Monthly Outlook – January 2025

India’s markets wrapped up another year of resilience despite global volatility, driven by strong domestic inflows and steady fiscal management. As we look ahead to 2025, mid-caps and small-caps continue to be the bright spots while sectors like healthcare and real estate shine. Dive into our detailed India Monthly Outlook for key insights on economic performance, sectoral trends, and fiscal developments.

RBI Monetary Policy – December 2024

• Key takeaways from the RBI Monetary Policy:
• Repo rate unchanged at 6.5% as per market expectation
• Stance maintained as “Neutral”
• Real GDP growth projection lowered for FY 24-25 to 6.6% from 7.2%
• Inflation projection for FY 24-25 raised to 4.8% from 4.5%
• CRR cut by 50 bps, revised to 4.0% from 4.5%

Annual Outlook 2025

Discover the key trends shaping global and domestic markets in 2025 with our latest report. From India's macroeconomic resilience to evolving global dynamics, this comprehensive analysis offers valuable insights to navigate the year ahead confidently.