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![Infintea_ Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1873059916753383424.png) Infintea☕️ [@Infintea_](/creator/twitter/Infintea_) on x XX followers
Created: 2025-07-15 19:24:47 UTC

#RBI Governor #SanjayMalhotra: Low #inflation & growth may lead to rate cuts! 🏦 Foreign banks can hold XX% stake in Indian banks. Rural demand strong, US trade deal eyed.

Supporting News Summary
On July 15, 2025, Reserve Bank of India Governor Sanjay Malhotra told CNBC-TV18 that policy rate cuts are possible if inflation remains low (June CPI at 2.10%) or economic growth slows below the projected XXX% for FY26, per @CNBCTV18Live and @moneycontrolcom. He confirmed foreign banks can hold up to a XX% stake in Indian banks, aligning with the government’s plan to raise the FDI cap from XX% to 49%, per @economictimes. Malhotra highlighted robust rural consumption, driven by a favorable monsoon, and expressed optimism for a US-India trade deal by August 1, 2025, to mitigate US tariffs (50% copper, XXX% pharma), per @businessupturn. The comments follow a June 2025 repo rate cut to XXX% and a trade deficit narrowing to $XXXXX billion.

#Timeline
- Jun 2025: RBI cuts repo rate to 5.5%; CPI at 2.82%. Nifty XX steady.
- Jul 2025: CPI falls to 2.10%; Malhotra signals further rate cuts. Nifty XX up 0.7%.
- Jul 2025: Yes Bank’s SMFG stake buy (5%, $1.1B) aligns with XX% FDI cap. Shares up 4%.
- Q3 2025 Outlook: August RBI policy, US trade talks critical; market tracks rural demand.

#Impact Analysis
RBI Governor Sanjay Malhotra’s July 15, 2025, remarks to CNBC-TV18 signal a dovish stance, with potential rate cuts from XXX% if CPI (2.10% in June) stays below X% or FY26 growth dips below 7.2%, boosting #HDFCBank and #ICICIBank in India’s $X trillion banking industry, per @CNBCTV18Live. The XX% FDI cap clarification supports deals like SMFG’s $XXX billion stake in #YesBank, per @Bloomberg. Strong rural consumption, driven by monsoon sowing and AWL Agri Business’s ₹17,059 crore Q1 FY26 revenue, aligns with a XX% FMCG CAGR, per @freepressjournal.in. A US-India trade deal could counter tariff risks (50% copper, XXX% pharma), per @Reuters 

#HDFCBank #ICICIBank #BankingSector #StockMarketIndia #Nifty50 #Sensex


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945202904144732385/c:line.svg)

**Related Topics**
[inflation](/topic/inflation)
[told](/topic/told)
[india](/topic/india)
[bank of](/topic/bank-of)
[fed rate](/topic/fed-rate)

[Post Link](https://x.com/Infintea_/status/1945202904144732385)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

Infintea_ Avatar Infintea☕️ @Infintea_ on x XX followers Created: 2025-07-15 19:24:47 UTC

#RBI Governor #SanjayMalhotra: Low #inflation & growth may lead to rate cuts! 🏦 Foreign banks can hold XX% stake in Indian banks. Rural demand strong, US trade deal eyed.

Supporting News Summary On July 15, 2025, Reserve Bank of India Governor Sanjay Malhotra told CNBC-TV18 that policy rate cuts are possible if inflation remains low (June CPI at 2.10%) or economic growth slows below the projected XXX% for FY26, per @CNBCTV18Live and @moneycontrolcom. He confirmed foreign banks can hold up to a XX% stake in Indian banks, aligning with the government’s plan to raise the FDI cap from XX% to 49%, per @economictimes. Malhotra highlighted robust rural consumption, driven by a favorable monsoon, and expressed optimism for a US-India trade deal by August 1, 2025, to mitigate US tariffs (50% copper, XXX% pharma), per @businessupturn. The comments follow a June 2025 repo rate cut to XXX% and a trade deficit narrowing to $XXXXX billion.

#Timeline

  • Jun 2025: RBI cuts repo rate to 5.5%; CPI at 2.82%. Nifty XX steady.
  • Jul 2025: CPI falls to 2.10%; Malhotra signals further rate cuts. Nifty XX up 0.7%.
  • Jul 2025: Yes Bank’s SMFG stake buy (5%, $1.1B) aligns with XX% FDI cap. Shares up 4%.
  • Q3 2025 Outlook: August RBI policy, US trade talks critical; market tracks rural demand.

#Impact Analysis RBI Governor Sanjay Malhotra’s July 15, 2025, remarks to CNBC-TV18 signal a dovish stance, with potential rate cuts from XXX% if CPI (2.10% in June) stays below X% or FY26 growth dips below 7.2%, boosting #HDFCBank and #ICICIBank in India’s $X trillion banking industry, per @CNBCTV18Live. The XX% FDI cap clarification supports deals like SMFG’s $XXX billion stake in #YesBank, per @Bloomberg. Strong rural consumption, driven by monsoon sowing and AWL Agri Business’s ₹17,059 crore Q1 FY26 revenue, aligns with a XX% FMCG CAGR, per @freepressjournal.in. A US-India trade deal could counter tariff risks (50% copper, XXX% pharma), per @Reuters

#HDFCBank #ICICIBank #BankingSector #StockMarketIndia #Nifty50 #Sensex

XXX engagements

Engagements Line Chart

Related Topics inflation told india bank of fed rate

Post Link

post/tweet::1945202904144732385
/post/tweet::1945202904144732385