MUFG: Cooling Inflation Justifies RBI’s Rate Pause

MUFG Senior Currency Analyst Lloyd Chan highlights that India’s consumer price inflation (CPI), calculated under the new 2024 base year series, has risen to 2.8% year-on-year. This increase was primarily fueled by rising food costs. Chan notes that this reading places inflation comfortably back within the Reserve Bank of India’s (RBI) 2%-6% target corridor, providing the central bank with the flexibility to maintain the status quo on interest rates at its upcoming April policy meeting.

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