India's economic growth faces significant risks from a widening Middle East conflict. Rising oil prices a ...More

India's economic growth faces significant risks from a widening Middle East conflict. Rising oil prices and a potentially weak monsoon pose challenges for the nation. The International Monetary Fund has slightly adjusted its growth forecasts for upcoming years. The Fund will also reassess India's national accounts quality later this year. These assessments follow concerns raised about the country's statistical methods. ...Less

Deloitte India on Sunday projected India's economy to grow between 6.5% and 6.8% in the current financial ...More

Deloitte India on Sunday projected India's economy to grow between 6.5% and 6.8% in the current financial year, with momentum expected to pick up in the second half of FY27. The firm said growth would be supported by stronger festive demand, monetary easing and a gradual stabilisation in global economic conditions. ...Less

The Indian economy expanded 7.7% in the last financial year, and the RBI has projected GDP growth of 6.6% ...More

The Indian economy expanded 7.7% in the last financial year, and the RBI has projected GDP growth of 6.6% for the current fiscal year despite global uncertainties, Sanjay Malhotra said. The governor also flagged inflation risks, noting that the RBI had raised its inflation forecast for FY27 to 5.1% from 4.6% earlier. ...Less

South Korea's central bank has increased its benchmark interest rate for the first time in three years. T ...More

South Korea's central bank has increased its benchmark interest rate for the first time in three years. This move aims to stabilize the currency and counter rising inflationary pressures. The bank anticipates further tightening of monetary policy in the coming months. Economic growth is expected to significantly exceed previous forecasts this year. Analysts predict at least one more rate hike before the year concludes. ...Less

Reserve Bank Governor Sanjay Malhotra noted West Asia crisis and weak monsoon pose growth risks. India's ...More

Reserve Bank Governor Sanjay Malhotra noted West Asia crisis and weak monsoon pose growth risks. India's economy grew over seven percent recently, supported by strong fundamentals. The central bank projects 6.6 percent GDP growth for the current financial year. Inflation forecasts are raised to 5.1 percent, driven by supply-side factors. The rupee remains stable globally, and FDI inflows are robust. ...Less

China's second-quarter economic growth slowed to its weakest pace in over three years. Official data reve ...More

China's second-quarter economic growth slowed to its weakest pace in over three years. Official data revealed a 4.3% annual rise, missing analyst expectations and government targets. Industrial output showed strength while retail sales saw some improvement last month. However, property sector investment and broader investment remained under pressure. Lingering structural imbalances continue to challenge the Chinese economy's recovery. ...Less

The Asian Development Bank has lowered India's FY27 GDP growth forecast to 6.6 percent. Elevated energy p ...More

The Asian Development Bank has lowered India's FY27 GDP growth forecast to 6.6 percent. Elevated energy prices are impacting household purchasing power and squeezing real incomes. The lender also raised India's FY27 inflation forecast to 5.2 percent. South Asia's growth projection for 2026 was also reduced by 0.3 percentage points. Risks to the growth outlook remain tilted to the downside due to geopolitical tensions. ...Less

Moody's Analytics expects global growth to slow to 2.5% in 2026, saying India too "will lose a step" amid ...More

Moody's Analytics expects global growth to slow to 2.5% in 2026, saying India too "will lose a step" amid a broader moderation in activity. The report said the AI boom has prevented a steeper downturn but warned that geopolitical tensions, trade frictions and inflation continue to pose downside risks to the global economy. ...Less

TSMC's earnings will offer insights into AI chip demand this week. Wall Street banks are set to report, w ...More

TSMC's earnings will offer insights into AI chip demand this week. Wall Street banks are set to report, with expectations for strong corporate profits. Oil prices remain volatile amid tensions with Iran and Strait of Hormuz flows. US inflation data will gauge the Federal Reserve's stance on interest rates. Chinese economic figures will reveal the impact of global events on its growth. ...Less

Since Hasina was toppled in a student-led mass uprising in 2024 and fled to India, authorities have inves ...More

Since Hasina was toppled in a student-led mass uprising in 2024 and fled to India, authorities have investigated the former prime minister's wealth and looked into her relatives and major business groups accused of benefiting during her 15-year, iron-fisted rule. The Bangladesh Financial Intelligence Unit said it had seized assets worth 570 billion taka in Bangladesh and another 190 billion taka overseas. ...Less

World Trade Organization (WTO) Secretariat has urged India to improve its business environment and reduce ...More

World Trade Organization (WTO) Secretariat has urged India to improve its business environment and reduce reliance on high tariffs, import-export controls and other trade-restrictive measures to boost competitiveness and attract more foreign investment ahead of India's 8th Trade Policy Review. ...Less

India's economy is anticipated to expand by 6.4 percent in fiscal year 2026-27, bolstered by strong priva ...More

India's economy is anticipated to expand by 6.4 percent in fiscal year 2026-27, bolstered by strong private consumption and active service sectors. Although global growth is predicted to ease to 3.0 percent in 2026, domestic demand is set to drive India's economic growth amidst international uncertainties. The Reserve Bank of India also predicts a vibrant economic landscape for the country. ...Less

India's fiscal discipline has improved significantly, supported by strong economic growth. Government def ...More

