Reserve Bank of India Governor Sanjay Malhotra has said that India’s macroeconomic fundamentals remain strong, stable and healthy, expressing high confidence in the country’s external sector outlook. Speaking after the latest monetary policy decision, the Governor highlighted robust growth prospects, controlled inflation and a manageable current account deficit, while noting that India has sufficient foreign exchange reserves to comfortably meet external financing needs. Recent bilateral and multilateral trade agreements, including deals with the European Union and other partners, are expected to boost exports, investment inflows and overall economic momentum in the coming years. The RBI has also emphasised that India’s external sector remains resilient, supported by strong services exports, remittances and stable capital flows. The central bank noted that India’s forex reserves provide more than 11 months of import cover, reinforcing financial stability. With GDP growth projected around 7.4% and risks described as balanced, policymakers remain optimistic about the near- and medium-term outlook for the Indian economy, despite global uncertainties.
The Reserve Bank of India (RBI) kept its repo rate unchanged at 5.25% in its February 2026 Monetary Policy Committee (MPC) review, maintaining a neutral stance amid benign inflation (around 2-2.5%, below the 4% target) and resilient growth. Senior Fixed Income Fund Manager Aditya Pagaria from Axis Mutual Fund discussed the policy's implications. He noted the RBI's cumulative 125 bps rate cuts and ₹17 lakh crore liquidity measures over 1.5 years have supported the economy effectively, signaling the end of the easing cycle with a likely long pause.Despite earlier cuts, 10-year G-Sec yields hardened to around 6.7-6.72% due to demand-supply mismatches (excess supply of ~3.5-4 lakh crore in G-Secs and SDLs) and market anticipation of the pause.Pagadia highlighted portfolio shifts to shorter-duration, accrual-focused strategies (e.g., 1-3 year corporate bonds offering ~200 bps spreads over repo) over volatile long-duration G-Secs. He advised retail and senior investors to consider flexible hybrid funds for managed exposure without timing the market. Short-term yields may see compression post March, while banking remains healthy with low NPAs. The rupee faces reduced pressure post trade deals, expected to stabilize.
The RBI has cautioned that geopolitical risks, volatility in energy markets, and weather changes could introduce upside risks to inflation in the months ahead.
The Reserve Bank of India Governor addresses the nation LIVE as the Monetary Policy Committee (MPC) announces its latest policy decision today at 10 AM. This crucial announcement will reveal the RBI’s stance on interest rates, inflation control, liquidity measures, and economic growth amid evolving global and domestic conditions. The MPC decision directly impacts loan EMIs, savings interest rates, stock markets, bond yields, and the Indian rupee. With inflation trends, GDP growth outlook, global rate movements, and financial stability in focus, today’s policy statement will offer key signals for investors, businesses, borrowers, and policymakers. Watch the RBI Governor’s full LIVE speech, policy highlights, and forward guidance as the central bank outlines its strategy to balance price stability with economic growth.
RBI MPC announcements: “Going forward, the MPC will be guided by the evolving macroeconomic conditions and the outlook based on data from the new series in charting the future course of monetary policy,” said Governor Malhotra.
The Reserve Bank of India's Monetary Policy Committee (MPC) has increased its inflation predictions for the first two quarters of fiscal year 2027
Nifty futures on the NSE International Exchange traded 95.50 points, or 0.37 per cent, up at 25,628.50, hinting at a weak start for the domestic market on Friday.
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The Monetary policy committee of RBI shall announce the policy outcome on Friday, February 06- the first policy after the union budget, trade deals with the US and European Union.
Another day of disruption in Parliament as the Lok Sabha was adjourned within minutes of reconvening, forcing Prime Minister Narendra Modi to skip his scheduled address. Relentless protests by opposition MPs brought proceedings to a standstill, with sloganeering, posters and scenes of chaos in the Well of the House. The turmoil followed heated exchanges between Union Minister Ravneet Singh Bittu and Leader of Opposition Rahul Gandhi, triggering political outrage and counter-attacks. From torn papers to competing books on alleged scams, confrontation replaced debate, even as the nation waits for answers on the Budget, jobs and inflation.
Nifty futures on the NSE International Exchange traded 30.30 points, or 0.12 per cent, up at 25,818.50, hinting at a weak start for the domestic market on Thursday.





