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Sunday, September 14, 2025
TopicInflation

Topic: inflation

Monsoon worries are a new headwind for bond rally

Predictions for below-average rain by a private forecast has raised spectre of increasing food costs combining with higher oil prices.

Oil prices are climbing again and that’s bad news for inflation outlook

Crude prices are at 5-month high and pose a risk to benign inflation expectations that allowed RBI to cut rates.

IMF’s Gita Gopinath says there’s no free lunch in modern monetary theory

Gita Gopinath is latest big-name economist to weigh in on MMT theory, which is seeking to shift debate on limits to how much countries can spend.

NDA govt took measures, including keeping prices under check, to help the middle class: PM Modi

The prime minister said that it was his government after Atal Bihari Vajpayee's that had brought prices under control unlike the erstwhile Congress government.

Focus shifts to April rate cut as inflation quickens

Retail inflation rose to a four-month high of 2.57% in February, but stayed benign leading to calls for the RBI for lower interest rates.

What India’s top women economists predict for 2019

Slower growth & benign inflation will boost chances of back-to-back interest rate cuts by RBI in April.

This is what is spooking India’s bond market

What's troubling the market - beyond the known $100 billion deficit for next fiscal - is the additional, below-the-radar govt funding it's being asked to provide.

Easing core inflation could push RBI to cut rates again

Core inflation has remained sticky at around 6% and is a key reason economists cautioned against more rate cuts after last week’s surprise easing.

RBI’s rate cut comes as pre-election stimulus for Modi govt

Govt officials were quick to praise the cut but economists are concerned that the monetary & fiscal stimulus would be inflationary.

Modi has been smarter & braver on political economy in his 5 years than Manmohan’s UPA-2

The five things Modi has got right on the political economy shows good economics isn’t necessarily bad politics.

On Camera

Russian-style socialism dominated Nehru’s imagination. It was disastrous

It is necessary to break the spell of socialist dogma on the imagination of those attracted by its Utopia as the only scientific way of progress, wrote MA Venkatarao in 1963.

What’s behind bond yields’ logic-defying spike? The market’s concern over the future

While bond yields tend to fall amid low inflation & interest rate cuts, market experts say they’ve been rising due to concerns over tax collections, fiscal deficit & potential impact of US tariffs.

Navy gets first Tata-made Spanish 3D surveillance radar for its warships, 19 more to come

It is one of the most advanced long-range air defence and anti-missile radars. It has been acquired under an about USD 145-million deal signed in 2020.

Gen Zs have taken down the Nepal regime. Here’s why this will never happen in India

To be truly functional and durable, even eternal, a state doesn’t just need a leader, a party or an ideology. It needs functional and robust institutions.