India's fiscal discipline has improved significantly, supported by strong economic growth. Government deficit has narrowed while growth continues to outpace most major economies. India's debt structure is predominantly domestic, reducing external financing risks. These factors suggest a strong payment capacity, aligning with higher rating categories. A reassessment of India's sovereign rating is therefore warranted. ...Less

J.P. Morgan identifies India as a priority market due to its strong economic growth. The firm is expandin ...More

J.P. Morgan identifies India as a priority market due to its strong economic growth. The firm is expanding its local investment banking team to meet this demand. India's long-term investment case remains robust despite current global uncertainties. Oil price volatility presents a near-term risk, though India is better positioned. Foreign capital is expected to return as India's sustainable growth proves itself. ...Less

Crude oil prices are rising again due to escalating Middle East tensions. This surge impacts India's impo ...More

Crude oil prices are rising again due to escalating Middle East tensions. This surge impacts India's import costs and government finances significantly. Higher oil prices will likely pressure the Indian rupee and fuel inflation. Indian equity markets may experience a broad risk-off reaction. Sectors like aviation and logistics face increased costs and pressure. ...Less

The Reserve Bank of India is poised to keep its policy rates steady in the short term. Nonetheless, BofA ...More

The Reserve Bank of India is poised to keep its policy rates steady in the short term. Nonetheless, BofA Securities predicts that rising concerns over domestic inflation could lead to increased rates in the future. Revisions to FY27 economic growth projections indicate a stronger demand trend, while external accounts are anticipated to show improvement with a reduced current account deficit. ...Less

The IMF projects India's FY27 growth at 6.4 percent, remaining a leading global economy. Strong private c ...More

The IMF projects India's FY27 growth at 6.4 percent, remaining a leading global economy. Strong private consumption and services activity support this projected economic expansion. Global growth forecasts for 2026 and 2027 have seen adjustments due to various factors. The United States economy is expected to grow steadily, supported by fiscal policy. China's growth forecast is upgraded, though challenges remain for its economy. ...Less

The International Monetary Fund discussed Venezuela's reserve tranche with acting President Delcy Rodrigu ...More

The International Monetary Fund discussed Venezuela's reserve tranche with acting President Delcy Rodriguez. This fund can address urgent humanitarian needs following recent devastating earthquakes. The quakes have tragically claimed thousands of lives and left many people homeless. The IMF spokesperson confirmed efforts to facilitate access to Venezuela's own resources. This readily available liquidity aims to aid disaster relief and recovery operations. ...Less

Despite the Iran war, Strait of Hormuz risks and elevated crude oil prices, the IMF expects India to rema ...More

Despite the Iran war, Strait of Hormuz risks and elevated crude oil prices, the IMF expects India to remain one of the world's fastest-growing major economies. Strong consumer spending, booming automobile sales, rising FMCG demand, resilient services and robust domestic consumption are helping shield India's economy from global shocks and trade uncertainty. ...Less

India's economic growth trajectory remains strong despite temporary global shocks. Experts project sustai ...More

India's economic growth trajectory remains strong despite temporary global shocks. Experts project sustained growth between 6.5 and 7 percent over time. The country is simplifying financial system access through digital Know Your Customer initiatives. Businesses seek reduced compliance burdens and an enabling investment environment. These factors will help attract long-term capital and foster economic resilience. ...Less

India's infrastructure boom fuels copper demand growth significantly higher than GDP. Copper demand is pr ...More

India's infrastructure boom fuels copper demand growth significantly higher than GDP. Copper demand is projected to rise nine to ten percent annually. This surge is driven by infrastructure, clean energy, and consumer electronics needs. India has become a net importer of copper after a smelter closure. New capacities are emerging, but a deficit is still expected. ...Less

The United States trade deficit significantly widened in May. Imports of capital goods reached a record h ...More

The United States trade deficit significantly widened in May. Imports of capital goods reached a record high, driven by artificial intelligence investments. Exports experienced a decline, though petroleum shipments were strong. Trade has now subtracted from gross domestic product for two consecutive quarters. Current forecasts predict a modest economic growth rate for the second quarter. ...Less

The Asian Development Bank has lowered India's FY27 growth forecast to 6.6 percent. Higher oil prices and ...More

The Asian Development Bank has lowered India's FY27 growth forecast to 6.6 percent. Higher oil prices and transportation costs are impacting consumer sentiment and private demand. The ADB retained its FY28 growth forecast at 7.3 percent, expecting policy support. South Asia's growth projection for 2026 was also lowered by 0.3 percentage points. India's FY26 inflation forecast was raised to 5.2 percent due to oil and food prices. ...Less

Motilal Oswal Financial Services aims to grow profits tenfold over the next decade while preparing for a ...More

Motilal Oswal Financial Services aims to grow profits tenfold over the next decade while preparing for a leadership transition. In an exclusive interview with ET Markets, billionaire co-founder Motilal Oswal said the group has inducted the next generation—Pratik Oswal and Vaibhav Agrawal—onto the board and is also empowering senior professionals. ...Less

The International Monetary Fund has adjusted its global growth prediction for 2026, reflecting the advers ...More

