Rupee Weakness Reflects Why India Needs To Look Beyond Consumption

Rupee weakness exposes India’s dependence on consumption-led growth, as energy imports, fading capital inflows and weak technology leverage deepen external vulnerabilities.

Yield Scribe

May 22, 2026 at 5:18 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 Trade Deficit Widens in April, Drags Rupee to Record Low

BasisPoint Insight

May 15, 2026 at 11:48 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

Services Export May Overtake Merchandise in 2026-27, Fingers Crossed on AI

Services exports rose 7.9% to $418.3 billion in 2025-26, compared with merchandise exports of $441.8 billion.

Ajay Srivastava

April 15, 2026 at 3:24 PM IST

iStock.com

India’s FY26 Trade Gap Widens as Import Momentum Outpaces Patchy Export Gains

BasisPoint Insight

April 15, 2026 at 1:53 PM IST

Week in Numbers: Tracking India’s Economic Pulse

The sharp rise in crude oil prices and disruption in trade routes threaten to push India’s inflation trajectory and current account deficit off balance.

Datametricx

March 21, 2026 at 11:12 AM IST

WikiCommons

The Morning Edge

Oil Above $100 Weighs on Asia Stocks Amid Extended Hormuz Closure Fears

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

March 13, 2026 at 1:49 AM IST

WikiCommons

A Thaw with China Must Reset India’s Uneven Trade Equation

India–China ties may be warming again, but the trade numbers tell a different story. Imports from China continue to surge while India’s exports struggle to keep pace.

Sharmila Kantha

March 11, 2026 at 5:25 AM IST

iStock.com

Oil Shock Threatens Wider External Gap; FY27 CAD at 2% if Crude Averages $80: IDFC FIRST Bank

BasisPoint Insight

March 4, 2026 at 11:43 AM IST

Week in Numbers: Tracking India’s Economic Pulse

The biggest surprise about India’s new GDP series released this week was that it did not throw up any surprises.

Datametricx

February 28, 2026 at 1:13 PM IST

iStock.com

Week in Numbers: Tracking India’s Economic Pulse

India’s private sector growth accelerated in February, even as a widening trade deficit, rising unemployment, and renewed FDI outflows highlighted underlying pressures.

Datametricx

February 21, 2026 at 10:55 AM IST

iStock.com

The Morning Edge

Asian Markets Mixed as Iran Tensions and Hawkish Fed Weigh on Sentiment

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

February 20, 2026 at 1:33 AM IST

iStock.com

Gold Surge Widens January Trade Deficit, US Trade Deal May Steady Exports

BasisPoint Insight

February 17, 2026 at 9:01 AM IST

Week in Numbers: Tracking India’s Economic Pulse

December data showed a sharp improvement in industrial output and fiscal metrics, indicating a firmer economy and improving government finances.

Datametricx

January 31, 2026 at 1:02 PM 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

A Decade of Rupee Depreciation: Why This Time Was Different

The rupee’s 2015–25 slide looks dramatic in headline terms, but unlike past episodes it unfolded gradually, supported by services exports, reserves and RBI’s volatility management.

Babuji K

December 22, 2025 at 5:23 AM IST

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

India’s November Trade Deficit Narrows to Five-Month Low; Exports to US Rebound

BasisPoint Insight

December 15, 2025 at 1:44 PM IST

iStock.com

The Morning Edge

Risk-On Momentum Checks as Northeast Asia Tensions Offset Fed-Driven Optimism

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 12, 2025 at 1:30 AM IST

iStock.com/studiocasper

A Nervous Rupee Meets an Uncomfortable Silence

The rupee’s slide toward 90 underscores a central truth: currencies are not just reflections of fundamentals. They are also mirrors of policy signalling, global crosswinds, biases, and narratives.

V Thiagarajan

December 3, 2025 at 2:42 AM IST

iStock.com

The Morning Edge

Tech Resurgence Drives Risk-On Mood Across Asia Despite Fed Uncertainty

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

November 20, 2025 at 1:47 AM IST

Via WikiCommons

Market Wrap

Equities Climb as Earnings Momentum Outshines Record Trade Deficit

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Dehuti Jani

November 17, 2025 at 12:08 PM IST

Amey Bane/iStockphoto.com

Week in Numbers: Tracking India’s Economic Pulse

With GST rate cuts coming into effect and a significant statistical base effect in play, India’s inflation indicators are likely to move toward deflation in October.

Datametricx

October 18, 2025 at 12:45 PM IST

istock.com/natbits

Briefing

From Energy Trade to Strategic Trust: India and Qatar’s Expanding Ties

India and Qatar are entering a new phase of bilateral engagement. Here’s an explainer on their geopolitical and economic ties, as the two countries prepare to announce a trade deal this week.

Ajay Srivastava

October 8, 2025 at 10:16 AM IST

iStock.com

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

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

India’s 2024-25 Trade Deficit With China Nears $100 Billion

BasisPoint Insight

April 16, 2025 at 3:03 PM IST

India’s March Exports Rise, Imports Jump; 2024-25 Trade Deficit Hits Record High

BasisPoint Insight

April 15, 2025 at 11:37 AM IST

iStock.com/MAGNIFIER

India’s Soft Power Can’t Plug A Hard Trade Hole

Services exports and remittances have held up. That doesn't mean India is shielded from China’s export onslaught.

BasisPoint Groupthink

April 9, 2025 at 12:41 PM IST

iStock.com/MAGNIFIER

Gold Rush, Trade Gaps, And A Slowing Export Engine

India’s growing trade deficit signals deeper structural challenges as traditional exports struggle and demand for gold and silver surges.

BasisPoint Groupthink

February 18, 2025 at 1:25 PM IST

The Morning Edge

A newsletter designed to prepare you for the day, offers a concise summary of overnight developments and key events that could influence your day

Richard Fargose

February 18, 2025 at 2:12 AM IST

Briefing

The Bureau