Inflation

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.

Food inflation rose to 5.95 per cent in August from 5.52 per cent in July, while rural and urban headline inflation stood at 5.23 per cent and 4.31 per cent, respectively

Food inflation could remain elevated through the festive season as uneven monsoon rains, kharif crop uncertainties, El Nino risks and higher global food prices put pressure on household budgets

The cost of home-cooked meals rose moderately in August, a report said on Tuesday. The cost of a vegetarian meal increased 1 per cent year-on-year and month-on-month to Rs 29.5 per thali, the monthly report by the research arm of domestic rating agency Crisil said. In the case of a non-vegetarian meal, a 10 per cent jump in broiler prices pushed up the cost of a thali by 5 per cent year-on-year to Rs 57.5, the report by Crisil Intelligence said. However, the price was 1 per cent lower from Rs 58.3 in July. Compared with last year, elevated prices of onion, vegetable oil, rice and Liquefied Petroleum Gas (LPG) kept the thali cost high despite a decline in potato and tomato prices, it said in the 'Roti Rice Rate' report. Onion prices jumped 43 per cent in August 2026 to Rs 40 per kg, compared with the year-ago period's Rs 28 per kg, due to supply tightness caused by unseasonal rains and hailstorms in Maharashtra in March-April, it said, adding that there was an 11 per cent jump in .

From Subbarao and Rajan's crisis-era outreach to Patel's reticence and Das' Governor's Statements, the RBI's communication has evolved alongside India's economic challenges

Onion prices have jumped sharply across India, with the all-India average retail price up 59% in a year.

The dollar index, which measures the greenback against a basket of currencies, rose 0.21% to 99.12 and was on pace for its biggest daily gain since August 6, with the euro down 0.16% at $1.1655.

Disaggregated figures for the top five categories showed month-on-month volatility.

Fuel and power inflation slowed sharply in July, offsetting higher inflation in primary articles and manufactured products, while core WPI rose to 8.2 per cent

WPI Food Index inflation rose to 6.65% in July from 6.14% in June, while fuel and power inflation eased to 20.05% from 27.41%

India's retail inflation rose for a second straight month above the RBI's 4% target in July, but remained within the central bank's 2-6% tolerance band.

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