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 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

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

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

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

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

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

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

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 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

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

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

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

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

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

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

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 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 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 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

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

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 Reserve Bank of India is projected to increase its repo rate by 25 basis points in October and Decemb ...More

The Reserve Bank of India is projected to increase its repo rate by 25 basis points in October and December. Inflationary pressures, primarily from food and energy prices, are influencing this expected change. Nomura forecasts consumer inflation rising before gradually declining over the next few quarters. Economists predict this rate cycle might be relatively short due to potential consumption slowdowns. ...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

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

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

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

The OECD has raised its FY27 India growth forecast by 80 basis points to 7.1%, from 6.3% earlier, joining ...More

The OECD has raised its FY27 India growth forecast by 80 basis points to 7.1%, from 6.3% earlier, joining Fitch, S&P Global Ratings and Moody’s in upgrading their projections after India recorded 7.8% GDP growth in Q1 FY27. ...Less

India's business landscape showed remarkable resilience as confidence levels surged by 5.6% in the first ...More

India's business landscape showed remarkable resilience as confidence levels surged by 5.6% in the first half of FY27 according to the ASSOCHAM Business Confidence Index. Spanning from April to September 2026, the index illustrates notable growth even in the face of persistent challenges like inflation and rupee depreciation, especially in July, August, and September. ...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

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

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

ET drew up a longlist of more than five dozen indicators across all key themes of the economy— from the e ...More

ET drew up a longlist of more than five dozen indicators across all key themes of the economy— from the external sector and markets to farm health and jobs. We then applied one filter to each to narrow it down: does an indicator say something that others don’t already say? ...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

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

India's economy exhibited robust growth of 7.8 percent in the first quarter of FY27 and is projected to g ...More

India's economy exhibited robust growth of 7.8 percent in the first quarter of FY27 and is projected to grow 7.3 percent in the next quarter. While domestic conditions appear resilient, external risks continue to challenge its investment appeal, particularly regarding trade relations with the United States and fluctuations in energy prices. The recent sovereign rating upgrade reflects strengthening fundamentals amid global uncertainties and cautious investor sentiment. ...Less

Fitch Ratings has raised India’s FY27 growth forecast to 6.9% from 6.4% after the economy expanded 7.8% i ...More

Fitch Ratings has raised India’s FY27 growth forecast to 6.9% from 6.4% after the economy expanded 7.8% in the June quarter, demonstrating resilience despite the fallout from the US-Iran war. Fitch expects investment to remain a key growth driver and has forecast a 25-basis-point RBI rate hike in October to 5.5%, followed by another increase to 5.75% in early 2027. ...Less

India and Qatar have agreed to accelerate discussions on a Bilateral Investment Treaty and Free Trade Agr ...More

India and Qatar have agreed to accelerate discussions on a Bilateral Investment Treaty and Free Trade Agreement. Finance Minister Nirmala Sitharaman and Qatar’s Minister of State for Foreign Trade reviewed investment opportunities in key sectors. Both nations aim to implement a USD 10 billion Qatari investment commitment and establish a QIA office in India. Sitharaman also emphasized the need for normal trade flows in the Gulf region. ...Less

India’s 7.8% growth has the world taking notice. Fitch, S&P and Moody’s have all raised their forecasts, ...More

India’s 7.8% growth has the world taking notice. Fitch, S&P and Moody’s have all raised their forecasts, even as questions over the GDP numbers continue at home. The economy has held up better than expected, but with oil, inflation and tighter financial conditions looming, keeping up this pace may be the harder part. ...Less

India's economy is experiencing significant growth, highlighted by a 14.7% increase in goods and services ...More

India's economy is experiencing significant growth, highlighted by a 14.7% increase in goods and services tax collections in September. Car sales surged by 21% year-on-year, indicating strong consumer demand during the festive season. Manufacturing activity is robust, contributing to a rise in the HSBC Purchasing Managers Index to a seven-month high. ...Less

India has established its economy as stable amidst global uncertainty, with significant growth in GDP fro ...More

