Inflation Rise

Brokerages expect rising raw material costs and further price hikes to weigh on FMCG volumes and margins in H2FY27, even as consumer demand remained resilient in the September quarter

Cardiovascular disease, ENT/lung disorders and cancer remain leading drivers of medical claims

India's inflation rose to 4.8% in August from 3.4% in March, with food and fuel leading the rise, while core prices and services are now showing signs of wider pressure

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

Data on Wednesday are set to show inflation accelerating for the first time in four months, with the median economist estimate in a Bloomberg survey predicting a 2.9% jump in July

June inflation breached the RBI's 4% target for the first time in nearly 18 months, while rising oil prices and weak monsoon rains have added fresh uncertainty to the central bank's policy path

India's inflation likely to remain contained in coming months, says FinMin

The MPC's approach is data-dependent and cautiously hawkish: it acknowledges weaker growth, flags higher inflationary risks, and keeps policy unchanged for now to watch how the trade-off evolves.

The duration of the Strait of Hormuz disruption remains the 'single most consequential variable' for India's external and price outlook, the report said

Elevated crude oil prices further worsen India's inflation-growth trade-off by putting pressure on the rupee, widening the current account deficit, & limiting the scope for aggressive monetary easing

We estimate the direct impact of this hike at around 8bps uptick each in the CPI inflation prints for May 2026 and June 2026, along with a mild indirect impact to the tune of around 10 bps, Nayar said

The British central bank is expected to keep borrowing costs on hold on April 30 at the end of its next scheduled Monetary Policy Committee meeting

Economists are penciling in a 1 per cent increase in the consumer price index for March - the sharpest one-month advance since 2022 - after the Iran war pushed gas prices up by about $1/gallon

Prolonged West Asia conflict, supply chain woes major concerns

FMCG firms are closely tracking crude-linked input costs amid West Asia tensions, while consumer durable companies have already raised prices due to rising raw material pressures

January 2026 CPI-based inflation: The inflation remained close to the Reserve Bank of India's lower tolerance threshold

CEA V Anantha Nageswaran said that inflation is largely contained, rainfall and agricultural prospects are supportive, external liabilities remain low, and banks are in good health

Galloping inflation and a currency crisis have provoked demonstrations across the country

The most significant change in the December policy meeting was the reduction of the repo rate, the interest rate at which the RBI lends money to commercial banks

With inflation at a record low of 0.25% and robust GDP growth, the RBI faces a close call between supporting the economy and a weakening rupee