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India’s Consumer Price Index (CPI) inflation eased to 1.54% YoY in September 2025 from 2.07% in August. The decline in inflation was driven by deflation in food prices. Read the latest #TrendsAndTides here:  https://lnkd.in/ddxKywQG Food inflation decreased to -1.37% YoY in September 2025 from 0.05% YoY in August. Within the food basket, vegetable inflation declined sharply to -21.4% YoY from -15.9% YoY a month earlier. The drop in vegetable prices was the key driver behind the moderation in headline CPI inflation. Core inflation (excluding food and fuel) picked up to 4.6% YoY, primarily due to a rise in gold & silver prices. Excluding gold and silver, core inflation was more moderate at 3.1% YoY, indicating that underlying inflationary pressures remain muted. We expect inflation to undershoot the RBI’s latest projection of 2.6% YoY for FY26. A steady rise in gold prices may keep the core inflation elevated, but the recent GST reduction could offer some relief. The RBI opted for a dovish pause in the October 2025 meeting, indicating that policy space has opened up to support growth further. Accordingly, we expect additional monetary easing, with a 25-bps rate cut likely in the next policy meeting. Vikram Chhabra | 360 ONE

Credit markets continue to evolve amid changing macroeconomic conditions.  Aakash Desai, CIO & Head, Private Credit, 360 ONE Asset, will join an expert panel at the Debtwire Forum Asia Pacific 2025 to discuss trends shaping the credit landscape and share perspectives on investment strategies in today’s environment. The Forum brings together leading voices in credit to exchange insights on current market developments. Learn more: https://lnkd.in/gQgnmYmJ #DebtwireAPAC #AlternativeCredit #CreditMarkets #InvestingInAsia

The RBI has revised its FY26 GDP growth projection upward to 6.8% YoY from 6.5% in the previous policy. However, projections suggest that prevailing global uncertainties and tariff-related developments will likely slow growth in H2FY26 and beyond. #GEMSby360ONEAsset

“Even familiar faces can fake it.” Deepfake scams are targeting investors with AI-generated messages that look and sound real. Don’t share OTPs, PAN, or personal details. Verify only through official mutual fund websites or apps. Not every WhatsApp message or video is genuine. Stay alert, stay informed. #WorldInvestorWeek #InvestorAwareness #360ONEMutualFund #StaySmartInvestRight

At the ET Soonicorns Summit 2025, Sameer Nath, CIO & Head – Venture Capital & Private Equity, 360 ONE Asset, shared his perspective on India’s evolving private markets, from the rise of domestic capital and family offices to the growing maturity of the venture ecosystem. He spoke about the increasing participation of Indian investors, the importance of patient, fundamentals-based investing, and how secondaries and M&A are healthy signs of depth in India’s private markets. “The good news about India is it’s not only institutions. There’s also a huge role for family offices and HNIs to play — and that’s where we believe we can be at the forefront.” With 85 portfolio companies, including 15 Soonicorns, 360 ONE Asset continues to back visionary founders and contribute to India’s expanding innovation economy. Watch the full conversation here: https://lnkd.in/ggVZjMYa The Economic Times Securities investments are subject to market risks and there is no assurance or guarantee that the objectives of the strategy will be achieved. This document is made for informational purposes only and should not be regarded as an official opinion of any kind or a recommendation. It does not constitute an offer, solicitation or an invitation to the public in general to invest in the AIF.

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An inbox full of promises can cost more than you think. Scam emails often look genuine, but no mutual fund will guarantee sky-high returns. Pause. Verify. Invest only through official mutual fund apps or websites.   #WorldInvestorWeek #InvestorAwareness #360ONEAsset

Private capital expenditure (capex) has picked up significantly from its trough in FY21. However, the recovery has not been fully reflected in bank credit growth, as corporates have increasingly relied on non-bank sources and internal accruals to finance investments. #GEMSby360ONEAsset

The RBI’s Monetary Policy Committee (MPC) votes to keep the repo rate steady at 5.5% and the policy stance unchanged at ‘neutral’ in the October 2025 meeting. However, MPC signals further room for monetary policy easing as the inflation outlook has turned benign, while growth continues to fall short of aspirations. Read the latest #TrendsAndTides here:  https://lnkd.in/dvAGijfz The MPC statement notes that macroeconomic conditions have created policy space to further support growth. Prevailing global uncertainties and tariff-related developments are likely to slow growth in H2FY26 and beyond. However, front-loaded monetary policy actions and recent fiscal measures are still playing out; hence, the MPC opted to pause in the current policy. The RBI has lowered its FY26 CPI inflation projection to 2.6% from 3.1% in the previous policy. The downward revision reflects benign food prices and GST rate cuts. Healthy progress of the south-west monsoon, higher kharif sowing, adequate reservoir levels and a comfortable buffer stock of foodgrains also bode well for food inflation. Core inflation for FY26 and Q1FY27 is also expected to remain contained. The RBI has revised its FY26 GDP growth projection upward to 6.8% YoY from 6.5% in the previous policy. Growth is expected to receive a boost from the rationalisation of GST rates. However, ongoing tariff and trade policy uncertainties will likely weigh on external demand for goods and services. Overall, the RBI has opted for a dovish pause in the October meeting. We expect additional monetary easing in the current cycle, with a 25-bps rate cut likely in the next policy meeting. 360 ONE | Vikram Chhabra

Thrilled to announce that 360 ONE Asset is leading Kapiva’s USD 60 mn Series D funding round. Kapiva is a modern Ayurvedic brand offering authentic products using research, science-backed Ayurveda, and the finest ingredients. The capital will be deployed to strengthen Kapiva’s research & development, manufacturing capabilities, invest in brand building at scale, and build a strong health-tech ecosystem.   “With a robust R&D engine, proven omnichannel distribution across digital and offline, and an experienced team led by Ameve Sharma, Kapiva is well-positioned to capture the large and growing natural wellness opportunity,” commented Chetan Naik, Senior Fund Manager and Strategy Head - Technology, 360 ONE Asset.   Read more about it on moneycontrol.com here: https://lnkd.in/dgiKGdtB Chetan Naik | Sameer Nath