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.
Economy & Policy
FY26 Bond Wrap: Why India’s 10Y yield refuses to ease
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.
RBI likely to hold rates amid Iran war shock: BoB Report
The RBI is expected to hold the policy repo rate unchanged at 5.25% and keep the stance as neutral.
Rupee Under Strain: Time for clear, unambiguous policy support
Despite strong macro fundamentals and ample forex reserves, rising volatility and structural pressures call for calibrated RBI intervention to stabilise the rupee.
Food, global commodity risks push CPI inflation higher in February: SBI Research
While all-India core inflation only increased by 5 bps to 3.40% in Feb’26, the state-wise trend is quite divergent.
India’s GDP growth seen at 7.6% as manufacturing, services power Q3 surge
For the full year, GDP growth is estimated at 7.6%, supported by robust expansion in the manufacturing sector.
India’s GDP growth may touch 8.1% in Q3 amid base year shift: SBI Research
India is updating its GDP base year from 2011-12 to 2022-23, with the new series scheduled for release on February 27, 2026.
CPI inflation at 2.75% in January under new 2024 base
The core CPI in the new series is at 3.4% in January 2026, compared to ~4.15% going by the old series in January 2026.
Budget 2026-27: Education Budget pivots to jobs, skills, and medical education
Higher education spending and policy measures in the Union Budget 2026 will support upskilling, employability and academic outcomes.
RBI Policy: No surprises as MPC holds rates, signals long pause
RBI may not have room to lower rates any further, unless the new series of CPI and GDP springs up any unforeseen surprises.
