Remin Francis I R

Last week’s economic data gave us a strong momentum in India. India’s industrial production surprised on the upside in December 2025, rising 7.9% year-on-year, up from a revised 7.2% in November and well above the market expectation of 5.5%. This also marks the fastest growth since October 2023. What’s encouraging is that this strength comes at a time when global trade worries, especially around US tariff actions, have been making headlines. India Industrial Production (%) Manufacturing...

Last week offered a mixed picture across global economies, with growth holding up in some areas while others showed clear signs of cooling. In the US, manufacturing remained under pressure. The ISM Manufacturing PMI slipped further to 47.9 in December 2025, its third straight monthly decline and the lowest since October 2024. Production eased to 51 from 51.4, inventories fell sharply to 45.2 from 48.9, and price pressures stayed elevated at 58.5. New orders improved slightly to 47.7, export...

Last week, the major economic updates came from India, with fresh data on industrial production, manufacturing activity, and foreign exchange reserves offering useful insights into the current state of the economy. India’s latest economic data offers a mix of encouragement and caution. On the one hand, industrial activity picked up sharply in November. On the other hand, forward-looking indicators suggest that momentum may be easing as businesses deal with global uncertainty and competitive...