On 2 Feb 2026, India and the US cut tariffs on Indian exports from 25% to 18% and removed the penal tariff linked to Russian oil, signalling deeper trade alignment. The US is India’s largest trade partner, and labour-intensive sectors…

The RBI’s Monetary Policy Committee (MPC) kept the repo rate and policy stance unchanged in its February 2026 meeting, citing a stable growth and inflation outlook. The MPC statement noted that underlying inflation remains low and the growth outlook is…

We are pleased to present a comprehensive analysis of the Union Budget 2026–27. This report provides detailed insights into the central government’s projected finances, evaluates the credibility of revenue assumptions, and offers an in-depth review of expenditure plans. It also…

Panorama January 2026 edition is out now! Panorama is a meticulously crafted report that provides a comprehensive overview of the macroeconomic factors and market trends influencing India’s economic landscape. Here are the key insights from the report: Banking sector asset…

We are pleased to present the 360 ONE Asset Outlook 2026, offering an in-depth exploration of the key factors shaping the economy and financial markets in the year ahead. This report provides a detailed analysis of the structural and cyclical…

India’s retail inflation rose to 1.33% YoY in December 2025 from 0.71% YoY in the previous month. The uptick was primarily driven by a lower disinflationary impact from food prices. Food inflation increased to -1.8% YoY in December 2025 from…

The first advance estimates peg India’s FY26 real GDP growth at 7.4% YoY, up from 6.5% YoY in FY25. The improvement is led by the manufacturing sector, which recorded 7% YoY growth, up from 4.5% YoY in FY25. The services…

Panorama December 2025 edition is out now! Panorama is a meticulously crafted report that provides a comprehensive overview of the macroeconomic factors and market trends influencing India’s economic landscape. Here are the key insights from the report: We believe the…

India’s retail inflation rose to 0.71% YoY in November 2025 from a series low of 0.25% YoY in the previous month. Higher food prices primarily drove the uptick in inflation. Food inflation increased to -2.8% YoY in November 2025 from…

We are excited to introduce the latest report in our Spotlight series: India in a Fractured World. The report examines the evolution of globalisation, the factors contributing to its current retreat, and the emerging fault lines that have intensified resistance…