Page 5 - Latest Updates on Inflation
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
 "Food, personal care products may get costlier as input costs rise: Report")
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")
RBI not in favour of rate hikes to defend rupee, prioritises inflation
India's rupee has fallen nearly 6 per cent since the Iran war began late in February and slumped to a record low of nearly 96.96 per dollar on Thursday
 "RBI not in favour of rate hikes to defend rupee, prioritises inflation")
Crude prices could influence growth, inflation: EAC-PM chief S Mahendra Dev
EAC-PM Chairman S Mahendra Dev said higher crude prices and supply disruptions from the West Asia conflict could weigh on India's growth and inflation
 "Crude prices could influence growth, inflation: EAC-PM chief S Mahendra Dev")
India's shrinking bond yield cushion: Why the US-India spread matters
India's 10-year bond yield premium over the US has narrowed to around 250 basis points, well below its decade average. But does that mean RBI will cut rates? Let's find out
 "India's shrinking bond yield cushion: Why the US-India spread matters")
Best of BS Opinion: Govt must allow greater price adjustments
From rising oil pressures and coal gasification to urban housing reform and RBI policy, today's BS Opinion explores the economic and structural challenges shaping India's future
 "Best of BS Opinion: Govt must allow greater price adjustments")
Is India's inflation targeting too rigid for this oil-shock climate?
A credible framework requires credible measures of price expectations
 "Is India's inflation targeting too rigid for this oil-shock climate?")
IMF backs targeted relief over broad subsidies amid oil price surge
The multilateral institution has urged governments to avoid broad-based subsidies and instead adopt targeted fiscal measures to manage inflation and protect vulnerable households
 "IMF backs targeted relief over broad subsidies amid oil price surge")
RBI likely to hold repo rate at 5.25% through FY27: India Ratings
India Ratings projects GDP growth at 6.7% and inflation at 4.4%, warning that higher crude prices and West Asia tensions may pressure growth and trade deficit
Nobel-winning economist Edmund Phelps reshaped modern thinking on inflation
The Nobel laureate's work on inflation expectations and unemployment transformed economic policymaking and influenced central banks around the world
 "Nobel-winning economist Edmund Phelps reshaped modern thinking on inflation")
'Fuel price hike raises inflation woes; Rupee eyes 96.80 on higher crude'
Petrol and diesel prices were raised by ₹3 per litre as Brent crude stayed above $105 per barrel. Here's how rising fuel prices could impact inflation and the rupee
 "'Fuel price hike raises inflation woes; Rupee eyes 96.80 on higher crude'")