With the Reserve Bank of India opting to keep the repo rate unchanged at 5.25% amid heightened geopolitical tensions and inflation concerns, the debate around the future trajectory of interest rates has intensified. While the central bank has retained its neutral stance, many market participants believe the window for further monetary easing may have narrowed considerably.
In this edition of ETMarkets Smart Talk, Sandeep Yadav, Head of Fixed Income at DSP Mutual Fund, shares his perspective on why the RBI's cautious approach is justified in the face of global uncertainties, why the rate-cut cycle may be nearing its end, and how persistent energy price shocks could impact India's macroeconomic outlook.
