Stocks to Buy | Macro Momentum & Portfolio Moves: Shreyas Devalkar’s market outlook – The Market Debate – Priced In or More to Come?

India’s growth trajectory will be shaped by three major drivers: monetary policy, fiscal policy, and global trade. With interest rates softening and inflation easing, monetary conditions are supportive. However, fiscal tightening and weak global demand act as constraints. Shreyas Devalkar advises maintaining a pragmatic outlook, focusing on sectors with earnings visibility and potential for revival. In the near term, investors should moderate their return expectations while staying aligned with long-term growth trends.

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