What Are Markets Expecting From Upcoming RBI Policy Amid Tariff Tensions, Rupee Falling

Dharmesh Kant explains why the central bank may choose to pause rate cuts despite having enough elbow room. He highlights key reasons: a falling inflation trajectory, a likely US rate cut in September, and the need to maintain interest rate differentials to protect the rupee. With the Indian currency already down 1.5% this year, the RBI’s priority may shift toward currency stability over growth support. Listen in