The International Monetary Fund has adjusted its global growth prediction for 2026, reflecting the adverse effects of warfare and rapid technological changes. Inflation is anticipated to rise before stabilizing later in the year. Furthermore, trade volumes are forecasted to experience a notable decline in growth, with a rebound expected afterward. Overall, the risks associated with the economic outlook remain skewed toward negative developments. ...Less

Private banks are expected to show stronger profit growth than public sector banks this quarter. Analysts ...More

Private banks are expected to show stronger profit growth than public sector banks this quarter. Analysts predict private lenders' profits will climb ten percent year-on-year. Balance sheet growth also favors private banks, with higher deposit expansion. However, public sector banks led in loan book expansion during the June quarter. Investor focus will remain on individual bank performance and execution. ...Less

Mirae Asset Investment Managers (India)’s equity funds have experienced a period of underperformance—the ...More

Mirae Asset Investment Managers (India)’s equity funds have experienced a period of underperformance—the first major blip since inception in 2007. Chief Investment Officer Neelesh Surana speaks to Sanket Dhanorkar on his market outlook and fund strategies. ...Less

Edelweiss Mutual Fund MD & CEO Radhika Gupta says investors should move beyond the belief that large-cap ...More

Edelweiss Mutual Fund MD & CEO Radhika Gupta says investors should move beyond the belief that large-cap stocks are inherently safer, arguing India's evolving economy favours bottom-up investing across market caps. She remains optimistic about domestic inflows, advocates diversified portfolios with global exposure, and expects double-digit equity returns, while cautioning against relying on outdated market narratives. ...Less

India's refined copper demand is set to surge, requiring an additional 500,000 tonnes of capacity every f ...More

India's refined copper demand is set to surge, requiring an additional 500,000 tonnes of capacity every five years. Despite planned expansions, domestic production will remain insufficient to meet this growing need. Robust economic progress, infrastructure development, and the clean energy transition are fueling this demand, with building construction and renewables leading the charge. Further investment in smelting and refining facilities is crucial to bridge the supply gap. ...Less

India's fiscal deficit is expected to remain under control in FY27, thanks to robust nominal GDP growth d ...More

India's fiscal deficit is expected to remain under control in FY27, thanks to robust nominal GDP growth driven by higher inflation, according to EY India. This will bolster tax revenues, helping the government manage finances despite potential increases in subsidy spending. While real growth may moderate, a projected nominal GDP growth of around 12. ...Less

Funeral expenses in Rawalpindi are becoming unaffordable for many families. Low-income households now bor ...More

Funeral expenses in Rawalpindi are becoming unaffordable for many families. Low-income households now borrow money for burial rites and services. Inflation continues to impact daily costs, even with slower price increases. Government budgets prioritize debt and defense over welfare programs. Economic growth has not yet eased the financial burden on ordinary citizens. ...Less

Easing West Asian tensions have significantly improved India's fiscal outlook, with economists now predic ...More

Easing West Asian tensions have significantly improved India's fiscal outlook, with economists now predicting a smaller deficit than previously feared. Lower global crude oil prices are reducing the government's subsidy burden and boosting revenue prospects. While subsidy pressures and potential agricultural impacts remain concerns, the improved energy price scenario offers a more favorable fiscal path for the nation. ...Less

India's venture capital and growth ecosystem is entering a monetization-led phase in 2026, with investors ...More

India's venture capital and growth ecosystem is entering a monetization-led phase in 2026, with investors prioritizing capital efficiency, sustainable profitability and clear exit pathways over "growth at all costs," according to the India Venture Capital Report 2026 by Bain & Company. ...Less

The report said domestic investments more than doubled to USD 1.33 billion during the quarter, accounting ...More

The report said domestic investments more than doubled to USD 1.33 billion during the quarter, accounting for 46 per cent of the total inflows. Foreign investments stood at USD 1.54 billion, contributing 54 per cent of the total despite global trade and capital deployment uncertainties arising from the West Asia crisis. The inflows were supported by select large transactions. ...Less

India's future prosperity hinges on robust governance across public and private sectors, emphasized HDFC ...More

India's future prosperity hinges on robust governance across public and private sectors, emphasized HDFC Bank Chairman Deepak Parekh. He highlighted that ongoing reforms are building a strong foundation for growth, with a call for further banking sector consolidation. Parekh also stressed the immense funding needs for domestic capacity building and the crucial role of self-reliance in a shifting global landscape. ...Less

India's economic outlook has improved as falling crude oil prices ease inflation, strengthen the balance ...More

India's economic outlook has improved as falling crude oil prices ease inflation, strengthen the balance of payments and prompt economists to raise GDP growth forecasts. But the optimism comes with fresh risks, including an uneven monsoon, food inflation, geopolitical tensions in West Asia and uncertainty over global commodity prices, making the recovery far from assured. ...Less

Homebuyer affordability remains strong across most Indian cities in early 2026, with lower borrowing cost ...More

Homebuyer affordability remains strong across most Indian cities in early 2026, with lower borrowing costs offsetting rising property prices. Ahmedabad leads as the most affordable market, while Mumbai and NCR face affordability challenges. Despite price increases, healthy incomes and supportive financing continue to fuel residential demand, keeping sales near post-pandemic highs. ...Less

Goldman Sachs has raised India's 2026 real GDP growth forecast to 6.8% from 6.5%, citing lower oil prices ...More