India has established its economy as stable amidst global uncertainty, with significant growth in GDP from $2.5 trillion to $4.3 trillion, Department of Economic Affairs Secretary Anuradha Thakur said. Government initiatives have focused on developing strategic sectors such as semiconductors and critical minerals, aiming to enhance economic resilience, she added. ...Less

Recent activities related to GDP, census, and electoral rolls reflect deep concerns regarding transparenc ...More

Recent activities related to GDP, census, and electoral rolls reflect deep concerns regarding transparency and trust. Ongoing processes aim to ensure effective governance and participation in democracy. Analysts highlight that discrepancies and disputes must be addressed to maintain public confidence. Furthermore, addressing citizens' rights and needs is vital for social justice and economic development. Ultimately, these efforts require sincere intentions from all stakeholders involved to foster trust in democratic processes. ...Less

Bank of America Securities has revised its forecast for the Reserve Bank of India’s interest rate hikes. ...More

Bank of America Securities has revised its forecast for the Reserve Bank of India’s interest rate hikes. It now anticipates a total increase of 100 basis points by mid-2027. The first hike is expected during the monetary policy meeting in October. Economic growth remains strong, while inflation risks are increasing, prompting the RBI to adjust its monetary policy. ...Less

BJP MP Nishikant Dubey has filed civil and criminal defamation suits against former Finance Secretary Sub ...More

BJP MP Nishikant Dubey has filed civil and criminal defamation suits against former Finance Secretary Subhash Chandra Garg. Dubey is seeking ₹2 crore in damages, as both parties dispute statements made during their ongoing conflict. Previously, Garg rejected a legal notice sent by Dubey that demanded an apology and withdrawal of previous statements. The dispute has developed further with allegations exchanged between the two individuals during a podcast. ...Less

India’s FY27 growth outlook has received upgrades from the OECD, Asian Development Bank, S&P Global Ratin ...More

India’s FY27 growth outlook has received upgrades from the OECD, Asian Development Bank, S&P Global Ratings and Fitch Ratings, with forecasts now ranging from 6.9% to 7.1% amid strong domestic demand, investment, services and exports. The revisions follow 7.8% GDP growth in the June quarter, though institutions flagged risks from geopolitical uncertainty, weather disruptions and rising inflation, with some expecting the RBI to raise interest rates. ...Less

S&P Global Ratings has upgraded its forecast for India's real GDP growth to 7% for the FY27. Strong indus ...More

S&P Global Ratings has upgraded its forecast for India's real GDP growth to 7% for the FY27. Strong industrial activity, healthy consumption, and significant government investment contributed to this optimistic outlook. The Reserve Bank of India is expected to raise interest rates by 25 basis points due to rising inflation. Meanwhile, weather-related risks could affect agricultural output in the upcoming months. ...Less

RBI has maintained its policy rate at 5.25% but is facing significant inflation pressures. Retail inflati ...More

RBI has maintained its policy rate at 5.25% but is facing significant inflation pressures. Retail inflation has risen above the target of 4%, indicating the need for action. Food and fuel inflation are increasing, contributing to overall economic effects. Additionally, external factors, including global interest rates, add to the urgency for a rate hike. Thus, effective monetary policy adjustments are crucial in the current economic context. ...Less

Bitcoin traded near $84,000 as institutional demand, ETF flows and softer US inflation data supported sen ...More

Bitcoin traded near $84,000 as institutional demand, ETF flows and softer US inflation data supported sentiment, while elevated Treasury yields and cautious spot demand limited gains. Analysts highlighted $82,000-$82,500 support and US jobs data as key near-term catalysts. ...Less

Colombia's government is engaging with the International Monetary Fund to secure financial assistance ami ...More

Colombia's government is engaging with the International Monetary Fund to secure financial assistance amid ongoing fiscal challenges. President Abelardo De La Espriella has directed his economic team to pursue potential agreements beneficial to the nation's finances. The country is exhibiting increased borrowing in response to a widening fiscal deficit this year and next. The IMF is currently conducting institutional visits to assess the situation and explore financing options. ...Less

