Home|Acuite

A C U I T E

Impact Analysis

Decision-makers must face the cruel reality of a fast-changing business environment today. Natural disasters, changes in government policy, raw material prices and competitive landscape among other things keep bankers and industry leaders on their toes. A team of analysts and economists at Acuite Knowledge Center aims to provide an independent and unbiased account of such events and their impact on businesses and the Indian economy. We believe such analysis and alerts can play a vital role in mitigating risks arising from such events.

Jul-26 IIP: Industrial activity stays firm

31

Aug 26

Jul-26 IIP: Industrial activity stays firm

Jul-26 Trade Deficit: Exports surge, but imports pull ahead faster

14

Aug 26

Jul-26 Trade Deficit: Exports surge, but imports pull ahead faster

Jul-26 CPI Inflation: Steady, but not settled

13

Aug 26

Jul-26 CPI Inflation: Steady, but not settled

RBI Monetary Policy: A data dependent path ahead

08

Aug 26

RBI Monetary Policy: A data dependent path ahead

Jun-26 IIP: Recoups momentum, rises to a 2-year high

30

Jul 26

Jun-26 IIP: Recoups momentum, rises to a 2-year high

Jun-26 CPI Inflation: Breaches the target

14

Jul 26

Jun-26 CPI Inflation: Breaches the target

Jun-26 Trade Deficit: Widens a tad

14

Jul 26

Jun-26 Trade Deficit: Widens a tad

May-26 IIP: Comforting headline resilience

30

Jun 26

May-26 IIP: Comforting headline resilience

May-26 Trade Deficit: Flat headline, moving parts beneath

16

Jun 26

May-26 Trade Deficit: Flat headline, moving parts beneath

May-26 Inflation: Climbs to a 16-month high

15

Jun 26

May-26 Inflation: Climbs to a 16-month high

Q4 FY26 BoP: A surplus ahead of the stress test

09

Jun 26

Q4 FY26 BoP: A surplus ahead of the stress test

Q4 FY26 GDP growth: Beats estimates despite global turmoil

08

Jun 26

Q4 FY26 GDP growth: Beats estimates despite global turmoil

RBI Monetary Policy: Shielding the rupee, sparing the repo

08

Jun 26

RBI Monetary Policy: Shielding the rupee, sparing the repo

Apr-26 IIP: A smooth take-off under new series, uncertain skies ahead

04

Jun 26

Apr-26 IIP: A smooth take-off under new series, uncertain skies ahead

Apr-26 Trade Deficit: Widens as Gulf risks begin to bite

16

May 26

Apr-26 Trade Deficit: Widens as Gulf risks begin to bite

Apr-26 Inflation: A Deceptive Calm

13

May 26

Apr-26 Inflation: A Deceptive Calm

Mar-26 Trade Deficit: FY26 navigates safely, but headwinds loom

17

Apr 26

Mar-26 Trade Deficit: FY26 navigates safely, but headwinds loom

Mar-26 Inflation: Twin Risks of War and Weather

15

Apr 26

Mar-26 Inflation: Twin Risks of War and Weather

RBI Monetary Policy: Stability in turbulent times

09

Apr 26

RBI Monetary Policy: Stability in turbulent times

Feb-26 IIP: A lull before the Gulf turbulence

01

Apr 26

Feb-26 IIP: A lull before the Gulf turbulence

Feb-26 Trade Deficit: Near-term calm, Gulf risks ahead

18

Mar 26

Feb-26 Trade Deficit: Near-term calm, Gulf risks ahead

Feb-26 Inflation: The calm before the oil spike

16

Mar 26

Feb-26 Inflation: The calm before the oil spike

Oil on boil: India’s macro stress test amid the Middle East crisis

11

Mar 26

Oil on boil: India’s macro stress test amid the Middle East crisis

Q3 FY26 BoP: Another quarter of deficit

04

Mar 26

Q3 FY26 BoP: Another quarter of deficit

Jan-26 IIP: Cooling momentum

04

Mar 26

Jan-26 IIP: Cooling momentum

New GDP: Fresh implications and takeaways

02

Mar 26

New GDP: Fresh implications and takeaways

Jan-26 Trade Deficit: Swells on gold & silver imports

