Abakkus' Chowhan: New-age companies' high growth momentum to persist

• Abakkus AMC's Aman Chowhan expects new-age companies to maintain high growth due to increased online adoption, advising caution on valuations despite a positive outlook.
• Chowhan anticipates another 25-50 bps RBI rate cut in 2026, dependent on events, noting inflation will limit larger cuts as base effects fade.
• He believes the rupee is unlikely to weaken further against the USD in 2026, citing strong domestic growth, forex reserves, and an accommodative RBI.
• Delays and reset expectations regarding US trade tariffs have negatively impacted the Indian Rupee's performance.
• Chowhan foresees improved earnings growth in FY27, driven by government efforts like tax and rate cuts, and expects FIIs to return to Indian equities in 2026.

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