India’s competitive advantage is improving due to cooling dollar and oil prices, with tariffs on China benefiting India. Sectors like financials, real estate, and building materials are likely to see growth. Although consumption may be weak initially, it is expected to recover later in the year. The broader markets may improve towards the end of fiscal year 26.
RBI poised for 25 bps rate cut with accommodative stance amid global headwinds: Upasana Chachra
Morgan Stanley’s Upasana Chachra anticipates a likely 25 bps rate cut by the RBI, followed by another in June, contingent on growth trajectory. Escalating global