Day: October 3, 2025

Trump and tariffs could decide the course of RBI rate revision

US President Donald Trump will visit Kuala Lumpur for the summits of ASEAN and East Asia leaders from October 26 to 28. New Delhi would likely look at a possible bilateral meeting between Prime Minister Narendra Modi and President Trump and work out a trade deal on the sidelines of the East Asia summit.

Is it time to shift your fixed income strategy amid RBI’s dovish signals?

RBI’s dovish monetary policy prompts investors to recalibrate fixed income portfolios. Fund managers advise a core allocation to accrual funds, with a tactical bet on duration funds. This strategy anticipates at least one 25-basis point rate cut this fiscal year, potentially boosting bond prices and offering capital gains.

RBI policy and GST boost fuel interest in consumption, financial services stocks

Consumption and financial services stocks are in focus due to recent GST boosts and RBI policy changes. Analysts highlight several stocks, including United Spirits, Aditya Birla Capital, and Axis Bank, which saw above-average rollovers to the October series. Based on technical and derivatives data, experts recommend fresh long positions and anticipate potential northward moves for […]

Banks start to see benefits of rate cuts, advances rise

Indian Bank’s advances rose 13% on a year-on-year basis, the highest quarterly growth since the first quarter of FY24. Its deposits also rose 12%, the highest since the second quarter of FY23. Its provisional advances stood at Rs 6.22 lakh crore, while deposits were Rs 7.76 lakh crore for the quarter ending September 2025.

Compass is set, but, for banks, M&A seas are rough

Larger banks with established capital markets divisions, such as ICICI Securities and SBI Capital Markets, will be better placed than mid-sized lenders. For financing deals, banks will need to develop a more nuanced assessment than steady-state projections of financial statements.