Despite RBI’s confidence in maintaining a 6.5% GDP growth for FY26 and projecting 6.6% for Q1 FY27, HSBC Mutual Fund’s Shriram Ramanathan expresses caution. He acknowledges tailwinds from rural consumption and resilient services but notes concerns about urban discretionary spending and tepid private capex. Ramanathan emphasizes the need for policymakers to balance growth confidence with macro stability amid global uncertainties.
Dolly Khanna’s portfolio sees steady gains in CY26; 5 stocks rise up to 25%
Ace investor Dolly Khanna’s portfolio, valued at Rs 481 crore as of May 2026, saw a 8% increase from December 2025. Five of her eight