Our India Chart Pack has been updated with the latest data and our analysis of recent developments.
India’s economy has had a strong first half of the year and is poised to grow by 7% in both 2025 and 2026, making it a global outperformer. While inflation has continued to fall sharply, we expect it will rise steadily towards the RBI’s 4% target over the coming months. As a result, we still think the repo rate will be kept on hold well into 2026.
The trade war is a mixed blessing for India in the near term, but the economy is well-placed to benefit from global supply chain reconfiguration over the medium term.
We will be holding an online Drop-In next week to discuss the implications of recent US trade deals for regional supply chains, global fracturing, economic growth, and financial markets across Asia. To register click here.
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