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With higher-than-expected tariffs India’s GDP outlook is at risk. The damage could be to the tune of 30-50 bps. This could well mean our FY 26 GDP growth just a tad above...

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India is  boosting consumption in multiple ways. India continues to spend on capex as seen in the budget. RBI has recognized the issues and cut interest rates and improved liquidity While India aims...

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Indian markets went on a dream run post covid. Thanks to the unprecedented earnings growth between FY 21- 24. Then came the sudden break in the form of slowdown in earnings (4%). Indian...

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