Policy● Neutral for Indian equities
RBI Rate Hike Debate: Inflation and crude fuel calls for October move; but what about growth costs?
The brief
- The RBI’s inflation trajectory has largely tracked its projected path so far
- An October rate move could affect Indian banks, lenders and rate-sensitive sectors; crude prices add inflation risk
- RBI MPC October 2026: Rate-hike dilemma deepens as crude, rupee pressures mount; experts weigh in
- 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