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