By:Ashwini Shami
Executive Vice President & Portfolio Manager
“Amid global tariff uncertainties, with the U.S. economy grappling with inflationary pressures and recessionary concerns, the RBI’s rate cut signals confidence in India’s stable inflation outlook—a positive for overall consumption. Beyond consumer goods, lower borrowing costs are expected to provide a significant boost to housing finance.
The RBI’s accommodative stance also indicates a conducive environment for private capital investments, enabling businesses to expand capacity and capture growth opportunities. This is particularly beneficial for Indian enterprises looking to strengthen their domestic presence and explore emerging global opportunities arising from the ongoing tariff war.”
