But our overall sense is that one needs to sort of watch out for Budget plus the element of optimism. Although they have some head room in terms of higher RBI dividend plus, obviously there can be structural savings on the subsidy side especially related to fertilisers, so it remains to be seen how they sort of utilise.
Tariff shock turns FIIs to sellers in April. Analysts flag global risk but back India’s fundamentals
Foreign institutional investors reversed course in early April, spurred by rising global trade tensions following US President Trump’s announcement of steep tariffs. This led to
April 5, 2025