◆ Mixed
Erratic monsoon: Crops affected by excess rainfall in areas and deficit in others
28 Sept 2026 · Business Today Mkts
Satellite images showed a clear shift in cloud patterns as a Western Disturbance moved across northern India and the monsoon began withdrawing.
The analysis
This is a Monsoon / rural demand event. Rural demand is a large share of staples and two-wheeler volumes, and it tracks the monsoon and support prices with a lag of a quarter or two.