Page 22 - India Inflation

Stick to businesses with strong pricing power in a high inflation scenario

Invest in commodity producers that are backward integrated

How worrying is record-high wholesale price inflation?

An RBI survey showed that households can expect inflation to rise further in the near and medium-term. Wholesale prices also surged to a decade high in November. Find out if it is a cause of concern

A straight jacket policy by the RBI as the Omicron threat looms

The next policy in February will be come post the Budget announcement. It will be crucial as the state of the economy will be clear as will the action taken by the government to counter Omicron impact

Will the market cheer withdrawal of farm laws?

Inflation and rising Covid-cases are haunting investors. Besides, PM Modi has decided to withdraw the farm laws in the upcoming Parliamentary session. How will these affect the markets? Find out here

Buy growth and value stocks to beat inflation woes, advises Chris Wood

Led by a sharp rise in commodity prices, especially crude oil, and supply-side issues, most economies across the globe have been battling rising inflation over the past few months

Commodity price rise can bump up inflation by 1%, warns Nomura

A 10 per cent increase in crude oil prices, according to Nomura's estimates, may raise India's headline inflation by around 30 basis points (bps), add around 0.3 per cent of GDP to CAD

Companies fight to protect margins as inflation reaches tipping point

Companies as diverse as the Indian unit of Unilever Plc and Tata Motors are increasingly complaining about pricier inputs.

MPC reassures status quo on rates, but changes view on inflation

The temporary supply shocks that have led to higher inflation has been kept aside by the MPC while focusing on growth

'Hard to say that markets have factored in the impact of the third wave'

In terms of valuation matrix like P/E or P/BV, many stocks forming part of the broad index would be expensive compared to long-term averages, Sachin Trivedi of UTI AMC said

RBI monetary policy meet: Beyond the growth-inflation trade-off

An accommodative stance on monetary policy (unchanged since June'19), in the face of an unfavourable growth-inflation trade-off is understandable for now

Inflationary situation in India is at a 'very risky bend': Kaushik Basu

India needs a much better curation of policy once again between the Reserve Bank of India and the finance ministry, says former CEA

Sovereign bonds in India signal growing doubts on RBI's easy policy stance

The inflation shock is adding to uncertainty on whether the central bank would stick to its pledge of keeping policy accommodative to support growth after economy was battered by a deadly Covid wave

Inflation persistence vis-a-vis low growth, RBI has limited choice: Report

Driven by several global and domestic factors, inflation may remain elevated in the coming months, State Bank of India's research division said on Wednesday

RBI to focus on growth even as inflation breaches tolerance band: Report

The annual retail inflation rate rose 6.30% year-on-year in May, up from 4.29% in April and sharply above analysts' estimate of 5.30%

Indian monetary policy makers seen tolerating high inflation for growth

Data later today might show wholesale prices grew 13.3%, the highest rate in three decades, it's unlikely just yet to fully feed into consumer prices.

How pulses and edible oil could exacerbate the pain on the inflation front

A mix of short- and long-term policies to contain price rise in these two commodities while keeping an eye on the interest of the cultivator could be the balm India is looking for

RBI lowers FY22 GDP forecast to 9.5%, CPI inflation projected at 5.1%

Going forward, the inflation trajectory is likely to be shaped by uncertainties impinging on the upside and the downside. The rising trajectory of international commodity prices, especially of crude

RBI to go for dovish pause on Wednesday amid inflation, lockdowns: Analysts

RBI will go for a "dovish pause" at Wednesday's policy review announcement amid developments such as inflation rise and a likely impact on growth due to lockdowns on rising Covid cases, analysts said

Chris Wood trims India exposure as Covid cases rise

Earlier in December 2020, he raised exposure to Indian equities twice in this and reiterated his bullish on cyclical sectors as economic indicators showed improvement

Govt keeps inflation target at 2-6% for 5 years: DEA secretary Tarun Bajaj

Economists welcome decision, but argue for a higher upper limit