Strong second-quarter earnings from India’s banking and financial services industry (BFSI) are attracting investors, with brokerages bullish on large banks and NBFCs. Despite a recent market dip, experts predict a rally once the Reserve Bank of India begins cutting interest rates. Analysts highlight banks’ robust profits, stabilizing interest margins, and the potential for growth in the sector.
ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEO
Global markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGiri emphasizes buying with a