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.
HDFC Bank, Bharti Airtel among 10 largecap stocks with up to 35% upside potential. Check list
Brokerages remain optimistic on select largecap stocks despite rising geopolitical risks and inflation concerns. Stocks across banking, telecom, auto and infrastructure sectors offer upside potential
May 2, 2026