Food, global commodity risks push CPI inflation higher in February: SBI Research
While all-India core inflation only increased by 5 bps to 3.40% in Feb’26, the state-wise trend is quite divergent.
Economy & Policy
India’s GDP growth seen at 7.6% as manufacturing, services power Q3 surge
For the full year, GDP growth is estimated at 7.6%, supported by robust expansion in the manufacturing sector.
India’s GDP growth may touch 8.1% in Q3 amid base year shift: SBI Research
India is updating its GDP base year from 2011-12 to 2022-23, with the new series scheduled for release on February 27, 2026.
CPI inflation at 2.75% in January under new 2024 base
The core CPI in the new series is at 3.4% in January 2026, compared to ~4.15% going by the old series in January 2026.
Budget 2026-27: Education Budget pivots to jobs, skills, and medical education
Higher education spending and policy measures in the Union Budget 2026 will support upskilling, employability and academic outcomes.
RBI Policy: No surprises as MPC holds rates, signals long pause
RBI may not have room to lower rates any further, unless the new series of CPI and GDP springs up any unforeseen surprises.
Union Budget 2026 balances capex push with fiscal discipline: Ind-Ra
The union government’s focus on fiscal consolidation has established fiscal credibility among investors and stakeholders over the years.
Economic Survey 2025-26 projects 6.8–7.2% growth in FY27, warns of external risks
The Survey strongly emphasises maintaining fiscal credibility and highlights improvements in public expenditure quality by both the union and state governments.
Credit growth pegged at 10–12%, faster than deposit growth: Brickwork Ratings
The report pegs credit growth at ~10–12% CAGR over the next five years with the expectation of continued deepening of banking assets as a share of GDP.
India’s IIP accelerates to 7.8% in Dec’25 as manufacturing and infrastructure output surge
Major sectors which registered the highest growth in output in Dec’25 include motor vehicles, other transport equipment, computer, electronic, pharma, amongst others.
