By Mr. Raghvendra Nath, Managing Director of Ladderup Asset Managers.
Quote: “The RBI’s decision to hold the repo rate at 5.25%, while inflation remains close to the 5% threshold, signals a cautious stance to balance growth and price stability. For investors, this translates into continued stability in borrowing costs and relatively anchored bond yields, with the 10-year G-sec yield currently in the ~7.0–7.2% range. In the near term, we expect debt portfolios to remain resilient, while equities could remain range bound as markets look for clearer cues on inflation and global developments, reinforcing the need for disciplined asset allocation.”
