Indian IT and pharma stocks are not benefiting from a weaker rupee as expected. Tariff concerns are overshadowing currency gains. Investors are waiting for clarity on trade deals. Foreign investors have also been selling these stocks. Valuations remain a concern for pharma companies. Demand for IT services shows signs of improvement. Stock selection will be crucial for investors.
India’s growth story and the road ahead: Experts share insights ahead of Budget 2026
India’s economy experienced unexpected robust growth and low inflation in 2025, a ‘Goldilocks year’. Experts anticipate a cautious Union Budget 2026, emphasizing continuity and fiscal