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Below the Comment on GDP data by Akshat Garg, Head - Research & Product of Choice Wealth

For retail equity investors, this is more about perspective than portfolio surgery. GDP rebasing may revise historical growth numbers and alter how much weight certain sectors appear to have in the economy. That can influence macro narratives and short-term sentiment. But company earnings, balance sheets and competitive positioning remain the real drivers of long-term stock returns.

Investors do not need to rework their portfolios just because the base year has changed. However, they should understand that some macro ratios, sector comparisons and past growth trends may look different under the revised series. If someone takes a top-down approach to investing, it makes sense to revisit those assumptions using the updated data.

The key is simple: use the new GDP series as a sharper lens to understand India’s growth composition, not as a trigger for impulsive allocation changes. Long-term wealth creation still comes from owning quality businesses aligned with structural growth themes — not from reacting to statistical revisions.

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