The Core Report #739 India’s Solid GDP Numbers, What Lies Behind Them?
Nov 30, 2025
Aditi Nayar, Chief Economist at ICRA, shares her insights on India's surprisingly strong GDP growth. She attributes this boost to public administration and services, amid some expenditure discrepancies. The conversation dives into potential future challenges like adverse base effects and trade uncertainties that could hinder growth. Aditi also discusses the implications of a rising gold-driven current account deficit, painting a complex picture of India's economic landscape.
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Market Highs Can Be Misleading
- Missing a handful of best market days destroys long-term returns for retail investors.
- The market's headline highs hide narrow rallies led by a few heavyweight stocks.
Prefer SIPs Over Dabble Trading
- Use disciplined mutual funds and SIPs instead of chasing short-term trades on apps.
- Steady SIP investing has shown resilience through narrow rallies and market volatility.
Precious Metals Driven By Global Risks
- Gold and silver gains reflect global macro and geopolitical uncertainty, not domestic factors.
- Institutional investors expect gold to keep rising amid Fed cut prospects and ETF inflows.