From inputs to retail, a monster rages through: As supply-side inflation pressures build, the implications for monetary policyIndia's inflation is shifting from producers to consumers, driven by cost-push factors like rising global commodity and energy prices. This...
04 Jun, 2026, 04.04 PM IST
Collapse is near: Trump's window to resolve Iran crisis closing fastWest Asia tensions are escalating, impacting global markets. Iranian attacks and US strikes near the Strait of Hormuz are disrupting oil su...
04 Jun, 2026, 06.14 AM IST
SBI chairman Shetty sees MPC’s repo rate pause ‘appropriate’ at this juncture: ReportSBI Chairman CS Setty anticipates the Monetary Policy Committee will pause interest rates this week. This aligns with market expectations a...
03 Jun, 2026, 11.27 AM IST
Deposit rates fall sharply by 30 bps in April as banks move to protect marginsIndian banks aggressively cut fresh deposit rates in April 2026 to protect margins, with the weighted average falling to 5.77%. Simultaneou...
29 May, 2026, 06.43 PM IST
RBI highlights strong banking sector health, says lenders can withstand severe shocksIn the fiscal year 2025-26, India's financial landscape demonstrated remarkable stability. Both banks and non-bank entities showcased solid...
29 May, 2026, 12.22 PM IST
ECB chief economist sees persistent impact on inflation from Iran warIran war impact: The European Central Bank's chief economist Philip Lane warns of lasting inflation from the Middle East conflict's energy ...
28 May, 2026, 08.40 AM IST
Oil well the damage control machineryAs India grapples with escalating fuel and plastic costs, the situation is further exacerbated by supply disruptions in West Asia, jeopardi...
27 May, 2026, 11.04 PM IST
RBI unlikely to hike rates soon despite inflation risk, rate action only in Dec if needed: Icra's Aditi NayarThe Reserve Bank of India is expected to hold off on interest rate hikes. Inflation risks are rising due to fuel prices and monsoon uncerta...
25 May, 2026, 10.07 PM IST
Macro, the Mightiest: Why India’s biggest macro variable still falls from the skyThe 2026 monsoon comes with a clear warning: Rainfall is forecast at 92% of the long-period average, with higher-than-usual probability of ...
24 May, 2026, 06.11 PM IST
India's shock absorbers are not workingIndia's external sector faces unprecedented pressure. Shock absorbers that previously aided recovery have weakened simultaneously. This inc...
19 May, 2026, 02.37 AM IST
The economy’s next adjustment will come at the pumpIndia faces rising fuel prices to manage its trade deficit. Foreign investors are selling Indian stocks, pressuring the rupee. Higher fuel ...
14 May, 2026, 12.49 AM IST
ETMarkets PMS Talk | From Rs 1 crore to Rs 85 crore in 24 years - the power of high-conviction investing, says Alok AgarwalAlchemy Capital Management's Alok Agarwal highlights how a high-conviction, benchmark-agnostic approach has yielded extraordinary long-term...
12 May, 2026, 06.42 PM IST
Largecaps seen as safe harbour amid market volatility: Sanjay MookimPrime Minister Modi's calls for energy conservation highlight India's external vulnerability and fiscal strain due to elevated oil prices. ...
11 May, 2026, 02.05 PM IST
Petrol-diesel price hike coming soon? Why IMF says it mustSpeculation mounts over potential petrol and diesel price hikes as assembly elections conclude, despite government assurances. The IMF urge...
06 May, 2026, 01.49 PM IST
Inflation risk more persistent than growth shock, says Tanvee Gupta Jain amid oil price surgeGeopolitical tensions in West Asia are impacting India's economy, leading UBS Securities to lower its GDP growth forecast to 6.2% and revis...
05 May, 2026, 01.47 PM IST
W.O.R.R is the worry. A four-way assault pummells Indian macroIndia faces a rare convergence of four macro shocks—war-driven oil surge, a record weak rupee, and a likely poor monsoon—raising inflation ...
30 Apr, 2026, 05.06 PM IST
Crude at $120 poses multi-channel risk, but demand still resilient: Aurodeep NandiRising Brent crude prices and a weakening rupee are raising concerns for India's economy. Policy interventions, including controlled fuel p...
30 Apr, 2026, 01.25 PM IST