Nifty posted its worst September derivatives series in 25 years, falling 6.7% and breaching its 200-week ...More

Nifty posted its worst September derivatives series in 25 years, falling 6.7% and breaching its 200-week moving average. Foreign selling, elevated crude, a weak rupee and rising bond yields pressured equities, while analysts flagged 22,600 as a crucial support level. ...Less

"Despite the ongoing debate around the new GDP series, real GDP growth remained robust at 7.8% in the fir ...More

"Despite the ongoing debate around the new GDP series, real GDP growth remained robust at 7.8% in the first quarter, highlighting the economy’s ability to absorb external shocks." ...Less

Foreign institutional investors pulled out over Rs 20,000 crore from Indian equities in two trading sessi ...More

Foreign institutional investors pulled out over Rs 20,000 crore from Indian equities in two trading sessions as the Nifty and Sensex head for an eighth straight weekly decline. Elevated crude prices, high US bond yields and rate concerns have weighed on sentiment, while analysts differ on the outlook for foreign inflows. ...Less

"We expect GDP growth to moderate from around 7.3% in H1FY27 to 6.7% in H2, still delivering a solid 7% f ...More

"We expect GDP growth to moderate from around 7.3% in H1FY27 to 6.7% in H2, still delivering a solid 7% for FY27 overall." ...Less

"The GDP estimates are a lot more than just the aggregation of the high-frequency data. They bring in all ...More

"The GDP estimates are a lot more than just the aggregation of the high-frequency data. They bring in all sorts of other things and in certain cases, that data set has been improved a lot." ...Less

India's growth outlook is the strongest globally, with 74 percent of economists expecting strong growth i ...More

India's growth outlook is the strongest globally, with 74 percent of economists expecting strong growth in 2026. Domestic demand continues to show resilience, though energy prices remain a significant concern. Only 45 percent of economists expect global conditions to weaken in the coming year, a significant decrease from previous assessments. Geopolitical conflicts are viewed as major risks to the economy, according to the report. ...Less

Jefferies expects India’s real GDP growth to stay at 6.5-7% in the current fiscal, with corporate earning ...More

Jefferies expects India’s real GDP growth to stay at 6.5-7% in the current fiscal, with corporate earnings growth accelerating to 17% next fiscal from 14%, despite geopolitical and energy risks. ...Less

The Indian rupee and government bonds are set to face challenges as oil prices climb. Global bond yields ...More

The Indian rupee and government bonds are set to face challenges as oil prices climb. Global bond yields have surged to multi-year peaks, creating instability in the market that necessitates RBI intervention. This week brings pivotal US economic data, which may sway investor confidence and market trends. As the monetary policy committee convenes, the RBI is anticipated to sustain its liquidity measures amid this backdrop. ...Less

JPMorgan Chase CEO Jamie Dimon praised India's strong economic growth. He noted that inconsistent taxatio ...More

JPMorgan Chase CEO Jamie Dimon praised India's strong economic growth. He noted that inconsistent taxation and rule application deter foreign investment. Dimon emphasized promoting competition and fair treatment for global capital. He expressed confidence in India's central bank and AI's future returns. America remains a strong investment destination despite inflation and debt concerns. ...Less

Indian equities face continued pressure from global uncertainty, crude prices and foreign investor outflo ...More

Indian equities face continued pressure from global uncertainty, crude prices and foreign investor outflows, but analysts see domestic resilience and moderating valuations providing support. The Nifty has become relatively cheaper after its recent correction, with earnings still growing. However, the near-term outlook hinges on the index holding 22,600 and attracting sustained buying to prevent an eighth consecutive weekly decline. ...Less

India's economy is showing resilience despite global uncertainties and high geopolitical tensions affecti ...More

