Chidu Narayanan notes robust US consumer-driven growth, with the Fed poised for gradual rate cuts this year and next, aiming for policy normalisation. While tariff-induced inflation is still nascent, India’s RBI will likely pause, leveraging strong domestic consumption and a stable rupee against external headwinds. This resilience suggests global growth remains supported despite uncertainties.
Macro headwinds are behind us; largecaps poised to outperform: Prashant Jain
India’s equity markets are poised for a positive turn as economic challenges recede, according to Prashant Jain. He highlights strong domestic fundamentals, improving external balances,
July 2, 2026