Mahantesh Sabarad says: “A mixture of events that has caused this underperformance on HDFC Bank overall. And within that mixture one cannot wish away what is happening to the banking sector per se. The banking sector is now on a high in terms of credit growth. The YoY credit growth number is upwards of 16% thereabouts.”
Markets betting on economic strength, not trade deals: Ed Yardeni
Ed Yardeni suggests the stock market is optimistic about the US economy’s resilience despite tariff-related uncertainty. He anticipates a potential 15% base tariff with the