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Gaura Sen Gupta, economist at IDFC First Bank
RBI policy highlights underlying risks for India despite US-Iran ceasefire
RBI flags inflation risks and trims FY27 growth to 6.9% despite US-Iran ceasefire relief. Gaura Sengupta highlights 5 key risks that RBI policy flags for India's economy
RBI policy expectations: Safeguarding growth amid a supply shock
With limited policy space amid a global supply shock, RBI is likely to hold rates, balancing inflation risks with the need to protect growth
Budget 2026 keeps fiscal discipline intact; bond market faces supply stress
The tough position that the bond market finds itself reflects a much more fundamental issue, of rising government bond supply chasing limited domestic savings pool