Topic
Global economy
Central banks, inflation and world markets, and how they reach India.
September CPI Inflation at 5.54% Is Above the RBI's 4% Target, Within the 2% to 6% Band
India's CPI weighs food, housing and transport by their share of spending; the RBI's 4% target, with a 2% to 6% band, runs to March 2031.
Fed's Quarter-Point Rise to 3.75%-4.00% Shifts the Return Gap for Indian Stocks
The Fed's 16 September rise to 3.75%-4.00% changes the return gap with India before its 28 October decision. Here is how that reaches stocks and borrowers.
Bank of Japan Raises Rate to 1.25%, Highest Since 1995; Yen Carry Trade and Indian Stocks
The Bank of Japan's 18 September hike to 1.25% is its highest rate since 1995. Here is how the yen carry trade links it to Indian stocks and foreign flows.
Fairfax-Linked Company to Buy 60.72% of IDBI Bank at ₹81 a Share, Pending RBI Clearance
The government and LIC will sell 60.72% of IDBI Bank at ₹81 a share, keeping a combined 34%. The sale still needs Reserve Bank of India clearance before it closes.
