INDIA MARKET LENS
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Real Economy Promise Will Soon Reassert Itself In Stock Markets: RBI Deputy Governor

RBI is in focus.

23 Sept 2026 · NDTV Profit

There does remain some disconnect between this real economy narrative and parts of the financial 'markets, says RBI Deputy Governor.

Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.

  • With RBI involved, this carries a regulatory dimension that can outlast the immediate market reaction.
  • This is a market-wide development — its reach goes beyond any single stock.