Clipped from: https://www.financialexpress.com/policy/economy/mpc-backs-25-bps-rate-cut-amid-emerging-growth-risks/4082772/ RBI MPC minutes show a unanimous 25-bps rate cut to 5.25% as Governor Sanjay Malhotra and members warn of peak growth and record-low
Category: MPC
India needs a serious debate on monetary policy and the impossible trinity
Clipped from: https://www.business-standard.com/opinion/columns/india-needs-a-serious-debate-on-monetary-policy-and-the-impossible-trinity-125121501303_1.html Perhaps most worrisome, tax collections have decelerated dramatically-Courtesy BS The report concluded that although international policy consensus was shifting towards multiple-target, multiple-instrument frameworks,
Rate cut amid strong growth signals that monetary policy needs good data
Perhaps most worrisome, tax collections have decelerated dramatically-Courtesy BS Clipped from: https://www.business-standard.com/opinion/columns/rate-cut-amid-strong-growth-signals-that-monetary-policy-needs-good-data-125121501313_1.html For the RBI, it makes its job very difficult. To target inflation effectively, the
Time to pause: On retail inflation, data takeaways – The Hindu
lipped from: https://www.thehindu.com/opinion/editorial/time-to-pause-on-retail-inflation-data-takeaways/article70395261.ece The Reserve Bank of India should wait to see the impact of lower interest rates on demand Retail inflation in November 2025 came in
Prudent action: On RBI interest rate cuts – The Hindu
clipped from: https://www.thehindu.com/opinion/editorial/prudent-action-on-rbi-interest-rate-cuts/article70372583.ece The RBI needs to be ready for a quick policy pivot as it cuts rates Published – December 09, 2025 12:20 am IST The
Sanjay Malhotra’s first year as RBI governor: Stability with reforms
Clipped from: https://www.business-standard.com/opinion/columns/sanjay-malhotra-s-first-year-as-rbi-governor-stability-with-reforms-125120700414_1.html The RBI under him prizes stability, yet remains open to reform. The onus is on the banking industry to prove it deserves Malhotra’s
India’s economy outdoes expectations but rupee strain raises fresh risks | Editorial Comment – Business Standard
lipped from: https://www.business-standard.com/opinion/editorial/india-s-economy-outdoes-expectations-but-rupee-strain-raises-fresh-risks-125120700761_1.html The headline inflation reading for October, at 0.25 per cent, was the lowest in the current series. The MPC has revised the inflation
GDP is not our focus. For us, it is real GDP that matters, and that is what we look at in our deliberations,” he told FE.
Clipped from: https://www.financialexpress.com/business/news/there-will-be-ample-liquidity-especially-as-long-as-we-are-in-this-phase-qampa-with-sanjay-malhotra-governor-rbi/4067247/?ref=hometop_hp “India remains comfortably positioned. CAD is unlikely to rise to 2%. MPC decisions are primarily driven by growth-inflation dynamics, given India’s domestic demand-led
MPC has rightly focused on growth over exchange rate – The HinduBusinessLine
Clipped from: https://www.thehindubusinessline.com/opinion/editorial/mpc-has-rightly-focused-on-growth-over-exchange-rate/article70361742.ece A bit of rupee weakness is perhaps expected to aid exporters until tariff uncertainties blow over Industrial production point to weakening momentum |
Expect an extended pause in rates – The Hindu BusinessLine
Clipped from: https://www.thehindubusinessline.com/opinion/expect-an-extended-pause-in-rates/article69906884.ece With inflation expected to remain elevated in FY27, there’s little headroom for further rate cuts Interest rate transmission is yet to fully play
RBI rate cuts still possible despite neutral stance, says MPC member | Economy & Policy News – Business Standard
lipped from: https://www.business-standard.com/economy/news/rbi-rate-cuts-still-possible-despite-neutral-stance-says-policy-member-125062601136_1.html Bhattacharya said the immediate liquidity withdrawal was necessary because overnight rates had fallen below the floor of the RBI’s rate corridor, warranting calibration
*******Neutral stance gives flexibility to move up or down: Nagesh Kumar | Economy Interviews – Business Standard
Clipped from: https://www.business-standard.com/economy/interviews/neutral-stance-provides-flexibility-to-move-up-or-down-125062200521_1.html Nagesh Kumar, external member of the Reserve Bank of India’s (RBI’s) monetary policy committee Listen to This Article Nagesh Kumar, an external member
*******There is nothing in MPC statement to suggest rate hikes are next: Ram Singh
Clipped from: https://www.business-standard.com/economy/interviews/there-is-nothing-in-mpc-statement-to-suggest-rate-hikes-are-next-125062200523_1.html Ram Singh said lower inflation print than the forecast will strengthen the case for a rate cut Ram Singh, Member of Reserve Bank
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