India’s macro fundamentals strengthened in November, with robust GDP growth, historic disinflation, and supportive monetary policy. Resilient domestic demand, deepening capital markets, and ongoing reforms reinforce India’s appeal as a lng-term destination for long-term global capital amid an evolving global macro environment.
Key Highlights of RBI Monetary Policy : Repo rate cut by 25 bps to 6.25%, Policy stance maintained as "Neutral", FY26 Real GDP growth projected at 6.7%, FY26 inflation forecasted at 4.2%, RBI to proactively manage liquidity
The Annual Outlook 2026 examines the transition from macro reset to renewed alignment. It brings together insights on policy direction, earnings recovery, capital flows, and global dynamics — offering a structured lens to assess risks, opportunities, and India’s positioning in the year ahead.
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