Category: India

We are seeing strategic stillness but with some subtle shifts. India’s macro picture is calm on the surface but shifting underneath. The Reserve Bank of India (RBI) has held its line, but banks are already moving. Inflation is at record lows - though not for long. The Rupee looks steady, yet forward signals tell a…

We are seeing big moves but also quiet signals. India’s macro machinery is firing on all fronts but not always where most people are looking. The Reserve Bank of India (RBI) has gone bold with a surprise 50bp rate cut and a deeper Cash Reserve Ratio slash. But it has also shifted into mop-up mode,…

As the new quarter kicks off, India’s macro narrative is walking a fine line. The Reserve Bank of India (RBI) is easing more confidently, liquidity is flush, and early monsoon forecasts look positive. But risks are circling - from creeping rupee pressure and patchy capital flows to new scrutiny on external financing and card spending.……

India’s financial landscape remained in motion throughout all of April. The Reserve Bank of India (RBI) continued to take centre stage. Fresh rate cuts, liquidity injections and regulatory shifts also signalled a clear intent: anchor financial stability, stimulate credit and shore up investor confidence amid rising external and geopolitical risks. Meanwhile, the rupee has come…

Overview. Over the past month, India has witnessed significant financial and regulatory changes impacting its banking sector, monetary policies, capital markets, and broader economic landscape. The Reserve Bank of India (RBI) has introduced liquidity measures, adjusted monetary policies, and revised lending guidelines, while the fiscal and employment outlook continues to evolve amid global and domestic…