Batra told NDTV Profit that Indian markets have already "de-rated significantly", with both the MSCI and Nifty trading below their respective price-to-earnings multiples.
Macro
'Hard To See Double-Digit Earnings Growth For H2 FY27,' Says JPMorgan's Rajiv Batra
RBI Rate Hike: BofA Bets On 100 Bps More; Goldman, Citi, Kotak See A Shallower CycleHSBC takes a less aggressive view on the road ahead, arguing that the new stance is more consistent with mild rate hikes rather than a deep tightening cycle.
'Calibrated' Turn Vs Off-Cycle Shocker: How The New RBI Hike Cycle Compares To 2022After a 43-month pause, the RBI has resumed rate hikes to tame inflation—but economists warn this new tightening cycle carries stagflationary whispers.
Onion Prices Fall Across India: Govt Deploys 467 Trucks, 8 Kanda Express For Buffer SalesWith arrivals from these regions expected to rise in the coming weeks, overall onion availability in consuming markets is likely to improve, providing adequate supplies ahead of the upcoming festive season.
RBI Bites The Bullet: How High Can Repo Rate Go After Hawkish Pivot? Experts DecodeThe MPC unanimously backed the rate hike and indicated that future policy action would either be a further hike or a pause, effectively taking rate cuts off the table in the near term. The shift has strengthened expectations that the RBI has entered a new rate-hike cycle.
India Can Afford 50 Bps Rate Hike Cycle In Six Months: Parag ThakkarIndia can absorb a 50-basis-point interest rate increase over six months in two 25-point steps without disrupting economic activity, says Parag Thakkar of Fort Capital.
CGST To Go Faceless, On Income Tax Lines; Centre Plans Assessment OverhaulThe CGST administration currently covers around 6.5 million registrations, which could eventually come under the proposed faceless assessment framework.
RBI Shifts Stance, Hikes Repo Rate For First Time Since February 2023 As Inflation Concerns MountFollowing the MPC decision, the repo rate, or the rate at which the central bank lends to commercial banks, has risen from 5.25% to 5.5%.
RBI Raises FY27 CPI Inflation Forecast To 5.2% From 5%; Hikes Repo Rate To 5.50%The RBI now expects Q2 FY27 CPI inflation at 4.9%, up from 4.7% earlier. The projection for Q3 has been raised to 6% from 5.9%, while Q4 inflation is seen at 5.7% compared with 5.5% earlier.
RBI Raises FY27 GDP Growth Projection To 7.1%The upward revision in growth forecast by 40 bps further underscores the strength of economic activity despite significant headwinds, RBI Governor Sanjay Malhotra said.
RBI MPC October 2026: HSBC, JPMorgan Expect 25-Bps Rate Hike; Hawkish Guidance In FocusHSBC expects the RBI to raise the repo rate by 25 bps to 5.5% in October, followed by another 25-bps hike in December. It expects September inflation to rise to around 5.5% from 4.8% in August, with inflation averaging just above 6% in the fourth quarter of 2026.
RBI MPC Meeting October 2026: Date, Time And Where To Watch Governor Sanjay Malhotra's Speech LIVEThe RBI will announce its bi-monthly monetary policy on October 7, with expectations of a rate hike after nearly three years amid rising inflation due to Middle East conflicts.