Perspective on Weekly Outlook on Economy by Mr. Arsh Mogre, Economist, PL Capital
Below the Perspective on Weekly Outlook on Economy by Mr. Arsh Mogre, Economist, PL Capital
“This week underscored India’s dual strategy of cushioning external headwinds while reinforcing domestic growth drivers. The rupee slid towards ?87.50 per dollar on Fed uncertainty and tariff clouds, even as sovereign bond spreads tightened to historic lows following a rating upgrade, reflecting investor confidence. Policymakers advanced a $20 billion GST-driven consumption stimulus and enacted a modernised Income-tax Act to simplify compliance and lift household demand, moves expected to add ~0.6% to GDP. The RBI reaffirmed its 4% inflation target with a ±2% band, signalling continuity in monetary policy despite volatile global conditions. With Q1 FY26 growth projected at 6.5–6.7%, momentum remains solid, though near-term risks hinge on U.S. monetary signals and trade frictions. Overall, India’s macro stance is defined by proactive fiscal support, policy credibility, and resilience against global uncertainty.”
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