Bank Holiday Today: Eid-e-Milad-un-Nabi, or Mawlid, marks the birth anniversary of Prophet Muhammad on August 26. The RBI has listed the day as a bank holiday in several states
RBI MPC member Saugata Bhattacharya says the repo rate may need reassessment if inflation broadens, but current data does not warrant a rate-hike cycle
SBI Research says the MPC minutes carried a more hawkish tone than the RBI governor's remarks, leaving markets uncertain about the future course of interest rates
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
Brokerages expect the RBI's proposed lending rate framework to improve transparency and speed up transmission, while restrictions on spread changes could limit lenders' pricing flexibility
Five months after the Iran war stoked fears of an oil-driven inflation surge and economic slowdown, resilient demand and easing price pressures are giving RBI officials more confidence
India, Wood wrote, continues to benefit from improving domestic fundamentals, with bank credit growth accelerating to 17-18 per cent year-on-year in 2026.
REC plans ₹7,000 crore issue on Friday; NABARD next week
Regulator is standardising how loans are priced. Here's what it could mean for EMIs, transparency and future rate cuts.
Today's opinions examine the RBI's inflation dilemma, rising life insurance surrenders, India's employment crisis, possible UPI charges and the shift from food to nutrition security
The rupee strengthened and government bond yields eased on geopolitical relief and lower crude prices before both pared gains after the RBI's policy announcement and Governor Sanjay Malhotra's remarks
The proposed framework seeks to standardise loan pricing, benchmark reset dates and interest calculation practices while strengthening transparency and consumer protection
We broadly concur with the MPC's growth forecasts for FY2027, notwithstanding some differences in the quarterly projections, Nayar said.
The RBI is more likely to use temporary liquidity absorption tools than tighten its policy stance or rates ahead, while system liquidity should improve as government spending accelerates.
For Indian markets, the bigger issue over the next few months, analysts said, isn't the repo rate, but how much more geopolitical pressure the rupee can take before the central bank has to step in.
The slight surprise element in the policy was the decision to raise the GDP growth rate projection for FY27 to 6.7 per cent from 6.6 per cent earlier
Among interest rate sensitives, Exide, Uno Minda, Bosch, Tata Motors CV, Ashok Leyland, Godrej Properties, DLF and Lodha Developers gained 3-5% in Wednesday's intra-day trade post RBI policy.
Jatin Gedia of Teji Mandi believes that Bank Nifty and Nifty Realty are in a consolidation phase, while the support zone for the Nifty Auto index moved higher following the recent breakout.
Developers said stable borrowing costs would support buyer confidence and project execution, though Anarock cautioned that the pause may not revive mass-market housing
The central bank's six-member Monetary Policy Committee, headed by Governor Sanjay Malhotra, is expected to leave the repurchase rate unchanged at 5.25%