India's economy is showing resilience despite global uncertainties and high geopolitical tensions affecting financial markets, RBI's bulletin said. Crude oil prices have sharply increased due to escalating conflicts in West Asia, prompting concerns over inflation. The Reserve Bank indicates a strong GDP growth in the first quarter of 2026-27, with moderate current account deficits. Credit and deposit growth are also accelerating, while FDI inflows have reached a five-year high. ...Less

The Asian Development Bank has raised its FY27 India growth forecast to 7% from 6.6%, citing strong publi ...More

The Asian Development Bank has raised its FY27 India growth forecast to 7% from 6.6%, citing strong public investment and resilience in services and electronics exports. The upgrade follows India’s stronger-than-expected 7.8% GDP growth in the June quarter, supported by investment, consumption, manufacturing and services. ...Less

At just 15 years old, Sinchana from Bengaluru has not only developed a keen interest in finance but also ...More

At just 15 years old, Sinchana from Bengaluru has not only developed a keen interest in finance but also manages an impressive investment portfolio valued at ₹13.9 lakh. With the support of her parents, she acquired several financial certifications and diligently tracks market trends. Furthermore, she's passionate about promoting financial literacy in schools and has set an ambitious goal to educate one million students while balancing her academic studies. ...Less

India is on track for 6.5-7% real GDP growth and 11-12% nominal growth this fiscal year, Jefferies said, ...More

India is on track for 6.5-7% real GDP growth and 11-12% nominal growth this fiscal year, Jefferies said, citing resilient domestic demand, faster bank credit and improving economic activity. Strong MSME and corporate lending could signal a revival in private-sector capex, while GST collections, power demand and housing sales remain robust. ...Less

"India is also at a point where goods exports may do better than they have in the past. One reason is tha ...More

"India is also at a point where goods exports may do better than they have in the past. One reason is that the currency has depreciated, making exports, especially manufactured exports, more competitive. Since early 2025, the rupee has depreciated 24% against the euro, 20% against the pound, and about 15% in real trade-weighted terms." ...Less

There is, at this point, an apparent contradiction at work in the Indian commercial vehicles space. One: ...More

There is, at this point, an apparent contradiction at work in the Indian commercial vehicles space. One: FY 2026 was the best of the last seven years. A tax cut saw prices of trucks drop by about 10%, releasing pent-up replacement demand in a fleet with an average age of about 10 years. Two: Although the sector's second-largest truck maker sold a record number of vehicles in the June quarter, adding 10% to revenue, the benefits did not flow in. Rising material costs swallowed the operating leverage. ...Less

Stock market Down Today: On Tuesday, the Indian stock market faced a substantial downturn. This sharp dec ...More

Stock market Down Today: On Tuesday, the Indian stock market faced a substantial downturn. This sharp decline came after a previous drop exceeding 1.5% the day before. A staggering Rs 4 lakh crore was wiped off in market capitalisation, as investors reacted to rising oil prices and climbing bond yields. ...Less

In this segment of ETMarkets Smart Talk, we speak with Sandeep Neema, Director and Fund Manager at PL Ass ...More

In this segment of ETMarkets Smart Talk, we speak with Sandeep Neema, Director and Fund Manager at PL Asset Management, about the real risks facing retail investors, the hidden cost of excessive trading, and why he believes the market is increasingly rewarding discipline over churn. ...Less

India's economic growth has accelerated recently, supported by a significant rise in bank credit. Economi ...More

India's economic growth has accelerated recently, supported by a significant rise in bank credit. Economists express concerns about the sustainability of this growth amid potential inflation pressures. There are questions about how the country will attract enough foreign capital in a changing global environment. ...Less

Pre-budget meetings for the Union Budget 2027-28 will commence on October 12 and continue until November ...More

Pre-budget meetings for the Union Budget 2027-28 will commence on October 12 and continue until November 13. These discussions aim to finalize the Revised Estimate for 2026-27 and the Budget Estimate for 2027-28. Ministries are required to submit necessary details by October 6 to facilitate these meetings. The Budget is expected to address economic growth, job creation, and domestic demand. ...Less

The projection comes at a time when the broader artificial intelligence investment landscape encounters i ...More

