45
Markets2h 20m ago

Equities are expected to benefit from earnings and flows before a potential 25-50 basis point rate hike by the Reserve Bank of India in H2FY27.

Archive Window: 7 Days Left

India

Who
LLama Research, Reserve Bank of India
What
Equities are expected to benefit from earnings and flows before 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 · 2h 20m ago
Where
India ·
Why
The base case remains one of reflation and inflation, supporting markets.
The Frontline Impact

How this affects you

Indian equities are projected to see positive performance driven by earnings and investment flows. However, markets face potential headwinds from a possible interest rate hike by the Reserve Bank of India in the second half of fiscal year 2027.

Story chain

2 events in this thread
  1. Currently Reading2h 20m ago
    Equities are expected to benefit from earnings and flows before a potential 25-50 basis point rate hike by the Reserve Bank of India in H2FY27.
  2. Markets2h 20m ago
    India's equities outlook remains constructive, supported by reflation, earnings recovery, and a capex cycle, with a potential 25-50 basis point rate hike by the Reserve Bank of India anticipated in H2FY27.
    Open article

Verified Sources & Citations