Amidst global tensions and market volatility, analyst Anand Tandon advises caution on Indian equities, deeming them expensive relative to growth. He suggests selective buying of fundamentally strong stocks and patience. Tandon favors engineering over aviation, expresses reservations about IT’s near-term prospects due to AI, and urges prudence in banking, particularly with public sector banks.
Short-term rates ease as banks see surge in dollar deposits
Large banks secured significant dollar deposits, easing short-term borrowing costs for smaller institutions. This influx of funds has boosted banking system liquidity considerably in recent
August 31, 2026