India’s GDP growth shows signs of revival, potentially returning to 6%+ with controlled inflation and RBI support. While NIFTY50 earnings growth is solid, FY26 may see downgrades. Valuations are normalizing, with opportunities in Financials, Consumer Goods, and Oil & Gas. The focus should be on careful, selective investment, favoring large caps and secular businesses.
India, France near deal on tax treaty, to lower levy on dividends paid to French parent companies
India and France are nearing a revised tax treaty that will reduce dividend taxes for French parent companies holding over 10% stakes to 5%, while
December 12, 2025