Page 3 - India Gdp Growth
Market to rally if nominal growth improves, earnings pick up: Chris Wood
India has not done badly-it's just that other markets have done better, Wood said. For India, he believes, the inflows from domestic investors have been critical in preventing a correction.
 "Market to rally if nominal growth improves, earnings pick up: Chris Wood")
The unending saga of India's GDP data: True numbers beyond the story
According to the latest data, the economy grew at a staggering 7.8 per cent rate in the April-June quarter of 2025-26, far above forecasts made by economists based on all the other available data
 "The unending saga of India's GDP data: True numbers beyond the story")
Fitch ups India’s GDP forecast, Centre clears transport projects in Bihar, Nepal unrest & more
Fitch Ratings has raised India’s FY26 GDP growth forecast to 6.9% from 6.5%, citing strong domestic demand. The global rating agency said robust real incomes will boost consumption.
 "Fitch ups India’s GDP forecast, Centre clears transport projects in Bihar, Nepal unrest & more")
GST revamp to drive macro tailwinds; Antique backs consumer discretionary
The GST 2.0 is expected to deliver a significant consumption boost of around ₹2.8 trillion, equivalent to 0.7 per cent of GDP, Antique Broking said
 "GST revamp to drive macro tailwinds; Antique backs consumer discretionary")
Govt spending and exports likely to begin unwinding in Q2, says BMI
BMI said any export front-loading that continued post-June has likely been cut short by the rise in US 'reciprocal' tariffs, first to 25 per cent on July 31, 2025, and then to 50 per cent on August 27
 "Govt spending and exports likely to begin unwinding in Q2, says BMI")
India's GDP growth likely to stay strong in Q2FY26, say economists
Economists say the effect of a low deflator and low base is likely to boost expansion
 "India's GDP growth likely to stay strong in Q2FY26, say economists")
Among the challenges ahead for India, trade is the biggest risk to growth
Nearly all segments of the economy supported growth in the first quarter
 "Among the challenges ahead for India, trade is the biggest risk to growth")
'Heartening to see this': Ficci president hails India's 7.8% Q1 GDP growth
Harsha Vardhan Agarwal highlighted that income tax relief and repo-rate reduction by the Reserve Bank of India were among several other factors for the GDP growth
 "'Heartening to see this': Ficci president hails India's 7.8% Q1 GDP growth")
Economy spurts 7.8% in Q1 FY26 as manufacturing, agri, services shine
India's GDP grew 7.8% in Q1 FY26, a five-quarter high led by manufacturing and services, though US tariffs pose risks to sustaining growth momentum
 "Economy spurts 7.8% in Q1 FY26 as manufacturing, agri, services shine")
Proposed GST rejig saved the day for Indian stock markets, says Chris Wood
Wood has removed the investment in Aditya Birla Real Estate in his India long-only equity portfolio and replaced it with an investment in Mahindra & Mahindra (M&M)
 "Proposed GST rejig saved the day for Indian stock markets, says Chris Wood")
India's Q1 FY26 GDP hits five-quarter high at 7.8%, beats RBI forecast
Q1 FY26 GDP: MoSPI data shows GDP growth above RBI's 6.5% estimate; nominal GDP at ₹86.05 trillion, GVA at ₹44.64 trillion
 "India's Q1 FY26 GDP hits five-quarter high at 7.8%, beats RBI forecast")
Indian economy likely grew solidly before Trump tariffs hit outlook
India's gross domestic product probably expanded 6.7 per cent in the three months to June, the first quarter of the financial year, according to the median estimate in a Bloomberg survey
 "Indian economy likely grew solidly before Trump tariffs hit outlook")
Tariff impact: Nomura cuts FY26 GDP forecast to 5.8% in worst-case scenario
Data from the Annual Survey of Industries (ASI) show that these sectors together employed around 21 million workers directly and via contractors in 2023, Nomura said
 "Tariff impact: Nomura cuts FY26 GDP forecast to 5.8% in worst-case scenario")
India's GDP growth likely slowed to 6.7% in Q1, set to ease further: Poll
The poll showed India GDP growth slowing to 6.5 per cent this quarter, 6.3 per cent in October-December and 6.2 per cent in January-March
 "India's GDP growth likely slowed to 6.7% in Q1, set to ease further: Poll")
Statsguru: Deflators likely to offset corporate results' impact on GDP
Deflators may offset corporate results' impact on GDP
 "Statsguru: Deflators likely to offset corporate results' impact on GDP")
India should join RCEP, focus on East Asia for GDP growth: Jeffrey Sachs
Sachs said that India could target 7 per cent GDP growth in the coming decade by focusing on East Asia
 "India should join RCEP, focus on East Asia for GDP growth: Jeffrey Sachs")
US tariff impact: India's FY26 GDP growth likely to take 60-bp hit
Economists expect India's FY26 GDP to face a 35-60 bps hit from US tariff hike; strong domestic demand may cushion the blow but targeted support may be needed
 "US tariff impact: India's FY26 GDP growth likely to take 60-bp hit")
Trump's tariff hike could shave 0.3 pp off India's GDP: Goldman Sachs
India condemns new 25% duty on exports; total levy now at 50%; analysts expect talks before August 27 deadline
Goldman Sachs trims India's GDP forecast on Trump's 25% tariffs
Goldman Sachs lowered India's economic growth forecast after Donald Trump imposed a 25 per cent tariff
 "Goldman Sachs trims India's GDP forecast on Trump's 25% tariffs")
Trump tariffs may drag India's growth by 20-40 bps in FY26
Economists warn of a 0.2-0.4% GDP impact as key exports to US-pharma, smartphones, textiles-face higher duties; indirect effects on investment likely
 "Trump tariffs may drag India's growth by 20-40 bps in FY26")