🔑 RBI Policy Highlights (Oct 2025)
🔑 RBI Policy Highlights (Oct 2025) Repo Rate unchanged at 5.50% ; stance neutral . Inflation forecast lowered to 2.6% for FY26. GDP growth upgraded to 6.8% for FY26. Liquidity management tweak – focus on 7-day operations for smoother rate transmission. Easier credit norms – higher limits on loans against shares & IPO financing; lower risk weight for infra loans. Rupee internationalisation push – cross-border rupee loans, use of surplus rupee balances in corporate bonds. 📊 Impact for Mutual Fund Investors Debt Funds – Stable repo rate & lower inflation outlook mean bond yields may soften , giving potential capital gains in long-duration debt funds. Short-term funds likely to see steady but moderate returns . Equity Funds – Growth upgrade to 6.8% + improved credit flow can support corporate earnings , especially in infra, consumption, and financials. Neutral stance ensures no liquidity shock , positive for equity sentim...