Global corporations are increasingly considering diverse locations, particularly India, for talent acquis ...More

Global corporations are increasingly considering diverse locations, particularly India, for talent acquisition and growth. Bengaluru is projected to be the fastest-growing major city by 2035, according to Savills analysis. Other Indian cities like Chennai and Hyderabad are also showing strong potential in terms of GDP growth and population increase. The demand for global capability centers in India is expected to continue rising in the future. ...Less

The finance ministry’s nowcasting model estimates India’s GDP will grow 7.35% in Q2 FY27, following 7.8% ...More

The finance ministry’s nowcasting model estimates India’s GDP will grow 7.35% in Q2 FY27, following 7.8% growth in the previous quarter, supported by stronger industrial output, energy consumption, port traffic, GST collections and automobile sales. ...Less

Economists estimate the growth potential of the US economy to be around 2%, whereas President Donald Trum ...More

Economists estimate the growth potential of the US economy to be around 2%, whereas President Donald Trump aspires to double it. Business investments are escalating, primarily driven by the demands for data centers and enhanced AI capabilities, which can positively affect GDP growth. However, the influence of artificial intelligence on productivity is still unpredictable, and tariff strategies for cutting imports yield mixed results, affecting the market dynamics significantly. ...Less

India is projected to be the only emerging market economy among nine economies with gross domestic produc ...More

India is projected to be the only emerging market economy among nine economies with gross domestic product (GDP) exceeding USD 1 trillion to reduce its government debt-to-GDP ratio between 2025 and 2031, Reserve Bank of India Deputy Governor Poonam Gupta said, highlighting the country's stronger fiscal position amid rising global debt and borrowing costs. ...Less

India’s economy is estimated to have grown 7.35% in the September quarter, supported by strong industrial ...More

India’s economy is estimated to have grown 7.35% in the September quarter, supported by strong industrial output, GST collections, energy use, port traffic and auto sales, the finance ministry said. It expects domestic demand and investment to sustain momentum, while warning that high crude prices, food inflation, rupee pressure and elevated US bond yields could pose risks in the second half. ...Less

Finance Minister Nirmala Sitharaman highlighted the importance of capital expenditure in driving economic ...More

Finance Minister Nirmala Sitharaman highlighted the importance of capital expenditure in driving economic growth in India. She stated that government spending would be guided by fiscal discipline while encouraging private sector investment. Sitharaman noted that higher public investment has historically generated strong economic returns over time. She reassured that the Indian economy remains robust, with no sign of fragility. ...Less

The West Asia crisis may impose a fiscal burden of approximately Rs 1.35 lakh crore on India. Government ...More

The West Asia crisis may impose a fiscal burden of approximately Rs 1.35 lakh crore on India. Government spending has generally remained below budget estimates, providing financial flexibility for these pressures. Higher customs duty collections from gold and silver imports might help offset some costs. ICRA anticipates GDP growth to remain robust, exceeding 7 percent in the second quarter of FY27. ...Less

Reserve Bank Deputy Governor Poonam Gupta indicated that India's real GDP growth fell short due to extern ...More

Reserve Bank Deputy Governor Poonam Gupta indicated that India's real GDP growth fell short due to external shocks. She highlighted that India has managed over 7 percent growth despite challenging circumstances in recent years. Additionally, Gupta expressed confidence that improved global conditions could enhance growth by another percentage point. She discussed the importance of diversifying economic activities to mitigate risks and emphasized that food security remains stable amid El Nino. ...Less

The Reserve Bank of India is anticipated to raise the repo rate to 6.25% by mid-2027. This increase is dr ...More

The Reserve Bank of India is anticipated to raise the repo rate to 6.25% by mid-2027. This increase is driven by persistent inflationary pressures and robust economic growth expectations. Deutsche Bank forecasts an average consumer price index inflation of 6% in late 2026, stabilizing to 4.7% by FY28. India's GDP growth is projected above 7% for both FY27 and FY28. ...Less

September witnessed a decline in India's factory output growth, falling to 6.7%, the lowest rate observed ...More

September witnessed a decline in India's factory output growth, falling to 6.7%, the lowest rate observed in four months. The drop is largely linked to a high base effect and decreased mining activity. Despite this, manufacturing output surged by 7.6% compared to the previous year, while electricity generation also grew, spurred by robust demand even with insufficient rainfall. Economists anticipate GDP growth to surpass 7% for the July-September period. ...Less

Public Sector Banks in India are experiencing an increase in corporate borrowing, reflecting a strengthen ...More

Public Sector Banks in India are experiencing an increase in corporate borrowing, reflecting a strengthening of private sector capital expenditure. Key sectors driving this trend include wholesale trading, commercial real estate, and chemicals. Factors such as robust economic growth and low bond yields are contributing to expanded corporate lending. While companies remain cautious due to structural uncertainties, a new wave of investment is anticipated. ...Less

The US economy grew at a faster-than-expected 3.4% annualised rate in the third quarter, driven by resili ...More

The US economy grew at a faster-than-expected 3.4% annualised rate in the third quarter, driven by resilient consumer spending and AI-related business investment despite higher oil prices linked to the Middle East conflict. The robust growth contrasts with weak consumer sentiment and comes as the Federal Reserve keeps interest rates unchanged. ...Less

