Skip to main content
OECD India Outlook 2025 — Growth & Inflation Visuals

OECD India Outlook 2025 — Growth & Inflation Visuals

June 2025 vs September 2025 revisions (OECD data)

🇮🇳

Visual 1 — GDP Growth Forecasts

June 2025: 6.3% | September 2025: 6.7% (+40 bps)

Visual 2 — Inflation Forecast Shift

June 2025: 4.1% → September 2025: 2.9%
4.1% 2.9%
FY25–26 Inflation Down
📉 Food prices eased
⚡ Fuel costs stable
🛒 Expectations easing

Visual 3 — Sectoral Contribution (2025)

Consumption 57% | Investment 32% | Govt 10% | Net Exports –1% (drag)

Visual 4 — Risk Outlook

RiskProbabilityImpactMitigation
U.S. TariffsHighHighDiversification, FTA talks
Oil Price SpikeMediumHighReserves, renewables
Global SlowdownMediumMediumStimulus, demand push
Climate ShockLow–MedHighInsurance, supply mgmt

Visual 4b — 2×2 Impact vs Probability Matrix

High Impact Low Impact High Probability Low Probability Tariffs Oil Growth Climate
Data: OECD forecasts (June vs Sept 2025) — Growth 6.3%→6.7%, Inflation 4.1%→2.9%

Comments

Popular posts from this blog

3 Key Risks That Could End the Market Rally on Fed Rate-Cut Hopes

  Markets Rally on Fed Rate-Cut Hopes: What Weak U.S. Jobs Data Really Means for Stocks, Bonds, and Your Portfolio  - Dr. Sanjay kumar pawar Weak U.S. jobs data sharpened expectations the Federal Reserve will cut rates soon—sending stocks up and bond yields down. This in-depth analysis breaks down the data, explains the market mechanics, shows where opportunities and risks lie, and answers common investor questions. Sources: BLS, Federal Reserve, CME, Reuters, Bloomberg, U.S. Treasury. Table of Contents Executive Summary What Just Happened: The Data That Moved Markets Why “Bad News” Sparked a Rally: The Rate-Cut Transmission Mechanism The Bond Market’s Signal: Yields, Term Premiums, and Duration Equities Playbook: Who Benefits—And Who Doesn’t The Dollar, Credit, and Commodities: Second-Order Effects What the Fed Has Said (and Not Said) Key Charts & Data Table Risks to the Rally: Three Things That Could Upend the Narrative Actionable Takeaways FAQ Conclusion...

China’s Manufacturing Slump: 5-Month PMI Contraction & Global Economic Impactsp

China’s Manufacturing Slump: Unpacking the 5-Month Contraction and What It Means for the Global Economy - Dr.Sanjaykumar Pawar Table of Contents Introduction: Why August PMI Matters Understanding PMI: What It Shows and Why It’s Critical Current Snapshot: August 2025 PMI & Economic Backdrop Key Drivers of the Manufacturing Contraction Weak Domestic Demand U.S.–China Trade Tensions Property Sector Woes Cooling Exports & Shifting Markets Fiscal Strain & Weather Disruptions Non-Manufacturing & Composite PMI: A Silver Lining? Industrial Profits & Lending Trends Labor Market Pressures and Fiscal Challenges Data Visualization Ideas Insights & Outlook: Recovery or Continued Slump? Conclusion: Strategic Implications for Stakeholders FAQs 1. Introduction: Why August PMI Matters China’s official Manufacturing Purchasing Managers’ Index (PMI) came in at 49.4 in August 2025 , marking the fifth straight month of contraction . While the figure edged sl...

Global Bond Market Turmoil: Rising Yields, Debt Pressures & Borrowing Costs Explained

  Global Bond Market Turmoil & Rising Borrowing Costs: A Deep Dive Table of Contents Introduction: Unravelling a Global Bond Crisis Anatomy of the Bond Sell-Off: What’s Driving Yields Up? Japan’s Record Long-Term Yields UK Gilts: A 27-Year High U.S. and Eurozone: Broader Ripples Core Drivers Behind the Surge Data Insights & Market Impacts Consequences Across Markets Governments: Fiscal Strain & Politics Corporates & Equities: Rising Risk Premia Financial Stability & Safe Havens Expert Analysis & Interpretations Visual Summary: Charts & Trends Explained Conclusions & Key Takeaways FAQs (Frequently Asked Questions) 1. Introduction: Unravelling a Global Bond Crisis The global bond market entered a turbulent chapter in September 2025 , rattling investors, governments, and businesses alike. A sharp sell-off in long-term government bonds pushed yields to heights not seen in decades, signaling deeper concerns about global economic s...