Chidu Narayanan notes robust US consumer-driven growth, with the Fed poised for gradual rate cuts this year and next, aiming for policy normalisation. While tariff-induced inflation is still nascent, India’s RBI will likely pause, leveraging strong domestic consumption and a stable rupee against external headwinds. This resilience suggests global growth remains supported despite uncertainties.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets