Inflation

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

RBI Governor Sanjay Malhotra said underlying inflation pressures remained benign, although second-round effects warranted vigilance

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

The 2026 oil shock is testing emerging economies, with fuel pricing, exchange-rate flexibility and inflation control set to determine growth outcomes

RBI Governor Sanjay Malhotra said the 4% inflation target remains sacrosanct, while stressing a data-driven approach amid supply-side risks and uncertainty

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

Reserve Bank of India (RBI) Governor Sanjay Malhotra on Friday said the central bank has decided to keep the repo rate unchanged at 5.25 per cent and retain its 'neutral' monetary policy stance

Asia is particularly vulnerable because it sits at the center of global manufacturing and technology supply chains while remaining heavily reliant on imported energy

Today's Opinion highlights the RBI's policy choices, soaring IPL franchise valuations, fiscal challenges, climate targets and a timely examination of contemporary China

Rising fuel prices and tighter global conditions are reshaping India's funding landscape, increasing reliance on bank credit as foreign and domestic savings slow

Year-on-year inflation in Iran reached a level in May unseen since World War II, underlining the economic pain average Iranians face as the Islamic Republic worries about the war with Israel and the United States restarting. 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: The rial currency is battered by the war and uncertainty around it resuming. Meanwhile, longtime problems of economic mismanagement and government corruption also appear to be dragging down Iran's oil-backed economy as it remains under a US naval blockade. Economic pressure in the past has sparked nationwide protests, something Iran's theocracy has been trying to avoid since a crackdown on demonstrators in January killed over 7,000 people, according to activists' estimates. But even as hard-liners hold gun-handling workshops and organise marriages under the shadow of a ballistic missile to ..

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

The Reserve Bank of India (RBI) is likely to keep the benchmark repo rate unchanged in the June monetary policy review, according to a PTI poll of economists and treasury heads. Most of the respondents expect the central bank to resume policy tightening later in FY27 amid mounting inflation risks. Of the respondents surveyed, 11 expect the Monetary Policy Committee (MPC) to maintain the status quo on rates in the upcoming policy to be announced on Friday, while four foresee a 0.25 per cent hike. "Pause because headline inflation remains below the 4 per cent target. The RBI has policy space to wait to see the second round impact on inflation from the fuel price hike. Flexible inflation target provides policy space to look through the first round impact of supply side shocks," said Gaura Sengupta, economist at IDFC First Bank. The MPC will meet between June 3 and June 5 to decide on the policy rates. The central bank has reduced the repo rate by 1.25 per cent since last year to aid .

The rupee has tumbled ​to record lows since the Iran war broke out at the end of February

BofA's Candace Browning sees inflation, central bank policy, AI, and India's market outlook as the key forces shaping global investments

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

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

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

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

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