Nayakfin

India: Fastest Growing  But Through Whose Lens? India is often described as the fastest-growing major economy. That statement is correct in rupee terms and real GDP growth. Foreign investors, however, don’t look at India in rupees. They evaluate economies in US dollar terms, because capital, returns, and repatriation are all dollar-based. When GDP growth is viewed in USD: India’s growth remains strong But the gap versus the US is much narrower than commonly perceived This doesn’t make India unattractive. It simply means that India’s growth leadership appears less dramatic in dollar terms. Foreign capital doesn’t follow headlines. It looks for: Currency stability Predictable policy And equity earnings growth that outperforms global alternatives in USD terms Foreign capital will return not just because India is growing fast, but when returns adequately compensate for currency risk. Growth matters. But growth through the investor’s point of view matters more.

 Dear Patron,   Wishing you and your family a very Happy New Year.   As we step into a new year, it’s worth pausing for a moment of reflection and recalibration. Greek philosopher Socrates once said, “An unexamined life is not worth living.” Similarly, an unexamined investment journey is incomplete.   So, let’s take a look at what transpired in 2025 and why we believe 2026 could be different. The year gone by was tough for Indian equities. But, after these turbulent 12 months, we believe that investors have reasons to be optimistic for 2026. Earnings recovery, macro tailwinds and improving sentiments could uplift the mood in the domestic markets. While global challenges are here to stay, we would like to reiterate that India’s structural growth story remains intact.   Anticipating escalation in trade tensions and geopolitical shifts, suggest increase your allocation to domestic-focused growth...