India can be a ‘beacon of stability’ in a chaotic world order, says Neelkanth Mishra

As the global economy grapples with geopolitical fragmentation, trade realignments and post-World War II order reform, India could emerge as a rare pillar of stability, said Neelkanth Mishra, Chief Economist, Axis Bank and Head of Global Research, Axis Capital.Speaking to ET Now on the sidelines of Mumbai Climate Week, Mishra said the world is undergoing […]

Visionary budget with focus on long-term growth: R Doraiswamy, LIC

As markets digested the Union Budget amid mixed reactions, industry leaders offered a longer-term perspective on the government’s priorities and growth agenda. Speaking to ET Now, R Doraiswamy, CEO and MD, LIC, described the Budget as a forward-looking roadmap that aligns with India’s ambition to become one of the three largest economies in the world.“This […]

Why Sunil Subramaniam sees Budget 2026 as a game-changer for the stock market

As India heads into Budget 2026 amid weak stock sentiment, market expert Sunil Subramaniam sees an opportunity for reform-driven optimism. Nifty 50’s 3% decline in January, largely due to FII outflows, has led to pre-Budget caution. Still, Subramaniam believes low expectations can turn the budget into a positive market trigger.“Three answers to that: reform, reform […]

Global markets on a moving chessboard as sentiment overtakes fundamentals: Seth R Freeman

Today’s global macro environment resembles a constantly shifting chessboard, where geopolitics, policy uncertainty and investor sentiment intersect in unpredictable ways. Speaking to ET Now, Seth R Freeman of GlassRatner Advisory provided an assessment of how markets are dealing with the renewed volatility resulting largely from developments in the United States and the broader realignment of […]

Triple policy boosters set the stage for a stronger market year ahead: Ajay Bagga

As market exuberance returns to Dalal Street, the focus shifts from short-term volatility to the underlying factors that could shape India’s economic and market trajectory in the coming year. According to market expert Ajay Bagga, a combination of fiscal and monetary support lays the foundation for a much stronger performance compared to last year.Speaking to […]

India’s growth story remains intact despite financial outflows, sentiment the main risk: Jim Walker

At a time when global investors are grappling with changing geopolitics, uneven growth in advanced economies and policy uncertainty in the US, India continues to stand out as one of the fastest growing major economies in the world. But paradoxically, foreign portfolio flows into Indian markets have remained under pressure over the past year, raising […]

‘Growth remains robust’: IMF backs India’s prospects; praises strong fundamentals and controlled inflation – The Times of India

The economic outlook for India remains decidedly positive, with the International Monetary Fund (IMF) pointing to strong policy fundamentals, resilient growth and well-controlled inflation in its latest assessment. The Washington-based agency said India’s performance has been underpinned by prudent macroeconomic management and a decade of structural reforms that continue to bear fruit.In a report, the […]