Emkay Investment Managers’ Kashyap Javeri believes India’s sovereign rating upgrade and inclusion in global bond indices will attract significant foreign portfolio inflows, enhancing its standing among emerging markets. While short-term allocations depend on global factors, sectors with export exposure and companies benefiting from lower capital costs stand to gain. Automobile, CDMO Pharma, and capital goods sectors present exciting investment opportunities.
Broad-based revival in rural demand improvement in incomes: Nabard Survey
A NABARD survey reveals a significant boost in rural economic momentum, with 80% of households reporting higher consumption over the past year. This rise in
December 11, 2025