Inflation

While several firms have responded with calibrated price increases to protect margins, many signalled that further price escalations could follow

China's ​leaders, confronting a two-speed ​economy of strong factory output and exports but weak ​domestic demand, have pledged to bolster growth by accelerating fiscal spending

From a broader perspective, we continue to see value in areas like software where valuations remain reasonable relative to long-term growth potential, says Rajat Chandak.

Strong growth, above-target inflation projections and near-zero real interest rates suggest the RBI's dovish stance may not last, raising the prospect of higher rates ahead

RBI Governor Sanjay Malhotra said policy will remain guided by headline inflation and evolving growth dynamics, while reaffirming the central bank's data-dependent approach

The RBI's decision to hold rates reflects easing inflation risks for now, but rising price pressures could warrant policy tightening in the coming months

The RBI is more likely to use temporary liquidity absorption tools than tighten its policy stance or rates ahead, while system liquidity should improve as government spending accelerates.

Any further policy tightening is likely to remain contingent on a sustained rise in energy prices or evidence of broader, demand-driven inflationary pressures.

The balance of risk improved as downside risk to growth declined along with upside risk to inflation, according to Gaura Sengupta, chief economist at IDFC First Bank

Despite markets continuing to price in policy rate hikes over the next 6-12 months, the softer-than-expected tone of the policy has supported bond markets, said Deepak Agrawal, Kotak Mahindra AMC.

The increase in wholesale price inflation in June to 9.87 per cent was largely driven by price pressures in items that are more sensitive to global commodity and energy costs, Parliament was informed on Monday. Minister of State for Finance Pankaj Chaudhary said in the Lok Sabha that the government has been actively undertaking a series of measures to control inflation and mitigate its impact on consumers. These measures include augmenting buffer stocks for essential food items, strategically selling procured grains in the open market, and calibrating trade policies. As a result of the government's measures, the retail or Consumer Price Index (CPI)-based inflation rate has been below the 4 per cent target over the last two quarters -- 3.1 per cent (January-March of FY26) and 3.9 per cent (April-June FY'27). On a year-on-year basis, wholesale price index (WPI) based inflation increased from 9.68 per cent in May to 9.87 per cent in June. "The rise in WPI inflation is largely driven

Most economists expect stance to remain 'neutral'

The liquor maker said premium demand remains healthy despite inflationary pressures and AI-driven employment uncertainty affecting sentiment in some consumer segments

The World Bank warned that a prolonged US-Iran conflict could slow global growth to 1.3% in 2026, while fuelling inflation, higher interest rates and debt pressures

Inflation is back above the RBI's target. The monsoon remains uneven. China's economy is slowing, while India's AI-driven data centre ecosystem is expanding rapidly. An Abakkus Mutual Fund.

Nabard's latest survey shows that rural income growth has slowed to a two-year low. The findings come as rural inflation reached 5% in June, compared with 4% in urban area

"We have to watch out for monsoon… how it progress because a significant population depends on agriculture," he said

RBI Governor Sanjay Malhotra said inflation risks remain elevated due to West Asia tensions, rising oil prices and the possibility of a weak monsoon, even as supply-side pressures dominate

The income tax department has increased the Cost Inflation Index for the current fiscal for calculating long-term capital gains arising from the sale of immovable property, securities and jewellery. The Cost Inflation Index (CII) is used by taxpayers to calculate gains from the sale of capital assets after adjusting inflation. The Cost Inflation Index for FY 2026-27 is 384, as per a notification of the Central Board of Direct Taxes (CBDT). The CII for fiscal 2025-26 was 376. AMRG Global Managing Partner Rajat Mohan said the annual notification of the Cost Inflation Index reflects the government's commitment to maintaining an objective inflation-adjustment mechanism wherever indexation benefits continue under the new tax framework. It provides taxpayers, valuers and tax professionals with clarity for computing the indexed cost and reduces interpretational disputes, Mohan added. CII or Cost Inflation Index is notified under the Income-tax Act, 1961 every year. It is popularly used

The Cost Inflation Index for FY27 will apply from April 1, 2026, though indexation is now available only in limited cases involving certain land and building sales