18

Feb 26

Jan-26 Trade Deficit: Swells on gold & silver imports

Jan-26 Inflation: A muted start to an evolving trajectory

16

Feb 26

Jan-26 Inflation: A muted start to an evolving trajectory

Dec-25 IIP: Growth momentum intact

29

Jan 26

Dec-25 IIP: Growth momentum intact

Dec-25 Trade Deficit: A marginal widening

19

Jan 26

Dec-25 Trade Deficit: A marginal widening

Dec-25 CPI Inflation: Wraps-up as expected; Onto the New Base

14

Jan 26

Dec-25 CPI Inflation: Wraps-up as expected; Onto the New Base

FY26 GDP First Advance Estimates: Consistent with Consensus

12

Jan 26

FY26 GDP First Advance Estimates: Consistent with Consensus

Nov-25 IIP: Revival after an anomalous dip

30

Dec 25

Nov-25 IIP: Revival after an anomalous dip

Nov-25 Trade Deficit: A marked narrowing

17

Dec 25

Nov-25 Trade Deficit: A marked narrowing

Nov-25 Inflation: Lifts from the bottom

15

Dec 25

Nov-25 Inflation: Lifts from the bottom

RBI Monetary Policy : Seizing the goldilocks moment

08

Dec 25

RBI Monetary Policy : Seizing the goldilocks moment

Oct-25 IIP: Disappointing

03

Dec 25

Oct-25 IIP: Disappointing

Q2 FY26 GDP: Strongly resilient

01

Dec 25

Q2 FY26 GDP: Strongly resilient

Oct-25 Trade Deficit: Widens to a record high

19

Nov 25

Oct-25 Trade Deficit: Widens to a record high

Oct-25 Inflation: At a record low

13

Nov 25

Oct-25 Inflation: At a record low

Sep-25 IIP: Holds steady amidst cross currents

29

Oct 25

Sep-25 IIP: Holds steady amidst cross currents

Sep-25 Trade Deficit: Widens to a 13-month high

17

Oct 25

Sep-25 Trade Deficit: Widens to a 13-month high

Sep-25 Inflation: Slips below 2%

14

Oct 25

Sep-25 Inflation: Slips below 2%

RBI Monetary Policy : A tinge of dovishness

03

Oct 25

RBI Monetary Policy : A tinge of dovishness

Aug-25 IIP: Steady for now, cross-currents on the horizon

30

Sep 25

Aug-25 IIP: Steady for now, cross-currents on the horizon

Aug-25 Trade Deficit: A fragile calm

17

Sep 25

Aug-25 Trade Deficit: A fragile calm

Aug-25 Inflation: A benign trajectory

15

Sep 25

Aug-25 Inflation: A benign trajectory

Jun-25 Inflation: Yet another downward surprise

15

Jul 25

Jun-25 Inflation: Yet another downward surprise

Q4 FY25 BoP: Current surplus, capital deficit

30

Jun 25

Q4 FY25 BoP: Current surplus, capital deficit

May-25 Trade Deficit: Eases for now, but risks emerge

18

Jun 25

May-25 Trade Deficit: Eases for now, but risks emerge

May-25 Inflation: As food as it gets

13

Jun 25

May-25 Inflation: As food as it gets

RBI Monetary Policy : A bold and a calculated move

09

Jun 25

RBI Monetary Policy : A bold and a calculated move

Q4 FY25 GDP: Cautious optimism

03

Jun 25

Q4 FY25 GDP: Cautious optimism

Apr-25 IIP: A cautious start to FY26

30

May 25

Apr-25 IIP: A cautious start to FY26

Market Pulse – May 2025

21

May 25

Market Pulse – May 2025

Apr-25 Trade Deficit: Widens to a 5-month high

16

May 25

Apr-25 Trade Deficit: Widens to a 5-month high

April-25 PLFS: India’s new high frequency data

16

May 25

April-25 PLFS: India’s new high frequency data

Apr-25 Inflation: Food relief defies summer onset

16

May 25

Apr-25 Inflation: Food relief defies summer onset

Indian Automobile Industry Starts FY2026 With Steady Growth

09

May 25

Indian Automobile Industry Starts FY2026 With Steady Growth

Mar-25 IIP: A subdued improvement

29

Apr 25

Mar-25 IIP: A subdued improvement

Market Pulse – April 2025

28

Apr 25

Market Pulse – April 2025

Artificial Intelligence: India’s Strategic Opportunity

22

Apr 25

Artificial Intelligence: India’s Strategic Opportunity

