Inflation has remained high in advanced economies, keeping interest rates elevated into 2026.
Higher global rates are no longer a storm to wait out — they are the new climate. Only structurally strong economies like India convert volatility into opportunity.
Capital Flows
FDI in India reached $81 billion in FY2025, up 13%. Manufacturing and tech sectors benefit from China-alternative positioning.
Currency Pressures
Rupee expected at 89/USD by March 2027. RBI held rates at 5.25%. EM local real rates at 20-year highs.