Page 3 - Latest Updates on Inflation
US-Iran peace deal may help boost India's exports, stabilise rupee
Experts said the announcement, if implemented successfully, would reduce pressure on India's import bill, ease inflationary covers and create a more conducive environment for trade
 "US-Iran peace deal may help boost India's exports, stabilise rupee")
India's long-term consumption story intact despite challenges: KKR
The investment firm says rising incomes, premiumisation and financial deepening continue to support India's long-term growth outlook despite energy and AI-related pressures
 "India's long-term consumption story intact despite challenges: KKR")
Inflation likely rose to 4% in May amid rising food, fuel costs: Poll
RBI Governor Sanjay Malhotra said underlying inflation pressures remained benign, although second-round effects warranted vigilance
 "Inflation likely rose to 4% in May amid rising food, fuel costs: Poll")
Indian companies hike prices, shrink packs as Iran war squeezes margins
The US-Israeli war on Iran has disrupted trade routes and lifted input costs globally, hitting import-reliant economies like India harder, where a weaker rupee is adding to inflation
 "Indian companies hike prices, shrink packs as Iran war squeezes margins")
EMs in the oil shock: Policymakers are going into an examination hall
The 2026 oil shock is testing emerging economies, with fuel pricing, exchange-rate flexibility and inflation control set to determine growth outcomes
 "EMs in the oil shock: Policymakers are going into an examination hall")
RBI policy: 'Inflation target sacrosanct for us, not in abeyance at all'
RBI Governor Sanjay Malhotra said the 4% inflation target remains sacrosanct, while stressing a data-driven approach amid supply-side risks and uncertainty
 "RBI policy: 'Inflation target sacrosanct for us, not in abeyance at all'")
Indian households expect inflation to spike as consumer confidence wanes
RBI surveys show Indian households expect inflation to jump amid US-Iran war tensions and weak monsoon forecasts, driving a steep decline in consumer confidence
 "Indian households expect inflation to spike as consumer confidence wanes")
Asia faces rate-hike pressure as energy shock, AI boom fuel inflation
Asia is particularly vulnerable because it sits at the center of global manufacturing and technology supply chains while remaining heavily reliant on imported energy
 "Asia faces rate-hike pressure as energy shock, AI boom fuel inflation")
Best of BS Opinion: RBI faces twin inflation risks as uncertainty swirls
Today's Opinion highlights the RBI's policy choices, soaring IPL franchise valuations, fiscal challenges, climate targets and a timely examination of contemporary China
 "Best of BS Opinion: RBI faces twin inflation risks as uncertainty swirls")
RBI monetary policy: The critical need to attract foreign savings
Rising fuel prices and tighter global conditions are reshaping India's funding landscape, increasing reliance on bank credit as foreign and domestic savings slow
 "RBI monetary policy: The critical need to attract foreign savings")
Iran's inflation at 77.2% in May, highest level since World War II
A report Monday by Iran's Central Bank represents the first official acknowledgment of what Iranians shopping, paying for a taxi or visiting a medical clinic already know
 "Iran's inflation at 77.2% in May, highest level since World War II")
Fuel price hikes could add up to 48 bps to inflation, warns Crisil
Crisil said cumulative increases in petrol and diesel prices could approach Rs 10 per litre, raising transport costs and exerting upward pressure on both food and core inflation
 "Fuel price hikes could add up to 48 bps to inflation, warns Crisil")
RBI may maintain status quo in June, hike rates twice in FY27: Economists
Most of the respondents expect the central bank to resume policy tightening later in FY27 amid mounting inflation risks
 "RBI may maintain status quo in June, hike rates twice in FY27: Economists")
Iran war puts RBI in razor-edge policy bind over inflation, growth, rupee
The rupee has tumbled to record lows since the Iran war broke out at the end of February
 "Iran war puts RBI in razor-edge policy bind over inflation, growth, rupee")
Global investors still under-allocated to emerging mkts: Candace Browning
BofA's Candace Browning sees inflation, central bank policy, AI, and India's market outlook as the key forces shaping global investments
 "Global investors still under-allocated to emerging mkts: Candace Browning")
FinMin calls for policy agility as economy shows 'cautious resilience'
The finance ministry on Saturday said strong domestic fundamentals support growth, but rising oil prices, a weaker monsoon and global uncertainty warrant continued policy vigilance
 "FinMin calls for policy agility as economy shows 'cautious resilience'")
Lingering geopolitical tensions may hit loan portfolios: RBI report
RBI warned that the West Asia conflict, rising energy prices and monsoon risks could weigh on India's growth and inflation outlook in the short term
 "Lingering geopolitical tensions may hit loan portfolios: RBI report")
Food, personal care products may get costlier as input costs rise: Report
The report said companies have already increased prices by around 3 per cent to 7 per cent over the past one to two months after their raw material basket costs climbed nearly 10 per cent on average
Wealth erosion likely as India's consumer economy heads into perfect storm
With household budgets under strain from rising prices, coupled with slow income growth due to a decelerating economy, the consumer goods sector is bracing for a demand slowdown
 "Wealth erosion likely as India's consumer economy heads into perfect storm")
Why high inflation bodes well for FMCG companies: Harini Dedhia decodes
Having witnessed a prolonged period of benign inflation in the last decade, we should have expected FMCG companies to witness great volume growth, if not value. However, the opposite has been true
 "Why high inflation bodes well for FMCG companies: Harini Dedhia decodes")