Goldman Sachs has raised India's 2026 real GDP growth forecast to 6.8% from 6.5%, citing lower oil prices, easing supply disruptions and resilient domestic demand following the US-Iran peace deal. The brokerage also lifted its FY27 GDP growth estimate to 6.5% from 6.1%, expecting stronger growth, lower inflation, and improved fiscal and external balances. ...Less

The US economy showed stronger growth than initially thought in the first quarter, reaching an annual rat ...More

The US economy showed stronger growth than initially thought in the first quarter, reaching an annual rate of 2.1 percent. This upward revision was largely due to a decrease in imports, which positively impacts GDP calculations. Key drivers of this expansion included investments, exports, government spending, and consumer spending, with the booming Artificial Intelligence sector playing a significant role. ...Less

European equities are rallying as lower crude prices following the Iran ceasefire improve the region’s ne ...More

European equities are rallying as lower crude prices following the Iran ceasefire improve the region’s near-term outlook, easing inflation and boosting corporate margins. While the STOXX 600 has hit record highs, investors remain unconvinced that the gains will trigger a lasting shift away from Wall Street, where AI-driven earnings growth continues to underpin stronger market performance. ...Less

India is crafting a robust Viksit Bharat Sankalp indicator framework, featuring around 385 macro indicato ...More

India is crafting a robust Viksit Bharat Sankalp indicator framework, featuring around 385 macro indicators, to meticulously track its journey towards becoming a developed nation by 2047. This data-driven mechanism, spearheaded by the Ministry of Statistics and Programme Implementation, will assess economic, social, and infrastructure progress across key sectors. The comprehensive system aims for implementation by 2031, ensuring inclusive and sustainable development is at the forefront. ...Less

Tata Motors anticipates short-term headwinds for commercial vehicle demand due to West Asia war-induced d ...More

Tata Motors anticipates short-term headwinds for commercial vehicle demand due to West Asia war-induced diesel price hikes. However, MD & CEO Wagh remains optimistic, citing India's strong macro-economic growth as a long-term driver for increased road freight and commercial vehicle demand. He also highlighted government initiatives like electrification incentives as positive factors for the industry's future. ...Less

Indian equities are showing signs of a potential rebound, with attractive valuations and improved currenc ...More

Indian equities are showing signs of a potential rebound, with attractive valuations and improved currency stability, according to Deepak Gupta of JM Financial Asset Management. Sectors like manufacturing and healthcare are highlighted as promising, while caution is advised for oil & gas and IT services. Financials are seen in a 'sweet spot', and while EVs are inevitable, traditional automakers are not to be dismissed. ...Less

Indian government bonds saw an early rise on Monday, buoyed by strong foreign investment and stable oil p ...More

Indian government bonds saw an early rise on Monday, buoyed by strong foreign investment and stable oil prices, which helped offset geopolitical tensions. Despite recent U.S.-Iran strikes, a diplomatic resolution and a dip in crude oil prices eased inflation concerns. This positive sentiment, coupled with RBI incentives and tax cuts, has attracted significant foreign inflows into government bonds, boosting market confidence. ...Less

India's equity markets are poised for a strong performance as falling commodity prices and easing supply ...More

India's equity markets are poised for a strong performance as falling commodity prices and easing supply chain issues are set to boost corporate earnings. Deepak Shenoy of Capitalmind Mutual Fund anticipates improved margins and sales volumes for businesses. While risks like monsoon vagaries and global inflation persist, the medium-term economic outlook remains robust, with asset-heavy sectors expected to lead market growth. ...Less

Indian companies are poised to navigate input cost pressures and sustain growth, with the upcoming earnin ...More

Indian companies are poised to navigate input cost pressures and sustain growth, with the upcoming earnings season expected to be the next market trigger. Experts anticipate stronger revenue growth than anticipated, driven by price hikes and import substitution in sectors like home improvement. Despite near-term challenges, double-digit Nifty earnings growth is projected, with private banks offering a contrarian investment opportunity as foreign flows may return. ...Less

Indian stock markets are defying foreign investor caution, driven by resilient June-quarter earnings. Com ...More

Indian stock markets are defying foreign investor caution, driven by resilient June-quarter earnings. Companies are navigating geopolitical and inflation challenges better than expected, with a focus shifting to corporate performance. Experts see potential for large-cap stocks to catch up as nominal GDP growth improves, while sectors like IT require stronger growth triggers. Auto ancillaries and pharma remain preferred investment avenues, though defence valuations demand caution amid a positive long-term outlook. ...Less

India's economic growth is projected to slow to 6.6% in 2026-27 due to energy pressures, a weaker monsoon ...More

India's economic growth is projected to slow to 6.6% in 2026-27 due to energy pressures, a weaker monsoon, and global slowdown, S&P Global Ratings reported. Retail inflation is expected to climb to 5.1% this fiscal year. Despite near-term challenges, GDP growth is anticipated to rebound to 7.2% in 2027-28, with oil prices expected to stabilize. ...Less

The growth in gross domestic product - the nation's output of goods and services - marked a rebound from ...More

