Thursday, November 21
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In its latest monetary policy review, the Reserve Bank of India (RBI) has decided to keep the repo rate unchanged at 6.5% for the 10th consecutive time. This move shows the RBI's focus on balancing inflation control with supporting economic growth. While inflation and global uncertainties are still concerns, the RBI has chosen to wait and see how things develop before making any changes.

One significant update is that the RBI has shifted its stance from "accommodative" to "neutral." This means the central bank is ready to either cut or raise rates depending on how inflation and growth trends evolve. If inflation stays low, a rate cut could be on the horizon. However, if inflation rises, the RBI might raise rates instead.

Adhil Shetty, CEO of BankBazaar, explained that the RBI is currently in "wait-and-watch" mode, ready to act based on upcoming economic data.

Pradeep Aggarwal, Founder & Chairman of Signature Global, noted that keeping the rates steady aligns with efforts to control inflation. Although the recent rate cut by the US Federal Reserve raised hopes for a similar move in India, the RBI is focusing on maintaining inflation within its target range. He added that this policy stability is good news for the festive season, which is an important period for real estate demand. A rate cut, if it happens in the future, would benefit both homebuyers and real estate developers, boosting the economy overall.

Impact on Home Loans
For homeowners and those paying EMIs (Equated Monthly Installments), the RBI's decision to keep the repo rate unchanged means their loan interest rates will stay stable for now. Although many were hoping for a rate cut that would lower their monthly payments, it seems unlikely to happen before December.

Adhil Shetty noted that loan holders might have to wait longer for rate cuts, possibly until December. If inflation remains under control, a rate cut could be possible then. Until that happens, EMIs will stay at their current levels.

Impact on Fixed Deposits (FDs)
Fixed deposit holders should make the most of the current high interest rates while they can. Since the repo rate hasn’t changed, the rates on fixed deposits offered by banks will likely stay the same for now. However, because there could be rate cuts in the future, it's a good idea for FD holders to lock in their deposits now to get the best returns. If rates drop later, locking in now can guarantee higher interest rates on savings, which means a more stable income.

Impact on Debt Mutual Funds
Debt mutual funds are expected to gain from any possible drop in interest rates. When interest rates go down, the value of the bonds in these funds usually goes up, which means better returns for investors. If the RBI decides to cut rates in the coming months, investors in debt funds could see significant gains. Therefore, it might be a good time to think about adding or increasing investments in debt mutual funds, especially for those seeking low-risk options with steady returns.

Adhil Shetty mentioned, “Debt mutual funds should do well if interest rates fall. As rates decrease, the value of the bonds in these funds increases, leading to better returns for investors. Now is a good time to consider investing in them.”

Impact on Equity Mutual Funds
Equity funds are still a great option for long-term investors, especially with the current economic outlook. With inflation looking stable and the RBI being careful in its approach, the overall recovery of the economy is positive for businesses. This is likely to lead to strong long-term gains in the stock market. For investors who can handle market ups and downs, equity mutual funds are a good choice for earning higher returns over time.

"Equities and stock markets have a positive long-term outlook. With inflation under control and the economy recovering, businesses should perform well. Therefore, equity funds are still a strong choice for long-term investors," said Shetty.

The RBI's decision to keep the repo rate at 6.5% shows that the central bank is focused on controlling inflation, especially with global uncertainties. While there aren't any immediate changes to interest rates, the move to a neutral stance indicates that the RBI is ready to adjust to changing economic conditions. 

For now, both borrowers and savers should be prepared for possible changes in the coming months. Home loan borrowers may be hoping for relief, while fixed deposit holders should lock in current rates. Investors in debt and equity funds can also position themselves to benefit from future market movements.

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