Neeraj Seth, Founder & CIO of 3R Investment Management, expects the Reserve Bank of India to cut rates by 75–100 basis points over the next two years if disinflation sustains. He remains positive on Indian equities in the medium to long term, favouring consumption, infrastructure, financials, and defence, while cautioning on IT. Seth also flagged rupee underperformance and FPI caution but expects foreign inflows to pick up once currency stabilises and the RBI’s easing path is clearer.
