B2L Market Focus: RBI Liquidity Support Is Not Monetary Easing
RBI liquidity support is not monetary easing. The Reserve Bank of India can raise its policy rate, drain structural cash and defend the rupee…
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Reserve Bank of India policy, liquidity and currency-market analysis.
HDFC Bank Deposit Growth Is a Funding Reset, Not Yet a Margin Victory
HDFC Bank deposits grew faster than loans, but foreign currency funding, time deposits and a 96% credit to deposit ratio keep margin recovery unfinished.
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Fairfax’s IDBI Bank Deal: Control Is Only the First Repricing Test
Fairfax is paying ₹528.78 billion for control of a repaired IDBI Bank. The real test is whether deposits, regulation and integration can earn the…
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India’s Rupee Defense Moves the Dollar Shortage Off-Market
The RBI can calm the rupee by supplying dollars to oil companies and tightening derivatives. The shortage remains, but the pressure moves into reserves,…
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B2L Market Focus: Rupee Defense Is Repricing Indian Liquidity
The RBI has cut India’s cash surplus by more than half. The deeper story is how rupee defense transfers pressure into bond supply, bank…
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