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10 years of inflation targeting: How elephant was driven away to the jungle

• India’s inflation-targeting framework has anchored price expectations
• Economists see scope to refine the framework’s mandate
• Inflation-targeting changes could affect rate expectations for Indian banks and rate-sensitive stocks

Govt should have made RBI's 2022 inflation failure report public: Janak Raj

• Janak Raj said the government should have made public the RBI’s 2022 inflation failure report
• He said India is still early in reaping the benefits of flexible inflation targeting
• Inflation-targeting credibility matters for Indian banks and rate-sensitive stocks

SBI Research sees CPI inflation at 5.65% in Sept, above 6.5% in Oct-Nov

• SBI Research forecasts CPI inflation at 5.65% in September
• It expects inflation to exceed 6.5% in October and November
• Higher inflation may constrain rate cuts, affecting Indian banks and rate-sensitive stocks

'Best practices require publication of RBI letter on inflation target miss'

• Core inflation helps assess persistent inflationary pressures and the likelihood of second-order effects
• Inflation assessment can influence RBI rate decisions, affecting Indian banks and rate-sensitive stocks

Your coffee costs ₹180. Economists say its progress

Fuel inflation explained: How changes in petrol, CNG, LPG and PNG prices could affect your household budget

• Fuel-price changes can affect household budgets differently, depending on cooking and commuting fuel

ETMarkets Smart Talk: Rupee under pressure, inflation sticky: Will RBI be forced to rethink rates? Ankita Pathak, Ionic Asset

• The Fed is entering a tightening cycle as the rupee remains under pressure
• Inflation shows signs of persistence, complicating India’s monetary policy trade-off
• Rupee and inflation pressures shape RBI policy; banks and rate-sensitive Indian stocks are exposed

Tokyo core inflation rate jumps in September, bolsters case for more BOJ hikes

August CPI-IW points to a 65.05% January 2027 DA calculation

• August 2026 CPI-IW rose to 154.4
• The running calculation puts January 2027 DA at 65.05%; this is not a confirmed hike
• Higher potential government pay could support consumption-facing Indian companies

S. Korea Inflation Stays Sticky, Backing BOK’s Tightening Bias