India ships in about 90 per cent of its oil and is one of the countries most-exposed to prolonged Iran war-related disruptions to global energy supplies
India's GDP growth is expected to slow to 6.5% in FY27 as oil prices, geopolitical tensions and weak monsoon prospects weigh on economic activity
RBI's policy hold and India's stronger-than-expected GDP growth anchored a week marked by firm PMIs, fuel-price risks, trade talks and fresh Cabinet approvals
Investment demand strengthened in FY26 as capital formation accelerated, while consumption remained resilient and government spending growth moderated
Strong services and manufacturing growth supported India's FY26 performance, but challenges around employment, inequality and regional disparities continue to weigh
Stable corporate borrowing costs allow companies, especially those in debt-heavy sectors like infrastructure and manufacturing, said Rajkumar Singhal
The classical conundrum faced by RBI as it navigates through a complex set of variables appears to be of managing the currency, economic growth, and inflation, said Killol Pandya
Looking ahead, investors will continue to track crude oil prices, inflation trends, monsoon developments, and geopolitical events, said Somil Mehta of Mirae Asset Sharekhan
A World Inequality Lab study suggests India could surpass China in share of global GDP in PPP terms by around 2060 under a convergence scenario
Longer and more intense heatwaves are affecting jobs, farm output, electricity demand and health costs, raising concerns that India may be underestimating their economic impact
The United Nations has revised downward India's economic growth forecast for 2026 to 6.4 per cent from its earlier projection of 6.6 per cent, citing global uncertainties and economic shocks arising from the ongoing West Asia crisis. As per the report released by the UN Department of Economic and Social Affairs (UN DESA) on Tuesday, India, however, remains one of the fastest-growing major economies. West Asia crisis has delivered yet another shock to the global economy, slowing growth, reigniting inflationary pressures and heightening uncertainty, it said. Ingo Pitterle, Senior Economist and Officer-in-charge of Global Economic Monitoring Branch, Economic Analysis and Policy Division, UN DESA, said India is "not immune" to current global challenges. "It is a large energy importer and it is also exposed to other channels, for example, remittances, add to some vulnerability. Also, a global financial tightening will make monetary policy more complicated," he added. Pitterle pointed o
The ministry said the change was necessitated because some "critical datasets become available only after a lag of up to two months"
India's economic growth is likely to decelerate to 6.7 per cent in the current fiscal, from 7.7 per cent in 2025-26, with the GDP expansion expected to slow significantly due to waning momentum and oil price shock from Iran war, BMI said on Monday. BMI, a Fitch Group firm, also said that the prospect of the Iran-US conflict escalating in scope presents downside risk to its growth outlook and India must balance spending needs on defence and fuel price stabilisation against fiscal consolidation agenda. The tax reforms in GST and income tax carried out in 2025 will partly offset effects of cost-push inflation, BMI said, adding looser monetary policy will support capital spending, as increased uncertainty amid the war and higher input prices hurt investment. BMI estimates that India's economy grew 8 per cent y-o-y in the January-March quarter of 2026, faster than its original 7.8 per cent projection. It has revised its growth forecast for 2025-26 upwards by 0.1 percentage points to 7.7
India's GDP growth may slip to around 6 per cent and retail inflation could rise to RBI's upper tolerance band of 6 per cent in the current fiscal, if the Indian crude basket price averages USD 120 a barrel, EY India said on Wednesday. EY India Chief Policy Advisor DK Srivastava said, although room for policy interventions is limited, policymakers need to consider upward revision in the repo rate and accelerated diversification of sources of crude supply as the price of the Indian crude basket (ICB) may rise further if the West Asian crisis persists. "If the ICB price averages USD 120 per barrel in FY27, India's real GDP growth may slip to about 6 per cent and CPI inflation may increase to 6 per cent... To minimise the adverse impact on fiscal deficit, increased energy prices should be passed on to the retailers to a relatively larger extent," Srivastava said. The April 2026 release of the US Energy Information Administration EIA Short-Term Energy Outlook projects Brent crude oil ..
As the economy becomes more regionally differentiated, national and state averages are no longer enough to track growth
India's economy is projected to grow at 6.4 per cent this year and 6.6 per cent in 2027, according to a report by the United Nations. The United Nations Economic and Social Commission for Asia and the Pacific (ESCAP) said in the report released Monday that economies in South and South-West Asia grew by 5.4% in 2025, compared to 5.2% in 2024, driven largely by strong growth in India. India's growth edged up to 7.4% in 2025, "supported by robust consumption, especially from the rural economy along with goods and services tax rate cuts, and export frontloading ahead of the United States' tariffs," the report, titled Economic and Social Survey of Asia and the Pacific 2026, said. It said in India, economic activities moderated in the second half of 2025 as exports to the United States declined by 25 per cent following the introduction of 50 per cent tariffs in August 2025. The services sector remained a key growth driver. The report projected India to register a 6.4 per cent growth rate
India's GDP in domestic currency terms records a CAGR of 8.56 per cent between 2021 and 2025, reflecting highest economic growth among major economies
Rate cuts can now be ruled out and the question will be more on when there can be a rate hike. A clearer picture will emerge over the next few months
As India nears the $3,000 per capita mark, a coordinated push in skills, clean energy and AI could help it leapfrog the middle-income trap
If crude spikes to $150/bbl for a quarter, we see FY27 (GDP) growth at around 5.7 per cent, CPI inflation breaching 6 per cent and the CAD widening to around 3 per cent of GDP, Morgan Stanley said.