Mar-25 Trade Deficit: Widens sizably

18

Apr 25

Mar-25 Trade Deficit: Widens sizably

Mar-25 Inflation: Food price comfort continues

16

Apr 25

Mar-25 Inflation: Food price comfort continues

India Automobile Sector: Q4FY25 Snapshot

16

Apr 25

India Automobile Sector: Q4FY25 Snapshot

Feb-25 IIP: Present imperfect, future tensed

14

Apr 25

Feb-25 IIP: Present imperfect, future tensed

RBI Monetary Policy Shifts to accommodative stance

11

Apr 25

RBI Monetary Policy Shifts to accommodative stance

U.S. Tariff Imposition: Wading global trade waters

04

Apr 25

U.S. Tariff Imposition: Wading global trade waters

Q3 FY25 BoP: Capital account plunges into a deficit

01

Apr 25

Q3 FY25 BoP: Capital account plunges into a deficit

Feb-25 Trade Deficit: A sizable narrowing

19

Mar 25

Feb-25 Trade Deficit: A sizable narrowing

Feb-25 Inflation: Treading below 4%

17

Mar 25

Feb-25 Inflation: Treading below 4%

Jan-25 IIP: Expands by 5.0%

17

Mar 25

Jan-25 IIP: Expands by 5.0%

Export Surge Fuels Auto Industry Growth Amid Subdued Domestic Volumes

11

Mar 25

Export Surge Fuels Auto Industry Growth Amid Subdued Domestic Volumes

Q3 FY25 GDP: Healthy revival with high expectations for Q4

01

Mar 25

Q3 FY25 GDP: Healthy revival with high expectations for Q4

Jan-25 Trade: Higher services exports offsets pressures on the deficit

18

Feb 25

Jan-25 Trade: Higher services exports offsets pressures on the deficit

Jan-25 Inflation: A sharp food-led decline

13

Feb 25

Jan-25 Inflation: A sharp food-led decline

Dec-24 IIP: Growth Slips to 3.2%

13

Feb 25

Dec-24 IIP: Growth Slips to 3.2%

Auto Sales Jan’2025: In Higher Gear

10

Feb 25

Auto Sales Jan’2025: In Higher Gear

RBI Monetary Policy: Finally, the pivot!

07

Feb 25

RBI Monetary Policy: Finally, the pivot!

India Automobile Sector: Q3 FY25 Snapshot

21

Jan 25

India Automobile Sector: Q3 FY25 Snapshot

Dec-24 Trade Balance: Deficit narrows, material revision in data

17

Jan 25

Dec-24 Trade Balance: Deficit narrows, material revision in data

Preview of Union Budget FY 2025-26

14

Jan 25

Preview of Union Budget FY 2025-26

Dec-24 Inflation: Gradual descent of food prices

14

Jan 25

Dec-24 Inflation: Gradual descent of food prices

Nov-24 IIP: Better but slightly

13

Jan 25

Nov-24 IIP: Better but slightly

Auto sales move into slower lane post festive season

09

Dec 24

Auto sales move into slower lane post festive season

India Steel Sector: Q2FY25: Structurally Strong

18

Nov 24

India Steel Sector: Q2FY25: Structurally Strong

Festive push to Auto Sales

08

Nov 24

Festive push to Auto Sales

India Automobile Sector: Q2FY25 Snapshot

21

Oct 24

India Automobile Sector: Q2FY25 Snapshot

2W on the revival path, PV and CVs continue to lag

12

Sep 24

2W on the revival path, PV and CVs continue to lag

Pickup in Two-Wheeler, Stock Concerns for Passenger Vehicle

17

Aug 24

Pickup in Two-Wheeler, Stock Concerns for Passenger Vehicle

Bangladesh crisis to have moderate impact on Indian Industry

07

Aug 24

Bangladesh crisis to have moderate impact on Indian Industry

Industry Pulse: Automobile

29

Jul 24

Industry Pulse: Automobile

Preview of Union Budget FY 2024-25

15

Jul 24

Preview of Union Budget FY 2024-25

India's Bond Index Inclusion: New Era in Debt Markets

09

Jul 24

India's Bond Index Inclusion: New Era in Debt Markets

Sectors in the Limelight Post Elections - May 2024

04

Jun 24

Sectors in the Limelight Post Elections - May 2024

Monthly Pulse: Automobile

21

May 24

Monthly Pulse: Automobile

Archive