The report offers a detailed and insightful analysis of the key trends and
opportunities shaping India’s economic and investment landscape..
Key Takeaways
- Global Equities Global market volatility continues, but India stands out with its resilient
equities market. Discover why large-cap valuations are presenting attractive opportunities despite the
uncertainty.
- India Macroeconomic Outlook India’s economy is projected to grow at 6.7% in FY2026. With
fiscal and monetary policy support, learn how India is navigating global trade tensions and boosting domestic
consumption.
- Fixed Income Opportunities Strong inflows into Indian sovereign bonds have positioned them
favorably. Explore how bond yields are expected to behave and why they remain attractive in the current
environment.
- Equities While mid and small-caps have faced some challenges, large-cap stocks continue to
present solid opportunities, with the NIFTY index reflecting broader market sentiment
- Commodities Gold and silver have seen impressive performance in 2024, and the outlook for
commodities remains bullish. Learn how geopolitical risks and inflationary pressures are likely to impact prices
in 2025.
