Samco Mutual Fund CIO Mehta said the Reserve Bank of India shifted its policy
stance to "orderly tightening", signaling that today's rate hike does not mark
an open-ended tightening cycle. He said policy will likely remain data-dependent
and proceed at a cautious, measured pace. Mehta added the RBI's "prudent
weighing" language indicates a preference for gradual tightening while
preserving scope for further action if inf proves more persistent than expected.