PL Capital, one of India’s most trusted financial services organizations, in its latest India Strategy Report titled “Holding Steady in Global Headwinds”, cited that despite global headwinds such as heightened U.S. tariffs, H-1B visa fee hikes, and geopolitical volatility, India’s economy and equity markets continue to demonstrate remarkable resilience.

The report further highlights that with normal monsoons, a 100-basis point cut in interest rates, rationalisation of GST rates, and tax reductions announced in the FY26 Budget, the conditions are now conducive for a strong revival in consumption. Implementation of GST 2.0 is expected to further offset the impact of global tariffs, while the upcoming 8th Pay Commission in 2026 is likely to provide an additional boost to household spending,

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