RBI Monetary Policy

Overall, the wait-and-watch policy of the RBI is prudent as it factors in incoming data prints into its reaction function.

Despite moderating growth and lowered inflation forecast, why did RBI MPC hold off on rate cut in October?

While the MPC voted unanimously to keep policy rates unchanged, a couple of MPC members expressed their views for changing the policy stance from ‘neutral’ to ‘accommodative’.

RBI Policy: Details of measures announced to promote ease of doing business

These measures include consolidation of large number of circulars and directions of the RBI, measures related to strengthen export sector, and review of restrictions on transaction accounts.

RBI MPC October policy signals dovish tone, opens up space for future rate cut

Given the backdrop, the commentary by the RBI Governor was dovish as compared to neutral to hawkish in August policy.

RBI MPC Analysis: It’s a pro-banks, pro-India Inc economic policy

Even if devil lies in details, many demands of the banking sector have been granted in one stroke of the wand. Over the next 3 – 5 years, some of the regulatory decluttering can go a long way in reshaping the business of banking.

RBI guidelines on bank business and investment drops proposed bar on overlap with group firms

The circular envisages to streamline the activities being undertaken by banks and their group entities while providing more operational freedom to the banks and NOFHCs for equity investments and setting up group entities respectively, RBI said.

RBI proposes enabling framework for banks to finance acquisitions by Indian corporates

The RBI’s Monetary Policy Committee (MPC) decided to keep the benchmark repo rate unchanged at 5.5 percent on October 1, for the second time in a row.

RBI proposes revamped ECB framework to expand access, ease restrictions and simplify rules

The RBI’s Monetary Policy Committee (MPC) decided to keep the benchmark repo rate unchanged at 5.5 percent on October 1, second time in a row.

RBI extends repatriation deadline for export proceeds held in IFSC accounts to 3 months

In January, the RBI permitted Indian exporters to open foreign currency accounts with a bank outside India for realisation of export proceeds

Experts pick 10 rate-sensitive stocks after RBI keeps rates unchanged

Moneycontrol collated a list of the top 10 rate-sensitive stocks, curated by experts with a 3–4-week perspective on the basis of the closing price of September 30, following the Reserve Bank of India's decision to maintain the status quo on rates.

RBI's draft norms for standardised approach to credit risk coming soon

The revised framework aims to improve the robustness, granularity and risk sensitivity of the standardized approach for calculating the capital charge for credit risk. The draft guidelines shall be issued shortly, RBI Governor said.

LIVE | RBI Monetary Policy Analysis LIVE | RBI Governor LIVE | RBI

RBI Monetary Policy Committee (MPC) meets to decide on India’s key interest rates. Key expectations from the meeting: Will RBI hold fire on rate cuts and opt for another pause? Outlook on inflation, growth & liquidity RBI’s stance on repo rate and borrowing costs Insights from Governor Shaktikanta Das on the Indian economy Watch the LIVE coverage of RBI’s policy announcement and expert analysis on how it impacts markets, banks, and borrowers.

RBI MPC maintains status quo, keeps repo rate unchanged at 5.5%

The MPC considered it prudent to wait for impact of policy actions to play our before charting the next policy action.

10-year bond yield opens flat ahead of RBI’s monetary policy decision

MPC is likely to maintain the status quo on interest rates in its October review, a Moneycontrol poll of 15 economists, bank treasury heads and fund managers has found.

Will RBI go for a 25 bps cut? Five factors to track in the October MPC review

Barclays said in a note that after a neutral pause in August, it sees the RBI MPC cutting policy repo rate by 25 bps on October 1, acknowledging that it is a close call versus a scenario of a dovish pause followed by a December cut.

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.

RBI monetary policy committee: Why jump the gun?

There is scope for 20-30 bps increase in the official FY26 growth forecast and a downward revision of a similar magnitude to inflation.

Would it benefit the economy if RBI surprises market with a rate cut in October policy?

The MPC meeting which has started on September 29, will deliver its decision on the rate action on October 1.

RBI MPC meet: A pause is most likely

The GST cuts announced, however, changes the view now. With these cuts expected to raise consumption, there would be a tendency for capacity utilisation to improve leading to higher investment. A rate cut can then be justified on grounds of supporting growth.

RBI MPC meet today: Will rate panel go for a cut amid growth uncertainty?

Moneycontrol had earlier reported that bankers have ruled out a rate cut in the upcoming monetary policy review but they do expect one more cut in the current fiscal

RBI signals end of rate cut cycle; MPC flags growth risks from tariffs

RBI also alludes to core inflation having remained somewhat elevated – probably another reason why the RBI would not have wanted to further ease monetary policy.

RBI MPC’s unanimous pause on rates reflects caution amid softening inflation and geopolitical uncertainty

With the central bank projecting inflation for Q4FY26 and Q1FY27 above 4 percent, and maintaining the growth forecast compared to the last policy, it seems that the bar for a future rate cut is high unless growth weakens.

Opinion | RBI unlikely to go dovish unless growth is challenged, inflation outlook rules out further easing

Lower CPI inflation is no longer a sufficient criterion for easing; from the RBI Governor’s speech, it appears that Core inflation (which has been largely steady but seeing some uptick) will also become a monitorable going ahead.

RBI MPC meet: Experts pick these top 10 rate-sensitive stocks after central bank holds rates, lowers inflation forecast

Moneycontrol collated a list of the top 10 rate-sensitive stocks, curated by experts with a 3–4-week perspective, following the Reserve Bank of India's decision to maintain the status quo on rates.

Quick Take: RBI lowers its inflation projection, but has it missed the bus on policy action?

Why did the RBI choose to worry about a higher 1-year ahead inflation when the increase would be mostly statistical?