Key Policy, Rates & Macro Reports

1. MPC Keeps Rates Unchanged Amid Tariff Turmoil; Experts Flag Housing Impact
2. GST Rationalisation Sparks Real Estate Momentum Ahead of Festival Season
3. Real Estate Set to Surge After GST Cut on Cement and Construction Materials

India’s Monetary Policy Committee (MPC) maintained policy stability by keeping the repo rate unchanged, balancing inflation control with tariff-linked external headwinds that could slow housing demand, while signalling accommodative conditions for borrowers.

This rate pause supports steady housing financing costs. Meanwhile, GST rationalization, including cuts on key real estate inputs such as cement and construction materials, has sparked market optimism ahead of the festive season by lowering construction costs and enhancing buyer sentiment.

As a result, real estate activity is expected to strengthen, with improved affordability and stronger demand prospects.