Khara told ET that India’s focus on building manufacturing muscle would further strengthen the growth capex trend and, in turn, banks that are expected to help finance India’s spectacular and exciting journey along the competitiveness gradient.
ETMarkets Smart Talk: SBI Securities cautions against value traps; growth visibility key to attracting premium valuations
SBI Securities’ Sunny Agrawal anticipates a constructive second half for equity markets in 2025, driven by rate cuts, tax benefits, and revived capex. He suggests