Chidu Narayanan notes robust US consumer-driven growth, with the Fed poised for gradual rate cuts this year and next, aiming for policy normalisation. While tariff-induced inflation is still nascent, India’s RBI will likely pause, leveraging strong domestic consumption and a stable rupee against external headwinds. This resilience suggests global growth remains supported despite uncertainties.
June auto sales data: Commercial vehicle turns consensus player; brokerages list stocks to buy
Indian automakers reported strong performance in June 2026, with healthy demand across passenger vehicles, two-wheelers, commercial vehicles and tractors. Brokerages including Motilal Oswal, Emkay and
July 2, 2026