Neelkanth Mishra explains the current state of the Indian economy, suggesting that the worst phase may be over. However, a recovery requires increased fiscal spending and monetary easing. Mishra highlights slow government spending and weak credit as concerns, but notes potential improvements with real estate and power investments. Monetary easing might begin around April.
Largecaps seen as safer harbour in stock picker’s market: Nitin Bhasin
Market participants should brace for a phase where easy returns from broad themes may fade. Selectivity, precise bet sizing, and a sharp bottom-up approach will
December 16, 2025