Despite higher nominal valuations, selected sectors continue to offer a compelling view of structural growth. Viraj Gandhi, CEO, SAMCO Mutual Fund, believes that defence, financials and consumer discretionary sectors are well-positioned to benefit from policy support, balance sheet strength and changing demand dynamics. He advocates a momentum-based, risk-calibrated approach to navigating the current market cycle.Edited […]
Karur Vysya Bank | Photo credit: BIJOY GHOSH Due to the falling cost of deposits, Karur Vysya Bank has reduced its Marginal Cost of Funds Based Lending Rates (MCLR) by 25 basis points across the board, with effect from November 22, 2025. After the reduction, the overnight MCLR is 8.90 percent (previously 9.15 percent); the […]
Mumbai: Corporates are ready to return to bank loans such as the spread between the marginal costs of funds of funds -based loan interest (MCLR) and bond returns continue to narrow. The spread, which was widened to 210 basic points in April 2025, has now decreased to around 150 BPS, levels that were last seen […]