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.
The more deals Trump gets, the more confidence markets gain
Investor confidence surged after President Trump signed trade deals with Japan and Southeast Asian nations, reducing earlier tariff threats. Global stocks hit records, bond yields
July 23, 2025