**By Rahul | Fund Manager, Indian Equities** **December 7, 2025** ## What I'm Seeing in the Market Right Now: A Sector-By-Sector Breakdown Look, I've been managing money in Indian equities for over two decades now, and I've seen a lot of different market phases. But what I'm looking at right now? This is something different. Something that requires you to pay attention. Let me walk you through exactly what I'm seeing, sector by sector, and what I'm actually doing with my capi

1. Executive Strategic Overview: The Turnaround Narrative 1.1. Introduction: A Titan Reawakens In the intricate tapestry of the Indian automotive sector, few narratives are as compelling as the resurgence of Hero MotoCorp Ltd. (HMCL) witnessed throughout the calendar years 2024 and 2025. For decades, Hero MotoCorp has been the monolith of the two-wheeler industry, a brand synonymous with the democratization of mobility in India. However, the post-pandemic era brought with it

The Real Story Behind India's 8.2% Growth: Understanding Real GDP vs Nominal GDP and What It Means for Your Stock Portfolio When financial media headlines blast "India's Q2 FY26 GDP Surges to 8.2%," most retail investors celebrate without asking a critical question: Is this real growth or statistical illusion? The answer lies in understanding the difference between Real GDP and Nominal GDP – a distinction that separates sophisticated investors from casual traders. This differ