Scope

he highlights of the Reserve Bank of India's first quarter review of Annual Policy for 2006-07(April-March) released Tuesday:

Ø     Reverse Repo rate hiked by 25 bps to 6.00%
Ø     Repo rate hiked by 25 bps to 7.00%
Ø     Bank Rate unchanged at 6.00%
Ø     Cash reserve ratio unchanged at 5.00%
Ø     Inflation target maintained at 5.0-5.5%
Ø     Gross Domestic Product target maintained at 7.5-8.0%

INFLATION
Ø     Upside risks to inflation evident as oil price pass-through
incomplete.
Ø     Outlook for inflation firming up.
Ø     Price stability created conducive conditions for growth.
Ø     Petrol, diesel price hike in Jun added 45 bps to headline inflation.
Ø     Risks to inflation amplified by intl oil price rise
Ø     Inflation monitored with supply-side response from govt.
Ø     Rise in local, global food prices relevant factor for inflation.
Ø     Global risks noted in Apr policy "materializing", "heightening"

GROWTH
Ø     Corporate performance remain robust despite some deceleration.
Ø     Investment activity picking up; environment is of capital
expenditures by cos.
Ø     Companies' order books expanding.

MONETARY AGGREGATES
Ø     Non-food credit continued to expand at high rates.
Ø     Banks continue to hold 1.5 trillion rupee excess SLR.
Ø     Unwinding of excess SLR can accommoda ...
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