BofA Securities reports the residential real estate sector is in its fifth year of an upcycle, characterized by demand exceeding supply. While luxury housing initially drove growth, a more balanced contribution from mid-segment and affordable housing is anticipated. Developers can expect continued booking growth, though volume growth was challenging in the past year, larger companies are consolidating the market.
Market expects one more rate cut as inflation stays benign
Indian economists and bond market experts expect another quarter percentage point cut in policy rates. This follows the Reserve Bank of India’s recent rate reduction
December 9, 2025