Emkay Global views the RBI’s move as a clear positive for NBFCs, especially those heavily reliant on bank borrowings and with a sizable fixed-rate loan portfolio, such as gold and vehicle financiers. These firms are expected to benefit from reduced funding costs and improved net interest margins (NIMs) in H2FY26 and beyond.
Paul Black’s 3 thumb rules for identifying great wealth creators
Veteran portfolio manager Paul Black’s investment framework focuses on identifying businesses with competitive advantages that strengthen over time. His three key rules emphasise widening moats,
August 29, 2026