How E-Commerce Data is Reshaping Inflation Metrics and Investment Strategies in Emerging Markets
India’s economy is undergoing a quiet revolution—one that is not just about growth but about how it measures growth. In 2025, the Indian government has taken a bold step to modernize its inflation metrics by integrating real-time e-commerce data from platforms like Amazon and Flipkart into its Consumer Price Index (CPI). This move, part of a broader statistical overhaul, is not merely a technical adjustment but a strategic reorientation toward a digital-first economy. For investors, the implications are profound: the way inflation is measured—and how it shapes policy—will now reflect the realities of a market where 7% of household purchases are already transacted online, and where e-commerce is projected to reach $550 billion…
