Cabinet Raises Rabi Fertiliser Subsidy Outlay by 64% to 623.7 Billion Rupees

BasisPoint Insight

November 11, 2026 at 10:47 AM IST

Week in Numbers: Tracking India’s Economic Pulse

High-frequency indicators painted a mixed picture, with year-on-year growth moderating on a high base even as underlying economic activity remained resilient.

Datametricx

November 7, 2026 at 9:31 AM IST

iStock.com

Week in Numbers: Tracking India’s Economic Pulse

High-frequency data showed that private sector in India continued to rebound from the lows in July and August.

Datametricx

October 24, 2026 at 6:09 AM IST

iStock.com/SushilPrajapati

Absorbing a Fertiliser Shock Is Not the Same as Budgeting for It

India has absorbed a fertiliser shock while keeping its deficit goal in reach. Now its subsidy budget must recognise risk before the next crisis.

B Sharathbabu

M S Ramaratnam

October 16, 2026 at 5:36 AM IST

El Nino to Reduce Kharif Production for 2026-27, Rabi Crops Also Under Stress

Kharif harvest is seen short of the season’s production target, and below last year’s government estimate, tightening supply-demand fundamentals of many crops

G. Chandrashekhar

September 28, 2026 at 11:46 AM IST

istock.com

India’s Food grain Procurement Policy Deserves Review

On the one hand, farmers hesitate to grow oilseeds, millets and pulses as they are not assured of procurement. On the other, India imports huge amounts of pulses and vegetable oils. To break this cycle, the government needs to look beyond rice and wheat for procurement.

G. Chandrashekhar

September 16, 2026 at 8:10 AM IST

istock.com

El Nino May Lower Harvest; But Won’t Compromise Food Security

The southwest monsoon may be deficient, but significant procurement in the past has ensured that India has adequate supply of foodgrain for her population.so

G. Chandrashekhar

June 4, 2026 at 9:27 AM IST

Istock.com

Towards Smarter, Greener, Indigenous Fertilisers

With global supply chains increasingly fragile, fertiliser security has become central to India’s food security. Reducing import dependence through more sustainable and efficient nutrient use must be a priority.

G. Chandrashekhar

April 6, 2026 at 11:55 AM IST

WikiCommons

India’s Rabi Crop Estimates May Be Too Optimistic

The government’s second advance estimates project record wheat and mustard output, yet heat stress, weak rainfall, and yield math suggest caution.

G. Chandrashekhar

March 16, 2026 at 2:50 AM IST

iStocks/branex

Week in Numbers: Tracking India’s Economic Pulse

Retail inflation rose marginally in February. However, the war in West Asia, the resulting disruption in global trade channels, and higher crude oil prices could push up domestic inflation in the coming months.

Datametricx

March 14, 2026 at 11:43 AM IST

iStock.com

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

WikiCommons

Week in Numbers: Tracking India’s Economic Pulse

PMI data for January point to continued expansion in activity, though outcomes were weaker than flash estimates.

Datametricx

February 7, 2026 at 2:06 PM IST

MPC Review

RBI Raises Inflation Projections Marginally for Apr-Sep; Defers FY27 Forecast to April

RBI has nudged up near-term inflation projections on higher precious metal prices, while deferring FY27 forecasts to April pending the new CPI series, maintaining a broadly benign outlook.

BasisPoint Insight

February 6, 2026 at 6:27 AM IST

Week in Numbers: Tracking India’s Economic Pulse

December data showed a sharp improvement in industrial output and fiscal metrics, indicating a firmer economy and improving government finances.

Datametricx

January 31, 2026 at 1:02 PM IST

Istock.com

Week in Numbers: Tracking India’s Economic Pulse

The high-frequency indicators pointed to an improvement in economic activity at the start of the year, suggesting stronger momentum in January.

Datametricx

January 24, 2026 at 11:25 AM IST

istock.com

Week in Numbers: Tracking India’s Economic Pulse

Retail inflation edged up but stayed well below the RBI’s tolerance band, while automobile sales recorded their strongest growth in years.

