Inflation

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.

RBI to back sticking with headline inflation target ahead of review: Sources

The Reserve Bank of India (RBI) had sought views from economists, market participants and other stakeholders ahead of March 2026, when that target is set to expire.

Retail inflation rises to 2.07% in August

July retail inflation revised to 1.61%

Apple iPhones in India get costlier for first time in five years, but still trail CPI inflation

The slower price rise in Apple devices mirrors the broader trend in India’s mobile phone market which has seen an inflation of 25 percent between 2019 and 2024, slightly below the iPhone increase but much lower than the headline consumer price index.

Chart of the Day | How lower indirect taxes could ease pressure on inflation

With recent GST reforms easing inflationary pressures and fiscal deficit projections intact, Mint Road gains more policy space while staying firmly data dependent.

Inflation risks loom as PMI data show strongest growth in 17 years

Robust demand and pricing power point to a heating economy and core inflation pressures, even as policymakers approve additional stimulus through GST rate cuts

Wholesale inflation falls to 25-month low of -0.58% in July

The decline in WPI aligns with the easing of retail inflation, which slipped to an eight-year low of 1.6 percent in July as food inflation slipped further

Analysts trim FY26 CPI forecast to 2.7% after July print, may undershoot RBI's estimate

India’s retail inflation eased to 1.6 percent in July, the lowest in over eight years, prompting economists to cut FY26 CPI forecasts below the RBI’s estimate.

Cheaper veggies, costlier cheers: beer and country liquor prices surge

While food deflation pulls overall inflation down, alcohol prices buck the trend with sharp summer gains