Selected Tag: Brent
Selected Tag: Brent

Deferred Fuel Price Reset Could Reprice India’s Inflation Path

Post-election fuel hikes risk setting off a staggered inflation cycle, with delayed pass-through, margin stress and tighter policy trade-offs.

Dhananjay Sinha

April 23, 2026 at 5:16 AM IST

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When Molecules Vanish, Policy Cannot Delay the Reckoning

This is not just economics, but chemistry. Supply shocks are physical, and delaying price signals only shifts the burden to the fisc and foreign exchange.

Yield Scribe

April 23, 2026 at 3:31 AM IST

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Monetary Policy 

Calm Policy, Stormy Skies

A prolonged pause is expected through 2026-27, but the bias has shifted. What once hinted at easing now suggests the next move is more likely a hike than a cut.

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

April 10, 2026 at 2:06 AM IST

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Rupee’s Turn from Shock Absorber to Amplifier in Oil Shock

As oil prices surge, the rupee risks shifting from shock absorber to amplifier. RBI must balance depreciation and reserves to contain inflation and volatility.

Sakshi Gupta

March 24, 2026 at 2:51 AM IST

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The Market Where Optimism Does the Policy Work

In a faraway emerging market, oil shocks lower bond yields, investors exit politely, and optimism has quietly replaced policy.

Yield Scribe

March 16, 2026 at 2:51 PM IST

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The Strait of Hormuz on Edge and India’s Fiscal Reckoning

With Iran at war and Hormuz under threat, energy, fertiliser and fiscal risks are rising fast. Geopolitics is now embedded in price.

Yield Scribe

March 3, 2026 at 12:43 PM IST

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Indian Refiners Lose the Russian Cushion

Washington’s sanctions on Rosneft and Lukoil threaten to upend India’s cost advantage in crude oil imports.

BasisPoint Groupthink

October 24, 2025 at 12:09 PM IST

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The Bureau

Deficient Monsoon, Iran War: A Double Shock to India’s Rural Economy
Learning to Shoot: I Tried to Fly Before I Could Walk
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