Prolonged pause likely as RBI balances growth, inflation risks: SBI Ecowrap
The Reserve Bank of India’s decision to hold rates signals a cautious, hawkish undertone amid global uncertainties, even as it maintains policy stability.
The Reserve Bank of India’s decision to hold rates signals a cautious, hawkish undertone amid global uncertainties, even as it maintains policy stability.
Assuming 3% penetration over the next 10 years and spend of ~Rs 40,000 per senior per month by 2036, the specialised senior care market could be ~USD 35 billion per annum.
Escalating tensions in West Asia are pushing up energy costs and widening macro risks for India. From slower growth to higher inflation, the spillover effects could shape FY27 outlook.
Dhurandhar 2 not only shattered box office records but also revitalized a stagnating Bollywood—one that many believed had fallen under the grip of an insular “Khan-Johar” nexus.
After a soft start, India’s 10Y yield turned sticky in H2FY26 amid rising supply concerns and global geopolitical tensions. Oil shocks and volatile capital flows have added to upside risks, keeping yields elevated.
The Sensex declined by around 7%, led largely by decline in real estate, IT and FMCG stocks. However, this trend can reverse soon as on a fundamental level, these sectors remain robust.
The RBI is expected to hold the policy repo rate unchanged at 5.25% and keep the stance as neutral.
While the BSE Sensex fell over 1,500 points, the Nifty 50 declined by 475 points to trade near 22,200 levels.
At the city level, Delhi NCR drove over one-fourth of the total quarterly investments, attracting USD 0.4 billion, followed by Bengaluru with inflows of USD 0.3 billion.
While the credit ratio remains above the 10-year average of 1.55, the moderation suggests early signs of stress amid a more challenging environment.