Sandeep Bhatia of Macquarie Capital highlights the importance of state elections and US political stability for market triggers. He emphasizes earnings visibility in domestic consumption sectors and discusses trends in the auto industry, particularly luxury cars and SUVs. Bhatia also notes the potential impact of interest rate adjustments on NBFCs and private sector banks.
West Bengal plans incentives to spur industrial investments
The government is exploring off-balance sheet incentives like soft loans to keep the weightage on budget-dependent industrial promotion lower, the finance minister said. Concession on