RBI Policy
50% US tariffs are harsh and unsustainable, change certain: Anand Shah, ICICI Prudential AMC
ICICI Prudential’s Anand Shah expects tariff resolution through dialogue. He advises tilting portfolios to 50% equity allocation given current valuations, and favours consumer services and manufacturing over IT and FMCG as bottom-up stock selection becomes key to generating alpha. By Sameer Bhardwaj.
India Inc earnings downgrade drought shows first signs of breaking: Will Q2 mark the bottom?
The earnings decline for Indian companies might be nearing its end. Q1 saw the smallest downgrade cycle in a year. Large companies are showing stability. Oil and Gas sector boosted overall growth. Construction materials and telecom sectors are performing well. Textiles and consumer durables are facing challenges. Rural consumption revival and potential RBI policy changes could aid growth.
Rupee may be allowed to weaken further as RBI cushions the blow of 50% US tariffs
S&P’s overdue sovereign upgrade and GST rationalization should boost India’s outlook, but markets remain muted as looming US tariffs weigh heavy. With India facing the steepest 50% rate, RBI may allow rupee depreciation to cushion the blow. Benign oil and food inflation provide space for calibrated currency adjustment.
Volatility tests bond market, but opportunities remain for smart investors
The Indian bond market remains volatile post-RBI policies, with fiscal concerns and global slowdown adding pressure. Analysts highlight opportunities in selective short- and long-duration bonds, supported by favorable macro conditions and potential future rate cuts amid measured fiscal stance.
A new era of financial oversight and regulation is here, says RBI Deputy Governor
The Reserve Bank of India is transitioning towards principle and outcome-based regulations to offer regulated entities greater operational flexibility. This shift, as highlighted by Deputy Governor M Rajeshwar Rao, aims to foster innovation while ensuring consumer protection and financial system resilience. The RBI emphasizes leveraging technology and collaboration to adapt to the evolving financial landscape.
India's growth poised for recovery by late 2025; US growth likely to slow to 1% in Q4: Chetan Ahya
Morgan Stanley's Chetan Ahya anticipates India's economic recovery by late 2025, driven by government initiatives and RBI rate cuts. While GST rationalization may ease inflation, managing low inflation remains a key focus. The RBI is expected to cut rates further, while the Fed's decision hinges on upcoming jobs data, influencing global financial flows.
Home loan EMIs to drop? Big banks like SBI, HDFC Bank, PNB, Bank of Baroda, IOB cut lending rates in August 2025; check bank wise list
Several public and private banks have revised their marginal cost of funds-based lending rates following the RBI's monetary policy meeting in August.
ETMarkets Smart Talk | US tariffs could shave 0.3–0.6% off India’s GDP: Kotak Alternate’s Jitendra Gohil
Kotak Alternate Asset Managers' strategist, Jitendra Gohil, warns that potential US tariff hikes on Indian goods could shave off 0.3-0.6% of India's GDP. He views this as a negotiation tactic, emphasizing the next two weeks are crucial. While corporate earnings might face pressure, Gohil suggests a strong domestic economy and festive season could boost consumption.
Debt market to deepen as overseas participation rises after rating upgrade: Vijay Kuppaa
India's sovereign rating upgrade is poised to boost foreign investor confidence in its debt market, potentially leading to global debt index inclusion and attracting long-term institutional investors. Increased overseas participation in government securities and high-grade corporate bonds is expected to improve liquidity and deepen the market. This creates an opportune phase for domestic investors to lock in attractive rates.
Fixed Income Outlook: Sideways rates offer opportunities in short-to medium-term debt funds
India’s fixed income market remains steady despite global uncertainty. With inflation below the RBI’s target and yields expected to stay in a narrow range, Canara Robeco’s Avnish Jain advises focusing on short- to medium-term debt funds for better risk-adjusted returns, while keeping selective long-duration exposure for potential policy easing gains.
Will markets gain momentum soon? Ashish Gupta’s outlook on earnings and key sectors
India’s markets may see momentum in the next two months if the dollar stays weak. Earnings growth is modest but could improve in H2. Domestic SIP flows remain strong, FIIs volatile, and IPO supply heavy. NBFCs, consumer discretionary, select capital goods and power remain key picks.
Lower EMI in focus: Will your EMI drop as leading banks reduce lending rates post RBI MPC August meeting?
