Page 2 - Inflation

Best of BS Opinion: All eyes on RBI's policy meeting amid Iran conflict

From Sebi's governance gaps and inflation targeting to investor protection concerns, AI-led consumer insights, and evolving global discourse, today's BS Opinion offers sharp perspectives

Inflation dynamics: Ongoing Iran conflict will complicate policy choices

Research has shown that both the inflation rate and volatility moderated after the adoption of the flexible inflation-targeting framework

First time in this rate cycle, RBI faces growth-inflation dilemma

The going was good until war in West Asia started. The inflation rate was low with growth staying robust

Expedite WPI base year revision, says Parliamentary panel report

Committee asks DPIIT to align WPI with revised GDP, CPI and IIP series, and roll out producer price indices to improve price measurement and data accuracy

No formal study on GST rate rationalisation's inflation impact: Govt

Government says no formal study has assessed GST rate rationalisation's inflation impact; GST revenue rose 8.1% in February, with rural consumption showing strong gains

Retirement portfolio beyond FDs: Diversify for inflation, longevity risks

The entire retirement corpus will not be needed on day one, so it should be split into growth and income-generation buckets to manage inflation and longevity risks

ECB holds rates as West Asia conflict clouds growth, inflation outlook

"The war in the Middle East...will have a material impact on near-term inflation through higher energy pricesm," the ECB said

US Fed holds rates, signals one cut in 2026 despite higher inflation

Inflation, as measured by the Fed's preferred gauge, was expected to end the year at 2.7 per cent , not far below its current rate and higher than the 2.4 per cent projected in December

Fewer episodes of rate hike in inflation target regime, says SBI report

SBI report says India has seen fewer instances of interest rate hikes since the flexible inflation targeting regime began, with the third five-year phase set to start next month

WPI inflation at 11-month high of 2.13% in February, shows govt data

Factory-gate inflation rises to an 11-month high in February, driven by higher prices of primary goods and manufactured products, while fuel and power remain in deflation

RBI's clarity of communication will be as critical as the policy itself

In inflation-targeting economies such as India, communication is a key instrument of monetary policy

Statsguru: Economic strain in the shadow of rising West Asia conflict

Periods of major wars - both global and regional - have frequently aligned with spikes in India's inflation

Stabilising the Indian economy: Why currency depreciation is a good idea

Inflation targeting plus floating exchange rate plus open capital account

Costlier oil could lift inflation, slow India's growth in H1FY27: Fitch

Persistently high oil prices could push up retail inflation faster than expected and slow India's economic growth in the first half of FY27, Fitch Ratings said in its latest outlook

February retail inflation rises to 3.21% from 2.74% in Jan on new series

CPI inflation increased by 47 basis points year-on-year in February, data showed

Cooking gas crunch in India fuels inflation fear as Iran war widens

The gas crunch is rippling through the economy, raising fears about a spike in prices and a drop in output in some sectors

Impact of rising crude prices on inflation won't be substantial: FM

Finance Minister Nirmala Sitharaman, in a written statement, said that the medium-term impact of global crude oil price rise on inflation would depend upon several factors

Central banks across Europe face rising rate hike bets amid Iran war

The unusually sharp repricing came as major oil producers cut supply and fears grew of prolonged shipping disruptions, pushing crude above $119 a barrel its highest level since mid-2022

China inflation hits 3 year high after holiday boost as oil shock looms

Core CPI, which excludes volatile items such as food and energy, hit 1.8 per cent - the highest since 2019

India faces rupee, inflation risks from West Asia conflict: Moody's

India could face pressure on the rupee, higher inflation and a widening current account deficit if the escalating Middle East conflict spikes energy prices and disrupts supplies, given its heavy dependence on crude and LNG imports from the region, according to Moody's Ratings. "India stands out among the large Asian economies that rely on crude and LNG from the Middle East," the rating agency said. The country imports about 46 per cent of its oil and natural gas requirements from the Middle East. Supplies from the region have been disrupted as the widening West Asia conflict has blocked the Strait of Hormuz, a key conduit for crude oil and LNG exports from the region. "Costly energy imports would weaken the rupee, raise inflation, worsen the current account balance and complicate monetary policy as well as fiscal management if they lead to expanded subsidies to help offset the economic shock," Moody's said in a note on oil supply shock in prolonged West Asia conflict. Strait of Hor