90-day tariff pause not a reversal, just prolongs market uncertainty: Rajeev Agrawal

April 15, 2025

Rajeev Agrawal of DoorDarshi India Fund suggests navigating market volatility stemming from President Trump’s tariff policies. He believes tariffs’ impact on India’s GDP is minimal, advising investors to focus on domestic sectors with comfortable valuations. Lending and capital markets are highlighted as promising sectors despite market fluctuations, offering opportunities for those who understand business fundamentals.

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Gold loan stocks rally after RBI hikes loan-to-value ratio limit and eases small loan norms

Gold loan stocks surged 2–7% after RBI raised the LTV ratio on loans under ₹2.5 lakh to 85%. Simplified norms reduce compliance burden, aiding lenders

June 6, 2025

Bajaj Finance shares jump 5% after RBI cuts repo rate by 50 bps, CRR by 100 bps

The spike in Bajaj Finance shares came after the RBI slashed the repo rate by 50 bps and CRR by 100 bps, unlocking Rs 2.5

June 6, 2025

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