The economy behind the market
Interest rates, inflation, growth, energy and regulation set the backdrop for every asset price. We track the official releases and explain what changed and why it matters.
Coverage is launching soon. Each section below describes what we will track. No data is shown until it can be sourced and dated. Nothing here is investment advice.
RBI & monetary policy
Coming soonMonetary Policy Committee decisions, the policy stance, liquidity operations and RBI communication.
What we will track
- MPC decisions, stance and voting pattern
- System liquidity and money-market conditions
- Forward guidance in policy statements and minutes
Primary sources: RBI
Inflation
Coming soonConsumer and wholesale price trends, their components, and how they compare with the inflation target.
What we will track
- CPI headline, food and core components
- WPI and input-cost pressures
- Inflation expectations and the policy target band
Primary sources: MoSPI, Office of the Economic Adviser
GDP & growth
Coming soonQuarterly national accounts and high-frequency indicators that show the pace and mix of economic activity.
What we will track
- Quarterly GDP and GVA by sector
- Industrial production and core sector output
- Revisions between advance and final estimates
Primary sources: MoSPI
Crude oil & energy
Coming soonIndia imports most of its crude oil, so energy prices feed into inflation, the current account and the rupee.
What we will track
- Benchmark crude trends and India’s import basket
- Pass-through to fuel prices and inflation
- Implications for the trade balance and currency
Primary sources: PPAC, Ministry of Petroleum & Natural Gas
Geopolitics & global
Coming soonGlobal developments, from conflicts and trade policy to major central banks, and how they reach Indian markets.
What we will track
- Trade, tariffs and supply-chain shifts
- Global central bank decisions and the dollar
- Risk events and their channels into India
Policy & regulatory
Coming soonGovernment and regulatory changes that affect markets, investors and businesses.
What we will track
- SEBI circulars and market-structure changes
- Union Budget and fiscal announcements
- Tax and GST changes relevant to markets
Primary sources: SEBI, Ministry of Finance, PIB
Official sources we reference
We prefer primary, official publications. Links open the source's own website.