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Emkay Global Chief Economist Madhavi Arora on RBI Policy
This story was originally published at 11:26 IST on 6 August 2025
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MUMBAI – Madhavi Arora, chief economist, Emkay Global, said the following on the Reserve Bank of India's third bi-monthly monetary policy for 2025-26 (Apr-Mar) detailed on Wednesday:
Despite sharply lowering its inflation forecast to 3.1% from 3.7?rlier, the RBI's decision to keep rates steady emanates from their focus on one-year-ahead expected inflation that's looking comfortably above 4%, while growth in their view has held up well, despite global uncertainty. However, focusing on one-year-ahead expected inflation appears increasingly misplaced in an evolving world – particularly as the global landscape continues to shift toward a disinflationary bias in Asia. We think, going ahead, downside risks to growth would be increasingly evident with new global resets and could still open up space for easing in remainder of the year, even though the Governor seems to have raised the bar higher for further easing. End
Compiled by Shravani Chandiwade
Filed by Nishant Maher
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