Interest Rate Hike

Banks vs NBFCs: Where to invest after RBI rate hike? Analysts answer

Jefferies has named ICICI Bank, State Bank of India (SBI) and Axis Bank as its top picks among large-cap banks post RBI MPC outcome.

Best of Opinion: More rate hikes imminent as RBI revises policy cycle

From the RBI's shift to calibrated tightening and health-insurance copayments to India's tax reform journey, aviation security, today's opinions examine policy trade-offs and institutional change

Inflation trajectory holds key for further rate hikes: Aditi Nayar, ICRA

Our base case pencils in the headline CPI inflation to average at 5 per cent in FY27, with risks tilted to the upside.

RBI hikes interest rates by 25 bps: What next for the markets?

The more important signal from here will be the RBI's forward guidance, analysts said, and whether this marks the beginning of a broader tightening cycle.

Monetary Policy shifts gear, lays emphasis on containing supply-side shocks

The Governor acknowledged that price pressures are increasingly extending beyond food and fuel.

Markets bet on RBI hike as inflation pressure builds, growth stays firm

Nearly 60% of ​economists polled by Reuters, 35 out of 61, expect a 25-basis-point rate hike at RBI's policy meeting ​on Wednesday

Rate hike? Yes, but how long is the cycle?

We need to watch how entrenched inflation is and how demand-led growth is

India's $133 billion cash deluge puts RBI on a more hawkish policy path

Record inflows from Indians abroad have left banks flush with cash, pushing overnight rates below the RBI's 5.25 per cent policy rate as inflation pressures build

Markets pricing an excessive 125bps rate hike over the next one year: Nomura

Beyond February 2027, Nomura expects the probability of further rate increases to diminish, citing the potential for a slowdown in consumption.

Liquidity normalisation key before RBI embarks on interest rate hikes

With global central banks raising rates, RBI may need to drain excess banking liquidity and align overnight rates with the repo rate before embarking on a fresh tightening cycle

'Higher bond yields are making the equity market more earnings sensitive'

Fed expected to hike rate and RBI's recent minutes suggesting a likely start to rate hike cycle, could pave the way for yields to increase, said Elara Securities.

ECB doubles down as G7's hawk with second rate hike likely this week

In a move set to reaffirm the ECB as the most hawkish central bank among the Group of Seven, a quarter-point increase on Thursday has been widely signaled

RBI's hawkish minutes rattle bond market investors, put rate hikes in play

Deputy Governor Poonam Gupta flagged a possible rate hike later this year as policymakers grew more wary of inflation risks despite retaining a neutral stance

BofA forecasts 75 bps of Fed rate hikes in 2026 on labour resilience

BofA Global Research expects the US Federal Reserve to raise rates three times in 2026, citing resilient economic data and expectations of a hawkish Fed under Kevin Warsh

BOJ raises interest rates to 31-year high as Iran war fuels inflation risks

In a widely expected move, the BOJ decided to raise its short-term policy rate to 1 per cent from 0.75 per cent, taking borrowing costs to levels unseen since 1995

Rupee hits record low: What Govt, RBI may do next to defend INR vs dollar

Rupee fall in 2026: Emkay Global warns India may need rate hikes by RBI, tighter remittance rules and other policy measures to defend the rupee if crude oil prices remain above $100 per barrel

Fewer episodes of rate hike in inflation target regime, says SBI report

SBI report says India has seen fewer instances of interest rate hikes since the flexible inflation targeting regime began, with the third five-year phase set to start next month

Iran-Israel conflict: UBS on where to invest in stocks, gold, silver, oil

UBS sees further upside for broad commodities in 2026, driven by primarily by metals, their analysts said in a recent note.

RBI's rate decision, global trends likely to drive markets this week

In an event-heavy week ahead, stock markets' movement would highly depend on macroeconomic data announcements, global trends, RBI's interest rate decision and trading activity of foreign investors, analysts said. India's industrial production data for October 2025 will be released on December 1, an official statement said on Friday. Moreover, the November automobile sales data on Monday would also drive sentiments in the markets. "This week features a heavy data calendar that could influence volatility. Domestic focus will be on monthly auto sales, followed by the release of HSBC manufacturing, services, and composite PMI readings. The most crucial event will be the RBI's monetary policy on December 5, where commentary on inflation, growth, and the rate-cut outlook will be closely tracked," Ajit Mishra SVP, Research, Religare Broking Ltd, said. India's economy grew at a higher-than-expected 8.2 per cent - the fastest pace in six quarters - in July-September, as front-loading of ..

Takaichi win as Japan leader may delay, not derail, BOJ rate hikes

Upon winning the race, Takaichi made clear the government will take the lead in setting fiscal and monetary policy - and that her priority would be to reflate demand