India’s economic outlook remains strong despite global uncertainty. Navneet Munot of HDFC AMC highlights policy continuity and sustained reforms. The upcoming Budget is expected to boost domestic investment and earnings. Opportunities exist across sectors, particularly in manufacturing and new-age technologies like AI. The government is urged to incentivize investment in capital markets and R&D.
Central bank turns piper to draw in foreign capital; leaves repo rate at 5.25, keeps stance neutral
The Reserve Bank of India has introduced measures to boost foreign currency inflows, including incentives for external commercial borrowings and bearing hedging costs on FCNR(B)