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Daily Voice: 360 ONE's Mayur Patel sees meaningful earnings upgrades in 2H FY27; no imminent RBI rate hike

July 5, 2026
Source: moneycontrol.com moneycontrol.com
News Snapshot:
Lower crude prices, stronger credit growth, a revival in discretionary consumption, and rising private capital expenditure should drive a rebound in earnings, particularly for the Nifty 500, said Mayur Patel of 30 ONE. Mayur Patel is the President and Fund Manager – Listed Equities at 360 ONE Asset Inflation may cross 5 percent this year, but don't expect an imminent rate hike from RBIExpect FII flows to improve materially over next 3-6 monthsRemain significantly underweight Indian IT services despite the correctionDid our AI summary help? Mayur Patel, President and Fund Manager – Listed Equities at 360 ONE Asset, expects meaningful...
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