{"id":317988,"date":"2025-12-01T07:35:13","date_gmt":"2025-12-01T07:35:13","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/317988\/"},"modified":"2025-12-01T07:35:13","modified_gmt":"2025-12-01T07:35:13","slug":"brokerages-divided-on-rbi-rate-cuts","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/317988\/","title":{"rendered":"Brokerages Divided On RBI Rate Cuts"},"content":{"rendered":"<p>On the Q2 GDP growth data, domestic brokerage Motilal Oswal Financial Services said, &#8220;Given real GDP growth of 8% in 1HFY26, we expect FY26 growth to pick up to 7.5% (base case), up from our earlier expectation of 7%.&#8221; Despite the adverse <a href=\"https:\/\/www.ndtvprofit.com\/nation\/india-us-trade-talks-hopeful-of-reaching-pact-to-address-tariffs-by-year-end-says-senior-official\" rel=\"nofollow noopener\" target=\"_blank\">impact of US tariffs<\/a> on India\u2019s manufacturing sector, domestic demand has so far managed to hold the growth strong.<\/p>\n<p>As per Motilal Oswal, the GST cut-led pickup in consumption in Q2 and rise in government spending in Q3 should provide the necessary fill-up to offset the weak exports. Low inflation narrowed the gap between nominal and real growth rates.<\/p>\n<p>&#8220;For FY26, we expect GDP growth of 7% on favourable monsoon, GST rate rationalization, and easier monetary policy. Headwinds remain from US tariffs and weaker global GDP growth,&#8221; said Anand Rathi Shares and Stock Brokers Ltd.<\/p>\n<p>Brokerage Equirus Securities said 1H real GDP growth of 8% is higher than RBI\u2019s projection of 6.8%. &#8220;We revise our FY26 GDP to 7.2%-7.5% vs RBI\u2019s estimate of 6.8% with some slowdown expected in 2H with export drag and slower government capex due to revenue constraints and frontloading in 1H.&#8221;<\/p>\n","protected":false},"excerpt":{"rendered":"On the Q2 GDP growth data, domestic brokerage Motilal Oswal Financial Services said, &#8220;Given real GDP growth of&hellip;\n","protected":false},"author":2,"featured_media":317989,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11],"tags":[45,49,48,46,141451,100531,11951,141450],"class_list":{"0":"post-317988","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-economy","8":"tag-business","9":"tag-ca","10":"tag-canada","11":"tag-economy","12":"tag-india-gdp-data","13":"tag-india-gdp-growth","14":"tag-indian-economy","15":"tag-q2-gdp-data"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/317988","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=317988"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/317988\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/317989"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=317988"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=317988"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=317988"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}