Private sector banks are struggling to keep pace with market value, as their valuations are already high, leaving little room for error. In contrast, public sector banks are benefiting from reforms, potential capital limit increases, and consolidation, positioning them well for the upcoming private capex cycle.
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