While analysts debate whether this shift is a temporary adjustment or a broader paradigm change, several sectors including agriculture, capital goods, cement, consumer, financials, telecom, and utilities are poised to benefit from the measures in the budget.
India’s weight in global emerging-market ETFs rises again
India’s weight in major global emerging-market ETFs has begun to recover recently. This rise follows a steady decline over the past year, showing improved performance.
August 25, 2026