US Treasury yields were down ahead of the US midterm elections 2026 due to a number of factors. ...More

US Treasury yields were down ahead of the US midterm elections 2026 due to a number of factors. ...Less

Benjamin Netanyahu studied architecture at the Massachusetts Institute of Technology (MIT). There he repo ...More

Benjamin Netanyahu studied architecture at the Massachusetts Institute of Technology (MIT). There he reportedly earned a bachelor's degree. He also studied business management at MIT and earned a master's degree. After completing his education he worked at Boston Consulting Group (BCG) in the late 1970s. ...Less

By September 2026, the Centre's fiscal deficit had escalated to ₹7.14 lakh crore, exceeding last year's f ...More

By September 2026, the Centre's fiscal deficit had escalated to ₹7.14 lakh crore, exceeding last year's figures. This increase is fueled by a 10.7% rise in total expenditure, largely a result of heightened capital spending and food subsidies, while petroleum subsidies sharply declined. Gross tax revenue, however, saw a modest growth of 6.1%, even with lower excise duty collections attributed to tax reforms. ...Less

United States President Donald Trump attempted to convince voters before the upcoming mid-term elections ...More

United States President Donald Trump attempted to convince voters before the upcoming mid-term elections that the American economy is growing. However, voters have maintained the negative effects of inflation caused by the Iran war. The economy is seeing slowing job growth and widening income inequality, with high interest rates encumbering housing and automobile purchases. ...Less

According to the IMF, India continues to act as a significant growth engine within the global economy. De ...More

According to the IMF, India continues to act as a significant growth engine within the global economy. Despite looming threats posed by weather phenomena like Super El Nino, these risks have yet to materialize. Recent adjustments have raised growth forecasts to 7 percent for the fiscal years 2027 and 2028, reflecting robust domestic demand and a thriving service sector. ...Less

China and Hong Kong stocks weakened on Tuesday, joining a broader retreat in the region, after Beijing ke ...More

China and Hong Kong stocks weakened on Tuesday, joining a broader retreat in the region, after Beijing kept key lending rates unchanged and stronger GDP data dampened ...Less

Advent International has successfully raised $30 billion for its global buyout and mid-market funds. The ...More

Advent International has successfully raised $30 billion for its global buyout and mid-market funds. The firm plans to invest significantly in India, expecting healthy GDP growth in the country. With recent investments including Yatharth Hospitals and Aditya Birla Housing Finance, Advent remains confident in the Indian market potential. The new fund is set to target various sectors including healthcare, technology services, and industrials. ...Less

China's economy expanded 4.5% year-on-year in the third quarter, topping forecasts and reducing the urgen ...More

China's economy expanded 4.5% year-on-year in the third quarter, topping forecasts and reducing the urgency for Beijing to step up support to meet its annual growth target. Retail sales for September also accelerated. ...Less

China's blue-chip CSI300 Index edged up 0.1% by the lunch break, while the Shanghai Composite Index gaine ...More

China's blue-chip CSI300 Index edged up 0.1% by the lunch break, while the Shanghai Composite Index gained 0.2%. The Hong Kong market is closed for a local holiday and will resume trading on Tuesday. ...Less

Hindustan Unilever posted a turnover of ₹18,071 crore for the September quarter, highlighting a 15% rise. ...More

Hindustan Unilever posted a turnover of ₹18,071 crore for the September quarter, highlighting a 15% rise. Even with a price increase of 7.5%, the company's volume growth remained stable at 7%. Homecare emerged as the standout performer, boasting a robust 22% sales growth. Earnings before interest, tax, depreciation, and amortisation climbed to ₹4,089 crore, an 8% boost. However, ongoing inflation and wage issues in rural sectors pose significant challenges. ...Less

Reserve Bank of India (RBI) Governor Sanjay Malhotra on Friday said the central bank does not target any ...More

Reserve Bank of India (RBI) Governor Sanjay Malhotra on Friday said the central bank does not target any specific exchange rate or level for the rupee against the US dollar, stressing that its primary objective is to ensure orderly conditions in the foreign exchange market and prevent excessive volatility. ...Less

India intends to increase its port capacity significantly by 2047 to support economic growth and trade. U ...More

India intends to increase its port capacity significantly by 2047 to support economic growth and trade. Union Minister Piyush Goyal emphasized collaboration opportunities with the Port of Rotterdam for sustainable development. The Sagarmala initiative aims to enhance India's maritime infrastructure and connectivity effectively. A major maritime education institution will be established in Mumbai to train skilled seafarers. These efforts highlight India's commitment to bolstering its position in global maritime trade. ...Less

India's monetary policy is now shaped by the interest rate gap with major developed economies and rising ...More

India's monetary policy is now shaped by the interest rate gap with major developed economies and rising inflation. The Reserve Bank of India is concerned about inflation risks and input cost increases. Recent GDP growth figures indicate resilience supported by strong private consumption and exports. YES Bank predicts a cumulative rate hike of 50 basis points by the RBI. ...Less

Foreign investors may return to Indian equities only if crude oil prices cool, according to Ashutosh Tiwa ...More

Foreign investors may return to Indian equities only if crude oil prices cool, according to Ashutosh Tiwari, managing director and chief investment officer—public equities at Equirus Asset Management. While valuations have corrected and earnings growth is expected to improve, rising oil prices have emerged as the key trigger behind renewed FII selling and remain the biggest hurdle to a sharper market re-rating. ...Less

