2025-07-02Niranjan Ghatule
In the first three months of FY26, Indian banks have announced record-breaking QIPs worth ₹72,000 crore, surpassing the full-year total of the previous fiscal. Major banks like SBI, Axis Bank, Union Bank, and others are raising capital to strengthen their balance sheets amid rising credit demand, economic growth, and government focus on domestic sectors such as MSMEs, infrastructure
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2025-06-20Niranjan Ghatule
Jefferies' Chris Wood has made significant adjustments to the India portfolio amid expectations of RBI rate cuts, valuation concerns, and optimism in the real estate sector. The new strategy includes rotating out of select stocks while increasing exposure to consumption and financial sectors, reflecting India's shifting economic landscape.
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