Inflation

The aim should be to look beyond immediate growth prospects to realising a long-term goal of transforming the economy through a relentless focus on five key parameters

Retail inflation rises to 0.7% in November, but price pressures remain subdued

With food prices easing and GST cuts filtering through, headline inflation averages just 1.8% till November

OPINION | India’s GDP outperformed all expectations in 2025, but low nominal growth’s got downsides

After the tariff blow who would have thought India’s growth rate would touch 8% in the first half of this fiscal? But a consequence of very low inflation pulling down nominal growth is a relatively high interest rate

Data Story | Why the K-shaped recovery in consumption is likely to continue

A host of factors from inflation and weak wage increase have led to lower household savings

There’s a black hole where central banks’ theory of inflation should be

Old assumptions about expectations and targets can no longer be relied upon

OPINION | An exchange rate modified inflation target is called for

Such a policy can be operationalized by adding a quantitative clause to whatever inflation target measure or formula mandated

‘Everybody is waiting for RBI’: Piyush Goyal hints at room for rate cut as inflation hits series low

The commerce minister also urges the industry to bank on self-reliance at a time when 'trade is being weaponised'

RBI’s big inflation misses put India’s forecasts under scrutiny

Economists predict another big miss in the current quarter after a surprisingly low inflation print in October

Moneycontrol Pro Panorama | Bets rise on rate cut in December as inflation tanks

In November 13 edition of Moneycontrol Pro Panorama: GST cuts shine but food deflation rings alarm, Silver and Gold ETFs power up India’s passive fund AUM, India’s consumer brands and lessons to learn, and more

India’s low October inflation reading explained in five charts

The moderation was driven by a 5% contraction in food inflation, extending a deflationary streak that began in June

Inflation falls to record low of 0.25% in October; food prices ease further

October marks lowest reading in current series since 2013; RBI trims FY26 inflation forecast to 2.6%

Chart of the Day | Is India’s mass consumption story losing steam?

Goldman Sachs sees a revival, but falling food prices and a neutral RBI are changing the arithmetic for household demand and monetary policy

Bihar’s third-lowest inflation rate is no guarantee of an incumbent’s return to power

From Gujarat to Chhattisgarh, lower inflation hasn’t always guaranteed victory for incumbents, while some have retained power despite higher price pressures.

Fed chair’s commentary on inflation risk augurs well for equities

Outperformance of Indian equities on the cards, but USD/INR may remain rangebound

Tomatoes turn luxury in Pakistan: Rs 75 per piece amid record price surge

Tomato prices in Pakistan have skyrocketed to Rs 75 per piece amid record inflation, leaving citizens struggling for basic meals and sparking outrage in parliament over food affordability and import bans.

Locking FDs during high inflation: What actually makes sense

Use an FD ladder to keep safety while leaving room to reinvest if rates rise, and weigh real returns against inflation.

OPINION | Inflation targeting needs a reboot to align with current economic structure

It should focus on core inflation, not headline inflation, as the share of basic staples in household consumption has fallen. The target for core inflation should be 3.5 percent with boundaries of 1.5 percentage points on either side

India’s retail inflation eases to 1.54% in September, lowest in over 8 years

The reading suggests price pressure is likely to remain subdued, with GST rationalisation expected to keep prices in check in the coming months as well

Chart of the Day | Where do households see inflation ahead?

The RBI’s latest surveys offer a glimpse into the public expectations on inflation

PFRDA says planning inflation-linked NPS products to protect retirees’ returns

NPS to offer same tax benefits to new inflation-protected payouts; 100% equity option already available

India’s 8% growth hinges on private investment revival, says Michael Patra

Government’s capital expenditure has played its part and consumption now holds the key to sustaining growth, the former RBI deputy Governor tells Moneycontrol

RBI Post-Policy Presser LIVE | Governor Sanjay Malhotra Addresses GDP Growth, Inflation & Rupee

The Reserve Bank of India (RBI) today maintained a status quo on repo rate and policy stance, highlighting India's favourable growth-inflation dynamics. Meeting Street expectations, RBI Governor Sanjay Malhotra-led Monetary Policy Committee (MPC) kept the repo rate unchanged at 5.5 per cent, and maintained the policy stance as ‘neutral’. RBI MPC addresses the media after the monetary policy announcement.

OPINION | There’s a window of opportunity now for a repo rate cut

Inflation’s low but urban consumption is tepid, investment cycle is yet to pick up and geopolitical uncertainty is a dampener. Fiscal support’s come through GST rate adjustments. Monetary policy needs to complement it

Southern states to gain most from GST cuts

Kerala’s CPI could fall 1.37 percentage points; overall impact may lower national inflation by nearly 1 percentage point

OECD lifts India’s FY26 growth outlook to 6.7 percent, inflation seen below 3 percent

India’s GDP growth rose by 7.8 percent in the first quarter of FY26, its fastest pace in five quarters, beating most forecasts, and policymakers expect the momentum to stay strong during the second quarter as well.