Selected Tag: balance of payments
Selected Tag: balance of payments

Monetary Policy

RBI Defends the Framework, Not the Rupee

The RBI chose capital-flow measures over rate action, reinforcing the principle that inflation and growth, not the exchange rate, remain monetary policy's primary mandate.

BasisPoint Groupthink

June 5, 2026 at 6:08 AM IST

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istock.com

Monetary Policy

Malhotra's “Whatever It Takes” Moment

Capital outflows, balance of payments pressures, and slowing deposit growth may require coordinated RBI-government action to attract dollars and funding. 

Yield Scribe

June 4, 2026 at 4:45 PM IST

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RBI

Monetary Policy

Using Monetary Policy’s Degrees of Freedom

Calls for rate hikes to support the rupee overlook the flexibility built into India’s inflation-targeting framework and the RBI’s wider toolkit.

Ashima Goyal

June 3, 2026 at 3:12 AM IST

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India Finally Spoke Honestly About Its External Risks

The CEA’s unusually candid speech acknowledged a reality markets have privately discussed for months: India’s external-sector vulnerabilities are becoming structural.

Kalyan Ram

May 12, 2026 at 2:56 PM IST

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A Regime Shift for India’s BoP

A stronger services surplus masks a quieter shift, as weaker capital inflows reshape India’s BoP and raise new policy and market risks

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

May 2, 2026 at 4:29 AM IST

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Monetary Policy

Why OMOs Matter in This MPC

In a cycle where the headlines flatter to deceive, the liquidity stance, even more than the repo rate action, will do the heavy lifting.

Madhavi Arora

December 1, 2025 at 9:26 AM IST

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The Bureau

Flawed Design, Poor Planning Make Extreme Heat Conditions Worse For Indian Cities
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