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2025-12-07 09:13:20 am | Source: Kotak Mahindra Life Insurance Company Ltd
Quote on RBI MPC by Churchil Bhatt, Executive Vice President - Investment, Kotak Mahindra Life Insurance Company Ltd
Quote on RBI MPC by Churchil Bhatt, Executive Vice President - Investment, Kotak Mahindra Life Insurance Company Ltd

Below the Quote on RBI MPC by Churchil Bhatt, Executive Vice President - Investment, Kotak Mahindra Life Insurance Company Ltd

 

The RBI cut the repo rate by 25 basis points in a unanimous decision, keeping its stance neutral but signaling a dovish bias given the growth-related uncertainty. The central bank revised its FY26 CPI forecast sharply lower to 2% and expects inflation in the first half of next year to remain at or just under 4%. To support growth and ensure liquidity, RBI announced Rs.1 lakh crore of bond purchases and a $5 billion, three-year FX swap. Together, these measures are growth-supportive, and the evolving growth-inflation mix keep the door open for one more rate cut. Financial conditions should therefore supportive for rate transmission and for bond market sentiment.

 

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