% In March

BasisPoint Insight

April 15, 2025 at 9:19 AM IST

The Bureau

Asian Markets Mixed as Easing Us-Iran Tensions Offset Caution

HDFC Bank Names Former Finance Secretary & CEC Rajiv Kumar as Part-Time Chairman

Fed Hike Case Moves to Payrolls Week

Equities Retreat; Bond Yields Extend Decline

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

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

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

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

The Foster Mother of Lodhi Garden

Shyam Sundar Sharma