Markets are in a fair value zone with supportive macro conditions. Near-term returns are expected to be moderate due to upcoming IPOs. Investors should focus on steady opportunities. Precious metals require reasonable allocation. Indian interest rates are trending lower. Earnings are neither great nor weak. Global credit spreads and AI capex pose risks.
Lenders may turn to OFCB route to raise more funds abroad
Indian banks are now shifting focus towards borrowing in overseas foreign currencies to meet their fundraising requirements. This strategic pivot comes in light of an