CLSA maintained its buy call on IRB Infrastructure and L&T. The global investment bank is of the view that the government CAPEX is likely to pick up ahead of elections.
Will RBI announce steep rate hikes? Nomura sees up to 50 bps increase by Dec, dismisses 125 bps hike fears
Nomura expects the RBI to pursue a limited tightening cycle, with a possible 50 bps rate hike by December, as food and energy pressures rise