Siddhartha Sanyal

RBI emphatic on durable liquidity support; focus clearly on transmission

Multiple MPC members of late flagged the re-emergence of space for further monetary easing given the record-low CPI inflation

RBI monetary policy: Room for more easing ahead amid geopolitical shifts

Since June, retail inflation sprang fresh downside surprises to reach six-year low of 2.1% y/y. Average CPI inflation in 2025-26 will likely undershoot the RBI's downwardly revised projection of 3.7%

RBI monetary policy: 'Prioritise liquidity support over rate action'

With the shockingly low Q2 GDP growth of 5.4 per cent year-on-year (Y-o-Y) last week, growth during the first half of 2024-25 stands at 6 per cent

RBI monetary policy preview: Expecting more nimble and prudent guidance

CPI-based inflation is expected to broadly align near the RBI's projection of 4.5% in 2024-25, despite perishable food price shock due to repeated weather aberrations

RBI keeps all options open to manage liquidity

Inflation and central bank policy rates seem to have peaked for most countries, while the pace of economic activities remains varied across economies

A pause with abundant caution

Despite the current surge in CPI inflation, bulk of the rise came from food prices rather than in a broad-based fashion

Time to avoid the 'last hike'

One feels that arguments in favour of a pause in April are strong

June MPC meet crucial, may throw light on bias for policy in future

Over the last couple of months, there have been major unfavourable developments with regards to both growth and inflation.

Economic survey 2020-21: Promise of a counter cyclical fiscal stance

While this will mean material deviation from the FRBM road map, we feel that a decisive and credible stance on near-term fiscal deficit and FRBM targets is the need of the hour

RBI annual report: Policy resolve gives confidence despite macro challenges

The report stands out for its vast coverage, superior analysis, and key recommendations for policy priorities.

Economic Survey: Will the FM consider recalibrating the FRBM roadmap?

The Survey forecasts 2020-21 real GDP to grow at 6-6.5%

Recent trends offer RBI better comfort

Spadework for a reboot

India's fiscal dynamics is typically pro-cyclical

Policy can be more balanced in coming months

Polls, monsoon to shape policy path in FY15

Reserve Bank of India faces a difficult choice

Experts expect the rupee to have a stable-to-positive bias over the near term-likely at 61/$ through the next 3-6 months

RBI to wait for 'time correction' in rupee trajectory

RBI likely to stay away from over-tightening

The rupee's rise against the dollar since mid-July had broadly been in line with a host of other currencies and the weakness in the broader dollar index

RBI's 'on-hold' policy coming to an end

July policy a close call rate cuts to follow