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Monday, October 13, 2025
HomeMacroSutra

MacroSutra

How services trade surplus, led by robust exports, is helping balance India’s trade deficit

India’s merchandise trade deficit dipped to 12-month low of $17.7 bn in Jan, while services trade surplus rose to record $16.5 bn. Services exports jumped by more than $4 bn in December.

Different baskets, weights, items measured — Why 2 inflation indices are saying different things

Retail inflation went up from 5.7% in December to 6.5% in January, largely driven by food prices, while India's Wholesale Price Index based inflation fell to 2-year low of 4.73% in January.

Rising wheat & milk prices, high core inflation: Why RBI’s rate hike cycle is unlikely to pause

Markets were expecting pause in rate hike cycle after 25 basis points hike but RBI gave no such assurance. Globally, too, central banks have continued to tighten monetary conditions.

Everything Budget 2023 got right: Boost to capex & private consumption, infra push, green growth

The Union Budget's impetus towards tourism and housing will help generate employment opportunities, plus rationalisation in food and fertiliser subsidy is a welcome development.

How green bonds can take India closer to meeting its climate goals and deepen investor interest

Issuance of green bonds will help India build global credibility, while transparent disclosure norms and specific screening criteria of green projects will diversify participation.

Stronger revenue, lagging capex — why states need to start spending more, and soon

RBI report shows states’ capital expenditure was budgeted to grow by 38.4% in FY 22-23, but actual spending registered a year-on-year growth of only 0.9% in Apr-Oct 2022.

What do the latest GDP estimates for 2022-23 tell us about the health of the Indian economy?

Services sector shows buoyant recovery but manufacturing estimated to decelerate due to weak external demand. Moderation in commodity prices could provide some support to the sector.

Why India’s critical textile sector, employing 4.5 crore people, is facing challenges

While domestic production's turned sluggish, exports have suffered owing to preferential tariff treatment towards countries like Bangladesh & Vietnam and cheap imports from China.

How India’s economy fared in a year of shocks, aftershocks & slowing global growth

While persistent inflation led to failure to achieve inflation target in 2022 for the first time since 2016 and exports slowed down, the banking sector continued to be resilient.

November saw a drop in inflation but some major states missed out. Here’s why

Telangana, Andhra Pradesh, Haryana, Maharashtra, West Bengal, MP & UP had inflation in excess of upper band. For most of the states, rural inflation exceeded urban inflation.

On Camera

Tejaswi Yadav’s govt job promise in Bihar tells us about the real problem in India—unemployment

India's playing catch up in AI & green tech. It would gain more by focusing on manufacturing to fix the job crisis.

Niti Aayog recommends fully decriminalising 12 offences under new I-T Act to ‘foster more trust’

Recommendations appear in Niti Aayog’s Tax Policy Working Paper Series–II. It says there is a need to shift away from fear-based enforcement to trust-based governance.

India, UK sign £350 mn deal for Martlet. What are these Lightweight Multirole Missiles

In service with the British military since 2019, it is also known as the Martlet missile. Ukrainians have also deployed these missiles against Russian troops.

CJI, IPS, IAS & Homebound: A wake-up call 75 years in the making

Education, reservations, govt jobs are meant to bring equality and dignity. That we are a long way from that is evident in the shoe thrown at the CJI and the suicide of Haryana IPS officer. The film Homebound has a lesson too.