Nuggets: The Knowledge App

Credit growth in the Indian banking system picked up meaningfully to >14% YoY towards the end of 2026 and remains healthy at above 13% YoY

Feb 16, 2026

https://x.com/sanjeevsanyal/status/2017147137608368475?s=20

Indian Banks Reach Their Healthiest State in Decades: GNPA & NNPA At Multi-Year Lows | Economic Survey 2025-26

Jan 30, 2026

Amish Shah, Head of India Research at BofA Securities, details his outlook for Indian markets in the coming year.

Short-Term Negative Triggers (H1)

Union Budget (Feb 1st): This is viewed as a potential "market sell-off event" due to a lack of fiscal space for significant capex or consumption stimulus [00:02:04].
State Elections (May): Five…

Jan 18, 2026