Despite the RBI maintaining the repo rate, several banks, including Bank of Baroda, HDFC Bank, and Punjab National Bank, have reduced their MCLR, potentially lowering EMIs for borrowers. Canara Bank and Indian Bank, however, have kept their lending rates unchanged. These revisions, effective in early August 2025, offer varied impacts on loan interest rates.
RBI signals caution despite softer inflation; corporate bonds still attractive
The MPC maintained policy rates and a neutral stance, forecasting lower FY26 inflation at 3.10% but emphasizing core inflation concerns. Despite robust growth projections, the MPC remains data-dependent, hinting at potential future rate cuts. Bond yields rose post-announcement, but corporate bonds remain attractive for investors with medium-term horizons.
Rupee outlook hinges on US tariffs, RBI action; bonds to track inflation data
The Indian Rupee's future hinges on US tariffs and the Reserve Bank of India's actions. The rupee weakened due to US tariffs on Indian goods. The RBI is defending the rupee's low against the dollar. US and India inflation data are key events to watch. Bond yields are expected to remain in a narrow range.
India bonds edge down in thin trade before debt sale
Indian government bonds experienced a dip in early trading on Friday. Investors are cautious before the weekly debt sale. This sale will test demand after a disappointing central bank policy decision. The Reserve Bank of India's decision to hold rates impacted investor appetite. Market participants await next quarter's GDP data for policy easing cues.
Indian bond yields spike 9 bps to 6.42% after RBI policy
Indian bond yields experienced a surge on Wednesday. The 10-year benchmark government security witnessed a significant increase. This rise occurred amidst expectations of no rate cut in October. The Reserve Bank of India maintained its policy repo rate. The Indian rupee saw a slight strengthening against the dollar. However, India is facing potential tariff threats from the United States.
RBI to soon release discussion paper on flexible inflation targeting framework
The Reserve Bank of India is set to release a discussion paper on its flexible inflation targeting (FIT) framework, which mandates maintaining CPI inflation at 4% with a +/- 200 basis points band. As the current target is valid until March 2026, the review will involve public consultation and government input, considering the debate around targeting non-food inflation.
Will the dream run for home loan borrowers continue despite RBI pausing repo rate?
RBI Repo Rate Cut News: The RBI has maintained the repo rate, a decision that may not immediately benefit home loan borrowers. However, with retail inflation falling to a 12-month low of 2.1% in June 2025, further rate cuts are anticipated. Experts suggest borrowers on older regimes like MCLR should switch to EBLR for quicker benefits.
Biggest positive trigger for markets would be a sustainable resolution of tariff issue: Abhay Agarwal
Abhay Agarwal of Piper Serica highlights concerns over US tariffs affecting Indian industries. Order cancellations are already occurring in sectors like textiles. A resolution to the tariff disputes is crucial for market confidence. The RBI's recent policy was largely expected. Uneven growth and real inflation are key concerns for the RBI. Rate transmission to borrowers needs improvement.
India bonds rise tracking US peers; RBI policy in focus
Indian government bonds saw a rise early Monday, fueled by an increase in U.S. Treasuries and anticipation of the RBI's upcoming rate decision. The 10-year bond yield decreased to 6.3366%. Experts predict the RBI will likely maintain current interest rates. Lower inflation and U.S.
Trump tariff, RBI policy, FII selloff among 5 factors to impact stock market this week
Indian stock markets face a crucial week. Global and domestic factors are creating pressure. These include US tariffs a strong dollar, and foreign investor selling. Weak corporate earnings also contribute. The Reserve Bank of India's policy decision is keenly awaited. Diplomatic efforts on India-US trade are important. Investors are watching these factors for market direction.
Rupee regains ground ahead of RBI rate call; US tariff risks linger
The Indian rupee inched up on Wednesday, notching small gains before the central bank's policy decision, set against the backdrop of fresh trade frictions with the United States.
RBI likely to hold rates steady in August, but more cuts may be on the horizon: Nuvama
Nuvama Institutional Equities anticipates the Reserve Bank of India to maintain the policy rate at 5.5% in its upcoming meeting, despite a slowing domestic economy. While inflation remains under control, with CPI near a six-year low, growth momentum has faltered.
