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…
Continue ReadingCategory: business
Is USDJPY Only Correcting, or Is It Truly Signaling a Trend Reversal
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…
Continue ReadingRBI Signals Continued Support With Rate Cut, Liquidity Injection and Growth Upgrade
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…
Continue ReadingRate Reduction Seen as Catalyst for Infrastructure Investment and InvIT Expansion
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…
Continue ReadingLower Rates, Stronger Growth: RBI’s Move Ignites Construction and Housing Demand
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…
Continue ReadingRate Cut and Neutral Stance Signal New Policy Era for India’s Economy
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…
Continue ReadingRate Easing in Line With Projections; One Final 25 bps Cut Still Possible
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…
Continue ReadingRBI Rate Cut to Reignite Affordable and Mid-Segment Housing Demand
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…
Continue ReadingRBI’s Calibrated 25 bps Cut Signals Growth Support Amid Rupee Weakness & Global Rate Gap
By, Mr. Vinod Francis, GM & CFO, South Indian Bank. “The RBI’s decision to trim the repo rate by 25 basis points while maintaining a neutral stance signals a calibrated shift towards supporting growth, without sending an overly aggressive easing signal to the markets. RBI’s communication is straight forward that…
Continue ReadingRBI’s 25 bps Rate Cut Strengthens Liquidity for NBFCs, Boosts Microfinance Access & Credit Expansion
By,Mr. Rohit Garg, CEO, Olyv The RBI’s decision to reduce the repo rate by 25 basis points to 5.25% marks a clear and growth-oriented shift in policy. For digital lenders and NBFCs, this move expands liquidity, lowers the overall cost of capital, and strengthens our ability to deliver faster, more…
Continue Reading