BUSINESS
"Waiting”: Powell drops the W-Word 25 times as Fed hits pause again
The Fed’s current stance reflects deep uncertainty about the economic fallout from the ongoing tariff war, especially between the US and China, as officials of both countries are set to meet in Switzerland on May 8.
BUSINESS
No panic on Dalal Street: Why markets aren't spooked by India-Pakistan tensions
India-Pakistan Tensions: Despite India’s retaliatory strikes, markets remain steady as experts view the situation as contained and largely priced in
BUSINESS
SBI Q4 Preview: Profit may fall in double-digits amid lower treasury income, margins to narrow
SBI’s NII is likely to grow modestly by 5.3 percent YoY to Rs 43,872 crore in Q4FY25
BUSINESS
Kotak Mahindra Bank Q4 Preview: NII, profit set to grow in low single-digit; margin pressure likely
Kotak Bank’s NII is likely to grow by 7 percent YoY to Rs 7,313 crore, compared to Rs 6,909 crore in Q4FY25
BUSINESS
Bajaj Finance Q4 Preview: NII, profit likely to rise in double-digits led by strong loan growth
Bajaj Finance’s NII is expected to stand at Rs 9,660 crore in Q4FY25, reflecting a 20 percent YoY increase from Rs 8,013 crore in Q4FY24
INDIA
Pahalgam fallout: History shows India's stock market has recovered swiftly after Indo-Pak conflicts
Following India's air strikes on terrorist camps in Balakot in 2019, Sensex and Nifty initially fell but bounced back the following day. The key uncertainty this time revolves around the extent of India's military response, and many HNIs have turned cautious in anticipation.
BUSINESS
Axis Bank eyes stable deposit growth in FY26, hinges on liquidity support
Axis Bank’s total deposits grew by 10 percent year-on-year, while its advances rose 8 percent YoY in Q4FY25
BUSINESS
SBI Life eyes stable margins in FY26 as it shifts focus to traditional products from market-linked plans
SBI Life expects margins to remain steady in the range of 27–28 percent, as it shifts more focus towards traditional insurance products
BUSINESS
SBI Life eyes 13-14% growth in individual premiums for FY26, outpacing industry estimates
SBI Life saw a modest 0.3 percent year-on-year (YoY) increase in net profit, reaching Rs 813 crore in Q4
BUSINESS
SBI Life eyes 13-14% growth in individual premiums for FY26, outpacing industry estimates
SBI Life saw a modest 0.3 percent year-on-year (YoY) increase in net profit, reaching Rs 813 crore in Q4
BUSINESS
Shriram Finance Q4 Preview: Double-digit profit growth likely amid strong loan growth
Shriram Finance’s NII is projected to increase by 14.3 percent YoY to Rs 5,815 crore in Q4FY25, up from Rs 5,087 crore in the year ago period
BUSINESS
Pahalgam terror attack: Market experts flag retaliation as potential trigger for near-term volatility
Market experts believe the sentimental impact on equities is likely to remain minimal, as the ongoing rebound from April lows continues to hold strong
BUSINESS
SBI Life Q4 Preview: Muted show likely amid modest APE, flat VNB growth
SBI Life is expected to post a 4.2 percent year-on-year (YoY) growth in APE in Q4FY25
BUSINESS
The Sanjay Malhotra effect: Banking stocks rally as RBI’s liquidity push, rate cuts fuel optimism
Amid uncertainty over Trump tariffs, Indian banks are leading the stock market rebound from the front
BUSINESS
Axis Bank Q4 Preview: Sluggish loan growth, margin pressure likely to weigh on earnings
Axis Bank’s net interest income (NII) is expected to show a modest increase of 6.1 percent YoY, reaching Rs 13,894 crore in Q4FY25
BUSINESS
HDFC Bank says deposit cuts won't hurt growth, eyes long-term play
The bank's average deposits grew 15.8 percent YoY to Rs 25.28 lakh crore in the January-March quarter
BUSINESS
ICICI Bank delivers healthy asset quality in Q4, eyes continued stability in FY26
ICICI Bank's net NPA ratio stood at 0.39 percent for the March quarter, down from 0.42 percent a quarter ago
BUSINESS
As RBI turns dovish, ICICI Bank flags potential margin impact in the long haul
With growing expectations of a rate cut and deposit rates already starting to fall, the private lender said that they will need to think carefully about their long-term strategy
BUSINESS
ICICI Bank Q4 Preview: Profit to grow in double-digits amid stable margins, lower slippages
ICICI Bank’s profit is likely to grow in double digits—by 12.5 percent YoY to Rs 12,050 crore in Q4FY25
BUSINESS
HDFC Bank Q4 Preview: Modest profit, NII growth likely amid weak loan growth momentum
HDFC Bank’s NII is projected to rise by 7.3 percent YoY to Rs 31,200 crore, compared to Rs 29,077 crore in Q4FY24
BUSINESS
Can Donald Trump's 90-day tariff truce bring risk-on sentiment back for real?
Analysts pointed out that Trump’s unpredictable trade policy lacks the stability needed to draw investors back to riskier assets
BUSINESS
"Own goal" - Howard Marks compares Trump's tariffs to Brexit misstep in latest memo
Marks noted that even if tariffs succeed in bringing manufacturing back to the US, the country currently lacks the infrastructure
BUSINESS
Stop SIPs in a market dip? You miss the real gains, says Capital League’s Rajul Kothari
From scarcity to surplus, Rajul Kothari highlights the need for thoughtful spending among young individuals
BUSINESS
Comfort with loans is worrying - young must learn to plan, not just spend: Prableen Bajpai of FinFix Research
When it comes to planning one's financial journey, Prableen highlighted the importance of setting spending limits
