JM Financial anticipates a pro-growth monetary policy under the new Reserve Bank of India Governor, Malhotra. The firm expects the central bank to potentially lower interest rates by 50 basis points during this cycle, citing stable inflation levels. Additionally, it highlighted the government’s Rs 11.2 trillion capital expenditure plan for FY26 as a significant driver of economic growth.
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Market expert Nischal Maheshwari advises investors to focus on fundamentals amidst market volatility. He notes large-cap growth remains single-digit, banks are poised for margin improvement,