Nilesh Shah of Kotak AMC suggests that Indian equities appear promising compared to other emerging markets, with expected earnings growth in the high single to low double digits. Despite potential market volatility and global uncertainties, a long-term investment view is advised. He anticipates outperformance in midcap IT and consumer discretionary sectors, while cautioning about potential real estate and commodity disappointments.
Will RBI announce steep rate hikes? Nomura sees up to 50 bps increase by Dec, dismisses 125 bps hike fears
Nomura expects the RBI to pursue a limited tightening cycle, with a possible 50 bps rate hike by December, as food and energy pressures rise
September 28, 2026