Inflation

Shah said any further market upside is likely to be earnings-led rather than driven by valuation expansion

Corporate bond issuances likely to remain subdued in FY27 as elevated yields, inflation risks and liquidity conditions weigh on fundraising activity and investor appetite

Crude oil sustaining above USD 100 per barrel will push the headline inflation above 6 per cent, the upper level of RBI's tolerance band, and trigger rate hikes, a foreign brokerage has said. Economists at HSBC said that consumer price inflation (CPI) will remain below 6 per cent if oil prices average below USD 100 per barrel, as per its modelling. "... Sustained oil above USD100/bbl would push inflation beyond 6 per cent, likely triggering rate hikes," the economists said, adding that we are at "crossroads" as Brent has averaged USD 100 in March. Amid speculation ahead of next Wednesday's monetary policy announcement on whether the RBI uses interest rates to defend the rupee, the report suggested risks of such a move. "An interest-rate defence for the INR can be expensive when the growth drag becomes non-linear and intensifies quickly with higher oil prices," it said. The economists recommended adopting a "neutral" stance on both the monetary and fiscal fronts for now, as the ...

From Sebi's governance gaps and inflation targeting to investor protection concerns, AI-led consumer insights, and evolving global discourse, today's BS Opinion offers sharp perspectives

Research has shown that both the inflation rate and volatility moderated after the adoption of the flexible inflation-targeting framework

The going was good until war in West Asia started. The inflation rate was low with growth staying robust

Committee asks DPIIT to align WPI with revised GDP, CPI and IIP series, and roll out producer price indices to improve price measurement and data accuracy

Government says no formal study has assessed GST rate rationalisation's inflation impact; GST revenue rose 8.1% in February, with rural consumption showing strong gains

The entire retirement corpus will not be needed on day one, so it should be split into growth and income-generation buckets to manage inflation and longevity risks

"The war in the Middle East...will have a material impact on near-term inflation through higher energy pricesm," the ECB said

Inflation, as measured by the Fed's preferred gauge, was expected to end the year at 2.7 per cent , not far below its current rate and higher than the 2.4 per cent projected in December

SBI report says India has seen fewer instances of interest rate hikes since the flexible inflation targeting regime began, with the third five-year phase set to start next month

Factory-gate inflation rises to an 11-month high in February, driven by higher prices of primary goods and manufactured products, while fuel and power remain in deflation

In inflation-targeting economies such as India, communication is a key instrument of monetary policy

Periods of major wars - both global and regional - have frequently aligned with spikes in India's inflation

Inflation targeting plus floating exchange rate plus open capital account

Persistently high oil prices could push up retail inflation faster than expected and slow India's economic growth in the first half of FY27, Fitch Ratings said in its latest outlook

CPI inflation increased by 47 basis points year-on-year in February, data showed

The gas crunch is rippling through the economy, raising fears about a spike in prices and a drop in output in some sectors

Finance Minister Nirmala Sitharaman, in a written statement, said that the medium-term impact of global crude oil price rise on inflation would depend upon several factors