INDIA MARKET LENS
Economy & Policy◆ MixedMonetary Policy

Inflation Fangs Dig Deeper: BofA, UBS See RBI Hike Interest Rates By 75 Bps In Next Nine Months

UBS and Goldman Sachs rate stocks including a list of stocks.

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Brokerages like BofA, Goldman Sachs, and UBS expect headline CPI to inch higher, given the Iran war, energy supply disruption, and intensifying El Nino backdrop.

Rate decisions ripple straight into banks, NBFCs and every rate-sensitive sector — from real estate to autos.

  • With RBI involved, this carries a regulatory dimension that can outlast the immediate market reaction.
  • Brokerage calls from UBS and Goldman Sachs, with ratings on the stocks named.