RBI Monetary Policy Meet LIVE: Repo rate unchanged, RBI aspires India to grow at 6.5%+ rate
RBI Monetary Policy Meeting: The Reserve Bank of India’s Monetary Policy Committee maintained the repo rate at 5.5% in its August policy review, despite inflation easing to 2.1% and calls for a final rate cut. The US’s 25% tariff on Indian imports adds to economic uncertainty, but economists remain divided on its policy impact. Inflation for FY26 is projected at 3.1%, lower than June’s 3.7% estimate, though CPI is expected to reach 4.9% in FY27. With easing inflation and global uncertainties, the RBI signalled a cautious approach to support domestic demand while managing external risks. Repo Rate: The central bank kept the repo rate unchanged at 5.5% in its latest Monetary Policy, followed by three consecutive rate cuts since February, totaling 100 basis points, and comes just ahead of the festive season, a period when credit demand typically rises. The committee maintained its neutral stance. Read more: RBI MPC keeps repo rate unchanged at 5.5% amid Trump tariff threats GDP Outlook: The RBI kept FY 2025-26 forecast unchanged at 6.5%. For FY2026–27, the central bank projects growth at 6.6%. Quarterly GDP growth for FY26 is projected at 6.5% in Q1, 6.7% in Q2, 6.6% in Q3, and 6.3% in Q4. “The risks are evenly balanced,” RBI Governor Sanjay Malhotra said. Read more: Central bank keeps FY26 forecast unchanged at 6.5%, projects 6.6% for FY27 Inflation: MPC lowers inflation aim to 3.1% despite Trump's tariff threats Read more: RBI Inflation FY26 Forecast
RBI MPC decision August 6: What Sanjay Malhotra said about growth, inflation, and US tariffs
In August 2025, the RBI's MPC maintained the repo rate at 5.5%, supported by resilient domestic growth and a CPI inflation of 2.1% in June. While projecting a GDP growth of 6.5% for 2025-26, the committee anticipates inflation to rise, driven by base effects and demand-side pressures.
Rate-sensitive stocks fall up to 4% after RBI holds rates, maintains neutral policy stance
Rate-sensitive stocks fell on Wednesday after the RBI kept the repo rate unchanged at 5.5% and maintained its neutral stance, signaling stable growth and easing inflation. The Bank Nifty slipped 0.2%, while the Nifty Realty index dropped 2.3%. Broader financials also weakened, with PSU banks, financial services, and NBFC-focused indices all ending lower post-policy announcement.
India bonds inch lower, test key level ahead of RBI rate decision
Indian government bonds experienced a slight dip, testing a key technical level as traders await the Reserve Bank of India's policy decision. Market participants anticipate dovish signals from Governor Sanjay Malhotra's speech, potentially leading to another interest rate cut.
Ahead of Market: 10 things that will decide stock market action on Wednesday
Indian markets declined on Tuesday amid weak investor sentiment driven by Donald Trump’s tariff warning over Russian oil imports and continued FPI outflows. Sensex dropped 308 points while Nifty ended 66 points lower. Pharma, IT, and oil stocks led the fall.
With festive winds and tariff headwinds, RBI MPC’s policy call may set the tone for India’s second-half story
RBI Rate Cut Expectation: Reserve Bank of India's Monetary Policy Committee is reviewing the bi-monthly policy. A hold on the repo rate is expected. This is despite low inflation and a stable rupee. US tariffs have added great uncertainty. Economists are divided on the need for a final rate cut. The festive season will be key.
RBI MPC meeting at a glance: Key highlights of monetary policy for FY 2025-26
The Reserve Bank of India (RBI) has maintained the repo rate at 5.5% during its third bi-monthly policy review. Governor Sanjay Malhotra cited mixed economic signals, balancing falling inflation against tariff uncertainties. While growth projection remains at 6.5%, inflation forecast is lowered to 3.1%. Retail inflation hit a six-year low, with food inflation turning negative.
US tariff worries weigh on rupee; RBI rate decision in focus
The Indian rupee faces pressure due to U.S. tariff concerns and the upcoming RBI policy decision. Closing at 87.54 against the dollar, it's near its weakest since February, impacted by foreign outflows and tariffs. The dollar strengthened amid fading U.S. rate cut expectations. All eyes are on the RBI's policy decision, with most expecting steady rates despite falling inflation.
