Page 2 - India Economy

Rupee depreciation: India's GDP, per capita GDP could shrink in dollars

Rupee fall to show shrunk FY26 GDP in dollars

India shouldn't let headwinds cloud its growth potential: Citi's Fraser

Citi Chair and CEO Jane Fraser says India remains the world's fastest-growing major economy and should stay focused on its long-term growth trajectory

Tax rebates: FY26 provisional expenditure, revenue show need for a rethink

The provisional expenditure and revenue numbers for 2025-26 underline the need for reviewing tax rebates

A slippery slope: Why India must prioritise growth over rupee fears

High oil prices, a weakening rupee and global capital shifts demand bold policymaking to protect growth and build resilience against external shocks

Weekly economy wrap: Fuel costs and trade talks drive policy week

From fuel costs to cotton duty relief and mining reforms, the week showed how global volatility is shaping India's inflation and trade response

Livestock heat stress: Heatwaves test India's dairy and poultry sectors

Rising temperatures are affecting milk yields, poultry growth and farmer incomes, even as companies and farmers invest in heat-resilience measures

Explained: How India’s extreme heat is becoming an economic disaster

India’s economy is facing a new hidden tax — extreme heat. From falling factory productivity and rising electricity bills to lost jobs, lower farm output, and billions in economic damage

Iran deal may ease oil stress, but won't plug India's capital or AI gaps

While stabilising the currency may help contain the current crisis, India's ability to attract global capital will remain muted

Not BoP but structural: Why India's medium-term real growth prospects dim

The concluding part of a series explores why India's medium-term real growth prospects are less robust than what the headline GDP numbers indicate

Revenue channels: RBI's surplus transfer will not ease fiscal pressure

The crisis in West Asia and the resultant surge in prices of crude oil have significantly complicated the overall Budget arithmetic

Weekly economy wrap: Fuel price hikes, rupee slide add to CAD pressure

From fuel hikes to a record RBI dividend, the week ending May 24 showed how global oil, imports, heatwaves and policy buffers are shaping India's macro outlook

Weekly policy watch: Core sector, bank credit, forex data in focus

India's macro calendar will be led by core sector, PMI, bank credit, deposit, and forex reserves data, while PM Modi's Europe visit will keep trade ties in focus

Weekly economy wrap: Gold duty hike, fuel shock test India's economy

India moved to conserve foreign exchange, contain prices and secure energy supplies as the West Asia crisis tested external accounts and growth forecasts

Fuel price hike may push inflation to 5% in FY27, lift bond yields further

India's ₹3 fuel price hike could raise CPI inflation, pressure the rupee, widen the fiscal deficit and force a more hawkish RBI stance amid elevated crude oil prices

Need to measure, formalise creative economy: Mospi secy Saurabh Garg

Mospi Secretary Saurabh Garg says India's creative economy needs dedicated measurement, stronger legal frameworks and formalisation to unlock growth and integrate informal talent into the IP ecosystem

Weekly economy wrap: PMIs rebound, Cabinet push sharpens growth focus

Strong services activity, a manufacturing recovery and Cabinet approvals across rail, cotton, semiconductors and shipping shaped a week of growth signals and policy moves

West Asia conflict, oil shock push India into 'reverse Goldilocks' position

The rupee has breached 95 against the dollar and is amongst the weakest currencies in Asia

India most resilient emerging mkt, better placed to manage shocks: Moody's

India has been the most resilient large emerging market economy since 2020, and its sizeable forex reserves have helped check currency volatility and reinforce confidence during global shocks, Moody's Ratings said on Tuesday. In a report on emerging market, Moody's said India is well placed to manage future shocks because monetary policy frameworks are clear and predictable, inflation expectations are well anchored, and exchange rates can adjust when needed. Stating that India is "better placed" among emerging market sovereigns to manage future global shock, Moody's said the country would also enter any future periods of stress with strong and accessible buffers. "India's reliance on domestic funding is balanced by deep local markets and sizeable reserves ... Nevertheless, India's relatively high debt burden and weak fiscal balance limit the amount of space available to respond to successive shocks," Moody's added. It said India had made key policy choices that support stability we

EAC-PM calls for mapping economic vulnerabilities in food, other areas

India must map and monitor key economic vulnerabilities, particularly in areas such as energy, food, fertilisers, metals, and critical minerals, and proactively address both supply disruptions and price volatility to mitigate the impact of future West Asia-like crisis, a top government official said on Monday. Economic Advisory Council to the Prime Minister (EAC-PM) Chairman S Mahendra Dev in an interview with PTI further said the ongoing West Asia conflict highlights the need for a forward-looking approach to risk management. "India must map and monitor key economic vulnerabilities, particularly in areas such as energy, food, fertilisers, metals and critical minerals, and proactively address both supply disruptions and price volatility," Dev said. He said this calls for a substantial strengthening of physical buffers, including an expansion of strategic petroleum reserves and the creation of stockpiles for essential commodities, going beyond the conventional reliance on foreign ...

Weekly economy wrap: GST hits record, FDI rules ease, credit slows

Economy wrap April 27-May 3: India's economy showed mixed signals this week as GST collections hit a record, credit growth slowed and policy moves spanned FDI, trade, energy and statistical reforms