RATE HIKE
RBI MPC rate hike: Experts decode what the policy decision means for mutual fund investors
The RBI raised the repo rate by 25 basis points to 5.50%, its first hike in nearly four years. Mutual fund managers favour short-duration, high-quality debt, while cautioning investors on duration, inflation, crude prices, global rates and tightening liquidity.
Sharper, bigger RBI moves coming in December? SBI economists put things in perspective
The recommendations come as the central bank manages inflation risks alongside pressure on the rupee and capital flows. A 50-basis-point increase in December would mark a sharper pace of tightening than Wednesday's hike, if inflation and global conditions take the expected path.
A new rate game begins. What’s inside the RBI’s new playbook?
RBI rate hike in October monetary policy marks a sharp shift to calibrated tightening, raising the repo rate to 5.5%. RBI Governor Sanjay Malhotra is prioritising inflation risks as crude oil, food prices and inflation expectations rise. Strong FY27 GDP growth at 7.1%, rapid credit growth and tighter liquidity give RBI room to act before supply shocks spread across markets.
Margin boost: Jefferies picks 3 bank stocks to gain the most from RBI rate hikes
Jefferies expects RBI’s 25-basis-point rate hike and calibrated tightening stance to support bank earnings, particularly ICICI Bank, SBI and Axis Bank. Faster loan repricing could drive margin expansion, while smaller private banks, NBFCs and life insurers may face greater pressure.
India bonds tumble after RBI's first rate hike in nearly four years
In a bid to combat inflation, the Reserve Bank of India has increased the key interest rate to 5.5%. This decision has led to a notable dip in Indian government bonds in the market. Factors such as climbing global oil prices are further complicating the economic landscape. While the 10-year bond yield remains high, forecasts suggest that interest rates may continue to rise this fiscal year.
Sensex falls over 400 pts, Nifty closes near 22,600 as market snaps 2-day relief rally after RBI rate hike. What lies ahead?
On Wednesday, the Indian stock market ended in the red following the RBI's rate hike announcement. Sensex fell over 400 points, closing below 72,639, while Nifty 50 dropped more than 150 points. Titan shares led the losses, dropping 3.5%, while broader markets showed mixed performance. Kotak Mahindra Bank shares increased over 2%, bucking the negative trend observed in other shares.
RBI may hike interest rate further in December policy: Experts
The Reserve Bank of India has shifted its policy stance to calibrated tightening amid rising inflation concerns. A rate hike of up to 50 basis points is anticipated in December, increasing the current benchmark rate. Various economists emphasize the likelihood of cumulative rate increases over the next months. Rising commodity prices and global market volatility are influencing these monetary policy decisions.
Why Warren Buffett considers interest rates key to stock valuations
RBI’s first repo rate hike in nearly four years highlights why interest rates matter for stock valuations, echoing Warren Buffett’s long-held view that higher rates can weigh on asset prices.
More RBI rate hikes loading? Decoding what Malhotra's 'caliberated tightening' stance means
The Reserve Bank of India has increased the repo rate to 5.50% after maintaining it for several months. This shift to a calibrated tightening stance indicates a focus on controlling inflation risks. Retail inflation rose recently, prompting the central bank to adjust its policy outlook for the future. While growth remains firm, inflation now takes priority in decision-making.
RBI Repo Rate 2026: Malhotra & Co hike repo rate by 25 bps to 5.50% for first time in nearly 4 years as inflation pressures build
Repo Rate Hike: The RBI raised the repo rate by 25 basis points to 5.50%, its first hike in nearly four years, as rising oil prices, a weak monsoon and a weaker rupee threaten to push inflation higher. The move was widely expected by economists.
RBI hikes repo rate by 25 bps: How are rate sensitive stocks, sectors faring after first increase in nearly 4 years?
Banking, NBFCs, realty and auto stocks came under pressure after the RBI raised the repo rate by 25 basis points to 5.50% and shifted its stance to calibrated tightening. The rate hike, the first in four years, comes amid elevated crude prices, rising global bond yields, inflation concerns and sustained foreign outflows.
Explained: How RBI rate hike may impact Sensex, Nifty after 8-week losing streak
The Reserve Bank of India is expected to announce a 25-basis point rate hike in its upcoming meeting. Analysts assert that this rate hike has already been largely priced into the stock market. While sectors such as real estate and autos may experience some volatility, clean balance sheets could mitigate impacts. The market's movement will depend more on corporate earnings than on monetary policy adjustments.
Indian bonds rangebound as traders await a hawkish RBI verdict
Indian government bonds witnessed minimal changes on Tuesday as traders prepared for an expected rate hike. The benchmark 6.94% 2036 bond yield decreased slightly, reflecting a cautious market sentiment. Many economists predict the Reserve Bank of India will raise its key policy rate by 25 basis points during the meeting. Additionally, investors are concerned about potential further actions that may accompany the rate increase.
Banks vs NBFCs: Which stocks could benefit as RBI eyes rate hike for first time in 3 years?
The RBI’s expected first rate hike in three years could have a mixed impact on banks and NBFCs. While higher funding costs may pressure NBFC margins, lenders with floating-rate assets and strong liquidity could benefit. Brokerages favour HDFC Bank, ICICI Bank, Kotak Mahindra Bank, Bajaj Finance and Tata Capital.
FD interest rate hike coming? With rising inflation, many experts expect RBI to hike interest rate
Many financial analysts expect the Reserve Bank of India to increase the repo rate by 25 basis points. This forecast is driven by persistent inflation, soaring crude oil prices, and a depreciating rupee. Should the RBI implement this hike, it could lead to higher fixed deposit returns for investors. Meanwhile, public sector banks continue to offer lower rates, struggling against fierce competition from government securities and small savings schemes.
RBI MPC begins 3-day meeting today amid expectations of first rate hike since 2023
The Reserve Bank of India's Monetary Policy Committee is meeting to discuss potential interest rate hikes. Inflationary pressures and external factors are leading to anticipation of a rate increase. Analysts expect a 25 basis points hike in the upcoming policy announcement. This decision aligns with current inflation trends and economic forecasts for the country. The market is closely monitoring these developments as they will impact future economic stability.
Markets bet on RBI rate hike as inflation pressure builds
As inflation concerns rise, investors are putting their faith in the Reserve Bank of India to implement an interest rate hike. A survey reveals that nearly 60% of economists believe a 25-basis-point increase is likely at the coming policy meeting. With an eye on foreign investment, expectations are growing for a tightening cycle to kick off in October, setting the stage for how future capital flows will be managed.
Bets on US Federal Reserve rate hike in October fall as job market cools
Last month, the US economy added only 29,000 jobs, significantly below the economists’ forecast of 90,000 jobs. The unemployment rate rose to 4.2%, indicating a slight deterioration in the labor market. Traders decreased expectations for another Federal Reserve interest rate hike later this year, with less than a 20% chance for October. Despite a recent rate increase, inflationary pressures remain a concern for policymakers.
Goldman Sachs pushes Fed rate hike forecast to December
Goldman Sachs has revised its forecast for the next US interest rate hike from October to December. This change comes after lower-than-expected inflation data was released for August. The personal consumption expenditures price index increased 3.4% annually, falling short of economists' predictions. Market participants are now closely watching the upcoming US nonfarm payrolls report scheduled for release on Friday.
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