Page 3 - Rbi Monetary Policy

Cautious status quo: RBI sees higher inflation, slower growth in FY27

The decision to hold rates was unanimous. The MPC also retained the neutral stance on policy

Have enough currency stocks to replenish ATMs: RBI Governor Sanjay Malhotra

Governor Sanjay Malhotra says the central bank has adequate currency stocks and will ensure prompt replenishment wherever ATMs face cash shortages

Gross FDI may cross $100 billion in FY27: RBI Deputy Governor Poonam Gupta

Gross FDI inflows may surpass $100 billion in FY27, RBI Deputy Governor Poonam Gupta said, citing strong investment momentum despite global uncertainty

RBI's rate pause seen supporting housing demand, project execution

Real estate developers and consultants said RBI's decision to keep rates unchanged will support housing demand, project execution and investor confidence despite rising cost pressures

A monetary policy beyond rates: Why RBI's latest moves matter more

Most importantly, the slew of reforms announced in today's meeting to support the rupee augurs well for the economy and markets while keeping the growth momentum sacrosanct

RBI may begin rate hike cycle in Oct; 50 bps increase in FY27: Elara

Elara Capital said that it is building in the first-rate hike in October 2026 and see a total of 50 bps hike this financial year.

RBI MPC holds repo rate steady What it means for your EMIs

RBI has kept the repo rate unchanged at 5.25%, extending its pause on rate changes. What does this mean for your home loan EMI, borrowing costs, and monthly budget? Here's a quick breakdown of the MPC

Rate hike not preferred course of action right now: Ambit's Nitin Bhasin

A rate hike does not appear to be the RBI's preferred course of action at this stage, said Nitin Bhasin, head, institutional equities, Ambit

'MPC signals strategic prudence, potential rate hikes likely from October'

While immediate forex inflows are not anticipated from the above measures, they are likely to arrest the recent capital outflows and foster improved market sentiment

Rajkumar Singhal decodes equity, bond strategy post RBI policy decision

Stable corporate borrowing costs allow companies, especially those in debt-heavy sectors like infrastructure and manufacturing, said Rajkumar Singhal

RBI aims to attract stable capital, ease external financing: Prateek Ancha

For now, the RBI has made a calculated choice: hold the line on interest rates but reinforce the balance of payments.

Tax concessions, FCNR sweeteners may impact forex marginally: Joseph Thomas

A hike in the base rate, along with the tax concessions, would have been a workable proposition given the need to shore up the forex inflows, said Joseph Thomas, head of research, Emkay Wealth

Bond yields seen range-bound as RBI prioritises stability: Abakkus MF

In the bond market, the pause combined with a cautious undertone suggests that yields are likely to remain range-bound in the near term, albeit with a discernible upward bias as inflation risks build.

Indian Bank, Phoenix Mills among stocks to buy post RBI Policy: Teji Mandi

Jatin Gedia of Teji Mandi reckons that Indian Bank, Phoenix Mills and PFC have found support at their respective 200-DMAs and look ripe for further upside, according to technical charts.

RBI MPC strikes caution with growth cut, inflation risk: Sumeet Bagadia

The MPC's approach is data-dependent and cautiously hawkish: it acknowledges weaker growth, flags higher inflationary risks, and keeps policy unchanged for now to watch how the trade-off evolves.

'RBI policy pause supports growth; balanced response to currency weakness'

Sarvjit Singh Samra of Capital Small Finance Bank said that RBI MPC has appropriately refrained from deploying interest rates as a tool to counter the recent weakness in the rupee.

RBI's external sector reforms to boost rupee, forex reserves: JM Fin AMC

The classical conundrum faced by RBI as it navigates through a complex set of variables appears to be of managing the currency, economic growth, and inflation, said Killol Pandya

'Vigilance & flexibility: RBI's message as inflation, crude risks loom'

Looking ahead, investors will continue to track crude oil prices, inflation trends, monsoon developments, and geopolitical events, said Somil Mehta of Mirae Asset Sharekhan

Forex reserve at healthy $682 bn, enough for 11 months of imports: RBI Guv

Reserve Bank Governor Sanjay Malhotra on Friday said the forex reserve stood at a healthy USD 682.3 billion, adequate to provide import cover for about 11 months. Various policy initiatives are expected to strengthen the balance of payments, he said while announcing the second bi-monthly monetary policy for the current fiscal. The initiatives include the recent agreements with major trading partners, allowing 100 per cent FDI in the insurance sector, ethanol blending programme, push for energy transition, easing FDI restrictions for land-bordering countries, liberalisation of the ECB framework, and several others, he said. "As of May 29, 2026, India's foreign exchange reserves stood at a healthy USD 682.3 billion, adequate in terms of the standard metrics of reserve adequacy, including import cover (for about 11 months) and external debt (89.1 per cent)," he said. "While our foreign exchange reserves provide a strong buffer against external shocks, we have a broad range of regulato

Central bank preparing for external stress, a theme to prevail in FY27

It is the behaviour of a central bank preparing for a period of external stress, said Sujan Hajra, chief economist and executive director, Anand Rathi Group