West Asia tensions threaten India's fiscal balance, growth outlook, and external stability, forcing a rethink of macroeconomic assumptions
RBI holds rates and signals a prolonged pause, balancing strong domestic fundamentals against rising global risks and persistent uncertainty
RBI plans to revise board norms to reduce compliance burden and enable bank boards to focus more on strategy and policy, amid feedback from industry stakeholders
Even though external conditions pose a significant risk, the RBI pointed out that the pause was also cushioned by resilient momentum in domestic activity across manufacturing and services
RBI signals policy flexibility amid uncertainty, with stable growth outlook, no rate path commitment, and confidence in inflation control and financial stability
RBI allows NBFCs, corporates and AIFIs to participate in term money market to deepen liquidity, improve price discovery and strengthen policy transmission
While the Iran-US ceasefire has triggered a risk-on rally, amid falling oil prices, and improved investor sentiment, Apruva Sheth writes that the RBI policy will decide long-term trend sustainability
RBI, on Wednesday, kept repo rate unchanged at 5.25% but trimmed FY27 growth outlook. Pankaj Pandey of ICICI Securities explains the policy impact onequity markets, bond yields, and investor strategy
West Asia conflict shifts RBI tone to caution; Rajkumar Singhal suggests investment strategy as RBI cuts growth outlook, raises inflation forecast
RBI MPC meet: RBI Governor Sanjay Malhotra clarified that publishing a core inflation forecast is not a change in policy approach and the central bank will continue to focus on headline inflation
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
The RBI held the repo rate steady at 5.25% and kept its policy stance neutral. It said global tensions and higher energy prices remain key risks for inflation and economic growth
RBI MPC April meeting: In its policy meeting, which took place between April 6-8, the committee continued with the 'neutral' stance
In its MPC decision on April 8, even if RBI holds rates, markets will track crude, rupee, yields, liquidity and intervention signals to gauge stress from oil volatility and external risks
FY27 growth projection seen 6.5-7%; Inflation 4-4.9%
RBI does not defend a fixed rupee level but intervenes to contain excessive volatility, using tools like forex reserves, liquidity tightening and regulatory curbs to stabilise markets
At 2.75%, January price rise well below RBI's target of 4%
Food's share in CPI falls sharply in 2024 series, boosting core inflation's role; rural weight declines but remains higher than urban consumption
The RBI's MPC unanimously kept the repo rate unchanged at 5.25 per cent, retaining a neutral stance while signalling that future policy decisions will be guided by data from new GDP and CPI series
Inflation risks may prove to be broader than what that explanation implies