April’s mild rise of 3.16% in India’s retail price level is part of a moderation trend that’s likely to continue. We can expect even cheaper credit in support of economic growth.
1 min read14 May 2025The Indian central bank’s record bond buys and dividend transfer next month is expected to double the liquidity in the banking system, easing rates and spurring credit.
4 min read30 Apr 2025Indian fiscal and monetary policy can both work in support of economic growth. The latter has already pivoted in that direction and the former has more space now that the government has switched to keeping its debt level rather than fiscal deficit in check.
4 min read24 Apr 2025RBI Governor Sanjay Malhotra's remarks came during a media briefing when he was asked if more interest rate cuts are in the offing after he delivered the second straight interest rate cut since taking over as governor.
4 min read9 Apr 2025The RBI's recent 25 basis point repo rate cut to 6% reflects a shift to an accommodative stance amid softening inflation. Economists predict further cuts may occur, contingent on global economic conditions and trade tensions.
3 min read9 Apr 2025Financial markets expect an RBI rate cut this month. Whatever they opt for, India’s monetary policymakers will need to calibrate their approach by the potential effects of America’s new import tariff regime.
4 min read1 Apr 2025The US central bank plans to reduce its pace of quantitative tightening. Don’t read too much into this. It’s not about an economic weakness. Rather, it looks like liquidity management to prevent a scramble among banks that could result in an interest rate spike.
4 min read30 Mar 2025RBI MPC Schedule FY26: The first policy meeting for FY26 will be conducted between April 7-9, 2025. The RBI's rate-setting panel will then meet for its following policy meetings in June, August, October, December and February 2026.
2 min read26 Mar 2025The Reserve Bank of India is likely to continue lowering the repo rate to support economic growth, as inflation remains within target range. Concerns about global growth slowdown and U.S. economic conditions are prompting this accommodative monetary policy stance.
2 min read26 Mar 2025Slowing its balance-sheet runoff means the Fed will buy more Treasuries. But don’t look for any big downdraft in yields.
3 min read22 Mar 2025The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared