Paytm’s impact on the UPI setup and the digital app performance is a big blow with short-term repercussions. The manufacturing push, including the PLI scheme, is a major reform that will continue India’s outperformance. The rural theme is gaining momentum with stable interest rates, moderating inflation, and good crop performance. The government’s ability to balance economic and political factors is evident. Three stock ideas include Indiabulls Real Estate, which has a good risk-reward potential with the Embassy merger; Capri Global, an asset-light NBFC with strong growth prospects; and IOC, a largecap stock expected to double its profit this year.
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