Quantum Mutual Fund’s Post

The RBI has shifted its monetary policy stance from ‘withdrawal of accommodation’ to ‘neutral,’ signaling a more accommodative environment. This could lead to rate cuts as early as December. Key Points: Confidence in Disinflation: The RBI is optimistic about achieving its 4% inflation goal, supported by favorable conditions. Market Reaction: Bond yields fell by 3-7 basis points following the announcement. CPI Insights: With 94% of the CPI basket near 3% inflation, we expect headline CPI to align closely as vegetable prices stabilize. Our analysis suggests a potential 20-30 basis points downside to the RBI’s FY25 inflation forecast, with possible rate cuts of 50-100 basis points before the end of 2025. Stay tuned for updates! #QuantumMutualFund #RBIMonetary Policy #InvestWithoutStress Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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