Equimonet Research https://equimonet.com/research Original, source-linked Indian market and policy research from Equimonet. en-IN Sat, 22 Aug 2026 21:30:00 GMT The signal was not the rate: how RBI framed the August pause https://equimonet.com/research/rbi-august-pause-signal-behind-the-rate https://equimonet.com/research/rbi-august-pause-signal-behind-the-rate The repo rate stayed at 5.25%, but the more useful reading lies in the MPC’s inflation composition, conditional forecasts and preference for flexibility. Equimonet Editorial Desk Macro & policy Sat, 22 Aug 2026 21:30:00 GMT What the RBI’s ₹1.5 lakh crore VRRR does—and does not—say https://equimonet.com/research/what-the-rbi-vrrr-does-and-does-not-say https://equimonet.com/research/what-the-rbi-vrrr-does-and-does-not-say A variable-rate reverse-repo auction is an operating instrument for absorbing liquidity. Reading it as a standalone market forecast goes beyond the document. Equimonet Editorial Desk Macro & policy Sat, 22 Aug 2026 21:20:00 GMT The denominator change inside the latest priority-sector lending amendment https://equimonet.com/research/the-denominator-change-inside-priority-sector-lending https://equimonet.com/research/the-denominator-change-inside-priority-sector-lending RBI’s amendment changes how specified advances backed by eligible long-tenor non-resident deposits enter adjusted net bank credit for priority-sector targets. Equimonet Editorial Desk Banking regulation Sat, 22 Aug 2026 21:10:00 GMT