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RBI Likely To Hike Repo Rates By 50 Bps Taking Terminal Rate To 5.75% By December: Nomura

Markets pricing an excessive 125bps rate hike over the next one year: Nomura

• Nomura says markets are pricing an excessive 125 bps of rate hikes over the next year
• It expects the chance of further increases to diminish beyond February 2027
• Higher rate expectations pressure rate-sensitive Indian lenders, real estate and consumer stocks

Rupee's likely to slip despite RBI push for stability

• The rupee could fall to 96-97 per dollar by FY27-end
• Persistent outflows from Indian financial assets and elevated crude oil are among the pressures
• A weaker rupee raises import costs for oil, airlines and other companies with foreign-currency exposure

Mounting govt debt and AI capex: what higher interest rates mean for India

• Global sovereign debt and AI-related corporate borrowing are pushing interest rates higher
• Higher global rates may pressure Indian banks, borrowers and equity valuations

Bank of Japan debated need for faster rate hikes, July minutes show

ETMarkets Smart Talk: RBI may hike 50-75 bps; Archit Shah on what’s next for bonds

• Archit Shah expects a 50-75 bps repo-rate hike, taking rates to 5.75-6%
• Higher rates may affect bond portfolios at Indian insurers, including general insurers

RBA preview September: 25 bps widely expected as inflation risks grow

₹10 lakh in 3-year Post Office TD vs 5-year TD: Which earns more interest? Check out the calculations

• ₹10 lakh Post Office TD rates for July-September 2026: 7.1% for three years and 7.5% for five years
• Higher five-year deposit rates may compete with bank deposits for household savings