November 28, 2025 01:26 PM GMT Despite weak FAI, GCF resilience and fall stimulus keep 2025 growth on track to reach 5%. Expect incremental policy levers in 2026: front-loaded fiscal, housing guardrails, and service consumption tweaks. Domestic demand cushioned but not lifted, and reflation remains a slow burn. During our post-outlook marketing, one of the most frequently asked questions was, can the disconnect between macro fundamentals and the stock market persist? For us economists, this question has bec ...