“India is transiting from being a part of global emerging markets to becoming a single country allocation. We will get money on our fundamentals, on our earnings growth no matter what happens to the emerging markets if we can make that transition. And the beginning of that transition has begun.”
Patchy rains may hit rural lending, banks stay cautious
Bankers are closely watching monsoon rains and their impact on rural credit. Uneven rainfall poses inflation risks for summer crops and rural incomes. A strong
July 29, 2026