Indian markets show resilience, with earnings hinting at a bottoming cycle and a projected recovery in H2FY26. Experts suggest a cautious approach to US-India trade talks, while precious metals are in a ‘pause for breath’ after a record run. The US Fed’s rate cut offers RBI room, potentially boosting cyclical stocks. Sectors like Capital Goods and BFSI appear attractive.
Shifting Gears: PSBs borrow more to cater to credit demand as deposits lag
Public sector banks are borrowing more to fund lending expansion. Deposits are not keeping pace with credit growth for these banks. Private banks show stronger
August 27, 2026