Tailwinds under-appreciated, India can absorb global shocks and grow: DBS Bank group chief economist Taimur Baig
A monetary policy development with market-wide reach.
28 Sept 2026 · LiveMint Companies
DBS chief economist Taimur Baig says India and the global economy are coping better with shocks than many believe, with strong consumption and resilient growth offsetting geopolitical and inflation…
The analysis
Rate decisions ripple straight into banks, NBFCs and every rate-sensitive sector — from real estate to autos.
Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.
Market context
- This is a market-wide development — its reach goes beyond any single stock.
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