RBI RATE HIKE
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.
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: The Reserve Bank of India is expected to consider its first repo rate hike in four years amid rising inflation risks and elevated crude oil prices. RBI Governor Sanjay Malhotra will announce the monetary policy decision on October 7 at 10 am. Experts anticipate a 25-basis-point repo rate hike, potentially taking rates to 5.50%.
Rupee hits two-month low on outflows, investors await RBI outcome with hike priced in
The Indian rupee fell to its lowest point in over two months due to equity outflows. Traders are focusing on the Reserve Bank of India’s upcoming monetary policy decision. Analysts expect a 25 basis point hike, which could strengthen the rupee. Dollar sales from state-run banks have limited the currency's decline amidst persistent short positions. Future comments from policymakers will be closely monitored for indications on benchmark rates.
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.
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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.
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.
Rupee edges higher as traders await RBI policy decision on rates
The rupee ended marginally stronger at 96.2925 against the dollar, supported by lower Brent crude prices and improved sentiment. The currency traded in a narrow range as investors awaited the RBI’s monetary policy decision, with a 25-basis-point rate hike widely expected.
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 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.
$100/barrel crude on screen, $145/barrel in physical market: Kotak Securities sees two prices
Crude oil’s physical market price could reach nearly $145 a barrel even if benchmark prices show $100, as soaring VLCC shipping costs widen the gap, Kotak Securities’ Anindya Banerjee said. He expects India to remain protected by ample refining capacity and diversified supplies, while predicting RBI rate hikes in October and December as liquidity remains abundant.
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.
RBI likely to hike repo rate by 25 bps to 5.50% in October policy: ET Poll
On Monday, the Reserve Bank of India's Monetary Policy Committee will hold important meetings. Analysts are anticipating a 25 basis points increase in the key interest rate, raising it to 5.50%. The surge in inflation is attributed to elevated crude oil costs and subpar agricultural production. Many economists advocate for a rate hike as a crucial measure to tackle ongoing inflation issues, with outcomes to be revealed on October 7.
RBI could keep rates higher for longer amid global and local risks
With global financial risks in the spotlight, the Reserve Bank of India is indicating a shift towards higher interest rates. Governor Sanjay Malhotra has highlighted emerging challenges, including significant global debt levels and surging asset prices. The rise in US treasury yields and crude oil costs suggests trials ahead for the Indian economy.
RBI may hike repo rate by 25 bps as inflation and oil risks mount: Sunil Sanghai
The RBI could raise the repo rate by 25 basis points in October and signal further tightening as inflation, elevated crude prices and a narrowing rate gap with the US pressure the rupee. Strong reserves and a manageable current account provide crucial buffers.
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.
RBI repo rate may climb to 6% in FY27; G-Sec yields face upward pressure: Report
RBI is expected to raise the repo rate by 25 basis points in October, with one or two more hikes possible in FY27, taking the benchmark rate to 5.75-6%, according to a Union Bank of India report.
RBI rate hike unlikely to trigger broad-based NBFC asset quality stress: Report
A report from Nuvama Institutional Equities indicates that a potential RBI rate hike may not significantly stress NBFC asset quality. Past trends suggest that rate increases alone typically do not lead to widespread deterioration. Current impacts from the West Asia conflict have been limited to specific segments and are not broadly felt. Additionally, healthy capital buffers and systemic liquidity are expected to mitigate potential risks.
ETMarkets Smart Talk: Rupee under pressure, inflation sticky: Will RBI be forced to rethink rates? Ankita Pathak, Ionic Asset
With the Fed entering a tightening cycle, India faces a tougher monetary policy trade-off as the rupee remains under pressure and inflation shows signs of broadening. Ankita Pathak of Ionic Asset says RBI’s policy flexibility could narrow, while elevated US yields and a stronger dollar may weigh on Indian equities and capital flows.
RBI rate hike, FCNR(B) inflows set to boost bank margins and profitability
In light of anticipated increases in benchmark interest rates by the Reserve Bank of India, Mumbai's banking sector appears poised for advancement. An influx of foreign currency non-resident bank deposits promises enhanced liquidity, potentially boosting profits. Private banks foresee robust growth in earnings as margins widen and operational costs decrease.
RBI’s success on dollar flows raises stakes in inflation fight & clamour for rate hike
India’s record $133 billion diaspora inflow has flooded banks with liquidity, pushing overnight rates below the RBI’s 5.25% policy rate. The Reserve Bank has already drained more than ₹1 trillion as food and oil prices fuel inflation concerns. Markets now expect further liquidity measures and are increasingly pricing in a possible RBI interest-rate hike.
Will RBI rate hikes intensify selloff in bank stocks? Analysts explain why fears may be overdone
Bank shares have endured steep declines as investors brace for imminent interest rate hikes from the RBI. Some analysts suggest that the recent selloff may be excessive, presenting an opportunity to pick up quality stocks at lower prices. The forthcoming Monetary Policy Committee meeting will clarify the scope of any rate changes. Although there are immediate margin concerns, the overall asset quality in the banking sector remains stable.
RBI may raise repo rate by 100 bps through H1 2027: BofA Securities
Bank of America Securities has revised its forecast for the Reserve Bank of India’s interest rate hikes. It now anticipates a total increase of 100 basis points by mid-2027. The first hike is expected during the monetary policy meeting in October. Economic growth remains strong, while inflation risks are increasing, prompting the RBI to adjust its monetary policy.
RBI may face two hikes, one dilemma as repo rate is seen hitting 5.75% soon: Report
The Reserve Bank of India is projected to increase its repo rate by 25 basis points in October and December. Inflationary pressures, primarily from food and energy prices, are influencing this expected change. Nomura forecasts consumer inflation rising before gradually declining over the next few quarters. Economists predict this rate cycle might be relatively short due to potential consumption slowdowns.
Nifty Bank crashes 1,800 points in 2 days, slips below 54K for first time in 4 months. What’s next?
Banking stocks have come under heavy pressure, with the Nifty Bank index plunging nearly 1,800 points in two days and slipping below 54,000 for the first time since early June. The selloff has been driven by concerns over potential RBI rate hikes and rising bond yields.
RBI MPC October 2026: Sanjay Malhotra & co may raise interest rates to 5.50% as inflation broadens, poll finds
Economic experts predict that the Reserve Bank of India will increase interest rates at its upcoming meeting. This anticipated rate hike is largely due to rising inflation, which has exceeded the RBI's targets consistently. As central banks globally address inflationary pressures, India is under similar pressures regarding its currency. Nearly 60% of surveyed economists expect this action will occur in October.
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