Nilesh Shah believes the RBI’s leadership transition won’t disrupt policy continuity. India’s success in reducing debt-to-GDP ratio is lauded, while concerns about consumption are addressed with optimism for a revival in the coming months due to festive spending and government spending. The RBI’s role in balancing growth and inflation is emphasized.
Cash takes centre stage as investors rethink AI spending boom
Investors are increasingly focused on technology companies’ cash generation capabilities to fund artificial intelligence investments. Microsoft and Oracle are gaining positive attention from investors, while
October 29, 2026