Joseph Thomas of Emkay is bullish on BFSI sector. Here’s why

“Higher profitability, cleaner balance sheets, and the trend of lower non-performing assets is something that makes the BFSI sector attractive,” K Joseph Thomas, Head Of Research at Emkay Wealth Management says in an interview to Moneycontrol. With a growing economy, and faster credit growth, and a likely moderating interest rate scenario over the next two […]

The pause is just “a bend in the river.”

The Fed has announced a much-expected pause in the interest rate hikes cycle. The pause, or a “skip” as some are calling it, was anticipated after the recently released inflation numbers. The consumer price inflation was reported at 4% for the month of May 2023, the lowest since March 2021. The RBI too in two […]

RBI Policy: A Long Pause on the Anvil

As was widely expected, the RBI has left the key policy rate, the Repo rate, unchanged at 6.50%. The economic environment is very similar to the one in the month of April 2023, when RBI declared its first status quo policy in the current rate hike cycle. Even though the inflation remains above the RBI’s […]