The upside here is immense. Forethought by our policymakers, the demographic dividend, and the ambition of our startups and private sectors have elevated the median at which India operates. At 7.8% in the first quarter of the financial year 2023, India is the fastest growing major economy in the world. At a global scale, India is to contribute 15% of the global growth in 2023, as per the International Monetary Fund (IMF)
Santosh Rao sees market rotation, not a Santa rally at year-end
US President Trump’s optimistic inflation comments contrast with consumer affordability concerns. While markets anticipate policy support and potential Fed easing, a stagflationary scenario remains a
December 18, 2025