RBI Needn’t Hike Rates; Must Nudge Capital Flows By Bearing Hedging Cos Of ECBs: Chetan Ahya | 2 Jun 2026 | CNBC-TV18
- Host: Latha Venkatesh
- Guest: Chetan Ahya (Chief Asia Economist, Morgan Stanley)
- Event Date: June 2, 2026 (Ahead of RBI Monetary Policy Announcement on June 5, 2026)
1. The monetary policy & exchange rate debate
- Rate hike rejection: [00:01:07] Morgan Stanley firmly opposes an RBI interest rate hike. India lacks an underlying structural inflation crisis or a severe structural current account deficit that would justify tightening monetary policy.
References
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