Reserve Bank of India (RBI) will announce its last monetary policy for the current calendar year and market participants believe that rate sensitive stocks including banks, NBFCs and realty stocks will remain in focus for the session today. A dovish tone and outlook from RBI with rate cuts may push credit demand, funding costs and housing affordability. Advertisement

India’s rates outlook ahead of the MPC meeting is a catch 22 situation; if we look at data of Q2FY26 real GDP growth surged past 8 per cent on strong consumption even as nominal GDP growth lags; headline CPI inflation has declined with food prices negative but core inflation near 4.40 per cent; while liquidity is comfortable VRRR has constrained easy rates, said Abhishek Bisen, Head of Fixed Income at Kotak Mahindra AMC.

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