Issue 61: India - Precariously Balanced
- Sharmila Whelan
- Apr 9
- 1 min read
9 April 2026
Trading Post is moving from overweight to neutral on India. The private corporate investment cycle is not turning up any time soon, the credit downcycle continues and Inflation is picking up. Consumption is growing briskly supported by fiscal transfers and GST rationalisation but there are questions around its sustainability.
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