Best in class asset quality, strong retail granularity, and a sustainable return ratio -- these are the things we will look at, says Yes Bank's new MD and CEO Vinay Tonse.
JPMorgan has downgraded Indian equities to 'neutral' from 'overweight', citing elevated valuations, rising earnings risks, and limited exposure to next-generation technology like AI. The brokerage believes other emerging markets offer more attractive risk/reward propositions despite India's strong structural growth story.
Global brokerage Bernstein has issued a cautionary note, stating that India risks 'under-delivering on its potential' unless it addresses key policy bottlenecks and structural risks, including employment challenges from AI, limited manufacturing gains, and rising welfare spending.
The Reserve Bank of India's 2024 norms for the voluntary conversion of Small Finance Banks (SFBs) into universal banks, particularly the subjective 'diversified loan portfolio' criterion, are proving to be a significant hurdle, with Ujjivan SFB and Jana SFB having their applications returned.
Reserve Bank of India (RBI) Governor Sanjay Malhotra stated that preventing second-round effects of supply shocks, where inflation expectations rise due to prolonged disruptions, is the primary role of monetary policy. He also defended the RBI's foreign exchange market interventions, asserting it did not commit to an 'indefensible peg'.
If Tata Sons is listed, the special veto rights of Tata Trusts, under Article 121A, may have to go away.
'Mobius made EMs investable and India his most enduring belief.'
India has emerged as the most impacted market within emerging economies, experiencing $3.7 billion in outflows over the past three weeks, matching the total outflows from the entire emerging market basket, as global equity funds turn negative for the first time since January 2026 due to escalating geopolitical tensions.
'When there is such an elaborate and a strong process, one would have expected anyone to either place the issues so that they can be addressed or go to the regulator and probably tell them rather than creating a kind of uncertainty for the stakeholders.
'During the bank's board meeting, many directors asked him if there is a governance issue but he said there is none.'
What is the reason behind this drying up of talent for the top post in private banks?
At the upper end of that range, the bourse would rank among the seven most valuable listed firms in the country.
'The next phase of India's IPO cycle will be defined by quality, pricing discipline and investor selectivity.'
With domestic markets turning choppy, investors are increasingly scouting for opportunities overseas to diversify portfolios and hedge against a weakening rupee.
Sensex and Nifty post steepest weekly loss in over a year, falling nearly 3 per cent.
India has lost its $5 trillion market capitalisation (mcap) tag following Monday's sharp selloff in equities and a simultaneous slide in the rupee.
'LIC will reduce but not fully exit its stake in IDBI Bank, which remains an important bancassurance partner,' says LIC of India' MD and CEO R Doraiswamy.
'The problem is not just slower growth, but also the quality of growth.'
The selloff in domestic information technology stocks intensified on Friday, with the Nifty IT index sliding as much as 5.2 per cent during the session before paring losses to close 1.44 per cent lower.
In a move aimed at curbing the mis-selling of financial products, the Reserve Bank of India (RBI) has proposed banning incentives paid to bank staffers by third parties such as insurance companies and mutual fund houses for selling their products and services. It has also proposed that banks must ensure their user interfaces do not deploy "dark patterns" to lure customers.
