Following the RBI’s policy measures, banks are poised to benefit from increased liquidity. This influx allows for strategic deployment into credit or securities, boosting interest income while anticipated deposit rate cuts lower funding costs. Consequently, net interest income and profit margins are expected to improve, with NIM pressure potentially bottoming out by the end of the September quarter.
Earnings growth to stay robust at 14–16%; IT correction a buying opportunity: Vikas Khemani
India’s IT sector is poised for a comeback, with AI expected to boost, not hinder, growth. Vikas Khemani of Carnelian Asset Management sees excessive pessimism,
July 3, 2026