RBI Rate Hike: What It Means For Autos, Banks, FMCG & Realty Stocks | Market Outlook

RBI’s rate hike is putting pressure on rate-sensitive sectors, with autos, FMCG, banks and real estate trading lower. The key concern for investors is whether calibrated tightening could lead to more rate hikes in the coming months. Abhishek Basumallick, Co-founder & Fund Manager, Shree Rama Managers, explains why rate-sensitive sectors may face a short-term impact but could remain resilient over the medium to long term. He also discusses why India’s inflation trajectory depends heavily on food and oil prices, which monetary policy cannot directly control, and what this could mean for growth, credit demand and the broader stock market.