RBI Rate Cuts Unlikely Before 1H 2026; India Eyes Double-Digit Earnings Growth: Nath

• Raghvendra Nath, MD at Ladderup Asset Managers, predicts no RBI rate cuts before the first half of 2026.
• He expects double-digit earnings growth for Indian companies next year, driven by strong Q2 GDP growth of 8.2%.
• The IT sector, despite recent challenges, remains vital; niche tech areas like cybersecurity and data analytics offer opportunities.
• India, as the fastest-growing large economy, will leverage global AI advancements for efficiency, even if it can't match US/China investment.
• India's economy is on a firm wicket for 2026, with strong GDP, low inflation, and robust demand, leading to widespread positivity.

Why It Matters: India's economy is strong, with no RBI rate cuts soon but double-digit earnings growth expected.