MPC – Page 2 – aniltikotekar4sme.com

Clipped from: https://www.business-standard.com/opinion/editorial/policy-space-and-stance-inflation-outlook-will-guide-mpc-s-actions-125061701269_1.html It is important to understand the rationale behind the MPC’s decision to reduce the policy rate by 50 basis points, as against the

Banks’ credit growth slows to 3 year low –9%– what the rate cut and release of liquidity via lowering of CRR–can achieve ? — Courtesy BL

17 Jun 2025 Anil R Tikotekar

Mr Debashis Basu– Issues that cannot be ignored– [1] private final consumption expenditure [ which makes up 60% of GDP ] fell from a growth rate of 6.8% in the pre-covid years to 4.4% in FY 25

16 Jun 2025 Anil R Tikotekar

Rate cuts done, but monetary transmission must improve – The Hindu BusinessLine

16 Jun 2025 Anil R Tikotekar

Clipped from: https://www.thehindubusinessline.com/opinion/editorial/rate-cuts-done-but-monetary-transmission-must-improve/article69697296.ece Studies show that monetary policy actions in India take two to three quarters to impact output, with a partial pass-through of rate cuts

RBI repo rate cuts alone can’t shift India’s economic growth gear

16 Jun 2025 Anil R Tikotekar

Clipped from: https://www.business-standard.com/opinion/columns/rbi-repo-rate-cuts-alone-can-t-shift-india-s-economic-growth-gear-125061500692_1.html Clearly, it is not for the RBI and its monetary policy committee (MPC) to fix any of these deep structural issues and magically

What works in central banking? Striking a balance between talk and action

16 Jun 2025 Anil R Tikotekar

Clipped from: https://www.business-standard.com/opinion/columns/what-works-in-central-banking-striking-a-balance-between-talk-and-action-125061500754_1.html The latest monetary policy has also gone for a 50-basis-point rate cut, double the anticipated reduction As the dust is settling down on

*******Rate cuts alone won’t revive growth – The Hindu BusinessLine

14 Jun 2025 Anil R Tikotekar

Clipped from: https://www.thehindubusinessline.com/opinion/rate-cuts-alone-wont-revive-growth/article69692053.ece Measures to stimulate demand like tax breaks for consumers, infra spending and support for MSMEs can be considered Need to revive demand |

SBI report — how much savings can be on account of loan repayment due to expected rate reduction [ repo rate reduction] Courtesy BusinessLine

11 Jun 2025 Anil R Tikotekar

This article by a renowned ex banker — has some more view –worth knowing– Courtesy BusinessLine

11 Jun 2025 Anil R Tikotekar

*******MPC pulls out all stops to support growth – The Hindu BusinessLine

7 Jun 2025 Anil R Tikotekar

Clipped from: https://www.thehindubusinessline.com/opinion/editorial/mpc-pulls-out-all-stops-to-support-growth/article69665421.ece The policy action points to a remarkable, new-found confidence in India’s fundamentals and external account The neutral stance allows the MPC to be

*******The RBI frontloads a dream – The Hindu BusinessLine

7 Jun 2025 Anil R Tikotekar

lipped from: https://www.thehindubusinessline.com/opinion/the-rbi-frontloads-a-dream/article69665883.ece MPC goes for an aggressive 50 bps rate cut to support consumption and growth RBI Governor Sanjay Malhotra at the post-monetary policy press

MPC meet–There are two subtle messages — which are worrying [1] GDP growth lower as compared to aspirations [2] Monetary policy is left with very limited space to support growth

7 Jun 2025 Anil R Tikotekar

This time RBI hit the nail from both the sides [1] Repo Rate reduction by half percent and [2] CRR cut [ in a staggered manner] by 1% [3] Both the policies — when implemented fully– will ensure borrowing costs will come down giving economy a boost and at the same time banks’ NIM will be taken care of by rewarding them with surplus funds [ CRR cut will release 2.5 crores and NIM will be improved by 7 basis points ] Courtesy BusinessLine

7 Jun 2025 Anil R Tikotekar

Guv RBI– feels [ latest MPC meet ] demand needs to be given a push now that inflation is firmly under control– [2] feels though GDP growth 6.5% is still the highest in the world, there is scope for further improvement and to do this, rate cut is one of the tools–Courtesy Business Standard

24 Apr 2025 Anil R Tikotekar

RBI [MPC] decides to opt for growth– Courtesy BusinessLine

12 Apr 2025 Anil R Tikotekar

MPC main decision — in one sentence – Courtesy Business Standard

10 Apr 2025 Anil R Tikotekar

On Rate Cut and change of stance from neutral to accommodative –Mr Bandyopadhyay responds [1] despite this, stock market indices dropped and bank stocks tumbled — due to concern of an economic slowdown which is official now [2] And banks will have a challenging time– with the policy rate going down, the loan rate for a sizeable chunk of their portfolio will have to be paired but they won’t be able to bring down their deposit rates to that extent–[3] NIM will suffer– Courtesy Business Standard

10 Apr 2025 Anil R Tikotekar

It is not the rate cut that is per se important but change in stance is what will ensure further rate cuts or the at the continuance of status quo– which is what will aid growth– Courtesy Business Standard

10 Apr 2025 Anil R Tikotekar

To ensure quick transmission of rate reduction–RBI provides enough liquidity– 1% of system’s deposits in the current easing cycle– [2] As if on cue–PNB-BoI-UCO-Karur Vysya-Indian Bank –cut repo linked rates — News Courtesy BusinessLine

10 Apr 2025 Anil R Tikotekar

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Category: MPC

Credibility is everything — Courtesy BS

Policy space and stance: Inflation outlook will guide MPC’s actions

Banks’ credit growth slows to 3 year low –9%– what the rate cut and release of liquidity via lowering of CRR–can achieve ? — Courtesy BL

Mr Debashis Basu– Issues that cannot be ignored– [1] private final consumption expenditure [ which makes up 60% of GDP ] fell from a growth rate of 6.8% in the pre-covid years to 4.4% in FY 25

Rate cuts done, but monetary transmission must improve – The Hindu BusinessLine

RBI repo rate cuts alone can’t shift India’s economic growth gear

What works in central banking? Striking a balance between talk and action

*******Rate cuts alone won’t revive growth – The Hindu BusinessLine

SBI report — how much savings can be on account of loan repayment due to expected rate reduction [ repo rate reduction] Courtesy BusinessLine

This article by a renowned ex banker — has some more view –worth knowing– Courtesy BusinessLine

*******MPC pulls out all stops to support growth – The Hindu BusinessLine

*******The RBI frontloads a dream – The Hindu BusinessLine

MPC meet–There are two subtle messages — which are worrying [1] GDP growth lower as compared to aspirations [2] Monetary policy is left with very limited space to support growth

Guv RBI– feels [ latest MPC meet ] demand needs to be given a push now that inflation is firmly under control– [2] feels though GDP growth 6.5% is still the highest in the world, there is scope for further improvement and to do this, rate cut is one of the tools–Courtesy Business Standard

RBI [MPC] decides to opt for growth– Courtesy BusinessLine

MPC main decision — in one sentence – Courtesy Business Standard

It is not the rate cut that is per se important but change in stance is what will ensure further rate cuts or the at the continuance of status quo– which is what will aid growth– Courtesy Business Standard

To ensure quick transmission of rate reduction–RBI provides enough liquidity– 1% of system’s deposits in the current easing cycle– [2] As if on cue–PNB-BoI-UCO-Karur Vysya-Indian Bank –cut repo linked rates — News Courtesy BusinessLine