Former RBI Governor D Subbarao has said India must make economic growth more employment-intensive, warnin ...More

Former RBI Governor D Subbarao has said India must make economic growth more employment-intensive, warning that rapid output expansion alone cannot deliver a demographic dividend. He called for greater private investment, labour-intensive manufacturing and improved skills, while urging transparent technical scrutiny of GDP estimates and differences with other economic indicators. ...Less

Indian equities enter Samvat 2083 after a volatile year and a sharp market correction. While lower valuat ...More

Indian equities enter Samvat 2083 after a volatile year and a sharp market correction. While lower valuations have improved the risk-reward profile of several stocks, persistent FII outflows, elevated crude oil prices and global uncertainties remain key concerns. Strong domestic fundamentals and earnings growth could support markets, but returns will increasingly depend on stock selection, valuations and earnings delivery. ...Less

India's copper demand rose to 2,100 kilotonnes in FY'26, reflecting a 12% increase from the previous year ...More

India's copper demand rose to 2,100 kilotonnes in FY'26, reflecting a 12% increase from the previous year. This growth was primarily driven by strong performance in the infrastructure, automotive, and construction sectors. The infrastructure sector experienced a notable 29% year-on-year increase, contributing significantly to domestic consumption. In contrast, the automotive sector rebounded with a 14% rise following previous declines. ...Less

Strong macroeconomic fundamentals continue to support the Indian economy against global inflation and tra ...More

Strong macroeconomic fundamentals continue to support the Indian economy against global inflation and trade tensions. Recent geopolitical frictions have resulted in increased prices and supply chain issues, leading to policy changes. Currency fluctuations were observed, but measures by the Reserve Bank helped stabilize the rupee recently. Foreign Direct Investment remains robust, driven by significant inflows from major sources like the US and Singapore. ...Less

China’s economy grew 4.5% year-on-year in the third quarter, beating market expectations of 4.4% and reco ...More

China’s economy grew 4.5% year-on-year in the third quarter, beating market expectations of 4.4% and recovering from a more than three-year low of 4.3% in the previous quarter. Growth eased pressure on policymakers to announce further stimulus to meet the annual target of 4.5%-5%. ...Less

Jefferies’ Christopher Wood replaced Nvidia with Greek infrastructure company GEK TERNA in his global lon ...More

Jefferies’ Christopher Wood replaced Nvidia with Greek infrastructure company GEK TERNA in his global long-only equity portfolio in October 2025. Since then, GEK TERNA has gained 65% in US-dollar terms, compared with Nvidia’s 15%. The shift reflects Wood’s preference for infrastructure, fiscal reform and improving economic fundamentals over crowded AI trades. ...Less

JSW Steel Q2 Results: JSW Steel reported a 225% year-on-year jump in Q2 FY27 net profit to Rs 5,279 crore ...More

JSW Steel Q2 Results: JSW Steel reported a 225% year-on-year jump in Q2 FY27 net profit to Rs 5,279 crore, while revenue rose 21% to Rs 54,486 crore. EBITDA climbed 39% to Rs 9,941 crore, with crude steel production and steel sales hitting record highs. However, shares fell around 3% after results. ...Less

Major technology companies are projected to invest more than USD 1 trillion in artificial intelligence in ...More

Major technology companies are projected to invest more than USD 1 trillion in artificial intelligence infrastructure by 2027. Reports indicate that demand for computing capacity is exceeding supply, influencing investment decisions. ...Less

In the fiscal year 2026-27, India's economy is expected to see growth ranging from 7.1 to 7.3 percent, fu ...More

In the fiscal year 2026-27, India's economy is expected to see growth ranging from 7.1 to 7.3 percent, fueled by a recovery in private investments coupled with enhanced business dynamics. For the past ten years, strong household consumption and substantial public infrastructure investments have driven growth. Nonetheless, uncertainties stemming from geopolitical issues and energy price fluctuations pose potential threats to this forecast. ...Less

India aims to become a $30 trillion economy by 2047, from its current size of around $4 trillion. The cou ...More

India aims to become a $30 trillion economy by 2047, from its current size of around $4 trillion. The country's gross domestic product (GDP) grew 7.8% in the June quarter, exceeding expectations. ...Less

India needs to maintain policy credibility and continuity to sustain foreign investment inflows, as stron ...More

India needs to maintain policy credibility and continuity to sustain foreign investment inflows, as strong economic growth alone may not be enough to reassure global investors about the country's long-term business environment, highlighted Kyunghoon Kim, Head of the India and South Asia Team at the Korea Institute for International Economic Policy (KIEP). ...Less

Vietnam recently signed a free trade agreement with the European Free Trade Association, expanding its tr ...More

Vietnam recently signed a free trade agreement with the European Free Trade Association, expanding its trade network. This agreement comes as India's interaction with EFTA continues to evolve, with potential impacts on competition. Both countries aim to enhance exports to these markets despite different timelines of agreement enactment. ...Less

Cisco's leadership is focusing on expanding its silicon design team in India due to available talent. The ...More

Cisco's leadership is focusing on expanding its silicon design team in India due to available talent. The company has successfully implemented a meaningful manufacturing strategy, showcasing its commitment to the market. Cisco plans to introduce its sovereign critical technology suite to India soon, following its earlier rollout in Europe and Canada. India, alongside the Middle East, is considered a major growth opportunity outside the US. ...Less

