*Both the RBI and the govt are treating the ailing economy
symptomatically with cyclical policy reforms; it needs structural
reforms for structural issues.*
· *Due to higher real rates (compared to super core CPI), higher cost of
borrowing, and higher taxation, including energy costs for decades,
along with extreme regulations & corruption, India has to reset from
politics to policies.*
· *Looking ahead, the RBI may be on hold with a hawkish stance (wait &
watch) till at least December '26.*
· *USDINR may appreciate 5-10% CAGR ‘naturally’ over the next ten years;
this, along with potentially higher external debts (public + private),
may cause India to face FX vulnerability for its domestic, savvy,
import-oriented economy.*
*https://indianmarketjpg.blogspot.com/2026/06/rbi-shifted-its-focus-on-fx-management.html
*
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