SAMCO Securities' Head of Mkt Perspective, Research on RBI Policy
This story was originally published at 12:57 IST on 1 October 2025
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MUMBAI - Apurva Sheth, head of market perspectives and research, SAMCO Securities Ltd., said the following on the Reserve Bank of India's fourth bi-monthly monetary policy for 2025-26 (Apr-Mar) detailed on Wednesday:
The RBI's decision to hold the repo rate at 5.50% while lowering its inflation projection to 2.6% for FY26 is a clear positive for the Indian economy. With (GDP) growth estimates revised upward to 6.8%, the policy indicates a stable macro backdrop where inflation is under control and growth drivers remain intact.
Additional key measures including easier credit access, regulatory reforms, and steps to internationalise the rupee, reflect a proactive stance towards sustaining momentum. For markets, this outcome is constructive - stable rates and soft inflation support bond yields, while a stronger growth outlook is positive for equities.
The rupee may also see greater stability backed by robust forex reserves and resilient external fundamentals where the announcement for internationalisation of the currency will act as major tailwinds. Overall, the policy strengthens confidence that India can balance growth and stability, making the outlook favourable for investors across asset classes. End
Compiled by Durva A. Shivalkar
Filed by Nishant Maher
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