Vikas Khemani, founder of Carnelian Asset Advisors, predicts a structural upswing in Indian equity markets as key triggers unfold, including tariffs, corporate earnings, RBI policy, and SEBI regulations. He expects a decisive rally once the US interest rate cut occurs, boosting foreign investment.
High provisioning, margin strain reflect in private banks’ Q3 show
Private sector banks experienced a deceleration in operating and net profits for the third consecutive quarter due to reduced net interest income, increased bad loan
March 24, 2025