Rbi Policy

MPC’s decision to maintain status quo on rates was expected. Its message on policy consistency and economic resilience was reassuring. The highlight, however, was the regulatory package to ease credit flow and smoothen banks’ transition to an enhanced risk standard 

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 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 policy decision signals emerging space for easing while holding rates for now 

Investors should view the current pause as an intermission rather than a finale; the script still allows for a dovish turn. How should fixed income investors tweak their portfolios?

Economic growth looked strong in Q2FY26, but momentum in digital payments tapered in September

High-frequency data has shown that manufacturing PMI, GST collections and auto sales trends are upbeat, while digital payments growth has moderated a bit, in September.

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

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.

RBI's ECL norms to improve risk management of loans set to kick in from April 2027

The guidelines are expected to enhance credit risk management practices, promote better comparability of reported financials across institutions, RBI said.

Manufacturing activity slips to four-month low of 57.7 in September

September is the first month since June that the PMI slipped below the 58 mark. Job creation was at its lowest level in four months

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.

RBI MPC Highlights: Governor Malhotra holds repo rate at 5.5%; inflation forecast cut to 2.6%, GDP growth raised to 6.8%

RBI MPC Meeting Highlights 2025: The unanimous decision to hold repo rate steady was announced by Governor Sanjay Malhotra as the central bank unveiled its fourth bi-monthly monetary policy of FY26, in the backdrop of strong economic growth and benign headline inflation.

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.

Rupee almost flat ahead of RBI’s rate decision

A day earlier, the rupee sank to a record low of 88.8850 against the US dollar amid persistent selling by foreign investors

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 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’s challenge: How to up growth forecast, but sound dovish

RBI faces a policy test: lower inflation, higher growth forecasts. Markets await dovish signals beyond rate action in October policy.

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.

Best for RBI to save the bullet on rate action, says ANZ Research's Dhiraj Nim

The MPC, which has cut rates by 100 bps this year, is expected to hold the rates on October 1, a Moneycontrol poll of economist, fund managers and treasury heads has said

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

Markets eye RBI's October policy decision as US Fed is set to kick off easing cycle this week

The US Federal Reserve’s anticipated rate cut this week is raising expectations that the Reserve Bank of India will follow suit in its October 1 meeting. With inflation comfortably below target and growth stabilising, analysts see scope for a 25-basis-point reduction.

RBI’s rate action may face growing uncertainty amid US tariff worries, say economists

Economists broadly anticipate that the central bank may deliver a token 25 basis point (bps) cut in the policy repo rate during the second half of FY26. The timing, however, remains uncertain.