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Rate hike in CY26? Why SBI MF's Rajeev Radhakrishnan thinks tide could turn

Persistent supply shocks coupled with a weaker rupee could eventually force an RBI monetary policy reversal if inflation expectations remain sticky, said Rajeev Radhakrishnan, CFA, CIO - Fixed Income at SBI Mutual Fund. In an email interview with Devanshu Singla, Radhakrishnan discussed the impact of geopolitical tensions on the domestic currency, navigating the "Impossible Trinity," and why retail investors should pivot toward accrual strategies and target maturity funds in a rising yield environment.[....]