We think the tariffs are an opportunity for India given the relative tariff advantage between China and India. An early indicator supporting this is the 100% shift to India from China (by 2026) for US-destined iPhones announced recently.
Bandhan Bank reported a five-fold rise in Q2 profit to Rs 622 crore, supported by lower provisions and improving asset quality. Net interest income grew
Vedanta Aluminium’s Q2 FY27 net profit surged 105% to Rs 6,187 crore, driven by record production, higher sales and improved realisations. Revenue rose 41%, EBITDA
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