RBI data shows that multiple state economies recorded solid real growth between FY20 and FY25, after adjusting for inflation.
Nifty futures on the NSE International Exchange traded 62.10 points, or 0.24 per cent, down at 26,111, hinting at a negative start for the domestic market on Friday.
Stock market rally: While Sensex is up nearly 9%, Nifty has risen 10% on a year-to-date basis.
Nifty futures on the NSE International Exchange traded 22.60 points, or 0.09 per cent, up at 26,229.50, hinting at a muted start for the domestic market on Wednesday.
The Indian government is set to overhaul its methodology for measuring key economic indicators like GDP, inflation, and industrial production from February 2026, incorporating the informal economy and e-commerce data. Chief Economic Advisor Anant Nageshwaran addressed the frequent criticism of the current data, stating, 'It is only when the GDP growth numbers surprise on the upside, we hear all these concerns being raised.' The new framework will adopt the 'double deflation' method for a more precise assessment of real-term value. This major policy shift, which has been in development for over two years, follows concerns raised by global bodies like the IMF. The government will also release back-series data for the past three financial years to allow for better comparison once the new system is implemented with the advance estimates in early 2026.
Dr. Saurabh Garg, Secretary of MoSPI, discusses India's upcoming changes to GDP estimation, highlighting the use of real-time GST data to enhance state-level economic growth calculations. This updated methodology, set to launch with a new GDP series on February 27, 2026, will improve the measurement of the informal sector and inflation. Garg emphasizes the importance of base revisions due to changes in the economy and data sources like GST, e-Wahan, and PFMS. The shift will incorporate international methodological standards, improving the accuracy and credibility of India’s economic data. Workshops will help states strengthen their estimation capabilities.
Rupee fall: Whether USD/INR nearing the 100 level is a real risk and, more importantly, how that risk can be managed.
Nifty futures on the NSE International Exchange traded 57.10 points, or 0.22 per cent, up at 26,255, hinting at a positive start for the domestic market on Tuesday.
The rupee is down 4.68% in 2025, positioning it as the worst performer among the Asian currencies.
In a Business Today special Show, Commodities expert Ajay Kedia reflects on the historic 2025 bull run in precious metals, with silver delivering unprecedented ~145% returns and gold ~76%, far exceeding typical inflation-beating gains. He attributes this rally to multiple converging factors: ongoing geopolitical tensions, de-dollarization, aggressive central bank and ETF buying, and surging industrial demand for silver in EVs, solar, and clean energy. For 2026, Kedia remains bullish but expects moderated gains - 15-18% for gold and stronger upside for silver. He prefers silver over gold due to robust industrial offtake, recommends SIP-style investments via ETFs, and suggests 18-20% portfolio allocation to bullion amid expected volatility. Base metals like copper also look promising.
India Today's Raj Chengappa and MG Arun in an exclusive conversation with RBI Governor Sanjay Malhotra. As the rupee crosses the 90 mark against the dollar, the RBI Governor explains why the central bank is not rushing to defend any specific exchange rate level, unlike in the past. Malhotra says the RBI follows a clear policy of not targeting a fixed rupee level, allowing market forces to determine prices while stepping in only to curb excessive volatility or speculation. He explains that some rupee depreciation is natural due to higher inflation compared to advanced economies, with a moderate fall seen as normal. While a weaker rupee can support exporters, the RBI’s focus remains on financial stability and long-term fundamentals, which he says remain strong enough to meet India’s external requirements without hurting importers or exporters. He explains that some rupee depreciation is natural due to higher inflation compared to advanced economies, with a moderate fall seen as normal. While a weaker rupee can support exporters, the RBI’s focus remains on financial stability and long-term fundamentals, which he says remain strong enough to meet India’s external requirements without hurting importers or exporters.





