“Note that this cycle is a lot more granular in the loan mix and appears to have a lower credit cost compared to the corporate NPL cycle that we saw in the previous decade. We do believe that the cost lever is also available if revenue growth significantly slows down, which is likely if the rate cycle reverses sharply. It appears to be a low-probability event today,” Kotak analysts said.
Sebi proposes tighter curbs on promotional claims by online bond platforms
Sebi is tightening the reins on advertising practices for online bond platforms, aiming to protect investors from hasty decisions. New rules mandate that promotional content
August 22, 2026