ETMarkets Smart Talk: Rupee under pressure, inflation sticky: Will RBI be forced to rethink rates? Ankita Pathak, Ionic Asset

Economic Times - Oct 2, 2026

With the Fed entering a tightening cycle, India faces a tougher monetary policy trade-off as the rupee remains under pressure and inflation shows signs of broadening. Ankita Pathak of Ionic Asset says RBI’s policy flexibility could narrow, while elevated US yields and a stronger dollar may weigh on Indian equities and capital flows.

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