BUSINESS
RBI MPC on October 1: Will RBI wait for tariff situation to resolve before acting on policy?
If the RBI opts to hold repo rate at 5.50 percent this time with a softer communication tone, it could strike the right balance and achieve its policy objectives and will be a very welcome move.
BUSINESS
RBI likely to play it like a Test match: Repo rate cut unlikely in August policy meeting
Amid the volley of domestic resilience and global uncertainty, the RBI seems set to hold its line, much like a seasoned batsman facing down aggressive deliveries.
BUSINESS
Eye on RBI MPC: A 25 bps rate cut on cards as inflation eases, growth support seen intact
The recent prints of inflation - below the median target of 4 percent – and the surplus liquidity leads us believe that RBI may cut the repo rate by 25 bps to 5.75 percent and to maintain stance as ‘accommodative’ during June review.
BUSINESS
Change in stance to accommodative opens up possibility of further 50 bps repo rate cut over next six months
Abhishek Bisen of Kotak Mahindra AMC expects 10-year G-sec to trade in the range of 6.40-6.50% and may drift further lower towards 6.25% range as global uncertainty settles and further cuts get delivered.
BUSINESS
April 2025 MPC meeting: Expectations of rate cut amid easing inflation, global economic uncertainty
The current benchmark repo rate stands at 6.25 percent while the stance remains at “neutral”.
BUSINESS
RBI MPC Policy: Fiscally prudent Union Budget and benign inflation expectation may lead to a repo rate cut
While the above liquidity measures and month-end spending has provided some breather to banking system liquidity and overnight call rates, the liquidity condition is likely to become tight again. Hence, we expect more measures from RBI on liquidity front in the near to medium term.
BUSINESS
Bouncy pitch: RBI unlikely to duck at the end of MPC meeting on Dec 6
The benign outlook of headline CPI inflation in medium term may help the members on the MPC to think about key interest rate cut in its upcoming meeting that concludes on December 6. The move is likely to ease liquidity conditions.
BUSINESS
Change in RBI policy stance likely, but rate cut not expected in Oct MPC meet
But the central bank may change its stance to “neutral” from “withdrawal of accommodation,” and start the rate-cut cycle from December 2024.
BUSINESS
Sin tax: Harnessing a puff and a peg for wealth creation
Just like GST, manufacturers of liquor, tobacco, items should mark-up the prices with a sin tax which should then be invested in a mutual fund, only to accrue to consumers later against their claim.
BUSINESS
RBI MPC meet: Turf war between hawkish RBI and global macro scenario
Kotak AMC's top executive expects RBI to keep the policy interest rates unchanged in upcoming August 2024 policy
BUSINESS
RBI Policy: Macros supportive of status quo continuance
The repo rate has remained unchanged after seven consecutive reviews and is likely to remain unchanged on June 7.
BUSINESS
'Stealth tightening' being undone; expect “status quo” MPC policy in April
The six-member Monetary Policy Committee of the RBI will meet from April 3 to 5 to decide on interest rates.
BUSINESS
Rate cut unlikely till Sept, but RBI may change policy stance by June
As per the RBI commentary, stance gives the future course of action which should be seen in the context of incomplete transmission and anchoring inflation to the target of 4 percent on durable basis.
BUSINESS
Pitch is improving | RBI to play defensive as crude skids, rupee weakens, US yield eases
RBI’s MPC is expected to maintain status quo on key rates with fifth consecutive pause when it shares the outcome of the MPC meeting on December 8. The RBI may continue to defend the wicket given softening crude prices, weakening Indian rupee and easing long term US yields.
BUSINESS
Kotak AMC expects change in monetary policy stance to neutral with last repo rate hike for 2023
Post April policy outcome, Kotak AMC expects RBI to stay on hold for the rest of CY 2023.
