The strong growth story is there, inflation is somewhat stickier as well, and the Federal Reserve themselves are suggesting that with the fiscal policy side remaining very loose, monetary policy may need to be tighter to offset that support.
Nifty at 26K, but why is your stock portfolio bleeding?
Nifty crossed 26,000 on November 26, 2025, followed by the SENSEX breaching 86,000, signalling market optimism. However, investors’ portfolios tell a different story. While Nifty