Year: 2025

Panorama – September 2025

Panorama September 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: Private corporate capital…

Trends & Tides – US FOMC September 2025

The US Federal Open Market Committee (FOMC) lowered the federal funds rate by 25 bps to 4.00–4.25% at its September 2025 meeting. The Committee also raised growth forecasts despite disappointing economic data, increasing the median projection for Q4 2025 to…

Trends & Tides – India GDP Q1FY26

India Q1FY26 Gross Domestic Product (GDP) growth accelerated to 7.8% YoY from 7.4% YoY in the previous quarter, significantly exceeding the RBI’s projection of 6.5% YoY. Gross Value Added (GVA) picked up to 7.6% YoY in Q1 from 6.8% in…

Panorama – August 2025

Panorama August 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: Operating profit margins…

Trends & Tides – India CPI July 2025

India’s Consumer Price Index (CPI) inflation eased to 1.55% YoY in July 2025 from 2.10% in the previous month, primarily driven by continued deflation in food prices. Food inflation fell to -0.8% YoY in July 2025 from -0.2% YoY in…

Trends & Tides – US FOMC July 2025

The US Federal Open Market Committee (FOMC) kept the federal funds rate unchanged at 4.25%-4.50% in its July 2025 meeting. In the post-policy press conference, Federal Reserve Chair Jerome Powell mentioned that while policy rates remain ‘moderately restrictive,’ the economy…

Panorama – July 2025

Panorama July 2025 edition is out now! Here are the key insights from the report: The banking sector’s asset quality continues to improve, with the GNPA ratio at a multi-decade low. RBI’s stress tests project the GNPA ratio to rise…

Trends & Tides – India CPI June 2025

India’s Consumer Price Index (CPI) inflation eased to 2.10% YoY in June 2025 from 2.82% in the previous month. For Q1FY26, inflation averaged 2.7% YoY, undershooting the RBI’s June policy projection of 2.9%. The decline in headline inflation was driven…