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India Falls from Grace: BofA Survey Puts Indian Markets at Bottom in Asia
A recent Bank of America Fund Manager Survey reveals that India has dropped to the least preferred Asian stock market in just a few months. In this latest poll, 30% of fund managers said they are underweight on India, making it the lowest-ranked market among Asia-Pacific equities
U.S. July CPI Shows Sticky Core Inflation Amid Tariff Pressures – What It Means for India"
In July 2025, U.S. headline inflation held steady at 2.7% year-over-year, marginally below forecasts. The monthly CPI rose 0.2%, down from June’s 0.3%.
India’s CPI Retail Inflation Falls to 1.55% in July – Lowest Since June 2017
India’s retail inflation, measured by the Consumer Price Index (CPI), dropped sharply to 1.55% in July 2025, marking its lowest level since June 2017. This decline reflects easing price pressures across major categories, offering relief to consumers and policymakers alike.
India’s Forex Reserves Soar Past $690.6 Billion
India’s foreign exchange reserves rose by approximately $4.55 billion in the week ending May 9, 2025, pushing the total to about $690.62 billion. This jump was largely due to a sharp increase in gold reserves, which added roughly $4.5 billion, while foreign currency assets inched up by $196 million.
RBI Holds Repo Rate at 5.50% Amid U.S. Tariff Turmoil
On August 6, 2025, the Reserve Bank of India (RBI) unanimously decided to keep the repo rate unchanged at 5.50%, maintaining a neutral policy stance. This move comes after cumulative cuts totalling 100 basis points so far in 2025, including a surprise 50‑bps cut in June. The pause reflects RBI’s cautious balancing act: supporting economic growth while monitoring evolving trade tensions, especially new U.S. tariffs on Indian exports.
Unfriending India? The 25% Tariff Shock and What It Means for India
In early August 2025, the U.S. government abruptly imposed a 25% tariff on nearly all goods imported from India, effective August 7. Former President Trump justified the move citing India’s tariff policies, trade imbalance, and continued purchase of Russian oil and defense equipment—a decision framed as “penalties” against those actions.
Trump’s Tariffs Threaten to Deepen India’s $248 Billion Stock Rout — What Lies Ahead for the Market?
India’s stock market has recently been rocked by mounting fears of external geopolitical shocks—chief among them, Trump’s announcement of 25% tariffs on Indian exports. The news comes amid already fragile investor sentiment and a steep correction across sectors. Over the past few weeks, Indian equities have lost $248 billion in market capitalization, raising red flags for both domestic investors and foreign institutions.
Strong Capex and Cooling Inflation Signal Positive Momentum for Indian Markets
In the midst of global economic uncertainties, India’s economy continues to display resilience, thanks to proactive government spending and controlled inflation. Recent remarks from policymakers and economic advisors suggest that the Indian growth story remains on track, driven by public sector capex and moderating consumer inflation (CPI).
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