Rbi Policy

Skip duration bets, stick to short and medium-duration debt funds in 2026

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

Rupee falls on NDF dollar demand after Friday rebound, ends at 89.65

The rupee slipped to 89.72 per dollar on Monday on strong dollar buying in the NDF market, before trimming losses to close at 89.65 as dealers flagged a shift in RBI's approach

Best of BS Opinion: China must find political will to rebalance economy

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.

Banks asked to offer basic services to customers at all branches

Lenders nudged to cut charges and maintain uniformity

RBI responded to economic data; markets to remain range-bound: Analysts

Besides cutting interest rates by 25 bps, the RBI also revised its GDP growth forecast for fiscal 2025-26 (FY26) upward to 7.3 per cent from the current estimate of 6.8 per cent

RBI policy: Home loan borrowers can save Rs 9 lakh on a Rs 50 lakh loan

RBI rate cut: A fourth rate cut in 2025 has brought the repo rate to 5.25 percent, giving homebuyers room to save through lower EMIs, shorter tenures, and better lending rates

RBI rate cut ends FD appeal for now: Here's what investors can do next

RBI's December 5 repo cut is expected to push banks towards trimming deposit rates. Here are the updated FD slabs and how savers can plan in a falling-rate cycle

Up 76% since first RBI rate cut; analysts divided on further rally in banks

Data shows that bank stocks such as RBL Bank, AU Small Finance Bank, Canara Bank, The South Indian Bank and City Union Bank surged over 55 per cent since the RBI first cut repo rate in February 2025.

InCred Wealth's 2026 game plan: Staggered bets on equities, metals

In an email interview, Yogesh Kalwani says he prefers a mix of largecaps and select mid- and smallcap names, with sector tilts towards BFSI and healthcare

RBI policy in a season of contradictions: Mixed signals ahead of December 5

HSBC economist argues GDP overstated, inflation structural, and currency depreciation acts as a needed shock absorber

8% GDP growth in Q2 may evince pause in RBI's MPC December review

Interestingly, the US Federal Reserve's December 2025 meeting is a few days after the MPC's last scheduled review for 2025, in which it may cut rates further.

India's current account deficit moderates to 1.3% of GDP in Q2FY26

India's current account deficit narrowed sharply in Q2FY26 on lower trade gaps and strong remittances. But a spike in gold imports in October could push the Q3 deficit above 2.5 per cent of GDP

Gold could retest record highs as traders eye Powell's speech, RBI policy

Gold prices are poised to remain firm and could edge closer to record highs next week as investors await key US data, Federal Reserve Chair Jerome Powell's speech and the Reserve Bank of India's policy decision, analysts said. "Gold moves out of the consolidation range as investors focus on the manufacturing and services PMI data from across regions, US jobs data, and consumer sentiments," Pranav Mer, Vice President, EBG - Commodity & Currency Research, JM Financial Services Ltd, said. "Adding to that would be Fed chair Jerome Powell's speech on Monday, developments over the Russia-Ukraine peace talks and RBI policy meeting on Friday, all of which will be closely monitored by traders," he added. On the Multi Commodity Exchange (MCX), gold futures for the February 2026 contract climbed by Rs 3,654, or 2.9 per cent, over the past week to close at Rs 1,29,504 per 10 grams on Friday. In the domestic markets, "rupee's weakness and local demand have been a significant contributor to ...

Reserve Bank of India subsumes over 9K norms into 244 master directions

Move aims to ease compliance burden for regulated entities

Seasonality rises in demand deposits, banks' cash in hand, says RBI report

Seasonality, a fundamental component of economic data alongside trend and cyclical movements, reflects recurring patterns arising from weather, production cycles, holidays and institutional behaviour

What India can do to address its low-inflation problem and aid growth

Traders attributed at least part of the slide to the RBI's reluctance to intervene, breaking with the practice of recent months as the currency weakened largely due to an elusive trade deal with US

Rate-cut room intact, signals RBI governor Malhotra; bond yields decline

These comments come a week ahead of the meeting of the six-member monetary policy committee that starts from December 3. The decision in the meeting will be announced on Friday, December 5

India's pvt corporate sector posts stronger sales growth in Q2FY26: RBI

The assessment is based on abridged financial results of 3,118 listed non-government, non-financial firms.

PSU NBFCs plan to raise up to ₹24,000 crore through bonds next week

PSU NBFCs Nabard, Sidbi, PFC and IRFC will raise up to ₹24,000 crore next week as issuers rush to lock in funds ahead of the RBI's December policy review amid expectations of firming yields

Reserve Bank of India announces relief for exporters amid trade worries

The RBI has extended export credit timelines, eased repayment norms and allowed flexibility in realising proceeds to help exporters cope with disruptions triggered by US tariff action