“While the inflation trajectory is likely to remain benign, the RBI will need to filter the festive and GST-related demand from the cyclical recovery,” said Upasna Bharadwaj, chief economist, Kotak Mahindra Bank. “We remain skeptical on the sustainability of the recent pickup in economic activity and, hence, see some room for further monetary easing.”
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Investors are closely watching sectors like banking, manufacturing, auto distribution, and aviation after a recent rate cut. Analysts see temporary margin pressure for banks and
December 8, 2025