The growth in gross domestic product - the nation's output of goods and services - marked a rebound from a sluggish 0.5% in the last three months of 2025 when a 43-day federal government shutdown weighed on the economy. Thursday's numbers marked an upgrade from of Commerce's previous first-quarter estimate of 1.6% growth. ...Less

The IMF notes a decline in energy and commodity prices following a ceasefire in the Strait of Hormuz, tho ...More

The IMF notes a decline in energy and commodity prices following a ceasefire in the Strait of Hormuz, though full normalization will take time. While inflationary expectations remain anchored, the Fund is particularly concerned about developing nations, especially in Africa, that are net energy importers. India's domestic demand is robust, with real GDP growth projected at 6.5% for the 2026-2027 fiscal year. ...Less

Macquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a si ...More

Macquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments of the AI ecosystem heat up and cool down over time. Global AI investment has surged to about $850 billion in 2026, far exceeding historical technology booms. ...Less

Despite facing geopolitical instability and weather-related challenges, India's economy is expected to gr ...More

Despite facing geopolitical instability and weather-related challenges, India's economy is expected to grow robustly at 6.9% in FY27. This growth is bolstered by favorable agricultural conditions, significant government infrastructure investments, and a resurgence in both rural and urban demand. While global tensions present risks, India's demographic advantages and ongoing digital transformation solidify its foundation for long-term expansion and competitiveness on the global stage. ...Less

India's economic growth is projected to slow to 6.6% in the current fiscal year, according to S&P Global ...More

India's economic growth is projected to slow to 6.6% in the current fiscal year, according to S&P Global Ratings. This slowdown is attributed to energy market pressures, a potentially weak monsoon, and a global economic deceleration. Higher energy and fertilizer costs are expected to fuel inflation, potentially leading to a policy rate hike in the latter half of the fiscal year. ...Less

The U.S. economy is showing robust growth, with first-quarter GDP revised upwards to 2.1%. The Internatio ...More

The U.S. economy is showing robust growth, with first-quarter GDP revised upwards to 2.1%. The International Monetary Fund anticipates inflation will hit the Federal Reserve's 2% target by late 2027. IMF spokesperson Julie Kozack praised the Fed's decision to hold interest rates, emphasizing the need for cautious, data-driven policy adjustments moving forward. ...Less

Goldman Sachs has boosted India's FY27 growth outlook to 6.5%, citing lower oil prices and easing supply ...More

Goldman Sachs has boosted India's FY27 growth outlook to 6.5%, citing lower oil prices and easing supply issues. The investment bank also anticipates a dip in inflation to 4.9%. Despite initial consumption resilience during Middle East tensions, a slight softening in investment was noted. Goldman Sachs projects a 50 basis point repo rate hike by the RBI in 2026, while acknowledging weather-related risks to rural demand. ...Less

Any moderation in El Nino effects and resolution of geopolitical uncertainty will further reduce the down ...More

Any moderation in El Nino effects and resolution of geopolitical uncertainty will further reduce the downside risks to growth. Operationalising the FTAs signed with 37 countries will boost exports and FDI, and thus growthRam Singh, Director, Delhi School of Economics ...Less

Jefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when invest ...More

Jefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot generate adequate returns on massive AI investments. He warns that concerns over capital misallocation, rather than supply, could trigger a prolonged pause in the AI trade. ...Less

In May, Asian bonds observed a significant surge in foreign investments, marking the highest inflows in t ...More

In May, Asian bonds observed a significant surge in foreign investments, marking the highest inflows in three months. This trend was fueled by vigorous regional economic performance coupled with a growing hesitancy about gains in the equity market. Noteworthy influxes were seen in South Korea and Indonesia's debt markets, indicating a shift towards safer investment options, even as Malaysia and India faced some capital outflows. ...Less

Pakistan's Gen Z is driving new accounts on the stock exchange, making up 41% of openings in FY25-26. Des ...More

Pakistan's Gen Z is driving new accounts on the stock exchange, making up 41% of openings in FY25-26. Despite this surge, overall investment remains low compared to neighbours. Financial analysts attribute the growing interest to strong market returns and improved investor confidence, bolstered by IMF support and foreign deposits. The KSE 100-Index has seen significant gains, reflecting this positive trend. ...Less

The Reserve Bank of India has highlighted rising fuel prices and a dip in consumer confidence due to West ...More

The Reserve Bank of India has highlighted rising fuel prices and a dip in consumer confidence due to West Asian conflict, despite a recent drop in crude oil costs. While inflation edged up in May, driven by broad-based price increases, the Indian economy remains resilient with sustained activity. However, manufacturing firms are experiencing higher input costs, impacting production. ...Less

On Thursday, Indian stock markets experienced a remarkable surge, with both Sensex and Nifty seeing signi ...More

On Thursday, Indian stock markets experienced a remarkable surge, with both Sensex and Nifty seeing significant gains as oil prices fell below $73 per barrel. This decline in crude oil costs, along with a strengthening rupee, heightened investor enthusiasm. While the Realty and Auto sectors thrived, analysts express concern over potential adverse effects on rural-focused industries due to a deficient monsoon, although they endorse premium consumption and export-oriented sectors. ...Less

Reserve Bank Governor Sanjay Malhotra stated that a rate hike is premature, emphasizing the central bank' ...More

