Manojit Saha

Repo rate cut by 25 bps, stance still neutral; liquidity boost via ₹1 trn OMO in Dec

RBI deputy governor Poonam Gupta says the IMF's 'crawl-like' label is a sub-classification based on recent volatility data, and does not change India's managed-float exchange rate regime

C S Setty says effective liability management will help the bank to protect its margin above 3%

Move aims to ease compliance burden for regulated entities

Measures undertaken this yr pave way for virtuous cycle

Another rate cut will make mobilising resources tough

A forward looking approach would prompt rate cut as H2 GDP growth likely to be softer

Formal call likely in Jan; inclusion may trigger $25 billion inflows

The RBI has extended export credit timelines, eased repayment norms and allowed flexibility in realising proceeds to help exporters cope with disruptions triggered by US tariff action

Banks are planning to make a representation to the regulator shortly. The deadline for submitting feedback on the draft ECL framework is November 30

Bond mkt expects OMO calendar in Dec policy review

RBI engages with market participants amid widening India-US yield spread; bond purchases unlikely before final CRR cut at month-end

Jairam Sridharan, MD & CEO, Piramal Finance shares the rationale of the entire exercise and the growth roadmap for the upper layer NBFC in a conversation with Aathira Varier and Manojit Saha in Mumbai

RBI may expand the upper layer of NBFCs amid rising size and interconnectedness, bringing more large public and private sector NBFCs under enhanced regulatory norms

NBFCs and fintechs are filling the gap left by cautious banks in micro lending, even as regulators monitor rising exposure and borrower indebtedness in the segment

MD & CEO Amitava Chatterjee says half of J&K Bank's loan book will come from branches outside the Union Territory within two years, as the lender diversifies after recent disruptions

Regulator to emphasise on non-duplication of businesses

RBI's State of the Economy report highlights India's macro strength despite global volatility; notes negative FDI inflows and rising policy uncertainty worldwide

Ram Singh signals potential for multiple rate cuts in FY26-FY27, citing low inflation and scope for accommodative monetary policy to support growth

MPC members see room for easing as inflation cools, but hold rates steady to gauge the full impact of earlier policy steps