Corporate India anticipates potential earnings turbulence due to the GST implementation and higher US tariffs, impacting sectors like textiles and auto ancillaries. The US Federal Reserve’s rate cut introduces market volatility, while FII selling reflects concerns over growth and valuations. Despite these challenges, experts favor NBFCs, consumer discretionary, and precious metals, suggesting a balanced portfolio approach for long-term opportunities.
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