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Rakesh Kumar

1st Dec · SEBI-Registered Analyst

Q2 FY26 GDP Update

GDP Surprise: India’s Q2 FY26 GDP surged 8.2%, a six-quarter high, sharply above estimates and well past RBI’s 7% projection. The boost came from robust manufacturing (9.1%), strong financial & professional services (10.2%), and a clear revival in private consumption (7.9%). Today Nifty Open on a positive note and touched a fresh liftime high but after that profit booking is started now, but confidence increased in India’s broad-based, domestically driven growth cycle, even amid FII outflows. 📌 View • 🔼 GDP beat strengthens the medium-term equity story • 🏭 Manufacturing & services show durable momentum • 💰 Strong consumption signals healthier demand • 🏦 RBI’s December MPC: Big growth + low inflation mix may delay aggressive rate cuts India’s growth engine stays firmly in high gear and markets may well reflect that in the short to Medium Term.

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