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Why the RBI can’t afford cheap money
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Business Line - Home
Real policy rateThis is why the case for a negative real policy rate is unconvincing.
Against a repo rate of 5.25 per cent, that means the real rate is effectively negative.
A real rate of at least 1 per cent is the minimum consistent with price stability and financial discipline.
If the goal is a healthier 2 per cent real rate, it should be even higher.
That means restoring a positive real rate, even if it is uncomfortable in the near term.