stock market holiday: The Indian stock market has observed 14 holidays so far in 2025, with the last being on May 1 for Maharashtra Day. Th...

While there has been no change in Nifty Bank index, the weightage of HDFC Bank, ICICI Bank, Kotak Mahindra Bank and Bandhan Bank will incre...

NSE reshuffles its indices semi-annually based on multiple criteria and six-month data ending January and July. The latest rejig will have ...

The recap bonds is a tried and tested instrument which has helped the banks in the past.

Rate hikes are coming this summer. I can’t see them hiking over 50 bps in next 12 months.

Market veteran Madhusudhan Kela believes the market so far has not priced in an LTCG tax.

Market watchers said the recap plan would lead to steep book value dilution risks.

The bulls on Dalal Street have got habituated with winning.

“The phenomenon of yields going up and spoiling the party for the banks seems to be temporary”

'Going has become better for sectors which are perceived to be highly valued,' he says.

“In case of PSU banks and telecom, fundamental triggers which are causing them to start moving”

The rates for those bank dependent ones, like L&T Finance, would ease helping their profitability.

“You have to be invested, you cannot keep waiting for correction and miss the bus.”

“All the negative factors are already there in the Yes Bank valuations.”

Expect volatility in banks as competition between private and public sector banks tightens.

Anil Agarwal of Morgan Stanley, says these stocks will be very volatile and gains from digital initiatives will go mostly to private banks

July was a terrible month for commodities. Aside from all the drama in Greece, the ugliest headlines we saw were from commodities.