RBI Rate Hike Ahead? Impact On Banks, FMCG, Auto & Real Estate Explained

The Finance Ministry has flagged upside inflation risks and monetary policy headwinds ahead of the RBI’s October policy review. With India’s 10-year yield near 7.15–7.18%, markets are closely watching whether higher rates could affect rate-sensitive sectors such as FMCG, auto and real estate. Gaurav Bissa, Senior Vice President, Equity Advisor, InCred Capital, explains the technical setup for bond yields and the potential impact of a rate-hike cycle on equities. He also discusses why real estate could see some consolidation and why crude oil prices and the time spent above $100 could be crucial for corporate earnings and market momentum.