how it lifts banking stocks next 2 months? Original Post by RateCutOptimist (Posted 2 hours ago):
Bhai log, Morgan Stanley and Crisil both calling it – RBI's Dec 5 meet likely cuts repo by 25 bps to 5.25%, with neutral stance after 100 bps easing this year. CPI at 0.25% Oct low gives room, even if Q2 GDP beats 7%. This should expand NIMs 20-30 bps for banks, boost loan growth to 15% in Jan-Feb. HDFC Bank, ICICI could rally 10-12% to 1,800/1,300 by Jan end. But rupee at 89.5 a worry? My 100 HDFC from 1,600 – adding more post-cut?