The Reserve Bank of India (RBI) is expected to continue reducing the repo rate as economic growth faces potential headwinds and inflation is likely to come in the central bank's target range, according to a report by HDFC Mutual Fund.
The US Federal Reserve is likely to ease monetary policy rates by June, Jefferies said in its latest 'Greed and Fear' report, with a rider that though the rate cut could be earlier if the data and market action are bad enough.
President Donald Trump's reciprocal tariffs have started a global trade war and it will reduce not only the growth of the United States (US) and the world but also push up inflation and delay Federal Reserve rate cuts in US according to a report by Fitch Ratings.
With stabilizing asset quality, improving liquidity, and emerging rate tailwinds, the sector is poised for steady growth. The overall macroeconomic environment is improving with increased government spending and RBI's measures to ease liquidity constraints.
"With benign inflation this month and going forward, we expect a cumulative rate cut over the cycle could be at least 75 basis points, with successive rate cuts in next policy April and June 2025. With an intervening gap in Aug'25, the rate cuts cycle could restart from Oct'25, says the repo
The Reserve Bank of India (RBI) will have to cut the Cash Reserve Ratio (CRR) to ease the prevailing liquidity pressure in the banking sector, according to a report by State Bank of India (SBI) research.
The increased disposable income after the rate cut announcements in the Union Budget 2025 will push the sales growth of the quick-service restaurant (QSR) sector from the first quarter of Financial Year 2026, Goldman Sachs said in a report.
India's economy is expected to grow at a much better pace in the fourth quarter of FY25, supported by strong government spending, a recovery in the rural economy, and a likely increase in private investment, according to a report by Centrum.
India's domestic demand is expected to remain resilient, supported by the personal income tax concessions announced in the 2025 Union budget and the repo rate cut initiated by the Reserve Bank of India, S&P Global Market Intelligence said in a note.
The Indian stock markets are expected to closely monitor foreign institutional investor (FII) flows, sectoral insights from auto sales data, banking performance, updates on US tariff policies, and US PCE inflation data, as these factors could influence expectations regarding the US Fed's rat
NIMs at the six largest private and state-owned banks have been under stress as deposit rates caught up with lending rates over the past few quarters. However, strong credit demand has helped these banks maintain growth.