Category: business

Kunal Shah, Co-founder, SURE (India’s First Liability Management Platform) “As expected, RBI MPC has delivered a dovish cut in interest rates, acknowledging that the inflation trend is much lower, if we take out the impact of gold prices, realised inflation this year is only 1.5-2.0%. Leaving the rooms for one…

Dec 5: The RBI’s 25 basis-point repo rate cut has emerged as a significant booster for the real estate sector, setting the stage for heightened activity across residential and commercial markets. With inflation stabilising and economic growth strengthening, the reduced interest rate regime is expected to meaningfully enhance homebuyer affordability,…

By:-  Mr. Abhinav Jain, Whole-Time Director of Jinkushal Industries Limited “The RBI’s latest policy signals a decisive shift toward supporting growth while maintaining macroeconomic stability. For a net forex-earning business like JKIPL, a stronger export environment, lower real interest rates and a more competitive rupee together create a significant tailwind.…

By:  Ritesh Taksali, Chief Investment Officer, Edelweiss Life Insurance. “The MPC policy has firmly supported growth, cutting the repo rate by 25 bps as inflation has cooled off and is expected to remain benign over the next year. The RBI has also decided to infuse liquidity via OMOs and FX…

By – Sundeep Mohindru, Founder & Promoter, M1xchange. “The RBI’s decision to reduce the repo rate by 25 basis points, supported by a unanimous stance, reflects confidence in the current inflation and growth trajectory. With this move, the cumulative rate reduction in 2025 now stands at 125 basis points, marking…

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…