RBI October Surprise? Economists Push for Rate Trim Amid GST Boost | Aastha Gudwani & Aurodeep Nandi #ETNOW
RBI October Surprise? Economists Push for Rate Trim Amid GST Boost | Aastha Gudwani & Aurodeep Nandi
Barclays’ Aastha Gudwani and Nomura’s Dr. Aurodeep Nandi predict 25 bps RBI repo cut to 5.25% in October, citing low inflation (2.4% FY26 forecast), weak underlying growth despite Q1 7.8% GDP, and tight financial conditions hindering transmission. Rupee bandwidth exists; liquidity agile with VRR ops. Close call vs. pause, but timely boost for festive consumption.
#rbimpc #reporatecut #monetarypolicy #indianeconomy #inflation #gstreforms #nomura #barclays #nifty #rupee #etnow
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