RBI POLICY STANCE
RBI rate hike: Your home loan EMI just went up
The monetary policy committee (MPC) voted unanimously for the increase and adopted a stance of "calibrated tightening". RBI Governor Sanjay Malhotra said rate cuts were off the table for now, leaving a further increase or a pause as the choices at future meetings. The impact on existing borrowers will depend on the benchmark in their loan agreement. Banks must reset rates on loans linked to an external benchmark at least once every three months.
RBI finally gets uppity, takes a hike
In a proactive move to tackle soaring inflation, the RBI has raised the interest rates by 25 basis points to 5.5%. Despite facing obstacles like fluctuating energy prices, India's economy is projected to show resilience. The central bank's strategy is now one of calibrated tightening, allowing adjustments based on fresh economic insights.
RBI’s rate hike matters. Its shift to calibrated tightening matters more
The RBI’s 25-basis-point repo rate hike to 5.5% marks a shift towards calibrated tightening as inflation risks broaden amid elevated oil prices, weather disruptions and resilient domestic demand. With inflation expected to average nearly 5.8% over the next three quarters, the policy move signals scope for further rate increases.
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.
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.
- Go To Page 1

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.

Rupee nears record low despite RBI hike, governor says markets can be irrational
The Indian rupee has dipped to its lowest point in five months, following a recent interest rate hike by the Reserve Bank of India. Analysts remark that the monetary policy appears too lenient to stabilize the currency. Investors are wary as ongoing portfolio outflows and rising global bond yields continue to exert pressure.

Markets can be irrational in the short run: What RBI Governor Sanjay Malhotra said as rupee nears lifetime low
The rupee neared its record low after the RBI raised the repo rate to 5.50%. Governor Sanjay Malhotra said the currency may be undervalued, while analysts viewed the hawkish stance and higher inflation outlook as supportive of the rupee.

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 raises policy rates 25 bps to tame inflation as India hurdles growth barriers
The Reserve Bank of India has unanimously decided to increase the benchmark repo rate by 25 basis points. This decision was made amid rising inflation projections and increasing US bond yields. The bank also revised its economic growth forecast for FY27 to 7.1%, indicating strong economic activity. Inflation is expected to reach an average of 5.2% through FY27, affecting consumer prices.

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 rate hike to raise home, car loan borrowing costs
The Reserve Bank of India increased its policy rate by 25 basis points to 5.50% on Wednesday. Borrowers might face higher monthly installments or extended repayment periods based on loan agreements. The monetary policy committee unanimously adopted a stance of 'calibrated tightening' with future increases possible. External benchmark-linked loans make up 68.2% of outstanding floating-rate rupee loans as of June.

RBI MPC Key Takeaways 2026: Repo rate hiked to 5.50%, FY27 GDP growth forecast raised to 7.1%
RBI Monetary Policy 2026 Takeaways: The Reserve Bank of India raised the repo rate by 25 basis points to 5.50%, the first increase since February 2023. The GDP growth forecast for FY27 was raised from 6.7% to 7.1%, highlighting resilient economic activity. Meanwhile, CPI inflation projection was revised up to 5.2% due to rising food and fuel prices. The Monetary Policy Committee shifted its stance to calibrated tightening, emphasizing inflation containment.

Rupee falls 22 paise to 96.57 against US dollar post RBI rate increase
The Indian rupee experienced a drop following the Reserve Bank of India's decision to raise interest rates by 25 basis points. This move is intended to manage the surging inflation linked to ongoing geopolitical issues in West Asia. Market analysts interpret the RBI's shift to a more aggressive stance towards inflation as indicative of its commitment to economic stability.

Pine Labs, CAMS, Moneyview, other fintech stocks rally up to 11% after RBI MPC move. Here’s why
Shares of Pine Labs, Moneyview and other fintech firms rose after the RBI announced interoperability among NBFC account aggregators. The move will let customers share financial information across different account aggregators through a single account, without fresh registration, subject to their consent.

RBI allows Sebi-regulated depositories to show bank deposit details in consolidated A/C statements; what it means for you
The RBI announced measures to enhance customer convenience, including allowing SEBI-registered depositories to include bank deposit details in consolidated account statements (CAS) and enabling interoperability among NBFC-Account Aggregators. Both measures will be operational by December 31, 2026. The central bank also announced a Technical Consultative Committee for Financial Markets to strengthen engagement with market participants and stakeholders.

