Vara Shiva Kumar Botchu
Nov 254 min read
Financial Markets : The Great Indian Pivot
As we approach December 2025, Indian equity markets stand at a defining pivot point. While global indices grapple with the "Trump 2.0" trade policies and China's aggressive stimulus, India has decoupled significantly on the macroeconomic front. The headline story for late 2025 is the "Inflation Bust" —with October CPI collapsing to a record low of 0.25%—which has all but guaranteed an RBI rate cut in December. 1 However, the market mood is cautious. Nifty 50 is consolidating








