The SBI Research report notes, "With the supply-supply chain triggered squeeze anchoring higher spot and forward prices across Gas and Oil, the US enterprises could reap benefits that more than adequately compensate the spending on war."
The ongoing conflict in West Asia could have multiple economic implications for India, particularly through higher oil prices, disruptions in energy supply routes, and potential impacts on remittances and trade, according to a new report by SBI Research. The report highlighted that while the
India's Consumer Price Index (CPI) inflation remained subdued across most states in January 2026, under the new CPI series, with the majority reporting inflation below the 3 per cent mark, according to a report by SBI Research.
The new Consumer Price Index (CPI) series with base year 2024 reflects significant structural changes in consumption patterns and inflation measurement, but is unlikely to materially alter the overall inflation outlook, according to a report by SBI Research.
The report noted that countries may need to adopt "counter-intuitive" negotiation strategies to position themselves during the interim period, as ultimate authority over tariffs rests with a finely balanced US Congress.
The trajectory of inflation needs to be monitored before taking a monetary policy call by the Reserve Bank in 2026-27, with the Consumer Price Index (CPI) series set to come into effect soon, said SBI Research in a report.
India's crude oil import bill could decline by up to USD 3 billion annually if the country shifts a portion of its crude sourcing from Russia to Venezuelan heavy crude, according to a new report by State Bank of India (SBI) Research.
Despite a record liquidity push by the Reserve Bank of India (RBI), transmission of monetary easing across financial markets remains uneven, according to SBI Research's latest Ecowrap report.
The decline in Consumer Price Index (CPI) or retail inflation due to massive GST rate rationalisation has been around 25 bps so far in the September-November 2025 period, according to estimates put forth by SBI Research.
The Reserve Bank of India (RBI) has done its best to ensure monetary policy continues to support India's economic growth and it is now time for the markets to show maturity and remain non exuberant, SBI Research said in a report, as the central bank in an unprecedented move reduced repo rate
The rupee has fallen from Rs 85 to Rs 90 per USD in under a year, far quicker than previous five-rupee intervals, which earlier took anywhere between 581 to 1,815 days. SBI in its report noted this as the second-quickest fall since the 2013 Taper Tantrum.
The Reserve Bank of India (RBI) may keep the repo rate unchanged at its upcoming December monetary policy review meeting, given that the country's economy reported strong 8.2 per cent GDP growth in the July-September quarter.