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Mr. Ramji Subramaniam, Managing Director, Sowparnika Projects A 25-basis-point reduction in the repo rate will give fresh impetus to India’s housing market. As home loan rates are expected to fall further, borrowing will likely become affordable for prospective homebuyers. Lower borrowing costs, coupled with recent GST reforms, will create a…

By Michael Brown, Senior Research Strategist at Pepperstone DIGEST – Trading conditions weren’t exactly exhilarating yesterday, with little for participants to chew over. Today’s docket also seems uninspiring, with next week’s FOMC decision the next key event for participants to navigate. WHERE WE STAND – Anything much happen yesterday? In…

1. Kunal Shah, Co-founder, SURE “As expected, RBI MPC has delivered a dovish cut in interest rates, acknowledging that inflation trend is much lower, if we take out impact of gold prices, realised inflation this year is only 1.5-2.0%. Leaving the rooms for one more cut in future if growth…

By Linh Tran, Market Analyst at XS.com USDJPY has recorded a notable correction in recent sessions as it retreated from the recent peak around 157.8 to 154.9, marking a temporary weakening of the USD while reflecting new expectations regarding Japan’s monetary policy. This decline does not stem from a single…

By – Murthy Nagarajan, Head-Fixed Income, Tata Asset Management As per RBI MPC members, benign inflation outlook on both headline and core, continues to provide policy space to support the growth momentum. MPC reduced the policy rates by 25 basis points and continue with its neutral stance. The language seems…

By – Venkatesh, CEO, Bharat InvITs Association “The recent rate cut is a welcome step that will boost the economy’s growth. Lower financing costs will ease liquidity and reduce the cost of capital, which will be beneficial for the InvITs industry. A supportive rate environment strengthens investor confidence and encourages more long-term…

1) Mr Shrinivas Rao, FRICS, CEO, Vestian “A 25 bps rate cut signals a clear intent of monetary policy to support growth while inflation stays restrained. With borrowing costs declining, we expect project construction to accelerate and consumer demand to pick up significantly. For commercial real estate, lower funding costs…

By – Mr. Saurav Ghosh, Co-founder of Jiraaf. “With its 25-basis-point repo rate cut and a reaffirmation of a neutral policy stance, the RBI has struck a careful balance between price stability and growth support. The lowering of the rate reflects the comfort the central bank now has with subdued…

By – Mr. Vikram Chhabra, Senior Economist, 360 ONE Asset The RBI’s decision to cut the repo rate by 25 bps is broadly in line with our expectations. Inflation has consistently printed below the RBI’s projections, indicating that there was adequate room for policy easing. Although GDP growth has been…

By – Dr. Samantak Das, Chief Economist and Head – Research and REIS, India, JLL The RBI’s decision to cut the repo rate by 25 bps is a powerful, proactive signal that strategically leverages India’s macroeconomic strength – a robust 8.2% Q2 GDP expansion alongside record-low headline inflation. This is not…