Equities are expected to benefit from earnings recovery, reflation, and a capex cycle, with a potential 25-50 basis point rate hike by the Reserve Bank of India in H2FY27.

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India

Who

LLama Research, Reserve Bank of India

What

Equities are expected to benefit from earnings recovery, reflation, and a capex cycle, with a potential 25-50 basis point rate hike by the Reserve Bank of India in H2FY27.

When

Sat, 18 Jul 2026 10:48:17 GMT · 4h 30m ago

Where

India ·

Why

Reflation, earnings recovery, and a capex cycle are supporting the equity markets.

The Frontline Impact

How this affects you

The Indian equity market outlook is constructive due to economic factors. However, a potential rate hike by the Reserve Bank of India introduces a risk to market performance.

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