RBI Rate Cut

Markets look calm, but five forces-rising debt, slowing revenues, weak savings, geopolitics and populism-signal a tougher growth phase for India

Stronger-than-expected FY26 growth gives India a rare Goldilocks moment, but sustaining the momentum in FY27 will hinge on policy coordination amid global uncertainty

RBI repo rate cuts fail to ease yields across tenors

With liquidity easing, valuations normalising and earnings turning upward, India enters 2026 primed for selective outperformance - led by banks, consumption and smallcaps

India's automobile industry is set to post its highest-ever retail sales in 2025, supported by GST rationalisation, income tax relief, RBI rate cuts and improving rural demand after a good monsoon

RBI's liquidity push is being neutralised by record state borrowing, keeping yields elevated and markets subdued - exposing deep fiscal strains beneath India's strong GDP numbers

Do not chase past returns, as the interest-rate environment that produced them no longer exists and gains from falling rates are largely behind investors

A high credit score is critical as it enables the borrower to secure the new loan at an attractive rate

The Reserve Bank of India's (RBI) projections suggested rates "should remain low for a long period of time, governor said

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Today's opinion pieces offer a sharp mix of macro and culture: China's demand shortfall, Prada's Kolhapuri move, the rupee's policy trilemma, why RBI needs better data, and a candid chess memoir.

RBI Governor Sanjay Malhotra urged banks to lower intermediation costs, improve service quality, and strengthen fraud safeguards, citing faster transmission after recent rate cuts

Despite a recent RBI rate cut, investor bids stayed above issuer expectations, forcing PFC and SIDBI to cancel planned bond raises amid rising yields and market volatility

PFC had earlier withdrawn a Rs 3,000 crore three-year bond issuance on November 25 due to elevated corporate bond yields

RBI Governor Sanjay Malhotra said inflation remains benign and policy remains neutral, adding that future rate moves will depend on data and effective transmission

Debt-oriented fund-of-funds, like income-plus-arbitrage funds and arbitrage funds are good options for debt fund investors

If inflation undershoots RBI projections and growth faces roadblocks from trade barriers and geopolitics, another 25-bps rate cut will not be a surprise

RBI on Wednesday cut the repo rate by 25 bps to 5.25 per cent and kept its stance neutral, while announcing ₹1 trillion OMO purchases and a $5 billion USD/INR buy-sell swap this month

RBI has proposed to hold a two-month campaign from 1st January next year with an aim to resolve all grievances pending for more than a month with the RBI Ombudsman

After slashing repo rates for three consecutive months since February, the MPC kept the rate unchanged at 5.5 per cent since August