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Showing posts from October, 2025

India’s Strong Domestic Fundamentals

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  India’s Strong Domestic Fundamentals – A Solid Case to Stay Invested! The latest macro data paints a very positive picture for the Indian economy πŸ‘‡ πŸ“ˆ GDP Growth: Now at a strong 7.8% , showcasing India’s continued leadership in global growth. πŸͺ™ Inflation: Down to just 2.1% , creating room for policy stability and supporting consumption. πŸ’° Fiscal Discipline: Deficit contained at 1.7% (Apr–Aug FY26), reflecting responsible government spending. 🌏 Current Account: Almost balanced at –0.2% , highlighting India’s external stability. 🏦 Forex Reserves: At an all-time high of USD 700 billion , providing a powerful buffer against global shocks. πŸ’Έ GST Collections: A robust ₹1.89 lakh crore , proving the strength of domestic demand and business activity. ✅ What This Means for Investors: With strong growth, stable inflation, and fiscal discipline — India’s domestic markets remain one of the most promising investment avenues globally. πŸ‘‰ Stay invested to benefit fro...

πŸ”‘ RBI Policy Highlights (Oct 2025)

  πŸ”‘ RBI Policy Highlights (Oct 2025) Repo Rate unchanged at 5.50% ; stance neutral . Inflation forecast lowered to 2.6% for FY26. GDP growth upgraded to 6.8% for FY26. Liquidity management tweak – focus on 7-day operations for smoother rate transmission. Easier credit norms – higher limits on loans against shares & IPO financing; lower risk weight for infra loans. Rupee internationalisation push – cross-border rupee loans, use of surplus rupee balances in corporate bonds. πŸ“Š Impact for Mutual Fund Investors Debt Funds – Stable repo rate & lower inflation outlook mean bond yields may soften , giving potential capital gains in long-duration debt funds. Short-term funds likely to see steady but moderate returns . Equity Funds – Growth upgrade to 6.8% + improved credit flow can support corporate earnings , especially in infra, consumption, and financials. Neutral stance ensures no liquidity shock , positive for equity sentim...