Sanjay Kumar of PNB MetLife remains optimistic about India’s growth in H2 2025, citing macroeconomic resilience and earnings visibility despite FII outflows. He highlights the IPO market’s strength and evolving retail investor behavior. Kumar favors domestic-focused sectors like consumer discretionary, capital goods, and healthcare, anticipating them to outperform amid global uncertainties.
Market expects one more rate cut as inflation stays benign
Indian economists and bond market experts expect another quarter percentage point cut in policy rates. This follows the Reserve Bank of India’s recent rate reduction
December 9, 2025