JM Financial bets on banks, capex-led growth stocks in new model portfolio

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.

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NSE June quarter PAT jumps 10% QoQ

The National Stock Exchange (NSE) announced strong financial results. The consolidated profit after tax reached ₹2,924 crore in the June quarter. This represents a 10%

July 30, 2025

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