Indian equities outlook: ICICI Prudential flags stable macro backdrop; warns valuations already price in optimism – The Times of India

Indian equities outlook: ICICI Prudential flags stable macro backdrop; warns valuations already price in optimism – The Times of India

The broader macro backdrop for Indian equities remains stable heading into 2026, supported by healthier corporate balance sheets and early signs of an earnings recovery across sectors, according to ICICI Prudential Alternate Investments. However, after a long market upcycle and widespread rerating, much of the optimism on growth and profits is already reflected in stock…

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‘Private investment cycle showing divergent trend’ – The Times of India

‘Private investment cycle showing divergent trend’ – The Times of India

Mumbai: India’s private investment cycle is showing divergent trends, RBI said in its August bulletin. The total cost of projects sanctioned by banks and financial institutions fell to Rs 3.7 lakh crore in 2024-25 from Rs 3.9 lakh crore a year earlier, reflecting “tepid investment optimism.“In contrast, envisaged capex from pipeline projects across funding channels…

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