RBI hikes rate, but analysts see shift to ‘calibrated tightening’ as bigger takeaway. How can this impact markets?
RBI’s 25-bps repo rate hike to 5.50% was largely expected, but its shift to ‘calibrated tightening’ surprised markets and signals that near-term rate cuts are unlikely. Analysts expect selective pressure on rate-sensitive sectors, while banks with stronger balance sheets may remain relatively better placed amid rising inflation and crude prices.

RBI MPC Meeting at a Glance: Your one step guide for all decisions
RBI Monetary Policy Meeting Highlights: The Monetary Policy Committee has raised the policy repo rate by 25 basis points to 5.50%. RBI Governor Sanjay Malhotra indicated that inflation pressures are increasing and rate cuts are not expected soon. The Indian economy continues to show resilience, with GDP growth projected at 7.1% for the year. Inflation is forecasted at 5.2%, with core inflation expected to be around 4.4%.

RBI policy rate hike to immediately pinch retail customers
The RBI has raised the repo rate by 25 basis points to 5.50%, its first hike since February 2023, which could make floating-rate home, car and personal loans more expensive. Borrowers on repo-linked loans may face higher EMIs or longer tenures at their next reset, while fixed-rate loans will remain unaffected.

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.

RBI MPC Date and Time: Guv Sanjay Malhotra to share key update on repo rate, inflation & more; check when and where to watch live speech
RBI MPC Meeting October 2026: RBI officials are holding a three-day Monetary Policy Committee meeting amid inflationary pressures and rising crude oil prices. The repo rate has remained unchanged at 5.25 per cent for consecutive meetings after a series of cuts. Experts anticipate a 25-basis-point hike, potentially reaching 5.75 to 6 per cent in upcoming meetings. The Governor is set to deliver live MPC speech at 10 am.

India bonds slip as traders wait for hawkish central bank action
Indian government bonds have seen a downward trend as market participants speculated on tighter monetary policies from the central bank. The yield on the 6.94% 2036 benchmark bond climbed to 7.2213%. Analysts forecast a 25 basis point boost in the RBI's key policy rate. Investors are attentively looking for additional liquidity strategies from the RBI, with future outcomes expected to depend significantly on inflation and growth outlooks.

RBI seen starting rate-hike cycle, repo could rise to 6% by FY27-end: Reports
The Reserve Bank of India is likely to increase the repo rate to combat rising inflation and support stronger growth. Reports indicate that a rate-hike cycle of 75 basis points is anticipated, potentially reaching 6 percent by FY27. While inflation drives this tightening, geopolitical factors could impact the extent of rate increases. ICICI Bank has raised its CPI inflation forecast based on core inflation trends and global developments.

RBI likely to hold repo rate in Oct policy, begin 50-75 bps hike cycle in Dec: BoB
The Reserve Bank of India is set to maintain the repo rate at 5.25% during the upcoming policy meeting. Despite rising inflation pressures and global economic uncertainty, the rate is expected to remain unchanged. Credit and deposit growth in India currently show strong performance, supporting steady rates. A rate hike cycle is anticipated to begin in December, amounting to 50-75 basis points.

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.

RBI may increase rates by 0.25 pc in Oct policy amid inflationary pressures, experts poll shows
The RBI is expected to raise the repo rate by 25 basis points in its October policy review as inflation pressures build from higher crude prices, the West Asia conflict and global monetary tightening, according to a PTI poll of economists and bankers. Most also expect a hawkish tone, a higher FY27 inflation forecast and possibly further rate hikes later in the fiscal year.

SBI Research sees CPI inflation at 5.65% in Sept, above 6.5% in Oct-Nov
SBI Research forecasts a rise in CPI inflation to around 5.65 percent in September. They expect it to exceed 6.5 percent during October and November. Inflationary pressures have broadened significantly since the last monetary policy meeting. Additionally, the weakening rupee poses further risks to economic stability. The Reserve Bank of India may adjust its GDP growth and inflation projections during the upcoming policy review.
Load More