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    January Policy

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    • India to grow 4-4.25% in FY14; see rate hike in Jan: BNP

      Richard Iley, Chief Asia Economist, BNP Paribas says if US fundamentals continue to gain strength and India's macro fundamentals remain as challenging and there is no breakout election result, whatever shape or form that takes, there will be risks to the downside for the equity market over the next six months or so.

    • Kotak sees 25bps rate cut in Jan; fisc deficit at 4.8-4.9%

      Indranil Pan, chief economist at Kotak Mahindra Bank expects a 25 basis point rate cut by the Reserve Bank of India (RBI) its next January policy meet. However, he says, some of the macroeconomic parameters are not yet giving signals that the system is ready for a cut.

    • RBI credit policy: Should banks start cutting base rates already?

      While the decision to leave the policy repo rate unchanged at 8.00 percent was in line with most forecasts, expectations for a rate cut had grown slightly after data on Friday showed wholesale inflation cooled to its weakest pace in 10 months in November.

    • FMCG expensive; pharma a better bet: Blackrock's Nagnath

      S Naganath of DSP Black Rock Investment Managers expects the Reserve Bank of India (RBI) to cut rates in its January policy and not before that.

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