Axis Bank

RBI Credit Policy LIVE Analysis | Aditya Pagaria Explains Rate Pause Impact

Feb 06, 2026, 05:28 PM IST

The Reserve Bank of India (RBI) kept its repo rate unchanged at 5.25% in its February 2026 Monetary Policy Committee (MPC) review, maintaining a neutral stance amid benign inflation (around 2-2.5%, below the 4% target) and resilient growth. Senior Fixed Income Fund Manager Aditya Pagaria from Axis Mutual Fund discussed the policy's implications. He noted the RBI's cumulative 125 bps rate cuts and ₹17 lakh crore liquidity measures over 1.5 years have supported the economy effectively, signaling the end of the easing cycle with a likely long pause.Despite earlier cuts, 10-year G-Sec yields hardened to around 6.7-6.72% due to demand-supply mismatches (excess supply of ~3.5-4 lakh crore in G-Secs and SDLs) and market anticipation of the pause.Pagadia highlighted portfolio shifts to shorter-duration, accrual-focused strategies (e.g., 1-3 year corporate bonds offering ~200 bps spreads over repo) over volatile long-duration G-Secs. He advised retail and senior investors to consider flexible hybrid funds for managed exposure without timing the market. Short-term yields may see compression post March, while banking remains healthy with low NPAs. The rupee faces reduced pressure post trade deals, expected to stabilize.

Exclusive: Neelkanth Mishra On Pulse Of The Economy & Markets | #Modinomics #Budget2026

Jan 30, 2026, 01:18 PM IST

In an exclusive conversation with Siddharth Zarabi, Group Editor, Business Today, Neelkanth Mishra, Chief Economist, Axis Bank shares his insights on the pulse of India’s economy and financial markets ahead of Budget 2026. The discussion covers growth expectations, inflation trends, fiscal policy signals. Mishra also decodes the implications of the Economic Survey 2025–26, global cues, trade dynamics, and market movements shaping India’s macroeconomic landscape. This special show provides viewers with expert perspectives on how domestic reforms, capital flows, and global developments could influence investment decisions and economic growth. Tune in for an in-depth analysis of India’s economic trajectory and market outlook.

'Instead of importing from China...': Axis Bank's Neelkanth Mishra on India's trade strategy vis-a-vis Beijing

Jan 30, 2026, 12:56 PM IST

He argues that this would help India localise production and integrate into global value chains instead of remaining a destination for dumped finished goods.

Stock market today: Sensex jumps 550 pts, Nifty above 25,350; Axis Bank shares gain 4%

Jan 28, 2026, 09:24 AM IST

On the technical front, Shah said the 50-pack index remains locked in a volatile and narrow range. He noted that the 25,300–25,400 zone is an immediate resistance band.

Sensex, Nifty close higher on India-EU trade deal; midcaps, smallcaps sink

Jan 27, 2026, 04:04 PM IST

Sensex rose 320 points to 81,857 and Nifty gained 127 points to 25,175. Despite today's rally, Sensex has lost 3.91% and Nifty has fallen 3.71% in 2026.

IndusInd Bank, Axis, Kotak & JSW Steel shares: Dharmesh Kant of Cholamandalam Securities weighs in

Jan 27, 2026, 10:57 AM IST

On the metals space, Kant said, "Metals are witnessing quite a healthy upside traction." He pointed out that JSW Steel delivered a strong performance, supported by capacity expansion plans and operational efficiency initiatives.

IndusInd, KMB shares plunge 5% each; Axis Bank up 4%; target prices post Q3 results

Jan 27, 2026, 09:55 AM IST

Nirmal Bang said IndusInd Bank will see an overhang in the near-to-medium term due to de-growth in loan book, and higher credit costs in the unsecured loan segment.

Top stocks in news: Kotak Bank, HCL Tech, Axis Bank, Hindustan Copper, Urban Company, BPCL

Jan 27, 2026, 07:09 AM IST

Fintech player Pine Labs has entered into a strategic partnership with the UAE’s leading digital financial platform, Wio Bank, to modernise its merchant acquiring infrastructure.

Axis Bank, JSW Energy, Wipro, JFS, Kotak Bank among stocks in focus next week; here's why

Jan 24, 2026, 04:13 PM IST

Jio Financial Services (JFS): The company has officially incorporated a new wholly owned subsidiary, Jio Alternative Investment Manager Ltd (JAIML), to spearhead its entry into the alternative investment space.

Q3 results: L&T, ITC, Axis Bank, BEL, Maruti Suzuki to post earnings next week; check date

Jan 24, 2026, 09:32 AM IST

On Thursday, January 29, with a mix of conglomerates and new-age tech, including ITC and Adani Enterprises (AEL), which are set to declare their numbers.

Deposit Growth Must Pick Up To Sustain Credit Expansion, Warns Axis Bank CEO

Jan 22, 2026, 02:57 AM IST

Speaking to Siddharth Zarabi, Group Editor, Business Today, on the sidelines of the World Economic Forum in Davos, Axis Bank MD and CEO Amitabh Chaudhary said deposit growth will be critical to sustaining India’s credit expansion. While credit demand is showing signs of revival, he cautioned that if deposit growth does not pick up, lending momentum could slow again. Chaudhary noted that the RBI has assured durable liquidity support, which should help ease pressures in the banking system. However, he stressed that single-digit or low double-digit deposit growth will not be sufficient to keep the economy moving at a steady pace. He remains optimistic that over the next 12 to 18 months, deposit mobilisation will improve, supporting credit growth and economic momentum.