Yield Volatility Slows Bond Issuances, But Themes for 2026-27 Are Emerging

Yield volatility, crude oil pressures and shifting funding preferences have slowed bond issuances, though the borrowing pipeline across sectors remains structurally strong.

Venkatakrishnan Srinivasan

May 11, 2026 at 8:06 AM IST

Economic Shocks in 2026-27: What the Forecasts Aren’t Telling Us

Despite upbeat forecasts, India faces oil shocks, climate risks and trade disruptions. The real challenge lies in navigating unseen fault lines.

Sharmila Kantha

May 5, 2026 at 6:10 AM IST

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Economic Review Flags Supply Risks as India Faces a Harder Inflation Test

The latest economic review signals resilience, but supply disruptions may soon test growth, inflation, and policy tools in ways that demand management cannot offset.

BasisPoint Groupthink

April 30, 2026 at 6:12 AM IST

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El Nino Tests Kharif and India’s Farm Economy

A weak monsoon threat amid El Nino risks could hit Kharif output, widen import dependence and strain rural incomes, testing policy preparedness.

G. Chandrashekhar

April 29, 2026 at 9:00 AM IST

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Voltas Blue Star Best Geared to Outperform in an El Niño Year

El Niño-led heat and a weak monsoon set up a demand upcycle, with Voltas and Blue Star positioned to gain share as pricing power holds and margins expand from a low base

Dhananjay Sinha

April 28, 2026 at 9:18 AM IST

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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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Palm Oil Panic Is Misplaced as Supply Buffers Temper Indonesia’s Noise

Indonesia’s B50 rhetoric has lifted sentiment, not altered fundamentals. Ample supply, peak output and India’s policy levers should keep palm oil risks manageable.

G. Chandrashekhar

April 22, 2026 at 12:55 PM IST

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IMD Sees Below-Normal Monsoon Rains for 2026; Rainfall Likely at 92% of Average

BasisPoint Insight

April 13, 2026 at 12:26 PM IST

Rural India’s Twin Shock Tests Policy Resilience

A weak monsoon and rising input costs risk squeezing rural incomes, lifting inflation, and complicating policy trade-offs in 2026.

Dhananjay Sinha

April 13, 2026 at 3:04 AM IST

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Monetary Policy

Uncertainty Begets Monetary Policy Uncertainty

As geopolitical shocks cloud the outlook, the RBI leans on caution, keeping policy steady for now, while keeping options open.

Mridul Saggar

April 9, 2026 at 11:55 AM IST

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Monetary Policy

Not Out of the Woods Yet

If inflation becomes broad based, policy choices become harder. Credibility considerations emerge even if headline inflation remains below the upper tolerance limit

Dhiraj Nim

April 9, 2026 at 9:49 AM IST

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Monetary Policy

RBI MPC Dials Down Market Anxiety; Retains Policy Flexibility

Even as war disruptions may have peaked, uncertainty on supply shocks and their second-round impact remains high, making any knee-jerk policy action potentially counterproductive.

Upasna Bhardwaj

April 9, 2026 at 8:49 AM IST

Monetary Policy

RBI Stays on Hold, but Signals Flexibility in a Shifting Risk Landscape

A ceasefire eased the backdrop, but RBI’s message was clear: policy stays flexible, FX steps are temporary, and risks to growth and inflation remain live.

Aastha Gudwani

April 8, 2026 at 1:03 PM IST

Inflation’s Triple Shock: Crude, Crops and Currency Pressures

A volatile oil market, fragile farm outlook and weakening rupee threaten to stoke inflation, testing policy credibility and burdening India’s most vulnerable.

G. Chandrashekhar

March 27, 2026 at 8:21 AM IST

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Rebasing Reality Resets India’s Growth and Inflation Narrative

MoSPI’s new GDP and CPI series redraw growth, inflation and policy signals, even as geopolitics clouds the near-term outlook.

Sameer Narang

March 18, 2026 at 4:09 PM IST

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Twin Risks of War and Weather Threaten Indian Economy

A widening West Asian conflict and a looming El Niño are creating a dangerous mix for the Indian economy, as higher energy costs and weather-hit crops could push inflation up and complicate growth prospects.

G. Chandrashekhar

March 11, 2026 at 9:03 AM IST

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The Bureau

Benchmarks Recover Late Losses Despite Rupee Weakness

RBI Announces $5 Billion Swap To Inject Liquidity

Bank Indonesia Hikes Benchmark Rate by 50 bps Amid Currency Pressure

Fuel Prices Raised Again by 90 Paise/Litre Amid Higher Global Crude Costs

RBI Discontinues Investment Fluctuation Reserve Requirement for Banks

India’s Silver Import Curbs Aim to Plug UAE Duty Arbitrage

India Trade Deficit Widens in April, Drags Rupee to Record Low

Deficient Monsoon, Iran War: A Double Shock to India’s Rural Economy

Learning to Shoot: I Tried to Fly Before I Could Walk