The International Monetary Fund has increased India's economic growth projections for FY27 and FY28 to 7% ...More

The International Monetary Fund has increased India's economic growth projections for FY27 and FY28 to 7%. This adjustment reflects resilient domestic demand and strong performance in the services sector. India's GDP growth reached 7.8% in FY26, exceeding expectations during the April-June quarter. Additionally, other major institutions like the World Bank have raised India's growth forecasts as well. ...Less

The International Monetary Fund has raised India's growth forecast to 7% for this year and next. India is ...More

The International Monetary Fund has raised India's growth forecast to 7% for this year and next. India is seen as having strong fundamentals which allow it to manage external pressures effectively. The exchange rate fluctuations are not indicative of economic failure according to IMF officials. Structural reforms and domestic demand contribute to India's resilience in the global economy. However, risks such as geopolitical tensions and fiscal pressures remain present. ...Less

The International Monetary Fund forecasts a global GDP growth of over 3% for 2026 driven by strong AI inv ...More

The International Monetary Fund forecasts a global GDP growth of over 3% for 2026 driven by strong AI investment. Despite this growth, downside risks are increasing, leaving many countries vulnerable to rising debt. Key oil-producing nations are expected to face significant recessions due to ongoing conflicts. The outlook for developed economies such as the US and Eurozone is more stable, with growth revisions. ...Less

Current debates in India often focus on GDP growth figures, which can misrepresent the actual development ...More

Current debates in India often focus on GDP growth figures, which can misrepresent the actual development landscape. While GDP is a useful measure, it does not adequately reflect the quality of life improvements. Recent data shows a persistent height gap between Indian and Chinese teenagers, indicating nutritional disparities. Poverty rates in India have decreased, yet issues like childhood stunting remain significant. ...Less

India's inflation is projected to reach 6-7% due to increasing price pressures and consumer expectations. ...More

India's inflation is projected to reach 6-7% due to increasing price pressures and consumer expectations. The Reserve Bank of India has acknowledged risks stemming from rising input costs and resilient domestic demand. Recent trends show that household inflation expectations are significantly higher than headline inflation rates. The RBI has raised its GDP growth projection while revising inflation forecasts upwards to 6% for the upcoming quarter. ...Less

The IMF projects global growth of 3.1% in 2026, supported by AI infrastructure investment, but warns that ...More

The IMF projects global growth of 3.1% in 2026, supported by AI infrastructure investment, but warns that prolonged Middle East conflict, elevated energy prices, rising debt and uneven growth pose mounting risks to the global economic outlook. ...Less

BMI has raised India's economic growth forecast for 2026-27 to 7.5% from the previous estimate of 6.8%. T ...More

BMI has raised India's economic growth forecast for 2026-27 to 7.5% from the previous estimate of 6.8%. The agency cites strong growth momentum and ongoing investment in artificial intelligence as key factors. However, risks from rising oil prices and potential El Nino disruptions could negatively impact growth. Additionally, the forecast for 2027-28 has been adjusted down to 6.3%, reflecting concerns for household consumption. ...Less

IMF Managing Director Kristalina Georgieva said artificial intelligence infrastructure investment is supp ...More

IMF Managing Director Kristalina Georgieva said artificial intelligence infrastructure investment is supporting global growth at around 3%, offsetting energy supply disruptions. Asian economies, including Thailand, stand to benefit from rising hardware demand, with AI spending potentially boosting regional growth despite geopolitical tensions and persistent energy market uncertainty. ...Less

Amundi Investment Institute sees potential for Indian equities to rebound if the Iran war ends, easing oi ...More

Amundi Investment Institute sees potential for Indian equities to rebound if the Iran war ends, easing oil pressures. Despite foreign outflows and a nearly 14% Nifty decline, improving investment, resilient demand and 7.1% growth projections support optimism, particularly for defence and manufacturing stocks. ...Less

The IMF reports that global AI investment could induce a significant market correction if expectations ar ...More

The IMF reports that global AI investment could induce a significant market correction if expectations are unmet. Economic growth has been supported by spending on AI infrastructure, but future returns may fall short. Increased leverage among investors and firms raises the risk of forced selling during a downturn. Circular funding arrangements between tech giants and AI companies could exacerbate losses across markets. ...Less

RBI GDP Growth 2026: The Reserve Bank of India has updated its growth forecast for fiscal year 2026-27 to ...More

RBI GDP Growth 2026: The Reserve Bank of India has updated its growth forecast for fiscal year 2026-27 to 7.1%. This adjustment comes after stronger-than-expected economic performance, including 7.8% growth in the June quarter. The RBI has also raised the policy repo rate to 5.5% while changing its policy stance to calibrated tightening. While domestic consumption remains resilient, global challenges and inflation concerns persist. ...Less

PL Capital remains cautious on the Nifty after its eight-week losing streak, ruling out a quick V-shaped ...More

PL Capital remains cautious on the Nifty after its eight-week losing streak, ruling out a quick V-shaped recovery. The brokerage has trimmed earnings estimates but sees valuation comfort in largecaps, while flagging inflation, FII outflows and demand risks. ...Less

