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The past week brought a mix of steady progress and subtle shifts across key global and domestic indicators, reflecting the ongoing tug-of-war between inflation, employment, and trade dynamics. Starting with the United Kingdom, the unemployment rate ticked up to 4.8% in the three months to August, slightly above market expectations of 4.7%. This marks the highest reading since mid-2021. The increase mainly came from those unemployed for up to six months and those jobless for o

As we reflect on this past week’s economic data, several key indicators highlight both challenges and resilience across global markets. In India, the HSBC India Composite PMI for September 2025 showed a slight slowdown, dropping to 61.0 from 63.2 in August, marking the lowest level since June. This signals a deceleration in output growth across both manufacturing and services, despite the index still sitting comfortably above the long-term average. New orders saw slower growt

India’s journey towards economic growth is often talked about with optimism. Yet, the conversation is typically centred around the challenge of rising income inequality, commonly referred to as the “K-shaped recovery”(a post-pandemic trend where the wealthy recover quickly while the poor stagnate or decline). But a recently released government survey, the Household Consumption Expenditure Survey (HCES) 2022-23, challenges this narrative, suggesting that when it comes to actu

The past week has seen some notable economic developments globally, with India and key international markets showing mixed signals on growth, inflation, and manufacturing. In India, the Reserve Bank of India (RBI) held its key repo rate steady at 5.50% in its October meeting. This was expected, given the easing inflation and the RBI’s cautious approach. Inflation has come down to a manageable 2.6%, and the central bank even raised its GDP growth forecast for FY2025/26 to 6.8%

As September draws to a close, the Indian economy continues to fire on multiple cylinders, though not without a few speed bumps. Infrastructure output is growing at its fastest pace in a year, PMI readings remain comfortably in expansion territory despite easing from record highs, and forex reserves are holding near their historic peak. Together, these signals paint a picture of an economy that is still resilient, even as global headwinds and competitive pressures test its st

India’s wholesale inflation story turned a corner in August. Wholesale prices rose 0.52% year-on-year, bouncing back from July’s steep 0.58% decline and topping market expectations of a 0.30% rise. The driver was food, which inched up 0.21% after a sharp 2.15% fall earlier. Wheat prices shot up 4.75%, while milk rose 2.58%, though pulses (-14.85%) and paddy (-0.84%) continued to ease. Manufacturing costs also increased, with inflation at 2.55%, the fastest pace in four months

India is gearing up for a new wave of private corporate investments, but Kerala seems to be missing out. Why are states like Gujarat, Maharashtra, and Andhra Pradesh leading, while Kerala lags? Here’s a closer look at where Kerala stands in India’s investment story.

Global markets had plenty to digest last week, ranging from India’s steady economic footing to signs of weakness in the US job market, China’s widening trade surplus, and Europe’s cautious monetary stance. Let’s break it down. India: Inflation Rate Starting with India , consumer inflation edged up to 2.07% in August 2025, from 1.61% in July. This was the first monthly increase in ten months, but still comfortably within the RBI’s target range. Food prices actually fell by 0

When it comes to the Indian economy, the story right now feels like a mix of sunshine and clouds. On one side, we’ve got good news, like a healthy monsoon, lower inflation, and even an international thumbs-up in the form of a rating upgrade (“BBB-” to “BBB”, S&P Global Ratings). On the other hand, there are some nagging worries, from sluggish industries at home to uncertain trade policies abroad, especially with the US. The Reserve Bank of India’s latest bulletin (August 2025

India ’s economy continued to shine in August with strong PMI readings. The HSBC India Manufacturing PMI rose to 59.3, the fastest improvement in nearly 17 and a half years, reflecting robust demand and a near five-year high in production. New orders surged at the fastest pace in 57 months, while firms rebuilt inventories and continued hiring for the 18th straight month. On the services side, the HSBC India Services PMI came in at 62.5, still marking the strongest expansion

If you thought India’s economy might slow down this year, think again. The latest GDP numbers have come as a surprise to everyone. In the April-June quarter, India clocked an impressive 7.8% growth, the fastest pace in five quarters. Economists had expected a figure closer to 6.7%, but the actual number has comfortably surpassed those forecasts. To put it in context, growth in the same period last year was 6.5%. With this rebound, India has once again cemented its position a

The last week of August brought a mix of encouraging numbers and global signals that investors and businesses will be watching closely. Let’s break it down. India, GDP Annual Growth Rate India’s economy continued to show resilience. Industrial production grew by 3.5% in July 2025, a sharp rise from June’s 1.5% and well above market expectations of 2.1%. Manufacturing was the star performer, expanding 5.4%, while electricity output returned to growth at 0.6%. Mining, though s

India’s economy showed resilience last week with record PMI readings, falling unemployment, and steady infrastructure growth, even as global inflation trends and U.S. tariff pressures added a note of caution.

This week’s market update covers key economic developments across India, the US, UK, Australia, and China. From India’s record-low inflation and a rebound in vehicle sales to rising US core prices and global growth trends, here’s what investors need to know.

For the first time in years, there’s a significant sign of relief for household budgets across India. The country’s headline inflation rate (CPI) dropped to just 1.55% in July 2025, the lowest since June 2017. That’s a big deal in a nation where prices have often felt like they only move one way: up. Even better news? Food inflation has gone negative at -1.76% . In plain words, on average, the basket of food items you buy today is cheaper than it was a year ago. Vegetables,

From India’s record-high PMI to China’s export surge, and from the RBI’s steady hand to the Bank of England’s surprise rate cut, here’s your quick, country-by-country look at last week’s key market and economy updates.

The global stage just got a little hotter, and no, we’re not talking about climate change. We’re talking about tariffs, oil, and geopolitics. At the centre of this storm? India, the US, and Russia. Let’s break it down. The Spark: What Triggered the US Threat? It all began with a sharp accusation from former US President Donald Trump. On August 4th 2025, in a fiery post on Truth Social, Trump lashed out at India, threatening to “ substantially” increase tariffs , possibly up

As we wrap up another week, let’s dive into some of the key economic developments both at home and abroad. In India , industrial production showed a modest 1.5% year-on-year growth in June 2025, which, although an improvement from the 1.2% growth in May, still fell short of expectations for a 2% increase. This slower growth marks the lowest expansion since August 2024, with manufacturing output driving most of the gains (3.9% vs 3.2% in May). On the flip side, the mining and

India's manufacturing and infrastructure continue to shine, even as global markets flash mixed signals. From record-high factory activity to cooling US housing sales and cautious moves by global central banks, here’s a crisp wrap of the week’s key economic updates.