Cross-sectoral trends and outlook
The Research Compendium is a compilation of some of ICRA's key research reports released in the previous month.
- ICRA’s sectoral outlook as of September 2025
- Cross sectoral trends and outlook: Indian exporters to the US to face uncertain times as sharp increase in tariffs is likely to weigh on earnings
- Cross sectoral trends and outlook: GST reforms to take away some of the tariff sting; GDP growth seen at 6.5% for FY2026
- Economy: Phased CRR cut, VRRs to support liquidity ahead of seasonal currency leakage; G-sec yield curve to remain steep in near term
EXHIBIT: Trends in India’s yield curve*
*Zero coupon yield curve; Source: CCIL; ICRA Research