#RatePause

Basispoint Insight

@basispointinsight.bsky.social

5 months ago

BasisPointInsight.com - RBI Should Stay on Hold in October to Preserve Stability by N. Srinivasa Rao With inflation subdued and growth resilient but external shocks looming, the RBI’s wisest move in October is to pause and preserve stability. by N. Srinivasa Rao, BasisPointInsight.com

1/2 India’s economy is resilient—7.8% Q1 growth, inflation under 3%, and reforms supporting demand. Yet global headwinds, rupee pressure, and incomplete transmission argue for caution.

#RBI #RatePause #MonetaryPolicy #Inflation #INReconomy #Markets #FiscalPolicy

Basispoint Insight

@basispointinsight.bsky.social

7 months ago

RBI Pauses, Rightly, But October May Cut Through Uncertainty RBI holds repo with a neutral stance, but October policy could pivot if growth slows or tariffs bite.

RBI has rightly paused the rates in the latest policy. But looking ahead, the October MPC meeting will be a live one, with critical data points expected on both the domestic economy and the external front, particularly regarding tariff developments, writes N. Srinivasa Rao

#RBI #RatePause #RepoRate

Basispoint Insight

@basispointinsight.bsky.social

7 months ago

RBI's rate cuts are done, but growth isn't biting. Credit growth <10%, private capex fading, and liquidity just cushions banks—not the economy. Easing alone won’t fix structural drag.

Read Dhananjay Sinha’s analysis of the monetary policy:
basispointinsight.com/Story/Policy...

#RBI #RatePause

Basispoint Insight

@basispointinsight.bsky.social

7 months ago

RBI Unlikely to Cut Repo Rate as Focus Turns to Credit Transmission With inflation cooling and liquidity ample, RBI is set to hold rates and wait for credit transmission before fresh policy moves.

1/2 The RBI is set to hold the repo rate steady in its August 2025 review, prioritising credit transmission over fresh policy moves, writes K. Srinivasa Rao.

#RBI #RepoRate #CreditGrowth #LiquiditySurplus #RatePause #inflation