Nomura projects stable government borrowing for the second half of fiscal year 2026. The borrowing calendar is expected soon after discussions with the Reserve Bank of India. Chief Economic Advisor, V Anantha Nageswaran, confirmed no changes. Nomura anticipates a shift towards shorter-term bonds. Direct tax collections rose by 9.2% in H1FY26.
ETMarkets Smart Talk| Markets at an inflection point; expect 40–50% gains over 36 months: ASK Hedge Solutions’ Vaibhav Sanghavi
Indian stock markets are at a key turning point. Experts predict a strong rally over the next two to three years, potentially delivering 40-50% returns.
December 8, 2025