Policy▼ Bearish for Indian equities
RBI MPC: beginning of a short and calibrated hike cycle
- MPC may reverse last rate cut, no big hiking cycle seen: Neelkanth Mishra
- A test for forward guidance in monetary policy
- Easy money era is ending, interest rates to stay high: French economist Landau
- Fed minutes coming this week could give markets important clues about future rate hikes
- Week Ahead On D-Street: RBI Policy, Q2 Results, FPI Flows Among Key Triggers To Dictate Sensex, Nifty
RBI rate-hike outlook
Economists and research firms increasingly expect RBI rate hikes, with forecasts ranging from 50 bps in FY27 to 100 bps through H1 2027; several anticipate hikes in October and December. They cite broadening inflation, oil prices, rupee weakness and global risks, while growth is seen holding up.
Sunday, 4 October
- RBI MPC: beginning of a short and calibrated hike cycle