rbtfl.

stagflation-risk framing

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Surfaces the stagflation-risk framing that most Indian outlets avoided: growth slowing (6.6%), inflation rising (5.1%), and the RBI caught between them. Notes the MPC's neutral stance means the next move is genuinely uncertain, not a default cut.

“India faces a rare policy dilemma: growth deceleration and rising food-driven inflation pulling in opposite directions, with the monsoon as the deciding variable.”