● Neutral for Indian equities
Rate hike? Yes, but how long is the cycle?
The brief
- The rate-hike outlook depends on how entrenched inflation is and whether growth is demand-led
- Rate expectations matter for Indian banks and other interest-rate-sensitive stocks
- Kitchen Budgets Hit: Onion Prices Nearly Double Amid Maharashtra Drought
- August CPI-IW points to a 65.05% January 2027 DA calculation
- India’s monsoon ends 12.6% below normal, weakest since 2015
- RBI may face two hikes, one dilemma as repo rate is seen hitting 5.75% soon: Report
- Pulses prices surge up to 11% in a month as festive demand, crop concerns bite