RBI expected to maintain policy rates amid US tariff concerns and trade deal uncertainty
Economists widely anticipate the Reserve Bank of India (RBI) to maintain policy rates this week, amidst concerns over the economic impact of US tariffs and ongoing trade negotiations. While most expect a status quo, some predict a rate cut, citing low retail inflation. The RBI is expected to hold the growth forecast at 6.
RBI's MPC start deliberations on bi-monthly policy; to announce decision on Wednesday
The RBI's Monetary Policy Committee, led by Governor Sanjay Malhotra, commenced a three-day meeting amidst expectations of a pause in rate easing. While the RBI has already reduced the repo rate by 100 bps this year, experts anticipate a status quo due to the US tariffs and incomplete transmission of previous cuts.
India bonds inch up before state debt supply, US rate decision
Indian government bonds saw a slight increase in early trading on Tuesday, recovering from a two-day selloff, though trading volume remained low. Investors are awaiting state debt supply details and the U.S. Federal Reserve's rate decision. The focus is also on RBI policy decisions and U.S. Fed Chair Jerome Powell's commentary for cues on the domestic policy easing cycle.
Economists split on interest rate cuts as inflation hits six-year low
Economists are divided on whether the Reserve Bank of India (RBI) should cut interest rates in August. Some point to low inflation, while others advocate caution, citing uncertainty in trade policy and the need to assess future inflation trends. The RBI will consider GDP projections and retail inflation figures when the Monetary Policy Committee meets in August.
India bonds flat as traders look ahead to RBI policy; liquidity ebbs
Indian government bonds remained stable. Traders avoided major new investments before the upcoming monetary policy review. Banking system liquidity tightened. The yield on the benchmark 10-year bond was at 6.2993%. The Reserve Bank of India's next monetary policy decision is due on August 6. Some traders anticipate another rate cut. Overnight index swap rates remained rangebound in early deals.
Once bitten, twice shy: Banks wary of parking funds with RBI after rate jolt
Indian banks will likely be cautious at the Reserve Bank of India's reverse repo auction. A recent cash crunch forced banks to borrow overnight at high rates. Banks had earlier parked Rupees Two Lakh Crore at the seven-day variable rate reverse repo auction. Now, lenders may re-evaluate parking funds in the seven-day VRRR.
'One medical emergency can wipe you out': Why is this CA saying Rs 1 lakh salary isn’t enough for India’s middle class
Middle-class Indians earning Rs 1 lakh face financial strain. Inflation erodes income despite budgeting. Savings rates are declining, while liabilities increase. Rural areas show wage growth and optimism. IT firms see slower labour cost growth. CPI inflation eased, but food prices remain a concern. Economic growth reached 6.5 percent. RBI policy and monsoon rains may support demand recovery.
These factors are driving India's bond yields up, even after RBI's rate cut
Bond investors faced disappointment despite the Reserve Bank of India's rate cuts. Bond yields rose unexpectedly, eroding bond values. Experts attribute this to supply imbalances rather than major macroeconomic concerns. The RBI's shift to a neutral stance further dampened market sentiment. Some believe future rate cuts are possible if inflation eases.
Market very delicately poised; any bad news and we run the risk of downside: Aashish Somaiyaa
Aashish Somaiyaa of WhiteOak Capital AMC suggests India's market is delicately balanced due to strong domestic conditions offset by uncertain global factors. He notes investor behavior remains consistent, with inflows decreasing during market dips. Somaiyaa favors stock picking over sectoral bets, highlighting industrials, manufacturing, consumer discretionary, and healthcare as areas of interest.
The case for fixed-income investments: What Gen-Z investors should know
Fixed-income investments offer Gen-Z investors stability and predictable returns, complementing a diversified portfolio. Experts advise understanding risk, utilizing mutual funds, and timing investments based on interest rate cycles. With increased accessibility through platforms like Bond Central, young investors can leverage fixed income for financial growth, balancing risk with disciplined investing through SIPs to achieve long-term security.
ETMarkets Smart Talk: ‘Too Old to Rally, Too Young to Fall’ - Kedar Kadam on navigating markets in FY26
Kedar Kadam of Dolat Capital anticipates muted returns in Indian equities for the rest of FY26, emphasizing stock picking and sector rotation. He advises monitoring global uncertainties, domestic policy changes, and macro data. Kadam suggests a balanced portfolio with fixed income for hedging and highlights opportunities in specific sectors like financials and renewable energy.
