Neutral impactStocks
ETMarkets Smart Talk: RBI may hike 50-75 bps; Archit Shah on what’s next for bonds
Economic Times 9 hrs ago·27 Sept 2026, 5:15 am
Archit Shah, CIO at Zurich Kotak General Insurance, expects the RBI to hike repo rates by 50-75 bps towards 5.75-6% if inflation, crude, and global yields remain under pressure. Advising patience on duration, Shah recommends carry and roll-down strategies while navigating rising correlation and liquidity risks in portfolios.
Key takeaways
- Category: Stocks.
Why it matters
A routine update. Use the price and stock snapshot to gauge how the market is responding.
