Neeraj Gaurh of Axis Securities advises investors to balance market excitement with geopolitical risks. Markets may correct 5-8%, but investors can deploy lump sum investments in good stock ideas when they have valuation comfort, when growth is accelerating, or when RoEs are improving.. Cyclicals are driving earnings growth, and banking underperformance may reverse when liquidity conditions improve.
Market expects one more rate cut as inflation stays benign
Indian economists and bond market experts expect another quarter percentage point cut in policy rates. This follows the Reserve Bank of India’s recent rate reduction
December 9, 2025