Whalesbook
Bro, ET NOW Markets Summit 2026 mein experts keh rahe hain ki India ka manufacturing aur credit sector next level par jaane wala hai. Bank credit toh **17%** se upar badh raha hai aur interest rates bhi stable hain. Sab log India ke high-value production aur infra spending par nazar rakhe hue hain.
Kya Chal Raha Hai?
Abhi recently ET NOW Markets Summit 2026 hua tha, jahan TRUST Group ke Utpal Sheth, Enam Holdings ke Sridhar Sivaram aur Alchemy Capital Management ke Hiren Ved jaise bade market experts ne India ke future economy par discussion ki. Sabne agree kiya ki aage 10 saal tak 3 cheezein growth ko boost karengi: companies ka spending badhna (capital expenditure), credit ki zabardast maang, aur India ke manufacturing sector ka comeback.
Global economy mein uncertainty hai, par experts ka kehna hai ki India ka internal momentum kaafi strong hai. Unka positive view un sectors par hai jo national priorities jaise energy, defense aur high-tech manufacturing ko support karte hain. Yeh sab digital aur AI advancements ke liye infrastructure ki growing need se bhi juda hua hai.
Manufacturing Aur Spending Mein Shift
Investors dhyan de rahe hain ki Indian companies kaise spend kar rahi hain. Panel ne bataya ki sirf basic capacity badhane ki jagah, ab companies high-value products bana rahi hain. Energy infrastructure, defense, aur specialized electrical equipment jaise industries ko iska fayda mil raha hai. Power grid upgrades aur industrial hardware companies country ki infrastructure needs poori karne mein help kar rahi hain.
Experts ne emphasize kiya ki manufacturing par focus aane wale kai saalon tak chalega. Short-term news se zyada, long-term structural trends jaise industrial processes ko modern karna aur domestic production badhana hi growth ke main drivers hain.
Credit Growth Ki Kahani
Financial services par sabki nazar hai, aur credit growth mein double-digit expansion jari hai. Reserve Bank of India ke latest data ke according, bank credit growth May 2026 tak 17.4% se 17.7% tak pahunch gaya. Retail aur corporate dono taraf se loan ki maang tez hai.
Par, is fast lending ke saath ek challenge bhi hai jise investors monitor kar rahe hain: credit growth aur deposit growth ke beech badhta hua gap. Credit ki demand toh high hai, par deposit mobilization thoda slow hai, jisse banks ko liquidity manage karni pad rahi hai. Banks ke liye funding pressure ke bina lending pace maintain karne ke liye healthy credit-deposit ratio bahut zaroori hai.
Interest Rates Aur Macro Stability
Monetary policy par experts ka consensus RBI ke current approach se milta hai. Central bank ne June 2026 meeting mein repo rate ko 5.25% par stable rakha aur neutral stance maintain kiya. Yeh decision global energy aur supply chain disruptions se aane wale inflation risks ko manage karne aur growth ko rokne ke beech balance dikhata hai.
Investors ke liye, stable interest rate environment borrowing costs ke baare mein thodi clarity deta hai. Par, macro environment abhi bhi crude oil prices aur global geopolitical tensions jaise external factors ke liye sensitive hai, jin par RBI nazar rakhe hue hai.
Investors Ko Kya Track Karna Chahiye?
Jaise market in long-term themes ko evaluate kar raha hai, kuch factors important rahenge. First, manufacturing sector ka high-value production growth maintain kar paana long-term profitability ke liye crucial hoga. Second, investors ko dekhna chahiye ki banks credit demand aur deposit growth ke gap ko kaise manage karti hain, kyunki yeh banking margins aur liquidity conditions ko affect karega. Last but not least, global price pressures ke response mein RBI ki monetary policy kaise evolve hoti hai, yeh equities aur credit-sensitive sectors ke liye sentiment ko influence karta rahega.