Adrian Mowat suggests Indian markets can quickly absorb a 25% tariff impact, though it might weaken the rupee and limit the RBI’s flexibility. He highlights the geopolitical motivations behind potential US penalties on India and China’s oil imports from Russia. This situation could negatively affect foreign investment inflows into India due to a less favorable risk-reward scenario.
Will RBI rate hikes intensify selloff in bank stocks? Analysts explain why fears may be overdone
Bank shares have endured steep declines as investors brace for imminent interest rate hikes from the RBI. Some analysts suggest that the recent selloff may
September 30, 2026