Indian Lenders Navigate Through US Tariff Shocks and Rate Cuts

Mumbai: Despite the looming challenges posed by US tariff shocks, Indian lenders are positioned to outperform their Asian counterparts. However, the anticipated squeeze on margins due to falling interest rates remains a significant concern.

Non-Banking Financial Companies (NBFCs) are particularly vulnerable, facing slower growth as stress accumulates in sectors such as unsecured loans.

Moody's Ratings Offer a Silver Lining

Moody's Ratings highlights India's diversified export base as a buffer against the credit impact of new US tariffs, maintaining a stable outlook on the country's banking system.

Stay informed with the latest business news, updates on bank holidays and public holidays. Master Value & Valuation with ET! Learn to invest smartly & decode financials. Limited seats at 33% off – Enroll now!