New Delhi, Jan 23 (IANS) The next fiscal (FY27) is likely to be a year of fiscal restraint for the upcoming Union Budget 2026-27, after having given a lot of tax breaks in FY26, according to a new report.As far as expenditure is concerned, at least a 10 per cent capex growth is assumed with limited room for revenue expenditure (as per our base case), according to the Budget Preview from HSBC Mutual Fund.“In terms of deficit, the commitment to walk the fiscal glide path suggests a fiscal defici…
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New Delhi, Jan 12 (IANS) Indian equities have a “constructive” outlook due to a recovery in private capital expenditure, a robust real estate cycle, sustained government infrastructure spending, a report said on Monday.HSBC Mutual Fund also cited rising investments in manufacturing, renewables and supply‑chain localisation that support earnings visibility and market performance through 2026.”We believe India’s growth remains quite resilient despite the global macro-economic challenges. Inter…
New Delhi, Dec 30 (IANS) Reserve Bank of India (RBI) may undertake more open market operations in February–March to keep durable liquidity, a report said on Tuesday.The report from the Axis Mutual Fund said that RBI is likely to maintain liquidity at around 1.25/1.75 per cent of net demand and time liabilities, even as the best of surplus liquidity is over for Indian markets.Following the rate cut in December 2025, the RBI is likely to maintain an extended pause, keeping interest rates lower f…
New Delhi, Dec 27 (IANS) System loan growth has picked up and Q3 FY26 is expected to show better loan growth and improved net interest margins, a report said on Saturday.The report from Elara Capital said the quarter should also see lower slippages in unsecured and microfinance institutional loans and steady recovery trends that may benefit credit costs.The report, however, flagged that deposit flows remain weak and incremental credit‑deposit ratios are running very high.”Even with better Q3 o…
New Delhi, Dec 24 (IANS) With better earnings growth in FY27 and a potential trade deal with the US, a return of foreign institutional investors (FIIs) into India is expected in 2026, a report said on Wednesday.”Overall, we remain constructive on the equity markets for 2026. Nifty valuations at 20.5x 1-year forward Price-Earnings ratio (PE) are in-line with its 5-year average and at a modest premium to 10-year average”, according to the report from HSBC Mutual Fund.The fund house said it is over…