Emkay Wealth Management’s Dr. Joseph Thomas anticipates a potential RBI rate cut in 2025 amid controlled inflation and growth imperatives. He navigates global volatility from tariff tensions and US bond yield fluctuations, highlighting India’s improving earnings and IPO surge. Opportunities exist for long-term investors in SMIDs, infrastructure, PSU equities, consumer discretionary, healthcare, technology, and utilities sectors.
Banks unlikely to reduce deposit rates despite RBI easing
Following the latest repo rate decrease, bankers foresee only slight adjustments to deposit rates. The landscape, characterized by sluggish savings yields and elevated credit-deposit ratios,