With balance sheets of corporates being strong, combined with utilisation levels inching towards optimum levels, the capex cycle revival is expected to lead to a strong boost in orders for industrial and capital goods companies. This combined with China plus one strategy and Europe plus one story emerging, the narrative of India transitioning towards upping its manufacturing presence on a global level only strengthens, said Nitasha Shankar, PRS – Head Research, Yes Securities.
Banks unlikely to reduce deposit rates despite RBI easing
Following the latest repo rate decrease, bankers foresee only slight adjustments to deposit rates. The landscape, characterized by sluggish savings yields and elevated credit-deposit ratios,
December 8, 2025