To much of the pundit class, the situation is replete with risk: what happens to the market when the hype-cycle around AI ends? Peter Tchir, head of macro strategy at Academy Securities, sees it differently. Piling into a few heavyweights is just investors “being rationally selective.”
Dull loan growth, margin pressure, credit cost to weigh on bank earnings
State Bank of India anticipates lackluster Q1 results due to margin dips and slow loan growth, while HDFC Bank projects a profit increase driven by
July 11, 2025