The market construct looks quite positive. But I do not think we are out of the woods yet. My concern would be how the economy shapes up globally and for India over the next 12 months we still think there are headwinds to corporate earnings and the risk premium which actually has not really flared up, we have to keep watching that.
Patchy rains may hit rural lending, banks stay cautious
Bankers are closely watching monsoon rains and their impact on rural credit. Uneven rainfall poses inflation risks for summer crops and rural incomes. A strong
July 29, 2026