Reserve Bank Governor Sanjay Malhotra stated that a rate hike is premature, emphasizing the central bank's cautious, data-dependent approach. While acknowledging moderating risks from West Asia and falling crude prices, the RBI remains vigilant about potential inflation pressures and second-round effects. The focus is on monitoring fuel price impacts and monsoon progress before making definitive policy decisions. ...Less

Tata Motors shares rose after outlining strong growth targets, including margin expansion and cash flow i ...More

Tata Motors shares rose after outlining strong growth targets, including margin expansion and cash flow improvement. Brokerages remain divided, with JM Financial bullish, while Nomura and Motilal Oswal stay cautious on near-term demand and margins. Long-term outlook remains supported by infrastructure growth, CV demand recovery and digital and EV initiatives. ...Less

Falling crude oil prices might boost growth beyond central bank forecasts, potentially easing rate hike n ...More

Falling crude oil prices might boost growth beyond central bank forecasts, potentially easing rate hike needs. However, supply chain disruptions and embedded input cost pressures require close monitoring. While financial conditions appear restrictive, strong foreign currency inflows from new deposit and borrowing schemes could influence future monetary policy, with the RBI balancing growth concerns against inflation projections. ...Less

Indian stock markets saw a subdued trading session on Tuesday, with the Sensex and Nifty experiencing min ...More

Indian stock markets saw a subdued trading session on Tuesday, with the Sensex and Nifty experiencing minor dips, primarily due to losses in IT stocks. Broader market indices, however, showed resilience. Analysts point to improving West Asian peace prospects and falling crude oil prices as positive for economic growth, though concerns remain about the monsoon's performance. Global cues, particularly the US Federal Reserve's upcoming commentary, will be closely watched. ...Less

Global economic fragility persists despite a US-Iran truce, with risks of renewed inflation and supply di ...More

Global economic fragility persists despite a US-Iran truce, with risks of renewed inflation and supply disruptions if tensions re-escalate. However, India remains well-positioned due to strong fundamentals like steady growth and anchored inflation. While a weak monsoon poses a domestic challenge, the nation's external sector shows resilience, supported by robust foreign exchange reserves and consistent investment inflows. ...Less

Mega IPOs from NSE and Reliance Jio are sparking liquidity concerns, but Motilal Oswal AMC's Prateek Agar ...More

Mega IPOs from NSE and Reliance Jio are sparking liquidity concerns, but Motilal Oswal AMC's Prateek Agarwal believes ample capital awaits. He suggests successful listings could boost market participation. While large IPOs might temporarily pressure large-cap stocks due to institutional fund flows, current valuations are attractive, and easing macroeconomic worries offer a positive outlook. Even a weak monsoon could benefit industrial output before agricultural impacts surface. ...Less

Despite muted index returns and significant FII outflows, the Indian equity market's underlying economy s ...More

Despite muted index returns and significant FII outflows, the Indian equity market's underlying economy shows resilience with healthy earnings growth. Axis AMC's Shreyash Devalkar highlights AI-driven FII exits and suggests large caps offer valuation comfort but limited growth. He favors mid and small caps for structural growth themes, though valuations are elevated. SIPs remain the preferred investment strategy amidst ongoing macro uncertainties. ...Less

India's economy is experiencing a slowdown. High growth and low inflation mask underlying issues of weak ...More

India's economy is experiencing a slowdown. High growth and low inflation mask underlying issues of weak demand and poor productivity. This situation is pushing India towards a middle-income trap, a path previously taken by other nations. External shocks are highlighting structural weaknesses like jobs and wages crises. ...Less

Falling crude oil prices below $80 a barrel are set to prevent further fuel price increases. This develop ...More

Falling crude oil prices below $80 a barrel are set to prevent further fuel price increases. This development is boosting India's economic outlook, with economists predicting improved inflation and growth. Lower oil costs will also help narrow the current account deficit. While wholesale inflation may react quickly, retail inflation depends on oil marketing companies' decisions. ...Less

Responding to Rahul Gandhi's criticisms, Finance Minister Nirmala Sitharaman confidently proclaimed India ...More

Responding to Rahul Gandhi's criticisms, Finance Minister Nirmala Sitharaman confidently proclaimed India as the fastest-growing major economy globally. Citing impressive GDP growth rates and IMF support, she argued that the country's economic resilience is undeniable. ...Less

The global economy is holding strong despite the Middle East war. Commodity prices and inflation have ris ...More

The global economy is holding strong despite the Middle East war. Commodity prices and inflation have risen, but a global slowdown is not yet evident. The IMF chief noted a recent agreement to reopen the Strait of Hormuz. An updated economic forecast is due soon. The IMF previously outlined scenarios for future growth. ...Less

The Reserve Bank of India's Monetary Policy Committee has opted for a cautious "wait and watch" stance, h ...More

The Reserve Bank of India's Monetary Policy Committee has opted for a cautious "wait and watch" stance, holding the repo rate steady due to significant geopolitical and weather-related uncertainties. Concerns over rising crude oil prices and potential El Nino impacts are driving inflation worries. While core inflation remains subdued, the committee emphasized vigilance against generalized price increases, prioritizing data dependency before considering any policy rate adjustments. ...Less

