Inflation

Consumer inflation is expected to have risen to 5.4% in September from 4.82% in August, as higher food and crude oil prices add to inflationary pressures

A 25-bps hike today may reduce some near-term policy flexibility, but it also lowers the risk of having to undertake a much sharper adjustment later, said Sujan Hajra, chief economist at Anand Rathi

The yield on India's 10-year bonds jumped 5 basis points to 7.27 per cent after the decision and was up 8 bps compared to Tuesday's close of 7.19 per cent, according to data on Bloomberg.

"Inflation has gone up by about 3 percentage points in South Asia" since the conflict, Ohnsorge said

Compelling reasons for an increase in the repo rate

We need to watch how entrenched inflation is and how demand-led growth is

We are still in the early stages of reaping the full benefits of FIT. It is, therefore, imperative to remain focused on the primary objective, he said

India's inflation-targeting framework has anchored price expectations, but economists see scope to refine its mandate

Ghate says flexible inflation targeting has established a credible nominal anchor, while stronger monetary-fiscal coordination remains important for managing inflation

"Core inflation helps in assessing the persistence of inflationary pressures and the likelihood of second order effects"

Tractor sales at Mahindra & Mahindra fell 21 per cent, and Escorts Kubota's declined 16.7 per cent in September, while passenger vehicle demand remained strong ahead of the festive season

Rice yields have fallen after erratic monsoon rains, while higher farm input costs threaten rural incomes and spending during the key wedding and festival season

From India's narrowing demographic window and Boeing 737 MAX safety concerns to capital-flow risks, Carrefour's return and AI's social costs, today's opinions examine long-term structural shifts

The ADB forecasts inflation for the developing Asia-Pacific region at 4.2% this year and 3.5% next year, both well above the 3% recorded in 2025

The US-Iran conflict has pushed up oil prices, disrupted trade and raised inflation risks, but its economic impact varies across major economies

Review spending, reduce costly debt, favour quality equities and avoid longer-duration funds unless you have a matching horizon

Use time-based buckets, limit withdrawals and retain growth assets

Telangana recorded the highest combined inflation among states in August at 6.27 per cent, while rural inflation exceeded urban inflation across most leading states.

Economists say the rate hike cycle could be shallow, with 50-75 bps hike in the current cycle

ACC, Ambuja Cements, India Cements and Shree Cement from the cement sector hit their respective 52-week lows.