Before the election, you had a soft landing scenario where we believe growth slows, inflation falls and the Fed cuts rates. Now that may not happen right away, but will happen in the distant future.
FMCG stocks remained under pressure in 2026, with the sector index declining 10% year-to-date amid geopolitical disruptions and inflationary pressures. Most major names, including ITC,
GIFT Nifty signals a weak start for Indian markets after a sharp global sell-off led by declines in AI and semiconductor stocks across Asia. Profit
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