India is predicted to be the fastest-growing major economy this fiscal year, driven by government spending ahead of the general election. However, economists warn that growth is still below potential and could be hindered by a weak monsoon season and sluggish private consumption and investment. The Reserve Bank of India is expected to cut rates by at least 25 basis points before July, despite concerns that inflation may be higher than anticipated.
Largecaps seen as safer harbour in stock picker’s market: Nitin Bhasin
Market participants should brace for a phase where easy returns from broad themes may fade. Selectivity, precise bet sizing, and a sharp bottom-up approach will
December 16, 2025