RBI Governor Sanjay Malhotra highlighted India's strong and stable economic fundamentals.

However, he warned of risks from unpredictable U.S. tariffs and global inflation.

The message reflects cautious optimism on domestic growth, paired with foreign headwinds.

The RBI remains watchful for signs of inflation resurgence or trade shocks.

Monetary stance is poised for flexibility, not forward guidance.

Policymakers are letting previous rate cuts fully transmit before making moves.

Investor sentiment sees confidence in macro stability amid global turbulence.

The RBI’s message balances optimism with clear-eyed risk monitoring.

Markets may stay anchored unless external stress intensifies.

This balanced outlook supports disciplined policymaking amid macro complexity.