India’s next stock market headache isn’t oil but a bigger storm brewing in the skies

India’s stock market faces a new challenge as a severe “Super El Niño” threatens the monsoon, impacting 56% of GDP tied to consumption. This follows a decade-low monsoon start, with rainfall deficits exceeding previous El Niño years. Analysts warn of domestic demand destruction, range-bound markets, and downgrades in consumer sectors, despite easing oil prices. The…

NRI Talk | Rupee depreciation shouldn’t deter NRIs; India still offers attractive dollar returns: Feroze Azeez

NRIs are questioning India’s investment appeal due to recent flat returns and rupee depreciation. However, experts emphasize India’s strong long-term structural growth story, driven by a young population and rising consumption. Despite short-term cycles and US market rallies, India offers attractive dollar returns over the long haul, supported by improving corporate earnings and a stable…