Datametricx

January 17, 2026 at 12:54 PM IST

istock.com/natbits

Week in Numbers: Tracking India’s Economic Pulse

High-frequency indicators in December pointed to some improvement in urban demand, even as rural demand continued to outpace it.

Datametricx

January 10, 2026 at 12:46 PM IST

Istock.com

Week in Numbers: Tracking India’s Economic Pulse

India’s industrial output grew at the fastest pace in 25 months in November, even as manufacturing PMI fell to the lowest level in 24 months.

Datametricx

January 3, 2026 at 10:34 AM IST

istock.com

Week in Numbers: Tracking India’s Economic Pulse

Notwithstanding the robust growth reported in the latest GDP numbers, high-frequency indicators point to anaemic momentum in industrial activity.

Datametricx

December 27, 2025 at 11:39 AM IST

istock.com

Week in Numbers: Tracking India’s Economic Pulse

Contradictions in India’s economic data persisted in November, with exports to the US rising sharply despite the punitive tariffs.

Datametricx

December 20, 2025 at 8:09 AM IST

iStock.com

Monetary Policy

Goodbye Inflation, See You in Next Cycle

The RBI’s rate cut reflects the end of an inflation cycle that began in 2022 and collapsed spectacularly in 2025.

Basis View

December 5, 2025 at 8:00 AM IST

Week in Numbers: Tracking India’s Economic Pulse

The RBI has a nice problem to have – a booming economy and record-low inflation. This may make the MPC’s policy decision a tighter call and keep markets on tenterhooks.

Datametricx

November 29, 2025 at 1:07 PM IST

iStock.com

Prune the List of Major Oilseeds and Sharpen Policy Focus

India needs a rethink on its oilseed strategy, with four of the nine “major” oilseeds no longer meriting MSP support. A sharper focus on crops like sunflower could cut import dependence and boost self-reliance.

G. Chandrashekhar

November 7, 2025 at 11:47 AM IST

Istock.com/bdspn

Week in Numbers: Tracking India’s Economic Pulse

India’s industrial growth more than doubled in the July-September quarter, but remained well below the expansion signalled by the PMI.

Datametricx

November 1, 2025 at 7:57 AM IST

Monetary Policy

RBI Reopens Rate Door, December Cut Alive

RBI held repo at 5.5%, stance neutral. Malhotra kept powder dry, with inflation benign and growth risks making December a live meeting.

BasisPoint Insight

October 1, 2025 at 5:16 AM IST

Screengrab from a RBI Press Conference

Basis Shorts

November 13 See All

Tata Motors’ Car Sales Accelerate, JLR Moves the Finish Line

Grasim Writes Down, Then Writes a Cheque

Zee Entertainment’s Buyback Needs a Better Script

Government Allows Commodity Trading at GIFT City

November Keeps Gilt Traders on Their Toes as Yield Swings Hit Four-Year High

November 12 See All

Gilts Take CPI in Stride, But Are Not Out of the Woods Yet

Tamil Nadu Stays on Top of Inflation Chart

The Curry Trio Is Giving Inflation a Kick

CPI Crossing 6% Raises Odds of Another RBI Rate Hike

Coca-Cola, Carlsberg IPOs Offer the Same IPO Flavour

The Bureau

India's Merchandise Trade Deficit Hits One-Year High in October

India's Forex Reserves Rise $2.49 Billion to $719.55 Billion

Gradual RBI Tightening Likely Despite October CPI Breaching 6% Ceiling

SBI Research cuts December rate hike call to 25 bps from 50 bps; sees 50% chance of lower terminal rate

India October CPI Inflation Crosses 6% as Food Prices Accelerate

Cabinet Raises Rabi Fertiliser Subsidy Outlay by 64% to 623.7 Billion Rupees

BofA Raises India July-September GDP Growth Estimate to 7.7% From 7.2%

India's Energy Transition: The Hard Part is Yet to Come