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The Reserve Bank of India (RBI) anticipates more effective monetary policy transmission due to the increasing share of floating rate loans, which reached 75.7% in March 2025. Increased inter-bank liquidity, through measures like open market operations and CRR reductions, further supports faster transmission to financial and credit markets.
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News and Media
Nilesh Shah of Kotak AMC remains optimistic about consumer discretionary spending, citing tax rebates, reduced EMI burdens, and the upcoming 8th Pay Commission. He favors midcap IT leveraging AI and consumer discretionary over staples, driven by increased focus on healthcare, travel, and QSR. While IPOs and promoter stake sales offer market supply, selective investment is crucial.
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News and Media
Rajesh Bhosale from Angel One anticipates a strong upward trend in State Bank. He advises purchasing it around 818-820 levels, setting a stop loss at 802, with a target of 855. Bhosale is also optimistic about Muthoot Finance. He notes a flag pattern on the daily chart.
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News and Media
Nilesh Shah of Kotak AMC suggests that Indian equities appear promising compared to other emerging markets, with expected earnings growth in the high single to low double digits. Despite potential market volatility and global uncertainties, a long-term investment view is advised. He anticipates outperformance in midcap IT and consumer discretionary sectors, while cautioning about potential real estate and commodity disappointments.
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News and Media
Amnish Aggarwal of Prabhudas Lilladher reports uneven consumer spending due to a mild summer. This impacts durables and staples. Capital goods and travel sectors are performing well. Pharma and healthcare are also showing good numbers. Power demand is down due to the weather. IRCTC's technology upgrade will help in the long run.
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News and Media
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