Indian bonds post biggest monthly dip since April 2024 on change in RBI policy stance
Indian government bonds tumbled in June, logging their biggest fall in 15 months, pressured by a shift of policy stance by the local central bank and higher crude oil prices following Iran-Israel strikes.
Inflation likely to align with RBI's projection in Q1: Bank of Baroda report
Bank of Baroda's report anticipates inflation aligning with RBI's FY26 projections, particularly in Q1, driven by a favorable statistical base and deflation in essential commodities. The BoB Essential Commodities Index showed deflation in June 2025, led by price drops in vegetables and pulses. This provides the RBI with flexibility to prioritize growth-oriented measures in the near term.
Sachin Shah on macro tailwinds that will boost Indian market, 3 sectors to bet on
Indian equity markets showed gains despite geopolitical tensions. Regulator confidence, GDP growth, and RBI support boosted the market. Subdued oil prices and a favorable monsoon outlook fueled optimism. Sachin Shah highlights private sector banking and auto as undervalued sectors. He also sees growth in contract research and manufacturing. Indian companies offer value in textiles, electronics, and engineering.
RBI policy review: MPC keeps repo rate unchanged at 5.15%
With economy showing visible signs of green shoots, RBI decided to focus on taming inflation.
RBI policy outcome: The good, bad and ugly for D-Street investors
The banking regulator kept the repo rate unchanged for the third time at 6.5% while retaining the FY24 GDP forecasts of 6.5%. RBI Governor Shaktikanta Das revised the FY24 inflation upwards to 5.4% from an earlier 5.1%.
Fixed deposit rates likely to decline in coming weeks
Oriental Bank of Commerce slashed interest rates on fixed deposits of over Rs 1 crore by up to 1 per cent for select maturities.
'I learnt to question the status quo,' RBI Governor Sanjay Malhotra says
Reserve Bank of India Governor Sanjay Malhotra addressed IIT Kanpur students. He emphasized questioning norms for innovation and efficiency. Malhotra shared his experiences of improving processes by challenging the status quo. He advised graduates to pursue lifelong learning. He also noted the rapid pace of technological advancement. He urged them to build upon their foundation and adapt to change.
How to trade Nifty Bank ahead of monthly expiry and RBI policy
Due to the sharp rise in US bond yields, Indian bond yields have also moved up sharply with 2-year bond yields moving to their 3 years high and almost 50bps move in the last 1 week itself. It has impacted banking stocks adversely and profit booking was experienced ahead of RBI’s monetary policy.
RBI, pause again. Give growth another chance
With lower imported inflation, thanks to a sustained phase of monetary tightening in advanced economies led by the US Fed, RBI's MPC could safely pause and yet lower its projected inflation estimate for Q1 FY2024
RBI policy verdict tomorrow: As tomatoes paint inflation red, can Das soothe D-St’s frayed nerves?
Inflation will take centre-stage during the 3-day panel discussion in the backdrop of the recent surge in vegetable prices, particularly tomatoes. Since June, prices of tomatoes have increased by more than 5 times.
Equity benchmark indices fall ahead of RBI policy review
The broader market, however, ended positive. The Nifty Midcap 150 index gained 0.26% and Nifty Small-cap 250 index rose 0.16%. Foreign portfolio investors sold shares worth ₹711.34 crore on Tuesday. Domestic institutions were buyers to the tune of ₹537.31 crore.
Why RBI will hit a hattrick of 25 bps rate cut tomorrow
Despite global economic uncertainties, India's economy shows resilience with a 7.4% growth in Q4 FY25. The RBI, supported by benign inflation and moderate growth, is expected to cut the repo rate by 25 bps to 5.75% in June. This move aims to boost economic activity, encourage borrowing and investment, and foster job creation, marking the third consecutive rate cut.
Markets movement to depend on earnings season, RBI policy: Prashastha Seth
Wait for two things, a) how the quarterly results pan out over the next few days and b) what is essentially the outcome of the RBI policy.
