Policy▼ Bearish for Indian equities
RBI policy confronts a world with long tails
The brief
- The RBI is likely to begin raising rates in October, with another hike possible in Q4 2026
- Higher oil prices and weather shocks are broadening inflation risks
- Rate hikes and inflation risks could pressure Indian banks, borrowers and rate-sensitive stocks
- RBI To Hike Repo Rate In October, External Environment 'Unforgiving' For India: HSBC's Pranjul Bhandari
- Rate hikes are coming, but don’t count credit growth out just yet
- Indian bond yields steady ahead of RBI policy decision; benchmark seen at 7.20%-7.26%
- India Rate Hike Looms as RBI Grapples With Excess Liquidity
- Business News Live: Indian rupee and bonds brace for RBI MPC meeting starting today