‘Terrible year ahead’: Zerodha’s Nithin Kamath warns of possible RBI rate hikes amid inflation fears from US-Iran war by Live mint | May 26, 2026 2:16 pm | Indian Stocks, Market, News Nithin Kamath of Zerodha highlights risks of food inflation and rising interest rates in India by 2026, driven by a weak monsoon and high oil prices linked to geopolitical conflicts, emphasizing historical patterns of El Niño.