India's Economic Growth Outlook Mixed Amid Private Investment and Consumption Challenges

India's economic outlook for 2026-27 reflects cautious optimism amid mixed signals. While private investment shows signs of revival with disciplined capital expenditure and sectoral growth in telecom and cement, challenges persist due to uneven demand, regulatory uncertainty, and global trade tensions. Consumption gains, supported by rural wage growth and policy measures, face tests from job and wage dynamics. Market sentiment remains subdued, awaiting clearer earnings growth and trade clarity, with selective opportunities in financials, autos, and commodities sectors.