RBI rupee

RBI’s $239 billion bet raises the cost of rupee stability

The RBI's record short dollar position has helped steady the rupee, but rising forward premiums expose the costs of currency intervention and the limits of exchange-rate management. #RBI #rupee Read more »
RBI rate hike

RBI rate hike puts household finances under pressure

India's growing household debt raises concerns over the impact of RBI rate hikes on consumption, savings and loan repayments. #RBI Read more »
Surplus liquidity balancing

RBI’s liquidity balancing act moves to the bond market

RBI’s liquidity balancing act is lifting the call rate while adding pressure to a government bond market facing heavy supply. #liquidity #RBI #bondmarket Read more »
Surplus liquidity balancing

Surplus liquidity could complicate RBI’s next rate hike

Rising surplus liquidity has pushed overnight rates below the repo rate, reviving debate over RBI’s incremental CRR tool. #RBI #liquidity Read more »
bank boards

RBI frees bank boards from the compliance treadmill

RBI’s bank board rules cut routine work but leave directors answerable for strategy, technology and risk. #RBI #board Read more »
rupee, RBI intervention

Rupee weakness is not RBI’s biggest currency risk

RBI intervention can prevent panic, but an over-managed rupee distorts hedging, reserves use and exchange-rate signals. #RBI #rupee Read more »
RBI IFR rule change

RBI IFR rule change favours PSBs, mid-cap banks

RBI IFR rules rollback frees internal bank buffers, with PSBs and select mid-cap private banks gaining more than large private lenders. #RBI Read more »
RBI Financial Stability Report

RBI Financial Stability Report flags small loans risk

RBI Financial Stability Report shows clean bank books, but household debt, micro firms and costlier deposits need closer watching. #RBI Read more »
central bank independence

Why central bank independence still protects the value of money

Central bank independence is tested when governments want low rates despite deficits, tariffs, oil shocks, and inflation. #centralbank Read more »
Fuel price

RBI monetary policy faces West Asia oil shock test

West Asia tensions have turned oil prices into a test of credibility for RBI monetary policy and its inflation-targeting framework. Read more »