Policy▼ Bearish for Indian equities
Domestic conditions conducive to rate hike
- Weak monsoon puts rural demand under pressure ahead of festive season
- Marico’s core franchises expected to power a strong Q2 as FMCG demand holds firm
- The consumer isn’t cracking yet — but the math is getting worse
- The mighty American consumer is crashing through inflation and driving growth
- Festive cheer shifts beyond metros as consumer brands bet big on small-town India
India bonds and RBI rate outlook
Indian government bonds fell amid rising US Treasury yields and increased supply ahead of the RBI meeting. Reports anticipate RBI cash withdrawals pressuring shorter maturities and rate hikes, while strong growth, ample liquidity and structural demand could support credit growth.
Monday, 5 October
- Domestic conditions conducive to rate hike