India's Consumer Inflation

Food inflation, which accounts for nearly half of the overall consumer price basket, is expected to have moderated due to falling vegetable prices, offset in part by surging cereal prices

Full impact of RBI's rate hikes will be next fiscal, says agency while citing three reasons for economy slowing

TMS Ep281: RBI on inflation, startup funding, IT stocks, base effect

Are RBI's hands tied when it comes to inflation? Why are Indian start-ups facing a severe funding winter? Will IT stocks survive global recession fears? What is low base effect? All answers here

Are RBI's hands tied when it comes to inflation?

Consumer inflation accelerated to five-month high in September. As retail inflation stayed above the upper limit of 2-6% band for the third straight quarter, we ask what the RBI can do to calm prices

They are shifting to new brands in search for value, says multi-nation survey

The benchmark 10-year government bond yield ended at 7.2811%. The yield has risen 9 basis points in last three sessions and had ended at 7.2702% on Monday.

Are FMCG companies eyeing better margins ahead?

The consumer basket in India has been adversely affected due to the high food inflation and weak macro environment. However, easing commodity prices is expected to ease margin woes of FMCG companies

India's worst period of macro instability is possibly over, and both consumer inflation and trade deficit are expected to moderate albeit gradually, Morgan Stanley said

According to MPC's own projections, the inflation rate may not come down below 6% on average before the fourth quarter of the current financial year

Given the tone of urgency in RBI's statement to support the altered inflation-growth dynamics, "we now revise our call and expect the RBI to hike repo rate by an additional 60 bps in the rest of FY23"

The RBI will likely raise the repo rate by at least 50-75 basis points through FY23, and by another 50 basis points in FY24, the ratings agency said

While it termed current inflation as transitory, MPC also expects it to edge up to near-6% levels towards 2021-22 end, highlighting stickiness of inflation in uneven economic recovery

After a year of high inflation-low growth, a sharp dip in food inflation tames the headline number

High consumer inflation likely till September

Among macroeconomic data announcements, retail and WPI inflation numbers will be released on Monday and Tuesday, respectively

It will also maintain liquidity so that govt borrowing doesn't push yields up

RBI is also watching out for inflationary impact of GST, even though food products were exempted