With the July 9 deadline near, an India–US trade deal remains uncertain. US policies have shaken global markets and trade frameworks
RBI’s Financial Stability Report warns that rising geopolitical tensions and trade disruptions may hit India’s growth and equity markets
India ran a modest CAD in FY25, but inflows fell short. A spike in global risk aversion could tighten financing conditions
Inflation is stable, the monsoon outlook is strong, and fiscal consolidation continues—giving policymakers some breathing room
NPAs are at a multi-year low, return on assets has risen, and corporate leverage remains well below global norms
Strong domestic fundamentals contrast with global headwinds. Sustained investment may hinge on how the external climate evolves