Kotak Securities anticipates a stronger second half for Indian markets, driven by festive demand and favorable monsoons benefiting rural areas. While consumer tech leaders like Nykaa and Honasa show long-term promise, high valuations in consumer companies raise concerns. Cautious approach is advised due to global economic uncertainty, prioritizing capital preservation over aggressive returns.
Bank Lending to NBFCs Rises 26%, Fastest in FY26
In the previous fiscal year, bank lending to Non-Banking Finance Companies (NBFCs) witnessed an impressive 26 percent increase, fueled by the Reserve Bank of India’s
May 2, 2026