HSBC's Bhandari Sees RBI Hiking Rates by 25bps

The video discusses the divided market opinions on rate hikes, with some expecting no hikes due to low inflation and falling metal prices, while others, including the speaker, argue for a hike due to high oil prices, a weakened rupee, and rising core inflation. The speaker supports a 25 basis point hike, noting the RBI's neutral stance and speculating on its potential shift to a hawkish stance. The speaker anticipates a shallow rate hiking cycle with two more hikes in the coming quarters.

What factors are contributing to the divided opinion in the market regarding rate hikes?

What are the reasons mentioned for supporting a rate hike?

What is the current stance of the RBI according to the discussion?

What does the speaker believe about the depth of the current rate hiking cycle?

How many more rate hikes are expected over the next couple of quarters?