Banking and financial services have outperformed in 2025, with Bank Nifty and Nifty Financial Services gaining over 8% and 12%. Strong fundamentals, supportive RBI policy, improving asset quality, and attractive valuations are driving renewed investor interest and sustained sectoral momentum.
Geopolitics, crude risk and the IT conundrum: Sridhar Sivaram on why investors may need to stay selective
Geopolitical tensions in West Asia are creating market uncertainty, impacting energy supplies and capital flows. While Indian equities have shown resilience, prolonged conflict could significantly