Low Inflation. Weak Rupee. Falling Stocks. What's REALLY Going On?

About this episode

Deepak and Shray discuss the contradictions in India's economy, focusing on inflation, GDP growth, and the weakening rupee.

India is reporting 8%+ GDP growth and cooling inflation, yet stock market returns are muted, the rupee continues to weaken, and everyday expenses feel anything but stable. So which reality should we trust? In this episode, Deepak and Shray unpack the contradictions shaping India's economy today. From headline vs core inflation to GDP data quality, rupee depreciation, and why markets aren't rewarding growth, they connect macro numbers to lived experience. A nuanced, data-driven conversation on what truly lies beneath the headlines and what it means for investors, policy watchers, and India's economic trajectory heading into 2026 and beyond. Chapters: 00:00 - Introduction 01:15 - GDP growth 8.2% but contradictions everywhere 02:32 - Are we booming or fizzling out? 02:55 - Let's start with inflation 08:09 - Headline inflation 0.71% vs core inflation 4.1% 10:07 - Why people don't believe 0.7% inflation 12:08 - Bangalore rent example - 28k to 60k 15:10 - Supply will moderate rent prices 17:37 - Inflation expectations matter 21:05 - Uncertainty makes planning difficult 22:07 - What's happening with the rupee? 22:36 - Economics standing on its head 24:08 - Gold making current account…

People in this episode

Hosts: Deepak, Shray

Topics covered

• India's economy
• inflation
• GDP growth
• rupee depreciation
• stock market
• economic contradictions

Keywords

• inflation
• GDP growth
• rupee
• stock market
• economic data
• India

Mentioned in this episode

Organizations: RBI

Places: India, Bangalore

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