In a policy landscape shaped by softening inflation and a steadily weakening rupee, former RBI Deputy Governor R. Gandhi offered a nuanced view of the central bank’s priorities as it navigates the months ahead. His remarks come amid rising scrutiny of the Reserve Bank of India’s stance on both price stability and currency management. Inflation, … Read more
Kolkata: The Reserve Bank of India on Tuesday said that State Bank of India, HDFC Bank and ICICI Bank remained as domestic systemically important banks and they will have to maintain additional common equity tier 1 (CET1) capital ratio of 0.8%, 0.4% and 0.2% respectively in addition to the capital conservation buffer. This level of … Read more
With markets navigating a prolonged consolidation phase, valuations have finally cooled even as the easy re-rating cycle draws to a close. Devarsh Vakil underscores that the next leg of the market will be driven less by multiples and more by earnings traction, with early signs of revival already visible. For investors, discipline and selectivity will … Read more
In this edition of ETMarkets Smart Talk, we speak with Darshan Engineer, Fund Manager – PMS at Sundaram Alternate Assets, to decode the evolving market landscape as earnings season progresses. With more than half of Nifty50 companies having reported their numbers, early trends suggest that the earnings cycle may be approaching its trough, with expectations … Read more
FII sentiment toward India is showing signs of revival, says Alok Agarwal, Head – Quant and Fund Manager at Alchemy Capital Management. With macro stability, easing global uncertainties, and improving earnings visibility, Agarwal believes the “wall of worry” for Indian markets has now shrunk to a “low fence,” setting the stage for renewed foreign inflows. … Read more
Mumbai: Credit rating agency Fitch Ratings has revised the outlook on IIFL Finance‘s (IIFL) long-term rating to positive from stable, and affirmed the rating on IIFL’s senior secured debt at ‘B+’. The rating agency expects the company’s credit profile to improve over the next two years, particularly its business and risk profiles, asset quality and … Read more
Pune: India is poised to contribute about one-fifth of the world’s GDP growth on the back of robust domestic demand and prudent macroeconomic and financial sector policies, which enabled it to withstand “external shocks”, Shaktikanta Das, the Principal Secretary-2 to PM Narendra Modi, said. Addressing an event here on Saturday, he emphasised that India’s underlying … Read more
Structural reforms, along with prudent macroeconomic and financial sector policies, have imparted resilience and vibrancy to the Indian economy, allowing it to withstand external shocks, said Shaktikanta Das, principal secretary-2 to the prime minister and former governor of the Reserve Bank of India. He pointed out that amid uncertainty in the global trade landscape, India … Read more
In an era where investors are seeking stable returns without taking on excessive risk, REITs (Real Estate Investment Trusts) and InvITs (Infrastructure Investment Trusts) are emerging as compelling options. Speaking to ETMarkets, Abhishek Agrawal, CFO of Embassy REIT, highlighted that these instruments not only offer low-risk, mid-teen returns but also provide long-term growth potential for … Read more
In the latest discussion on monetary policy and market trends, Churchil Bhatt, Executive Vice President – Investment at Kotak Mahindra Life Insurance Company Ltd, shared his perspective on the outlook for fixed income assets. Highlighting the limited room for further policy easing by the Reserve Bank of India (RBI), Bhatt noted that despite these constraints, … Read more