Inflation much higher if seen from beginning of this fiscal
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Inflation much higher if seen from beginning of this fiscal

Last Updated: Monday, September 28, 2009, 17:53
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Inflation much higher if seen from beginning of this fiscal New Delhi: Inflation stands at 0.37 percent for the second week of September year-on-year, but the price rise compared to start of the fiscal is 6.12 percent.

However, inflation at 6.12 percent for the second week of September is slightly less than 6.62 percent in the corresponding period of last fiscal, when the same methodology is applied.

According to official data, it was mainly primary articles, including food found in raw form, which are driving this inflation. Primary inflation has touched double digits at 10.56 percent.

Inflation relating to fuel, power, light and lubricant category, inflation was 7.01 percent and manufactured product inflation at 3.93 per cent.

However, RBI is not expected to reverse its monetary stance and signal hike in interest rates even as inflationary pressures are building.

With Prime Minister Manmohan Singh calling G-20 nations not to "prematurely" exit from stimulus, there is little that RBI can do to exit from its monetary stimulus, analysts added.

"I don't expect RBI to go with monetary tightening measures in the October policy. The RBI might take increase policy rates in its March policy," HDFC Bank chief economist Abheek Barua said.

Inflation could have gone much more than 6.12 percent, if primary articles have more weight in wholesale price index. Primary articles have weight of just 22.02 percent in the overall wholesale price index.

High rate of price rise in food items was evident as vegetables inflation stood at around 85 percent by September 12, potatoes by 97 percent and sugar by 30 percent.

It is mainly manufactured items, which have overwhelming weight of 63.75 percent in the index. But its inflation is quite low at 3.93 percent.

The dichotomy over high primary inflation, including food, and low overall inflation could be seen from the fact that even on yearly basis, primary inflation was high at 9.29 percent, but overall rate of price was just 0.37 percent.

It is high weightage of food items in consumer price index -- between 50 and 60 percent--that has catapulted various kinds of retail inflation to double digits.

Year on year, wholesale vegetable prices rose by 44.85 per cent, while it has declined in a year ago period. Within vegetables, potato prices were up 75 percent, while they were down 16 percent in a year ago period. Sugar prices were up 43 percent.

Even year-on-year wholesale inflation is expected to cross five percent by this year-end by many analysts, while RBI expects inflation to reach about five percent by this fiscal-end only.

"I expect inflation to reach 5.5 percent by end of December," Barua said.

Bureau Report

First Published: Monday, September 28, 2009, 17:53

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