...More

...Less

Global economic shocks from trade disruptions and geopolitical tensions are reshaping resilience, accordi ...More

Global economic shocks from trade disruptions and geopolitical tensions are reshaping resilience, according to Raghuram Rajan. He stresses India's need for larger strategic oil reserves and diversified import/export markets. Rajan also highlights the rupee's depreciation linked to low foreign investment and urges a long-term view on critical commodity exposure, advocating for domestic production and strategic buffers. ...Less

India's labour productivity gap with China has widened significantly since 2000, despite strong economic ...More

India's labour productivity gap with China has widened significantly since 2000, despite strong economic growth. The country has yet to achieve an industry-led productivity transformation seen in peers like China and South Korea. Structural constraints, economic disruptions, and the pandemic have hampered progress, with a need for deeper reforms beyond current initiatives. ...Less

Foreign institutional investors have sold Indian stocks worth Rs 5.5 lakh crore. However, a hidden list r ...More

Foreign institutional investors have sold Indian stocks worth Rs 5.5 lakh crore. However, a hidden list reveals 84 stocks where FIIs have actually increased their holdings. These companies have delivered multibagger returns over two years. Experts suggest this indicates a rotation of funds, not a complete exit from India. Investors are advised to accumulate stocks for future gains. ...Less

Former RBI Governor Raghuram Rajan questions India's strong economic growth figures, citing weak corporat ...More

Former RBI Governor Raghuram Rajan questions India's strong economic growth figures, citing weak corporate investment and declining foreign capital inflows. He argues these factors are difficult to reconcile with official data, suggesting a disconnect between headline numbers and business behavior. Rajan also highlights the lack of a clear economic roadmap and warns of vulnerabilities from the Middle East conflict. ...Less

India's economic growth forecast for FY27 has been raised to 6.6 percent by the World Bank. This positive ...More

India's economic growth forecast for FY27 has been raised to 6.6 percent by the World Bank. This positive outlook is driven by reduced US tariffs and anticipated benefits from new free trade agreements. While external demand may weaken due to global conflicts, domestic demand and export growth are expected to pick up. ...Less

Indian equities offer rare discounts for investors. Nippon India Mutual Fund's Equity CIO, Sailesh Raj Bh ...More

Indian equities offer rare discounts for investors. Nippon India Mutual Fund's Equity CIO, Sailesh Raj Bhan, advises accumulating world-class businesses now. Valuations have reset after two years of consolidation. The next 12 months present an opportunity to buy quality companies at sensible prices. This strategy positions portfolios for significant gains before foreign capital re-enters the market. ...Less

Over half of India's top Nifty50 stocks are now trading at lower forward P/E multiples than in 2023, indi ...More

Over half of India's top Nifty50 stocks are now trading at lower forward P/E multiples than in 2023, indicating a significant valuation correction. This discount sale, driven by macro anxieties and a slowdown in earnings growth, presents a recalibrated risk-reward scenario for investors. Experts suggest this period offers a tactical accumulation window for long-term capital allocators. ...Less

India's economy is navigating external challenges like rising import costs. However, domestic consumption ...More

India's economy is navigating external challenges like rising import costs. However, domestic consumption remains strong, ensuring growth momentum. Government sources indicate no immediate need for extra borrowing. Disinvestment and asset monetisation are being pursued to boost non-tax revenue. Macroeconomic data will be reassessed in July. Reforms to boost foreign investment are planned. ...Less

India's robust economic expansion is shielding state finances from worsening. Despite ongoing spending ne ...More

India's robust economic expansion is shielding state finances from worsening. Despite ongoing spending needs and revenue gaps, strong growth is boosting revenues. This expansion is expected to keep credit risks manageable. State governments are crucial for development, handling significant public expenditure. ...Less

Congress has criticized the Modi government's foreign policy. They state Pakistan's influence is growing, ...More

Congress has criticized the Modi government's foreign policy. They state Pakistan's influence is growing, posing a challenge alongside China's ties. A US-Iran peace deal is welcomed. This agreement aims to halt hostilities in West Asia. The Strait of Hormuz reopening will bring relief. However, economic issues persist. These concerns predate the West Asia conflict. The rupee faced pressure. ...Less

India's economic growth is expected to moderate to 6.6 percent in the current fiscal year. This slowdown ...More

India's economic growth is expected to moderate to 6.6 percent in the current fiscal year. This slowdown follows a robust 7.7 percent growth in the previous year. Weaker investments and consumption are key factors. Trade disruptions from the West Asia crisis also pose challenges. The Reserve Bank of India's growth estimate aligns with this projection. ...Less

Global air travel demand is set to grow in 2026, but at a slower rate. The Middle East faces a significan ...More

Global air travel demand is set to grow in 2026, but at a slower rate. The Middle East faces a significant contraction due to ongoing conflicts. Africa is projected for the strongest growth. Asia Pacific will lead global expansion. Europe and Latin America will see moderate increases. North America's growth will be limited. The industry shows adaptability despite challenges. ...Less

Union Finance Minister Nirmala Sitharaman said India faces risks from crude prices, Middle East tensions ...More

