Selected Tag: CRR
Selected Tag: CRR

Monetary Policy

RBI’s Insulated Optimism Jars with Ground Reality

The central bank’s upbeat narrative of resilience overlooks stagnant earnings, weak credit demand, and intensifying global risks.

Dhananjay Sinha

October 1, 2025 at 11:39 AM IST

Article related image

iStock.com

Monetary Policy

No Matter What MPC Does, RBI Communication has to do Some Heavy Lifting

RBI’s biggest challenge is not what it does on rates, but how it explains the why, why not and what next to markets and the wider economy.

Mint Owl

September 30, 2025 at 12:34 PM IST

Article related image

RBI

Why RBI Must Define CRR as a Legitimate LoLR Tool

RBI must define CRR as a true Lender-of-Last-Resort tool to provide banks with assured liquidity support during crises.

Karan Mehrishi

September 30, 2025 at 10:56 AM IST

Article related image

Open Mouths, Open Markets, and RBI’s Signalling Gap

The RBI’s June gamble of frontloaded easing and a sudden neutral stance has backfired, raising borrowing costs. Governor Malhotra now needs both words and deeds.

BasisPoint Groupthink

August 27, 2025 at 6:45 AM IST

Article related image

RBI

RBI’s October Call Hinges on Transmission, Tariffs and a Swing Voter

August MPC minutes show caution but not closure. With Ranjan wavering, the RBI keeps cuts alive while waiting on data, tariffs, and transmission.

BasisPoint Groupthink

August 20, 2025 at 2:42 PM IST

Article related image

Poonam Gupta

India’s Bond Market Faces Harsh Reality as Fiscal Pressures Mount 

GST rationalisation gives growth a fiscal lifeline but deepens deficit fears, leaving India’s bond market trapped in a “higher for longer” yield cycle. 

Yield Scribe

August 19, 2025 at 4:00 AM IST

Article related image

iStock.com

RBI Communication Misstep Drives 10-Year Yield Spread Over Repo to 100 bps

The stance pivot drove up long yields, impairing transmission, sapping demand, and raising borrowing costs just as risks build.

Richard Fargose

August 13, 2025 at 2:02 AM IST

Article related image

CRR Deserves More Respect Than Being Reduced to the “New Normal”

By normalising a lower CRR, the RBI risks trivialising a potent policy tool. Clarity, discipline and market signals could all be at stake.

BasisPoint Groupthink

July 17, 2025 at 2:15 PM IST

Article related image

iStock.com

Liquidity: Sterilisation, Caution, Or Doubling Down?

FX book chickens come home to roost in 2025-26, and the RBI’s liquidity injections may need to grow even larger to avoid a fresh policy transmission hiccup.

Vivek Kumar

May 1, 2025 at 3:49 AM IST

Article related image

The Bureau

Mission Pulses: Does It Pack The Protein Punch India Needs?
Jallikattu: Tamil Nadu’s Ancient Bull-Taming Tradition
Image