Nikunj Doshi of Bay Capital anticipates that crude oil prices and monsoon progress will significantly influence Indian equities in the second half of 2025. He highlights opportunities in consumption, digital-first businesses, and financial services. Doshi believes India is becoming a core portfolio allocation for global funds due to its strong growth and macro stability.
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