“While the inflation trajectory is likely to remain benign, the RBI will need to filter the festive and GST-related demand from the cyclical recovery,” said Upasna Bharadwaj, chief economist, Kotak Mahindra Bank. “We remain skeptical on the sustainability of the recent pickup in economic activity and, hence, see some room for further monetary easing.”
Nomura names GE Vernova, CG Power, 4 others among top plays on India’s decadal data centre opportunity
India’s data centre industry is entering a rapid growth phase, driven by digitalisation, cloud adoption and AI demand, according to Nomura. The brokerage sees strong