BUSINESS
RBI passes growth baton to government after Budget, trade deals
The macros are looking favourable and external risks have diminished. But valuations are still elevated. Where does that leave investors?
BUSINESS
The outlook for equity and bond markets as Budget day nears
A weak start to equity markets in 2026 leads to the possibility of a post-Budget rally, if it manages to improve market optimism
BUSINESS
India’s domestic strengths to trump global uncertainty
Domestic factors such as a healthy monsoon, easing inflation and healthy services growth give it the ability to tide over trade-related uncertainty, leading to an upward revision to GDP growth and overweight stance on equities
BUSINESS
Domestic resilience to underpin equities’ outperformance in H2 2025
While large-caps are preferred over small and mid-caps, there are three preferred sectors that investors should keep an eye on
BUSINESS
The Budget’s focus on growth, fiscal prudence is bullish for equities
The Budget’s focus on boosting both consumption and capex is supportive for Indian equities, especially for healthcare, financials and consumer-related sectors
