RBI’s 25-bps rate cut, its first in five years, pressures private banks’ NIMs while public banks remain stable. NBFCs may see funding relief, but liquidity challenges persist. Analysts predict a shallow rate-cut cycle with regulatory shifts benefiting financial institutions.
Capex stocks face valuation hurdle despite growth potential: Manish Sonthalia
Manish Sonthalia of Emkay Investment Managers highlights the impact of macroeconomic changes on India’s market, particularly regarding de-dollarisation and fiscal policies. He notes the benefits
March 17, 2025