ETMarkets Smart Talk: RBI may hike 50-75 bps; Archit Shah on what’s next for bonds

Sep 27, 2026

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.

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