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…
Continue ReadingRBI’s 25 bps Cut to Ease Borrowing, Boost MSME Credit
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…
Continue ReadingRBI’s 25 bps Cut Strengthens Buyer Confidence and Project Viability
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…
Continue ReadingMarkets Drift in Quiet Trade as Investors Await Next Week’s FOMC Decision
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…
Continue ReadingRBI Easing Supports Borrowers, Credit Growth, and Economic Momentum
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 ReadingIs 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…
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