DBS Bank CEO Tan Su Shan emphasized the strong demand for FCNR(B) deposits as investor confidence in Indi ...More

DBS Bank CEO Tan Su Shan emphasized the strong demand for FCNR(B) deposits as investor confidence in India. She highlighted India's potential for foreign direct investment and its advantageous position in the artificial intelligence sector. Despite foreign net sales affecting the rupee, she remains optimistic about India's economic growth and digital infrastructure. Tan discussed the importance of promoting FDI and exports to stabilize currency levels. ...Less

The Indian stock market has encountered a setback following a brief recovery, influenced by external dyna ...More

The Indian stock market has encountered a setback following a brief recovery, influenced by external dynamics and investor sentiment. Both the Sensex and Nifty experienced declines, yet certain broader market indicators revealed upward trends. Analysts highlighted that elevating crude oil rates and US bond yields were pivotal in shaping market fluctuations. Investors are urged to focus on Nifty's technical support levels and seek potential long-term gains. ...Less

With an ambitious target of 8% GDP growth, India aims for Viksit Bharat by the year 2047 through innovati ...More

With an ambitious target of 8% GDP growth, India aims for Viksit Bharat by the year 2047 through innovative reforms. The government is dedicated to increasing domestic capabilities in crucial areas such as energy and manufacturing. Significant measures are being implemented to strengthen long-term finance and bolster involvement in global supply chains. ...Less

RBI Monetary Policy 2026 Takeaways: The Reserve Bank of India raised the repo rate by 25 basis points to ...More

RBI Monetary Policy 2026 Takeaways: The Reserve Bank of India raised the repo rate by 25 basis points to 5.50%, the first increase since February 2023. The GDP growth forecast for FY27 was raised from 6.7% to 7.1%, highlighting resilient economic activity. Meanwhile, CPI inflation projection was revised up to 5.2% due to rising food and fuel prices. The Monetary Policy Committee shifted its stance to calibrated tightening, emphasizing inflation containment. ...Less

DBS Bank CEO Tan Su Shan addressed concerns about capital outflows from India and highlighted strong dema ...More

DBS Bank CEO Tan Su Shan addressed concerns about capital outflows from India and highlighted strong demand for FCNR(B) deposits. She emphasized the need for more foreign direct investment and exports to support the rupee's stability. Tan expressed optimism about India's potential in artificial intelligence due to its software talent and digital infrastructure developments. The importance of improving hardware capabilities alongside software strengths was also noted in her discussion. ...Less

Maharashtra Food and Drug Administration plans to introduce a digital system to trace milk production. Th ...More

Maharashtra Food and Drug Administration plans to introduce a digital system to trace milk production. This initiative aims to reduce adulteration and enhance food safety across the state. Inspections of milk collection centers have already begun to address compliance and safety issues. The FDA is also focusing on regulating the pharmaceutical sector and improving safety standards. Various food safety initiatives are gradually being adopted, highlighting the importance of public health. ...Less

S&P Global forecasts a 12-14% increase in financial sector lending despite potential slowdowns in rural a ...More

S&P Global forecasts a 12-14% increase in financial sector lending despite potential slowdowns in rural areas. Concerns about weak monsoon rains may negatively impact rural incomes and lending. A projected GDP growth of 7% for India in FY27 reflects steady public investment and improved private sector investments. Economic activity remains strong, although headwinds like inflation could constrain momentum. ...Less

Shaktikanta Das highlighted India's impressive 7.8% GDP growth in the first quarter of the financial year ...More

Shaktikanta Das highlighted India's impressive 7.8% GDP growth in the first quarter of the financial year. He emphasized the role of strong domestic demand and structural reforms in facilitating this growth. Das noted that enhanced governance and digital systems significantly contributed to economic stability and performance. ...Less

The IMF has raised India's growth forecast to 7% for both FY27 and FY28, highlighting the country's resil ...More

The IMF has raised India's growth forecast to 7% for both FY27 and FY28, highlighting the country's resilience despite higher oil prices and a slowing global economy. Strong domestic consumption, infrastructure spending, recovering private investment and AI-related capital expenditure are supporting growth, though inflation, energy costs and weaker rural demand remain risks. ...Less

The Reserve Bank of India has increased the repo rate to 5.50% after maintaining it for several months. T ...More

The Reserve Bank of India has increased the repo rate to 5.50% after maintaining it for several months. This shift to a calibrated tightening stance indicates a focus on controlling inflation risks. Retail inflation rose recently, prompting the central bank to adjust its policy outlook for the future. While growth remains firm, inflation now takes priority in decision-making. ...Less

The Indian stock market faced a steep downturn, with the Sensex plummeting close to 1,000 points from ear ...More

The Indian stock market faced a steep downturn, with the Sensex plummeting close to 1,000 points from earlier highs. Investor sentiment was negatively impacted by ongoing foreign institutional investor sales and an uptick in bond yields, which have become more appealing than stocks. However, resilience was displayed in the broader markets, as the Nifty Smallcap 100 index saw a modest increase. ...Less

S&P has projected credit growth of 12-14% in India's financial sector, emphasizing concerns about rural c ...More

S&P has projected credit growth of 12-14% in India's financial sector, emphasizing concerns about rural credit growth. The potential impact of weak monsoons on agricultural earnings could further exacerbate credit challenges. Economic activity exhibits resilience, supported by strong capital positions of banks and lenders. Public investment remains steady while private investment focuses on specific sectors, showing improvement. Inflation is projected at 5.1% for FY27, amidst challenges from global factors. ...Less

