Sectors like banking, NBFCs, real estate, and automobiles are poised to benefit from India’s easing interest rate cycle, as lower borrowing costs boost credit flow, demand, and fixed-income returns amid falling yields and rising liquidity, says Nexedge Research.
Earnings growth to stay robust at 14–16%; IT correction a buying opportunity: Vikas Khemani
India’s IT sector is poised for a comeback, with AI expected to boost, not hinder, growth. Vikas Khemani of Carnelian Asset Management sees excessive pessimism,