Morgan Stanley’s Chetan Ahya highlights India’s growing advantage over China due to tariff differences. American companies are considering increased imports from India. Government policies are significantly boosting manufacturing and exports. Electronics manufacturing is expanding beyond mobile phones. Infrastructure development will further strengthen India’s manufacturing exports. Optimism in Indian equity markets aligns with positive economic fundamentals.
Bandhan Bank Q4 business update: Advances rise to Rs 1.54 lakh crore, deposits up 10%
Bandhan Bank reported a 12.6% YoY rise in advances to Rs 1.54 lakh crore and 10% growth in total deposits for Q4 FY26. Retail deposits