ICRA’s Chief Economist, Aditi Nayar, projects a slight rise in WPI inflation to 2.5-3% this month, diverging from CPI but converging by December. She anticipates CPI inflation cooling to 5-5.1%, potentially prompting a February rate cut. While a record trade deficit was driven by gold imports, Nayar expects moderation, forecasting a full-year current account deficit of 1.3-1.4% of GDP.
Pankaj Tibrewal sees stronger top-line growth driving India’s next earnings cycle
Indian companies are poised to navigate input cost pressures and sustain growth, with the upcoming earnings season expected to be the next market trigger. Experts
June 30, 2026