Pashupati Advani of Global Foray anticipates positive surprises in companies with lower tariffs and those leveraging arbitrage opportunities. He discusses the implications of tariff uncertainty on equity markets and the economic outlook for the US. Advani also highlights the challenges in the EV market and suggests food distribution stocks like Godrej Consumer could perform well in the future.
Banks unlikely to reduce deposit rates despite RBI easing
Following the latest repo rate decrease, bankers foresee only slight adjustments to deposit rates. The landscape, characterized by sluggish savings yields and elevated credit-deposit ratios,
December 8, 2025