Global financial services firm Bernstein also echoed similar sentiments to those of several other experts that the sweeping GST rate cuts will boost India's consumption.
Aggressive competition from Public Sector Banks (PSBs) poses a significant risk of prolonged slower growth for Private Sector Banks (PVBs), according to a report by Bernstein.
Around 60 per cent of India's Uber rich wealth is still parked in real estate and gold, according to a report by Bernstein. Uber rich individuals includes Ultra High Net Worth Individuals (UHNI), High Net Worth Individuals (HNI), and the Affluent class.
India's wealthiest households are set to get even richer, with their growing financial assets creating massive opportunities for wealth management firms.
The next phase of India's retail credit growth is expected to come from a rise in credit per borrower, mainly driven by the housing loan segment, according to a report by Bernstein.
India's mutual fund industry is expected to see strong inflows of USD 40-45 billion in the financial year 2025-26, mainly driven by steady SIP (Systematic Investment Plan) contributions.
The Quick commerce in India is set to grow at an impressive rate of 75-100 per cent year-on-year, significantly outpacing traditional retail, which is expected to grow at a much lower rate, says a report by Bernstein
As the social media platforms and the stock markets are buzzed with the popularity of the new AI company DeepSeek, a report by Bernstein stated that DeepSeek looks fantastic but not a miracle and not built in USD 5 million.
This valuation is derived from a P/E multiple of 25x on FY30 earnings per share (EPS). The report notes that while fintech companies are expected to enjoy premium valuations during their growth phase, intensifying competition in the long term could result in a compression of these valuati
India's quick commerce sector is expected to expand beyond groceries into new categories and cities in 2025 as Tier-2 and smaller cities embrace this model, says a report by Bernstein.