1/4 The case for an RBI rate hike is strengthening. Growth has surprised on the upside, inflation is showing signs of spreading, and a surge in foreign-currency deposits has left the banking system awash with liquidity.

1/4 The case for an RBI rate hike is strengthening. Growth has surprised on the upside, inflation is showing signs of spreading, and a surge in foreign-currency deposits has left the banking system awash with liquidity.
Sounds about right to me: economictimes.indiatimes.com/news/economy.... This is what will keep the #RBI from pulling the trigger, especially as there's no material and sustained threat to the 2-to-6% inflation target range.
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Una #RBU en un lugar en que los sueldos no han subido apenas y el coste de la vida se ha doblado, no es una reivindicación radical, es lo mínimo.
Folks are getting way ahead of themselves in terms of
#RBI rate-hike expectations: economictimes.indiatimes.com/news/economy...
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Sep 28 2026 18:36 UTC
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La cuestión ahora es si las expectativas cambian antes de la próxima decisión o solo cuando esta ya no deje lugar a dudas. #RBI #SesgoDeAnclaje #RendimientosDeBonos
La domanda ora è se le aspettative si sposteranno prima della prossima decisione, o solo quando la decisione non lascerà spazio a dubbi. #RBI #BiasDiAncoraggio #RendimentiObbligazionari
Reste à savoir si les anticipations évolueront avant la prochaine décision, ou seulement lorsque celle-ci ne laissera plus aucune place au doute. #RBI #BiaisDAncrage #RendementsObligataires
Die Frage ist nun, ob sich die Erwartungen vor der nächsten Entscheidung verschieben – oder erst, wenn die Entscheidung keinen Zweifel mehr lässt. #RBI #Ankereffekt #Anleiherenditen
The question now is whether expectations shift ahead of the next decision, or only once the decision leaves no room for doubt. #RBI #AnchoringBias #BondYields
Don't think October is a done deal; far from it: economictimes.indiatimes.com/news/economy.... We're still in the middle of the #RBI's inflation tolerance range folks, with no one rightly expecting the headline rate to breach 6% materially/persistently anytime soon.
La pregunta ahora es si el mercado está rebajando la valoración de la propia bolsa o la del ciclo de tipos en el que le ha tocado cotizar. #NSE #OPVIndia #RBI
Le incognite sono per lo più macroeconomiche: quanto saliranno i rendimenti USA, dove si assesterà il greggio e se la RBI alzerà i tassi a ottobre. La domanda ora è se il mercato stia svalutando la borsa in sé, o il ciclo dei tassi in cui si trova quotata. #NSE #IPOindiane #RBI
#NSE #IPOIndiennes #RBI
#NSE #IndischeIPOs #RBI
The question now is whether the market is marking down the exchange itself, or the rate cycle it happens to be listed in. #NSE #IndianIPOs #RBI
#Rupia #RBI #InflaciónImportada
settimana di festività diventerà un test più lungo di quanto shock esterno possa assorbire la valuta di un grande importatore. #Rupia #RBI #InflazioneImportata