Market experts are closely monitoring private banks for structural growth, expecting them to outpace the industry. Consumption plays are set to benefit from GST rationalization, while metals exhibit strong domestic volume growth and attractive valuations. The IT sector also presents appealing valuations, with earnings growth anticipated as macro factors remain constructive for overall economic acceleration.
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