MC Interview | RBI may raise repo rate by 50 bps in second half, says Unmesh Kulkarni of Julius Baer India - Moneycontrol

While companies more vulnerable to input cost pressures have been gradually taking price hikes, the entire pass-through may happen with a lag in the current weak demand environment. The margin pressure could possibly be visible for a couple of quarters

The RBI will have to weigh the risk of further inflationary upside, fuelled by the Ukraine crisis, against domestic growth from sanctions or potential slackening of demand, according to Unmesh Kulkar… [+12082 chars]

full article...