ETMarkets Smart Talk: RBI may hike 50-75 bps; Archit Shah on what’s next for bonds
60-Word AI Digest
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
- 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.
- Full details and original dispatch available below.
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.
Original Publisher Attribution
This summary was curated from Economic Times.