RBI rate hike in October monetary policy marks a sharp shift to calibrated tightening, raising the repo r ...More

RBI rate hike in October monetary policy marks a sharp shift to calibrated tightening, raising the repo rate to 5.5%. RBI Governor Sanjay Malhotra is prioritising inflation risks as crude oil, food prices and inflation expectations rise. Strong FY27 GDP growth at 7.1%, rapid credit growth and tighter liquidity give RBI room to act before supply shocks spread across markets. ...Less

Strong domestic inflows through SIPs and mutual funds are failing to sustain Indian equity returns amid c ...More

Strong domestic inflows through SIPs and mutual funds are failing to sustain Indian equity returns amid continuous FII selling and moderating earnings growth. Drawing parallels to the 2017 market cycle, this analysis highlights why structural macroeconomic challenges and valuation compression demand a strategic shift toward high-quality, largecap stocks. ...Less

RBI Monetary Policy Meeting Highlights: The Monetary Policy Committee has raised the policy repo rate by ...More

RBI Monetary Policy Meeting Highlights: The Monetary Policy Committee has raised the policy repo rate by 25 basis points to 5.50%. RBI Governor Sanjay Malhotra indicated that inflation pressures are increasing and rate cuts are not expected soon. The Indian economy continues to show resilience, with GDP growth projected at 7.1% for the year. Inflation is forecasted at 5.2%, with core inflation expected to be around 4.4%. ...Less

The World Bank has increased the growth forecast for India's FY27 to 7.1% from earlier estimates. This re ...More

The World Bank has increased the growth forecast for India's FY27 to 7.1% from earlier estimates. This revision is attributed to strong domestic demand and solid exports, despite global challenges. Growth is expected to moderate later in FY27 but rebound in the medium term. However, risks such as higher global oil prices and El Nino-related disruptions could impact performance. ...Less

The Reserve Bank of India recently raised the repo rate by 25 basis points to curb inflation. This increa ...More

The Reserve Bank of India recently raised the repo rate by 25 basis points to curb inflation. This increase is expected to raise borrowing costs for banks, affecting interest rates on home loans. First-time and price-sensitive homebuyers in the affordable housing sector may feel the impact more significantly. Market experts anticipate that strong demand fundamentals will mitigate some negative effects. The overall housing market remains robust, especially in higher-priced segments. ...Less

The Reserve Bank of India is set to maintain the repo rate at 5.25% during the upcoming policy meeting. D ...More

The Reserve Bank of India is set to maintain the repo rate at 5.25% during the upcoming policy meeting. Despite rising inflation pressures and global economic uncertainty, the rate is expected to remain unchanged. Credit and deposit growth in India currently show strong performance, supporting steady rates. A rate hike cycle is anticipated to begin in December, amounting to 50-75 basis points. ...Less

Economist Arvind Virmani has retained his India GDP growth forecast at 7% for the year, with an uncertain ...More

Economist Arvind Virmani has retained his India GDP growth forecast at 7% for the year, with an uncertainty range of plus or minus 1%, citing unresolved trade issues and global developments. He also backed a gradual shift towards cost-based UPI MDR after the subsidy helped establish the payments platform. ...Less

Commerce Secretary Rajesh Agarwal highlighted India's potential to grow its participation in global value ...More

Commerce Secretary Rajesh Agarwal highlighted India's potential to grow its participation in global value chains. He noted that the current participation rate has increased significantly over the past decade. Agarwal emphasized the importance of free trade agreements with developed economies for facilitating trade and attracting investments. ...Less

The monetary policy committee (MPC) voted unanimously for the increase and adopted a stance of "calibrate ...More

The monetary policy committee (MPC) voted unanimously for the increase and adopted a stance of "calibrated tightening". RBI Governor Sanjay Malhotra said rate cuts were off the table for now, leaving a further increase or a pause as the choices at future meetings. The impact on existing borrowers will depend on the benchmark in their loan agreement. Banks must reset rates on loans linked to an external benchmark at least once every three months. ...Less

The Reserve Bank of India projects a moderation in bank credit growth from the current 19% level. This ex ...More

The Reserve Bank of India projects a moderation in bank credit growth from the current 19% level. This expected slowdown results from a recent repo rate increase implemented to manage rising inflation. Despite the decrease, it is anticipated that growth will remain strong enough to support overall economic activity. Lending to sectors like services and industry shows significant year-on-year growth, reflecting resilient demand. ...Less

India's economic growth is expected to slow down below 7 percent in the upcoming quarters. Despite this m ...More

India's economic growth is expected to slow down below 7 percent in the upcoming quarters. Despite this moderation, the overall growth for the year may average around 7.2 percent. Economist Madan Sabnavis indicates potential for long-term growth reaching 8 percent in the coming years. Global uncertainties and local consumption impacts are significant factors influencing this outlook. ...Less

Many investors fret over mutual fund SIP returns, yet a shift in focus to economic fundamentals is essent ...More

Many investors fret over mutual fund SIP returns, yet a shift in focus to economic fundamentals is essential. Prashant Jain pointed out that while markets may stagnate, economic growth continues. For long-term investors, a flat market could prove beneficial through systematic investments. Previous years of low equity returns shouldn't prompt a dash towards alternatives; rather, maintaining an eye on India’s economic growth bolsters the argument for equity investment. ...Less

