Finnovate economy desk
Economy & Business: News Explained
The stories shaping India's economy, businesses and financial markets. One carefully researched story at a time.
One financial story in your inbox each morning
Get Finnovate's researched economy and business stories by email. Unsubscribe any time from the email. Privacy policy.
Explore by subject
Six subjects, each filtering the full archive on this page.
- Inflation & RBI 51 CPI prints, repo decisions, liquidity and rates.
- GDP & Indian Economy 38 Growth, fiscal numbers, output and household data.
- Markets & FPI Flows 65 Foreign flows, indices, valuations and fund data.
- Business & Industry 58 Companies, sectors and the strategies behind them.
- Trade & Global Economy 70 Trade, the rupee, oil, the Fed and geopolitics.
- Policy & Regulation 37 Budgets, SEBI, GST and the rules that change.
70 stories in Trade & Global Economy
Newest first. Clear filters
- Shiller CAPE Ratio Above 40: Is the US Stock Market Overvalued? The Shiller CAPE ratio is near its 1999 peak. Explore what it means for US stock valuations, the AI boom and whether another market crash could follow.
- EU Scrap Export Curbs: India’s Raw-Material Risk Explained Proposed EU scrap export curbs could affect India’s metal supply and manufacturing costs. Understand the import exposure, May 2027 timeline and next steps.
- India Trade Deficit August 2026: Why the 5-Month Low Matters India’s trade deficit narrowed to $26.86 billion in August 2026. See what drove the improvement, why FY27 pressure remains, and how oil, services and exports…
- Fed Rate Hike September 2026: What It Means for India The US Fed raised rates by 25 bps to 3.75%-4.00% in September 2026. See why it hiked, what comes next, and how it may affect the rupee, RBI and Indian markets.
- India’s BRICS Trade Deficit Hits $226 Billion: What’s Driving It? India’s BRICS trade reached $417.5 billion in FY2026, but the deficit widened to $226.1 billion. See what China, Russia, UAE and the 2026 summit reveal.
- FCNR(B) Inflows Hit $127 Billion: RBI’s Liquidity Challenge FCNR(B) deposits surged to $127.23 billion in 2026. See how RBI is managing record forex reserves, ₹11.6 lakh crore liquidity and future risks.
- Japan’s ¥10 Trillion India Investment Target: Sectors to Watch Japan aims to facilitate ¥10 trillion of private investment into India over a decade.
- Why Is the Rupee Weak Despite Dollar Inflows in 2026? India has received $72.8 billion in dollar inflows, yet the rupee remains near ₹96/$. See how oil, trade deficit, RBI swaps and US yields explain it.
- Kevin Warsh’s Interest Rate Dilemma: Why the Fed Held Rates The Federal Reserve held rates at 3.50%–3.75% despite persistent inflation and three dissenting votes.
- How Oil-Importing India Became a Global Refined-Fuel Supplier India imports nearly 90% of its crude oil, yet exports diesel worldwide. See how refining scale, Jamnagar and global shortages created this advantage.
- Oil Above $100: Rupee, RBI and What India Can Absorb Brent crossed $100 on July 24, 2026. The rupee hit ₹96.80. India has $675bn in reserves but a $106.6bn RBI forward short.
- India's $51 Billion Import Substitution Push: Can It Go Beyond Assembly? India has identified $51 billion of imports across 100 products for domestic manufacturing. Mobile phones show what works. Solar shows what goes wrong.