RBI policy review kicks off. What stock investors should expect
"Alternatively, the MPC could choose to hike by a more aggressive 50 bps - same as June, joining some DM and regional central banks in sending a more decisive signal,” BofA Securities said.“On the other hand, we also cannot completely rule out a 25 bps hike as the MPC could acknowledge that inflation has peaked and cite downside risks to their estimates, resorting to standard, more measured hikes," it added.
Dalal Street's wait for RBI rate cuts just got longer. Here’s what analysts said after MPC outcome
The Reserve Bank of India (RBI) has kept its rates on hold for a second consecutive month despite expectations for a cut. The decision was attributed to concerns over "upside risks" including the potential impact of El Nino on India's monsoon season and continued monetary tightening by central banks globally. Inflation remains higher than the 4% target and last week Canada's central bank made an unexpected rate rise. Some market participants noted the pause signalled that the wait for rate cuts could be an extended one.
No fireworks in RBI policy see auto, realty, FMCG stocks cooling off; banks trade steady
After the Reserve Bank of India decided to maintain its policy rates, banking stocks remained stable while stocks in rate-sensitive sectors such as automobiles and real estate faced profit booking. The reaction of the stock market was expected, with investors predicting no major surprises in the policy statement. Although the RBI Governor highlighted macroeconomic improvements, concerns about monsoon season and the potential impact of El-Nino conditions still linger. The central bank maintained a GDP growth forecast for FY24 of 6.5%.
RBI Policy Decision: Repo rate left unchanged at 6.5%; Sensex, Nifty slide
Despite the monetary policy action being on expected lines, the equity market tumbled. Sensex lost over 700 points while Nifty slipped below the 21,750 mark. Unlike in the previous meeting, the decision to leave rates unchanged this time was favoured by 5 of the 6-member MPC panel.
Will bears return to D-Street after RBI policy verdict? Here's what trends suggest
But a sense of fatigue among Dalal Street bulls was felt on Wednesday after Nifty50 dropped almost 100 points from its lifetime high-level intraday.
RBI goes for 25 bps repo rate cut, 3rd in a row; shifts stance to 'accommodative'
The RBI press statement said all the six members voted in favour of a 25 bps rate cut.
RBI Policy: Analysts see room for more rate cuts to boost economy
Here’s how Dalal Street experts and economists reacted to the RBI policy outcome.
RBI policy - Is it neutral or accommodative?
Over the last few months, there has been a distinct shift in the focus of monetary policy towards growth as inflation pressures have subsided. From December 2024 onwards RBI has focused on infusing durable liquidity to make conditions conducive for transmission and credit off-take.
RBI policy positive for housing sector
The regulator has extended the liberal norms for the housing sector introduced during the pandemic for another year. This step may to facilitate higher credit flow to buy individual housing units.
Fund managers react to RBI policy
The RBI hiked repo rate by 25 bps to 6.50 per cent in its third bi-monthly monetary policy review of FY 2018-19.
Will RBI’s inflation warning dampen D-Street's bull run? Here’s what experts say
Keeping the inflation dynamics in mind, the central bank raised its projection on headline inflation based on the consumer price index for the current quarter and the next quarter by 10 basis points each to 6.6% and 5.9%, respectively.
LIC Housing Finance reduces interest rate in line with recent RBI repo rate cut
LIC Housing Finance lowers home loan interest rates by 50 basis points. New rates start at 7.50 percent from June 19, 2025. This decision coincides with the company's 36th Foundation Day. The move aims to boost home ownership. It aligns with RBI's policy to stimulate the economy. Tribhuwan Adhikari highlights commitment to affordable housing.
Market may go above 7700 if Bank Nifty is positive after RBI policy review: Mitesh Thacker
If the Bank Nifty does not have any kind of negative event, the market momentum should spill over and we might actually see a breakout above 7700.
RBI's policy rate cut to boost growth as inflation eases: BoB report
Reserve Bank of India will cut the policy rate. This move aims to boost economic growth. Price pressures are expected to ease. Liquidity will increase and credit flow will be supported. The Monetary Policy Committee maintained India's GDP growth forecast. The focus now shifts to the US Federal Reserve. A pause in rate changes is expected from the US Fed.
PNB cuts lending rate in line with RBI policy
Following a significant 50 basis points repo rate cut by the RBI, Punjab National Bank has reduced its lending rates by up to 50 basis points, effective June 9, 2025. This move aims to make EMIs more affordable for both existing and new borrowers, with home loan rates starting from 7.45% and vehicle loans from 7.8% per annum.
