According to Sandip Sabharwal, the proposed US remittance tax is the primary concern for Indians, potentially affecting remittance flows and increasing costs for the Indian diaspora. He believes bond yields are not a major issue for India unless a default crisis arises, noting divergent trends globally.
Pankaj Tibrewal sees stronger top-line growth driving India’s next earnings cycle
Indian companies are poised to navigate input cost pressures and sustain growth, with the upcoming earnings season expected to be the next market trigger. Experts