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RITIKA MANKAR MUKHERJEE, AMBIT CAPITAL
The election of Modi (M), the appointment of Rajan (R) and the advent of Technology (T) set off a collapse in earnings growth in India from FY14. Whilst the M+R+T resets have b READ...
SUVODEEP RAKSHIT, KOTAK INSTITUTIONAL EQUITIES
The repo rate cut by 25 bps to 6.25% was a direct policy response to plunge in food inflation momentum. The MPC also noted that food price management by the government will have a READ...
R SIVAKUMAR, AXIS AMC
The Reserve Bank of India cut its benchmark repo rate by 25 basis points to 6.25 per cent. This is the first cut in the repo rate since April this year. The other key rates such as READ...
RADHIKA RAO, DBS BANK
The Reserve Bank of India’s (RBI) monetary policy committee lowered the benchmark repo rate by 25bps to 6.25% at its first meeting on Tuesday. This was along our expectations. READ...
ABHEEK BARUA, CHIEF ECONOMIST, HDFC BANK
As we had expected, the Reserve Bank of India (RBI) in its fourth bi-monthly monetary policy review reduced the policy repo rate by 25 bps from 6.50 per cent to 6.25 per cent. READ...
ANUJ PURI, JONES LANG LASALLE INDIA
The policy rates have been reduced by 25 basis points to 6.25%. This rate cut delivery has happened for the second time in the current financial year, although after one round of r READ...
ANIL REGO, CEO & FOUNDER, RIGHT HORIZONS
The credit policy or monetary policy is announced by the RBI every two months. The purpose of the policy is to give a picture about the inflation in the economy, the likely path of READ...
SANJEEV PRASAD, KOTAK INSTITUTIONAL EQUITIES
The recent developments on the Line of Control (unofficial border of India and Pakistan in the state of Jammu and Kashmir) need to be viewed against the backdrop of (1) heightened READ...