Inflation

ICICI Pru AMC's Rajat Chandak sees value in software & 2 more sectors

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.

The story now is not 'lower for longer', but the calm before higher rates

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

'Our endeavour is to bring inflation in line with target over medium term'

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

Policy prospects: Inflation projections demand monetary tightening

The RBI's decision to hold rates reflects easing inflation risks for now, but rising price pressures could warrant policy tightening in the coming months

RBI policy a cautiously constructive hold; focus on liquidity management

The RBI is more likely to use temporary liquidity absorption tools than tighten its policy stance or rates ahead, while system liquidity should improve as government spending accelerates.

RBI's balanced pause raises bar for future rate hikes: Amar Ambani, YES Sec

Any further policy tightening is likely to remain contingent on a sustained rise in energy prices or evidence of broader, demand-driven inflationary pressures.

Improved balance of risk supports RBI to remain on wait & watch mode

The balance of risk improved as downside risk to growth declined along with upside risk to inflation, according to Gaura Sengupta, chief economist at IDFC First Bank

RBI's FY27 inflation projection cools bond yields; what's the road ahead?

Despite markets continuing to price in policy rate hikes over the next 6-12 months, the softer-than-expected tone of the policy has supported bond markets, said Deepak Agrawal, Kotak Mahindra AMC.

Rise in wholesale inflation driven by global commodity, energy costs: Govt

The increase in wholesale price inflation in June to 9.87 per cent was largely driven by price pressures in items that are more sensitive to global commodity and energy costs, Parliament was informed on Monday. Minister of State for Finance Pankaj Chaudhary said in the Lok Sabha that the government has been actively undertaking a series of measures to control inflation and mitigate its impact on consumers. These measures include augmenting buffer stocks for essential food items, strategically selling procured grains in the open market, and calibrating trade policies. As a result of the government's measures, the retail or Consumer Price Index (CPI)-based inflation rate has been below the 4 per cent target over the last two quarters -- 3.1 per cent (January-March of FY26) and 3.9 per cent (April-June FY'27). On a year-on-year basis, wholesale price index (WPI) based inflation increased from 9.68 per cent in May to 9.87 per cent in June. "The rise in WPI inflation is largely driven

BS poll: 'Cautious' MPC may stick to status quo, retain neutral stance

Most economists expect stance to remain 'neutral'

Inflation, AI-led job uncertainty weigh on some consumers: United Spirits

The liquor maker said premium demand remains healthy despite inflationary pressures and AI-driven employment uncertainty affecting sentiment in some consumer segments

War could cut global growth to 1.3%: World Bank Chief Economist Gill

The World Bank warned that a prolonged US-Iran conflict could slow global growth to 1.3% in 2026, while fuelling inflation, higher interest rates and debt pressures

Monsoon, AI, Inflation, China & more: 10 macro trends that will drive Indian markets in H2 2026

Inflation is back above the RBI's target. The monsoon remains uneven. China's economy is slowing, while India's AI-driven data centre ecosystem is expanding rapidly. An Abakkus Mutual Fund.

Rural income gains hit two-year low, informal borrowing rises: Nabard

Nabard's latest survey shows that rural income growth has slowed to a two-year low. The findings come as rural inflation reached 5% in June, compared with 4% in urban area

Will continue to prioritise inflation, says RBI governor Sanjay Malhotra

"We have to watch out for monsoon… how it progress because a significant population depends on agriculture," he said

West Asia tensions, weak monsoon key risks for Indian economy: RBI Governor

RBI Governor Sanjay Malhotra said inflation risks remain elevated due to West Asia tensions, rising oil prices and the possibility of a weak monsoon, even as supply-side pressures dominate

I-T department raises Cost Inflation Index for current fiscal to 384

The income tax department has increased the Cost Inflation Index for the current fiscal for calculating long-term capital gains arising from the sale of immovable property, securities and jewellery. The Cost Inflation Index (CII) is used by taxpayers to calculate gains from the sale of capital assets after adjusting inflation. The Cost Inflation Index for FY 2026-27 is 384, as per a notification of the Central Board of Direct Taxes (CBDT). The CII for fiscal 2025-26 was 376. AMRG Global Managing Partner Rajat Mohan said the annual notification of the Cost Inflation Index reflects the government's commitment to maintaining an objective inflation-adjustment mechanism wherever indexation benefits continue under the new tax framework. It provides taxpayers, valuers and tax professionals with clarity for computing the indexed cost and reduces interpretational disputes, Mohan added. CII or Cost Inflation Index is notified under the Income-tax Act, 1961 every year. It is popularly used

CBDT raises Cost Inflation Index to 384 for financial year 2026-27

The Cost Inflation Index for FY27 will apply from April 1, 2026, though indexation is now available only in limited cases involving certain land and building sales

CBDT notifies Cost Inflation Index for FY2026-27 at 384. What it means

A higher index means the inflation-adjusted cost of acquiring an asset will be higher than it was in FY26

Fed's Lisa Cook says ready to act if inflation does not cool soon

Federal Reserve Governor Lisa Cook said inflation risks now outweigh labour market concerns and signalled she is prepared to act if disinflation does not resume soon