Gaura Sengupta

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 flags inflation risks and trims FY27 growth to 6.9% despite US-Iran ceasefire relief. Gaura Sengupta highlights 5 key risks that RBI policy flags for India's economy

With limited policy space amid a global supply shock, RBI is likely to hold rates, balancing inflation risks with the need to protect growth

The tough position that the bond market finds itself reflects a much more fundamental issue, of rising government bond supply chasing limited domestic savings pool