Credit growth in Q3 signals economic recovery and still favors bigger banks like Axis, Kotak, ICICI, SBI: Sandip Sabharwal

According to Sandip Sabharwal, founder of askandipsabharwal.com, the strong credit growth reported by leading banks in the December quarter points to an improving economic cycle, even as select consumer and retail sectors face challenges in the near term.Speaking to ET Now, Sabharwal said double-digit loan growth at most major banks reflects rising economic activity after […]

Consumer demand is strengthening ahead of the festive and wedding season; Titan & HUL top buy: Siddhartha Khemka

India’s consumer sector posted a steady but uneven performance in the September quarter, marked by category-level differences but anchored by improved demand visibility ahead of the festive season and winter.Total revenues for the sector rose 8% in Q2 2026, while EBITDA growth remained modest at 4%, due to temporary disruptions in core products and margin […]