The projection comes at a time when the broader artificial intelligence investment landscape encounters its first major macroeconomic test, according to a recent report by brokerage firm Dolat Capital. ...Less

India's economy is demonstrating resilience, leading to raised growth forecasts from institutions like th ...More

India's economy is demonstrating resilience, leading to raised growth forecasts from institutions like the Asian Development Bank. However, a strengthening El Nino poses risks to agricultural yields and could raise inflation levels significantly. Retail inflation has recently exceeded the Reserve Bank of India's target, raising concerns for household budgets. The Reserve Bank of India may need to maintain tighter monetary policy due to external shocks. ...Less

RBI Deputy Governor Poonam Gupta mentioned the rupee could stabilize or appreciate after its recent depre ...More

RBI Deputy Governor Poonam Gupta mentioned the rupee could stabilize or appreciate after its recent depreciation. She highlighted India's potential to reduce the current account deficit through services exports and remittances. Gupta noted that capital account conditions may improve, supporting foreign investments. She emphasized the RBI's capacity to manage external pressures and maintain orderly exchange rates. The overall outlook indicates a positive trend for the rupee and India's financial stability. ...Less

Congress has highlighted that the gains from GST rate reductions are being wiped out by escalating inflat ...More

Congress has highlighted that the gains from GST rate reductions are being wiped out by escalating inflation. They claim that increasing commodity prices have undermined the advantages of GST reform. The party also points out that GDP may provide a temporary sense of improvement, but it masked pressing issues within growth. Across all income levels, consumption remains lackluster, and real wages have fallen. ...Less

Revenue growth for 18 major Indian states is projected to accelerate to 9–11% in fiscal 2027, taking comb ...More

Revenue growth for 18 major Indian states is projected to accelerate to 9–11% in fiscal 2027, taking combined revenues past ₹44 lakh crore, according to Crisil Ratings. This financial expansion is driven primarily by a 12–13% rise in GST collections—supported by robust consumption and import gains—alongside an 11–12% increase in tax devolution from the Centre. Stable growth in liquor, petroleum, and stamp duty taxes will further reinforce state balance sheets. ...Less

NBFCs to account for Rs 36,000 crore as India’s MSME credit outstanding projected to cross Rs 50 lakh cro ...More

NBFCs to account for Rs 36,000 crore as India’s MSME credit outstanding projected to cross Rs 50 lakh crore by December 2026 ...Less

Addressing the Microsoft AI Infrastructure Summit India, Kumar highlighted the transition to AI presents ...More

Addressing the Microsoft AI Infrastructure Summit India, Kumar highlighted the transition to AI presents companies with the challenge of building new solutions while continuing to maintain and evolve their existing core capabilities. ...Less

Moody's has raised India's GDP growth forecast to seven percent for 2026-27. Strong private consumption a ...More

Moody's has raised India's GDP growth forecast to seven percent for 2026-27. Strong private consumption and robust investment are driving this optimistic economic outlook. This revised forecast surpasses projections from the IMF and S&P Global Ratings. However, elevated energy prices and potential El Niño disruptions remain key risks. Fiscal consolidation is expected to continue gradually over the next few years. ...Less

India has emerged as the strongest growth story in the latest WEF survey, with 74% of chief economists ex ...More

India has emerged as the strongest growth story in the latest WEF survey, with 74% of chief economists expecting strong or very strong growth over the next year. While confidence in India has risen sharply, China’s outlook has weakened and Europe remains the weakest region, highlighting a widening growth divergence. ...Less

Moody's Ratings increased India's economic growth forecast for fiscal year 2027 to seven percent. The age ...More

Moody's Ratings increased India's economic growth forecast for fiscal year 2027 to seven percent. The agency cited the nation's resilience to ongoing West Asia conflict and strong domestic demand. However, higher energy prices and erratic weather pose inflation risks, potentially impacting consumption. Fiscal consolidation efforts continue, though rising expenditures may constrain progress. India's debt-to-GDP ratio is projected to decrease gradually over the medium term. ...Less