Union Finance Minister Nirmala Sitharaman said India faces risks from crude prices, Middle East tensions and Strait of Hormuz disruptions, but Prime Minister Modi's government is ensuring there is "not a supply disruption" for households and the economy. She made the remarks at the Viksit Bharat event in Karnataka on Sunday while laying out India's economic growth story. ...Less

Maharashtra CM Devendra Fadnavis dismissed economic slowdown fears, stating India can repay 94% of foreig ...More

Maharashtra CM Devendra Fadnavis dismissed economic slowdown fears, stating India can repay 94% of foreign debt in a day and has reserves for 11 months of imports. He highlighted India's robust GDP growth, remaining the world's fastest-growing economy despite recession predictions, and its emergence as the fourth-largest economy. ...Less

India's banking sector is resilient against the economic impact of the US-Israel conflict with Iran, acco ...More

India's banking sector is resilient against the economic impact of the US-Israel conflict with Iran, according to Fitch Ratings. While other APAC nations face pressure from rising fuel costs and slower growth, India maintains a neutral outlook. However, small borrowers might experience strain if oil prices continue to surge, impacting domestic demand and consumer spending. ...Less

A US-Iran peace framework has sparked a sharp rally in Indian markets, sending crude oil prices lower, st ...More

A US-Iran peace framework has sparked a sharp rally in Indian markets, sending crude oil prices lower, strengthening the rupee and prompting FII short covering. Analysts believe easing macroeconomic pressures could improve growth prospects, though caution persists over elevated valuations in mid- and small-cap stocks. ...Less

India just got a near-term macroeconomic breather from a US-Iran peace deal. However, early monsoon weakn ...More

India just got a near-term macroeconomic breather from a US-Iran peace deal. However, early monsoon weakness and potential El Niño conditions are emerging as the next major test for growth and price stability, shifting focus from imported energy stress to domestic climate risk. ...Less

Fitch Ratings has reduced India's GDP growth projection to 6.4 percent for the current fiscal year. The U ...More

Fitch Ratings has reduced India's GDP growth projection to 6.4 percent for the current fiscal year. The US-Iran war is expected to slow economic activity in the September and December quarters. Rising prices will dampen consumer spending. For FY28, growth is expected to pick up to 6.7 percent. Fitch also anticipates the Reserve Bank of India will increase interest rates. ...Less

Union Petroleum and Natural Gas Minister Hardeep Singh Puri on Wednesday highlighted that shifting from " ...More

Union Petroleum and Natural Gas Minister Hardeep Singh Puri on Wednesday highlighted that shifting from "women-centric" to "women-led" development can significantly drive India's economic growth, will directly boost GDP growth by 2-3 per cent, as the Cabinet passed a resolution hailing Prime Minister Narendra Modi's 4,399 days in office. ...Less

Private sector investment is reviving. Companies are borrowing more for expansion and infrastructure. Pun ...More

Private sector investment is reviving. Companies are borrowing more for expansion and infrastructure. Punjab National Bank (PNB) sanctioned nearly Rs 4 lakh crore in corporate loans last fiscal year. This trend continues, with sanctions expected to exceed Rs 4 lakh crore this year. This indicates growing confidence in the Indian economy and increased business activity across various sectors. ...Less

India GDP Data Key Insights Q4 FY26: India's economic growth saw a slight dip to 7.8 percent in the fourt ...More

India GDP Data Key Insights Q4 FY26: India's economic growth saw a slight dip to 7.8 percent in the fourth quarter of fiscal year 2026. The Reserve Bank of India has now lowered its growth projection for fiscal year 2027 to 6.6 percent. This adjustment comes amid increasing global uncertainties. The central bank anticipates varied growth rates across the four quarters of fiscal year 2027. ...Less

India will remain the world's fastest-growing major economy. Growth is projected to slow to 6.6 percent i ...More

India will remain the world's fastest-growing major economy. Growth is projected to slow to 6.6 percent in fiscal year 2026-27. This moderation is due to higher energy prices and input costs. However, the economy is expected to rebound to 7.2 percent growth in fiscal 2027-28. Domestic demand remains robust, supporting economic activity. ...Less

India's strong GDP growth hides underlying fragilities. Economist Aurodeep Nandi warns that without boost ...More

India's strong GDP growth hides underlying fragilities. Economist Aurodeep Nandi warns that without boosting domestic demand and investing heavily in research and development, India risks falling into the middle-income trap. Current growth relies on top-tier consumption and services exports. Manufacturing and private investment lag. This structural shift is crucial for lasting prosperity. ...Less

India faces significant global uncertainty and external challenges. Despite strong economic growth and im ...More

India faces significant global uncertainty and external challenges. Despite strong economic growth and improved financial stability, domestic investment remains a concern. The nation's resilience is being tested by fluctuating oil prices and global protectionism. Prime Minister Modi's leadership and the collective will of India are crucial as the country navigates these complex times. ...Less

Indian agriculture is at a crossroads, facing significant hurdles in the coming years. Analysts project l ...More

Indian agriculture is at a crossroads, facing significant hurdles in the coming years. Analysts project little to no growth for agricultural GDP in 2026-27, compounded by El Nino fears pushing farmers to adopt less water-reliant crops. While this could alleviate water scarcity, it risks diminishing farm income and curtailing rural consumer activity. ...Less