The Reserve Bank of India’s Monetary Policy Committee (MPC) kept policy rates unchanged in its October 2025 review, as widely expected, and retained its neutral stance. However, the central bank’s communication marked a significant shift, restoring market confidence after months of uncertainty. According to Suyash Choudhary, Head – Fixed Income at Bandhan AMC, the RBI … Read more
Markets are moving into an interesting phase, with valuations turning more reasonable and earnings expectations set to improve, according to Anshul Saigal. In an exclusive conversation with ET Now, Saigal, Founder, Saigal Capital highlighted how the macro setup, regulatory changes, and sectoral shifts are creating opportunities for investors. Reflecting on the current setup, he said: … Read more
Indian markets have remained volatile over the past few weeks, with corrections seen across most segments. Metals provided some relief, rising by half a percent, largely due to a spike in LME copper prices. However, fundamentals in the metals segment remain largely unchanged. Market expert Sudip Bandyopadhyay shared his insights in an interview with ET … Read more
Mumbai: The new Regulatory Review Cell (RRC) set up within the Reserve Bank of India’s department of regulation will give a structure to regulatory changes, help quicken the review process and allow financial institutions to flag redundant rules and give feedback on dated regulations, bankers and analysts said. A permanent review mechanism for old regulations … Read more
After nearly a year of time correction and muted returns, Kotak Mutual Fund’s Atul Bhole believes the stock market’s risk-reward has finally turned favourable. With macro stability, government reforms and GST-driven demand revival, he says investors can start deploying cash and raise equity exposure ahead of a potential earnings upcycle. Edited excerpts from a chat: … Read more
India’s fixed-income market is entering a unique phase where multiple factors are aligning in its favour. With inflation staying well below the RBI’s 4% target, steady passive inflows expected from India’s inclusion in global bond indices, and room for policy easing amid slowing global growth, the backdrop looks supportive for debt investors. Chirag Doshi, CIO–Fixed … Read more
Despite foreign investors pulling money out of Indian equities, Amit Premchandani, Fund Manager (Equity) at UTI AMC, believes the market story runs deeper. He argues that valuations, earnings quality, and sectoral opportunities matter more than short-term flows, and highlights why large caps, BFSI, healthcare, and autos remain attractive bets. Edited excerpts from a chat: Sensex … Read more
“So, hostilities would still continue in a frozen state; the war would not be officially concluded, but things would be paused. The Ukrainians might not like that, but if the Americans and Russians agree to it, I don’t know how much they can do. I feel that is a less likely scenario,” says Mark Matthews, … Read more
The Reserve Bank of India (RBI), in its latest August 2025 Monetary Policy Committee (MPC) meeting, decided to hold the repo rate steady at 5.50%, retaining its neutral stance. This comes after a significant 100-basis-point cut in June 2025 and a reduction in the Cash Reserve Ratio (CRR) to 3% by the end of 2025, … Read more
“As for where the tariffs will land, predicting that is very difficult at this point. But it’s a safe assumption that 25% is close to the worst-case outcome, and the final agreement will likely be around that or slightly better,” says Seshadri Sen, Emkay Global Financial Services.Just grappling with how you manage to adjust to … Read more