Notes from Vijay Gaba's Diary

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Showing posts with label RBI. Show all posts
Showing posts with label RBI. Show all posts
Thursday, August 28, 2025

Refinement of the monetary policy framework in India

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  The Reserve Bank of India adopted its current monetary policy framework in August 2016, under the governorship of Dr. Raghuram Rajan. This...
Tuesday, August 26, 2025

Chairman Powell stopped just short of committing a cut

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  Federal Reserve Chair Jerome Powell delivered his final keynote address at the Jackson Hole Economic Symposium on August 22, 2025, hosted ...
Wednesday, August 20, 2025

Should the market be celebrating low inflation?

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In July 2025, India’s consumer price inflation (CPI) hit an eight year low of 1.55% (yoy). Several factors contributed to the fall in inflat...
Thursday, August 7, 2025

MPC saves one for the external shock

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The Monetary Policy Committee (MPC) of the Reserve Bank of India concluded its three-day meeting on Wednesday. The committee voted unanimous...
Wednesday, July 9, 2025

India’s US$736.3bn debt challenge: Can it weather a US tariff storm?

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  India’s external debt hit US$736.3bn by March 2025, a 10% jump from last year, with a significant portion (over 41%) of the debt maturing ...
Tuesday, July 8, 2025

US$703bn may be just enough

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The Reserve Bank of India holds US$702.78bn in foreign exchange reserves. In the popular macroeconomic analysis, especially in the context o...
Tuesday, July 1, 2025

Investors’ dilemma – Consolidation vs Capex vs Consumption

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After several years of corporate & bank balance sheet repair and fiscal correction, the contours of India's next economic growth cyc...
Wednesday, June 11, 2025

The Indian economy – disconnect in growth statistics

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  While the 7.4% GDP growth number for 4QFY25, and claims of continuing strong growth momentum in April 2025 are encouraging, the RBI assess...
Tuesday, June 10, 2025

RBI makes a bold bet

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The Reserve Bank of India’s (RBI) monetary policy statement on June 6, 2025 marked a significant shift in India’s monetary policy framework,...