Quickening inflation, stoked by oil prices and El Nino, could force policymakers to harden further ...More

Quickening inflation, stoked by oil prices and El Nino, could force policymakers to harden further ...Less

India’s Q2FY27 earnings season is expected to mark a strong recovery in corporate profitability, with Nif ...More

India’s Q2FY27 earnings season is expected to mark a strong recovery in corporate profitability, with Nifty 50 earnings projected to grow 27% YoY, the highest in 17 quarters, according to Motilal Oswal. While resilient domestic fundamentals and liquidity support the outlook, persistent FII outflows, weak foreign investor sentiment and global macroeconomic pressures remain key challenges for Indian equities. ...Less

RBI’s 25-bps repo rate hike to 5.50% was largely expected, but its shift to ‘calibrated tightening’ surpr ...More

RBI’s 25-bps repo rate hike to 5.50% was largely expected, but its shift to ‘calibrated tightening’ surprised markets and signals that near-term rate cuts are unlikely. Analysts expect selective pressure on rate-sensitive sectors, while banks with stronger balance sheets may remain relatively better placed amid rising inflation and crude prices. ...Less

The US economy grew 2.2 percent in the second quarter from April to June, the Commerce Department announc ...More

The US economy grew 2.2 percent in the second quarter from April to June, the Commerce Department announced recently. Consumer spending and business investment helped propel the growth of the economy. The large increases in imports cut into GDP growth. Spending by consumers was up 3.8 percent, while investment by businesses, less housing, climbed 9 percent. The revised estimate was sharply higher than the 1.5 percent the government had estimated in July. ...Less

The Reserve Bank of India has unanimously decided to increase the benchmark repo rate by 25 basis points. ...More

The Reserve Bank of India has unanimously decided to increase the benchmark repo rate by 25 basis points. This decision was made amid rising inflation projections and increasing US bond yields. The bank also revised its economic growth forecast for FY27 to 7.1%, indicating strong economic activity. Inflation is expected to reach an average of 5.2% through FY27, affecting consumer prices. ...Less

Banking, NBFCs, realty and auto stocks came under pressure after the RBI raised the repo rate by 25 basis ...More

Banking, NBFCs, realty and auto stocks came under pressure after the RBI raised the repo rate by 25 basis points to 5.50% and shifted its stance to calibrated tightening. The rate hike, the first in four years, comes amid elevated crude prices, rising global bond yields, inflation concerns and sustained foreign outflows. ...Less

Auto stocks including Tata Motors PV, Maruti Suzuki, M&M and Ashok Leyland dropped on Wednesday after the ...More

Auto stocks including Tata Motors PV, Maruti Suzuki, M&M and Ashok Leyland dropped on Wednesday after the RBI raised the repo rate and shifted to calibrated tightening. Analysts expect Q2 revenue growth to remain strong, but rising commodity costs, limited pricing power and elevated inventories could pressure margins and demand. ...Less

The RBI is expected to raise the repo rate by 25 basis points in its October policy review as inflation p ...More

The RBI is expected to raise the repo rate by 25 basis points in its October policy review as inflation pressures build from higher crude prices, the West Asia conflict and global monetary tightening, according to a PTI poll of economists and bankers. Most also expect a hawkish tone, a higher FY27 inflation forecast and possibly further rate hikes later in the fiscal year. ...Less

SBI Research forecasts a rise in CPI inflation to around 5.65 percent in September. They expect it to exc ...More

SBI Research forecasts a rise in CPI inflation to around 5.65 percent in September. They expect it to exceed 6.5 percent during October and November. Inflationary pressures have broadened significantly since the last monetary policy meeting. Additionally, the weakening rupee poses further risks to economic stability. The Reserve Bank of India may adjust its GDP growth and inflation projections during the upcoming policy review. ...Less

The finance ministry expects India’s real GDP to grow 7.3% in Q2 FY27, above the RBI’s 6.4% forecast, but ...More

The finance ministry expects India’s real GDP to grow 7.3% in Q2 FY27, above the RBI’s 6.4% forecast, but warned that global uncertainties could weigh on investment. US trade relations, tariff pressures, crude prices and the lack of an India angle in global AI developments are clouding investor interest. ...Less

RBI Repo Rate: The Reserve Bank of India increased the repo rate by 25 basis points to 5.50% after recent ...More

RBI Repo Rate: The Reserve Bank of India increased the repo rate by 25 basis points to 5.50% after recent inflation concerns. Economic growth has exceeded expectations, prompting the central bank to adjust its monetary policy. Inflation risks are rising due to higher crude prices and weaker agricultural output affecting projections. Global interest rate changes and narrowing differentials also pressure capital flows and emerging markets. ...Less

India's macroeconomic fundamentals indicate strong growth despite the Nifty index losing 13% this year. W ...More

India's macroeconomic fundamentals indicate strong growth despite the Nifty index losing 13% this year. While industrial production and corporate earnings demonstrate resilience, foreign selling pressures weigh on equities. Upcoming earnings season is crucial as investors assess the impact of input costs on margins. Analysts suggest that the market needs broader economic signals to recover sustainably. Stability in global bond yields and crude oil prices could also influence market sentiment. ...Less

