Enam Holdings’ Sridhar Sivaram expects India’s earnings growth to rebound in 2026 as the government pivots from investment to consumption, GST cuts take effect and RBI begins rate reductions. He warns low nominal GDP and flawed inflation readings have suppressed earnings this year but sees financials, NBFCs, consumption and gold outperforming as domestic demand strengthens and policy easing improves sentiment.
India set for real GDP growth of 7.5% as inflation stays cool: Axis Bank chief economist Neelkanth Mishra
Axis Bank chief economist Neelkanth Mishra projects India’s real GDP to grow 7.5% in the next fiscal, driven by reforms and supportive policies. Headline inflation
December 16, 2025