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RBI economists caution about underpriced macroeconomic risks and rising global trade tariffs nearing 1930s levels. Despite these challenges, India's economy demonstrates resilience due to strong fundamentals, easing inflation, and proactive fiscal measures. Improved monsoon prospects and robust services sector growth further bolster the nation's economic outlook, even with modest industrial activity.
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News and Media
Mutual funds focusing on midcap stocks have shown strong returns for SIP investors over time. Nifty Midcap 150 TRI has surpassed Nifty Smallcap 250 TRI in 10 and 15-year returns. Midcaps offer better risk-adjusted returns and stronger fundamentals. Recent MF inflows have significantly impacted midcap valuations.
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News and Media
Infosys showcased robust sequential revenue growth in the June 2025 quarter, driven by a lower base, improved pricing, and higher utilization, outperforming its peers. The company revised its FY26 constant currency revenue guidance upwards to 1-3% due to strong new deal wins.
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