Recent trends show French government bonds, referred to as OAT, experiencing yields surpassing 5% amidst ...More

Recent trends show French government bonds, referred to as OAT, experiencing yields surpassing 5% amidst investor apprehension. The recent sell-off is partly due to Japanese investors transitioning from foreign bonds to focus on domestic assets. With an election looming next year, fiscal stability remains uncertain as candidates have unclear financial plans. France's deficit is at 5. ...Less

Union Finance Minister Nirmala Sitharaman on Saturday said India's economic resilience has been built con ...More

Union Finance Minister Nirmala Sitharaman on Saturday said India's economic resilience has been built consciously over the past decade through fiscal prudence, infrastructure creation, banking reforms, last-mile delivery and sustained reforms, while stressing the need for greater strategic autonomy and preparedness to deal with emerging global challenges. ...Less

India recorded average annual real GDP growth of 7.9% between 2021-22 and 2025-26, while growth in the fi ...More

India recorded average annual real GDP growth of 7.9% between 2021-22 and 2025-26, while growth in the first quarter of 2026-27 stood at 7.8%, he noted. He attributed the momentum to domestic demand, industrial and services activity, and a series of structural reforms. ...Less

The US economy grew at a 2.2% annual pace in the second quarter, up from the government’s earlier 1.5% es ...More

The US economy grew at a 2.2% annual pace in the second quarter, up from the government’s earlier 1.5% estimate, as consumer spending and business investment remained strong. Consumer spending rose 3.8%, while business investment excluding housing increased 9%. Surging imports, however, trimmed nearly 1.7 percentage points from GDP growth. ...Less

Chief Economic Adviser V Anantha Nageswaran noted that the second half of the fiscal year would be challe ...More

Chief Economic Adviser V Anantha Nageswaran noted that the second half of the fiscal year would be challenging. Rising oil prices and increased global growth risks create a tougher economic environment for India. The economy saw a 7.8% GDP growth in the first quarter, backed by strong indicators like GST collections and credit growth. Upcoming data suggested a GDP growth rate of around 7.3% for July and August. ...Less

On Monday, the Reserve Bank of India's Monetary Policy Committee will hold important meetings. Analysts a ...More

On Monday, the Reserve Bank of India's Monetary Policy Committee will hold important meetings. Analysts are anticipating a 25 basis points increase in the key interest rate, raising it to 5.50%. The surge in inflation is attributed to elevated crude oil costs and subpar agricultural production. Many economists advocate for a rate hike as a crucial measure to tackle ongoing inflation issues, with outcomes to be revealed on October 7. ...Less

Crisil has raised its GDP growth forecast for India in FY27 to 7%, reflecting strong domestic demand. Res ...More

Crisil has raised its GDP growth forecast for India in FY27 to 7%, reflecting strong domestic demand. Resilient consumer spending and government investment are key factors supporting this growth projection. However, potential inflation risks from a strengthening El Nino and elevated energy prices may pose challenges. The Reserve Bank of India might respond with rate hikes to manage inflation pressures. ...Less

Higher fuel costs and tighter financial conditions are significantly affecting global demand and capital ...More

Higher fuel costs and tighter financial conditions are significantly affecting global demand and capital costs. India is comparatively better positioned than many developed markets, yet it remains vulnerable due to imported energy. The high dependence on crude oil and foreign capital poses risks for India's growth amid global economic pressures. Global bond yields have risen, increasing pressures on mortgage rates and investment costs domestically. ...Less

Foreign currency non-resident inflows have significantly bolstered rupee stability and India's balance of ...More

Foreign currency non-resident inflows have significantly bolstered rupee stability and India's balance of payments. However, the current support from these inflows may not suffice for long-term external stability. Foreign institutional investor flows are crucial for maintaining economic balance as the support from FCNR is absorbed. India's goods deficit has reached a decade-high despite continuous support from services exports and remittances. ...Less

India's GDP growth in the second quarter of FY26 surpassed the Reserve Bank of India's forecast of 7 perc ...More

India's GDP growth in the second quarter of FY26 surpassed the Reserve Bank of India's forecast of 7 percent. The growth prompted forecasts of gradual rate hikes, with expectations of a 25 basis points increase twice in FY27. Additionally, inflation is projected to hover above 5 percent due to various economic pressures. Rising oil prices are expected to widen the current account deficit to 1.3 percent of GDP in FY27. ...Less

India's GST collections remained strong, rising to Rs 2.04 lakh crore in September, however experts expre ...More

India's GST collections remained strong, rising to Rs 2.04 lakh crore in September, however experts express concern over the wide gap in tax revenue from imports and domestic transactions. They say that the divergence suggested that imports were contributing significantly to the overall growth in collections. The trend could warrant a reassessment of some production-linked incentive schemes to strengthen domestic manufacturing. ...Less

India's economic growth is projected to slow to 5.5-6% in the second half of 2026-27. This slowdown follo ...More

India's economic growth is projected to slow to 5.5-6% in the second half of 2026-27. This slowdown follows a robust growth of 7-7.5% in the first half of the financial year. Combined capital expenditure growth is expected to moderate significantly from 13.2% to around 4% in the latter months. Additionally, the central government's capital expenditure growth will weaken due to a declining fiscal position. ...Less