The Reserve Bank of India is meeting for the fourth time this fiscal year and is expected to announce the policy rate on Oct 1. Analysts believe that the October policy is a close call between a pause and a rate cut. IDFC First Bank expects the RBI to stay on pause this time and consider a cut in December 2025, depending on trade and consumption data. However, Global Financial Services on the hand, believes that there are enough reasons for the RBI to depart from its recent guidance and deliver another 25 bps cut. Here is a detailed analysis –

RBI likely to stay on pause in October, says IDFC First Bank

IDFC First Bank believes that the RBI is likely to stay on pause in October and cut in December. The analyst noted that from a real rates perspective and in terms of growth risks, t

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