Credit Policy

The house remains comfortable with its view that the repo rate will rise to 6.40% by early 2023 and expects another 50-basis-point hike at the next meeting in late September. The RBI will revert to 25-basis-point hikes after that once inflation has peaked.

Markets | Markets rallying on a wing and a prayer

The faith-based rally has led to a yawning gap between valuations and earnings growth

Comment | Monetary policy’s impact on FMCG stocks

Interest rates have little impact on the buying of soaps and shampoos, making monetary policy a non-issue for FMCG stocks. But a problem is brewing and its solution lies in the easy availability of money

Editor's Take | What message is RBI conveying to government?

the decision to maintain rates is consistent with what the MPC has been doing so far, since moving to the flexible inflation-targeting framework.

10 key takeaways from RBI monetary policy

The RBI decided to hold interest rates and its monetary policy stance. Here are the key takeaways.

RBI policy: 10 key takeaways from MPC’s rate hike

RBI raised its key lending rate by 25 basis points to 6.5 percent, keeping its focus firmly on taming inflation, but sounded bullish about the broader economy’s prospects.

RBI Policy – hike or no hike, the trajectory of interest rates is upward

Since the last meeting, inflation dynamics hasn’t overtly improved but development in macro front points to conflicting outlook on future inflation.

COMMENT: Rate hike removes event risk, markets should welcome 'neutral' stance

The rate hike removes a key event risk from the market and the front-loading of the action should help rein in inflationary expectations without upsetting the green shoots of recovery.

Repo rate cut: Lower home loan, car loan EMIs likely; festive offers to come soon

Consumers are in for a good time with EMIs likely to come down and lenders likely to come up with festive season offers on loan rates in the ensuing months.

Budget 2017: Fisc discipline push good, but no catalyst for earnings:Deutsche

On his Budget takeaways, Abhay Laijawala, Head of India Research at Deutsche Equities says the stand out has been the Finance Minister‘s ability to balance all compulsions and sticking to path of fiscal consolidation for the third consecutive time. International investors as well as global rating agencies will view this credibly, he says.

A quick read of the RBI monetary policy document

Strong public investment in roads, railways and inland waterways, and the boost to spending from the 7th Pay Commission‘s award, should improve industrial outlook.

Rajan: 28 days left in my term, which I intend to fully use

Raghuram Rajan will be busy give finishing touches to a host of policy decisions he has already announced before.

RBI Monetary Policy: Takeaways from outgoing RBI Governor Rajan's last credit policy

While the direct statistical effect of house rent allowances under the 7th CPC's award may be looked through, its impact on inflation expectations will have to be carefully monitored so as to pre-empt a generalisation of inflation pressures.

RBI Policy Updates: Rajan's last policy in line but some more reforms coming

Reserve Bank Governor Raghuram G Rajan presented his last monetary policy review. Updates here.

RBI Monetary Policy: Ahead of Rajan's swansong, focus to be on his legacy than rates

The three-year stint of the outgoing Reserve Bank chief is largely viewed by economists as positive as growth picked up, reserves increased, currency stabilised, inflation cooled and a number of reforms were undertaken during his watch.

RBI Credit Policy: Key takeaways: Inflation risks up, recovery on but likely uneven

RBI‘s forward looking surveys indicate improvement in the overall business situation, driven by a pick-up in capacity utilisation and in order books. Public investment, especially in roads and railways, is gaining strength, though weakness in private investment remains

A quick read of the RBI credit policy

The uneasy calm in financial markets could be dispelled easily by a sudden return of risk-off investor sentiment on incoming data, especially pertaining to China or to US inflation, the RBI has cautioned

RBI rate cut to be 25 bps; accommodative stance likely: JPMorgan

With only a few days to go for RBI's credit policy meet, it is anybody's guess as to what would be the rate cut. But bankers and bond dealers are sure of one thing: banks should have more liquidity.

Won't cut base rates, but peers might in Q4: Federal Bk

In an interview to CNBC-TV18, Shyam Srinivasan, managing director and chief executive officer, Federal Bank says the bank may not be able to cut rates any further, but says other banks may be able to cut base rates only around the next policy.

7th Pay Commission to weigh on RBI policy? Experts discuss

Chetan Ahya, Managing Director & Chief Economist Morgan Stanley, believes the 7th Pay Commission won't threaten the government's fiscal deficit target as the 12-months trailing number is right now at 3.4 percent.

China bigger worry; 25 bps Fed rate hike factored in: Pros

Jigar Shah, CEO, Maybank Kimeng Securities, says it is a good stock pickers market with corrections happening every now and then

Despite turmoil, Eswar Prasad sees China growth at 6.5-7%

In an interview with CNBC-TV18's Sonia Shenoy and Anuj Singhal, Cornell University Senior Professor Eswar Prasad said the world's second largest economy still had enough fiscal and monetary policy space to boost its economy.

RBI stays repo rate, CRR; cuts Jan-Mar inflation goal 0.2%

The RBI's stance on interest rate was in line with what the market was expecting

Govt backup plans crucial to limiting food inflation: RBI

According to RBI estimates, around 94 lakh hectares of area sown under the rabi crop have been affected by unseasonal rains and hailstorms in March. Damage to crops like pulses and oilseeds – where buffer foodstocks are not available in the central pool – pose an upside risk to food inflation, RBI said

Market before policy

Bsically everyone has gone into credit policy event in a wait and watch mode. All eyes will be on that.