RBI meeting outcome tomorrow: Will it be a pause or 25 bps rate hike?
While market participants remain slightly divided between a pause and a 25 bps hike in the upcoming policy, there seems a clear consensus that the monetary policy will signal an end of the rate hiking cycle. However, we remain cautious on the possibility of dovish forward guidance just yet
5 announcements from RBI Governor's policy statement that spoilt D-Street's mood
The six-member Monetary Policy Committee (MPC) with a five-to-one majority increased the repo rate. Since May, RBI has hiked the repo rate by 225 basis points.
RBI's policy unlikely to be impacted by Fed rate hike
The US Fed hike is as per the expected lines, which raised its benchmark interest rate for the second time in three months and there is forecast of two additional hikes this year, experts said.
Debt mutual fund managers react to RBI policy
The Reserve Bank of India maintained a status quo on policy rates in today's MPC meeting.
SBI MD on RBI policy, LCR framework & more
AK Tewari discusses the importance of adapting LCR monitoring to digital times to prevent rapid bank runs due to the instant withdrawal capability, emphasizing the critical role of deposit gathering in the banking sector amid ongoing transformations. Tiwari also says: "For all banks, especially the deposit gathering and focus will be the key thing for the next several quarters."
Rupee ends higher; traders await RBI policy
"The market is relatively calm ahead of the RBI policy decision," said Dilip Parmar, research analyst at HDFC Securities, adding that likely foreign flows into equities helped the rupee during the day.
Sensex, Nifty gain ahead of RBI policy outcome
"Today's monetary policy is unlikely to impact the market significantly even if there is a surprise rate hike. That would be interpreted by the market positively indicating that the RBI is not behind the curve," said V K Vijayakumar, Chief Investment Strategist at Geojit Financial Services.
Forex hedging costs plunge after RBI policy
The cost of covering currency risk crashed after the Reserve Bank of India delivered a "super-dovish" bi-monthly policy pulling yields down. Forwards premia across maturities slumped as much as 60 basis points in just two trading sessions, potentially benefiting overseas investors just ahead of LIC of India's mega share sale and local borrowers/importers with offshore liabilities.
Top debt fund managers react to RBI policy
RBI kept the policy rates unchanged in the bi-monthly MPC meet today. Debt mutual fund managers say the move is in line with the market expectations.
RBI policy and Budget will influence markets: Dharmesh Pancholi
Dharmesh Pancholi, Investment Advisor, in an interview with ET Now says that RBI policy and Budget are the two events that will influence markets.
RBI's policy normalisation gets a leg up, say analysts
The six-member Monetary Policy Committee (MPC) voted to hold the benchmark repurchase or the repo rate at 4 per cent and decided to stick to an accommodative stance, the Reserve Bank of India (RBI) said after the first review meeting of the current fiscal.
GSAP 1.0 centrepiece of RBI money policy: Economists, analysts break it down
The benchmark 10-year bond yield rose to 6.19% post-policy, before falling back to 6.06% after the central bank announced a secondary market government securities (G-sec) acquisition programme.
RBI policy: here are mutual funds you can consider investing
The RBI policy is very confusing for many mutual fund investors. The implications of rate hikes and their impact on inflation and growth are too much for regular investors to decipher.
RBI policy move quite expected: Taimur Baig, Deutsche Bank
ET Now caught up with Taimur Baig, Director, Asia Economics, Deutsche Bank, for his views on the RBI policy review.
Rupee slips on equity outflows, offshore positioning ahead of RBI policy
The Indian rupee briefly weakened to 86.02/$1 on Wednesday before recovering to close at 85.90, pressured by equity outflows and offshore NDF unwinding ahead of the RBI’s policy review. Dollar demand from foreign banks and oil firms added to the pressure. Despite RBI's likely intervention, the rupee has fallen 1.5% since last Monday, making it Asia’s worst-performing currency.
India long duration bonds rise on bets of dovish RBI policy
Indian government bonds saw an increase early Thursday. This rise was led by longer-duration papers. Traders were adding positions before the Reserve Bank of India's policy decision. The central bank is expected to cut policy rates. The yield on the benchmark 10-year bond decreased. The Reserve Bank of India's policy decision is due on Friday.
