Resilient growth and rising inflation make the case for RBI rate hikes, but draining surplus liquidity will be key to making tighter policy work.
Shubhada Rao, Vivek Kumar, and Yuvika Singhal
October 5, 2026 at 5:18 AM IST
iStock.com
Richard Fargose
August 20, 2026 at 11:29 AM IST
BasisPoint Insight
August 20, 2026 at 6:28 AM IST
Markets price tightening even as policy resists fuel pass-through. This gap risks unanchored inflation expectations and strains fiscal and FX stability.
Yield Scribe
April 30, 2026 at 8:24 AM IST
The RBI’s April minutes show a textbook response to a supply shock, but the Iran conflict is testing the limits of clean policy rules.
BasisPoint Groupthink
April 22, 2026 at 3:04 PM IST
linkedin.com/Poonam Gupta
April 6, 2026 at 9:43 AM IST
February 20, 2026 at 1:26 PM IST
Juvaida Khatun/Istock
With inflation at record lows and growth softening, most MPC members now see room for another rate cut this cycle. Yet, they prefer to wait.
October 15, 2025 at 2:32 PM IST
August MPC minutes show caution but not closure. With Ranjan wavering, the RBI keeps cuts alive while waiting on data, tariffs, and transmission.
August 20, 2025 at 2:42 PM IST
Poonam Gupta