The Reserve Bank of India could raise the repo rate by another 50-75 basis points, taking it toward 5.75-6%, if inflation, crude oil and global bond yields remain elevated, according to Archit Shah, CIO at Zurich Kotak General Insurance. Shah said bond investors should stay patient on duration and lean on carry and roll-down strategies as rising correlations and liquidity risks complicate portfolio construction.
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"RBI May Deliver 50-75 bps More, Says Archit Shah as Bond Investors Brace for Higher-for-Longer Rates"
The Reserve Bank of India could raise the repo rate by another 50-75 basis points, taking it toward 5.75-6%, if inflation, crude oil and global bond yields remain elevated, according to Archit Shah, CIO at Zurich Kotak General Insurance. Shah said bond investors should stay patient on duration and lean on carry and roll-down strategies as rising correlations and liquidity risks complicate portfolio construction.
RBI May Deliver 50-75 bps More, Says Archit Shah as Bond Investors Brace for Higher-for-Longer Rates
R
RDU Global Wire
Macro Economy & Fiscal Policy Desk
New Delhi, India Just now (10:55 PM IST)•5 min read
The Reserve Bank of India could raise the repo rate by another 50-75 basis points, taking it toward 5.75-6%, if inflation, crude oil and global bond yields remain elevated, according to Archit Shah, CIO at Zurich Kotak General Insurance. Shah said bond investors should stay patient on duration and lean on carry and roll-down strategies as rising correlations and liquidity risks complicate portfolio construction.
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