Gold Loan Boom: Gold loans surged 136% year-on-year as borrowers rush to monetize soaring bullion prices. The segment is now ₹16 lakh crore and accelerating.
Muthoot Finance: GreenEdge calls it the cheapest large-cap lender at 9.5x earnings with 28% ROE — cheaper than SBI.
NIIF Infrastructure Fund: Raised ₹19,000 crore in first close, backed by Temasek, HDFC Bank, and global sovereign funds.