The Big Review: Markets near bottom, selective opportunities emerging for FY27

HDFC Securities’ latest annual strategy report, “The Big Review” 2026, highlights that despite geopolitical tensions and global uncertainty, India’s macroeconomic fundamentals remain relatively stable.Growth has seen only a modest impact, inflation is expected to trend closer to 5%, and fiscal dynamics remain under control—pointing to underlying resilience in the economy.However, the report flags external vulnerabilities. Weak foreign inflows, trade imbalances, and subdued remittances continue t...