Oil Shock, Tariff Threat, and Rate Easing: India's Financial Trilemma

Indian financial markets are showing surprising resilience despite a geopolitical firestorm. Bajaj Housing Finance reported a 23% jump in Q1 profit, while Dhanlaxmi Bank's net profit more than doubled with a 27% rise in net interest income. The RBI's accommodative stance continues to support liquidity, and NCDEX's new Nidhi platform aims to bring millions of rural Indians into the mutual fund fold, expanding the investor base. The rupee has gained for four straight...