RBI GDP Growth 2026: The Reserve Bank of India raised its FY27 GDP growth forecast to 6.7 percent. It kep ...More

RBI GDP Growth 2026: The Reserve Bank of India raised its FY27 GDP growth forecast to 6.7 percent. It kept the policy repo rate unchanged at 5.25 percent. The central bank cited resilient domestic economic activity and a better first quarter. Inflation risks from higher oil prices and weather shocks cloud the outlook. The RBI maintains a neutral stance, awaiting more clarity on inflation. ...Less

India's financial markets are poised for growth, buoyed by robust domestic economic fundamentals like str ...More

India's financial markets are poised for growth, buoyed by robust domestic economic fundamentals like strong consumer demand and proactive government spending. Nevertheless, international geopolitical tensions and fluctuating commodity prices present daunting challenges. Consequently, there may be fluctuations in foreign capital inflows, which could affect market stability. Nonetheless, SEBI remains optimistic about India's potential to outperform globally, despite these external challenges. ...Less

A human rights official claims Bangladesh faces a severe economic crisis and people want Sheikh Hasina ba ...More

A human rights official claims Bangladesh faces a severe economic crisis and people want Sheikh Hasina back. He stated that millions of supporters await her return to the country by December. The official alleged the nation's GDP growth has sharply slowed, impacting jobs significantly. Many citizens are comparing the current government with Hasina's previous administration. India's Ministry of External Affairs distanced itself from the press interaction. ...Less

The Gross Domestic Product serves as a key indicator of a country's economic status, highlighting overall ...More

The Gross Domestic Product serves as a key indicator of a country's economic status, highlighting overall production. While it may not be perfect, there's a strong connection between GDP and quality of life measures. Detractors, such as political figures, often propose different metrics, yet none have gained significant traction. In the end, GDP serves as a fundamental tool for assessing economic vitality and national living standards. ...Less

Aditya Birla Sun Life Mutual Fund is optimistic about Indian equities potentially hitting new peaks short ...More

Aditya Birla Sun Life Mutual Fund is optimistic about Indian equities potentially hitting new peaks shortly. This positive outlook is bolstered by robust earnings growth and a stable rupee which are likely to propel market gains. Taking into account the current elevated valuations, a methodical approach to stock selection is vital. ...Less

India anticipates a balance of payments surplus in FY27. Stronger capital inflows and higher foreign dire ...More

India anticipates a balance of payments surplus in FY27. Stronger capital inflows and higher foreign direct investment will support this positive external position. Headline inflation for fiscal year twenty twenty-seven has been revised lower to five percent. Domestic activity improvements and easing supply pressures also boost GDP growth projections. ...Less

Indian equity benchmarks Sensex and Nifty ended higher on Wednesday after the RBI MPC maintained interest ...More

Indian equity benchmarks Sensex and Nifty ended higher on Wednesday after the RBI MPC maintained interest rates and raised the FY27 GDP growth outlook. Despite early upswings, markets trimmed gains due to rising crude prices and West Asia tensions. Auto and realty stocks outperformed, while IT shares faced selling pressure. ...Less

Household savings increased to 21.7 percent of GDP in 2024-25. Government and RBI measures aim to boost i ...More

Household savings increased to 21.7 percent of GDP in 2024-25. Government and RBI measures aim to boost incomes and financial security. RBI enhanced financial system resilience by adjusting consumer credit risk weights. Income tax exemptions and GST rationalization support household disposable incomes. Focus on ease of doing business fosters overall income growth. ...Less

RBI MPC meeting August 2026 highlights: The Reserve Bank of India has decided to keep the repo rate stead ...More

RBI MPC meeting August 2026 highlights: The Reserve Bank of India has decided to keep the repo rate steady at 5.25 percent, reflecting a cautious approach amid global instability and persistent inflation pressures. Despite these challenges, the domestic economy demonstrates resilience, with a projected GDP growth of 6.7 percent for the current fiscal year. Additionally, the central bank has adjusted its inflation forecast for FY27 downward. ...Less

Consumer goods companies' planned price hikes could pressure inflation despite the RBI's outlook. Elara C ...More

Consumer goods companies' planned price hikes could pressure inflation despite the RBI's outlook. Elara Capital expects the Reserve Bank of India to maintain interest rates through 2026. A potential rate hike is possible in early 2027 if inflation pressures intensify. The central bank may overlook El Nino-led food inflation unless it becomes entrenched. Global central bank actions could influence the RBI's future policy decisions. ...Less

Indian benchmark indices ended marginally higher on Wednesday, with the Sensex rising 152 points and the ...More

Indian benchmark indices ended marginally higher on Wednesday, with the Sensex rising 152 points and the Nifty closing above 24,600. Market volatility eased as India VIX fell 1.5% to 12. Stock-specific action dominated trade, while investors remained focused on earnings, global cues and upcoming macroeconomic developments. ...Less

The Reserve Bank of India's Monetary Policy Committee is meeting to decide on interest rates. The committ ...More

The Reserve Bank of India's Monetary Policy Committee is meeting to decide on interest rates. The committee must balance inflation concerns with the need to support economic growth. External factors are largely blamed for India's current economic challenges. The RBI's actions and communication are crucial for market stability. Greater dissent among committee members could lead to better policy decisions. ...Less

Fitch Ratings affirmed India’s BBB- long-term rating with a stable outlook and F3 short-term rating, sayi ...More

Fitch Ratings affirmed India’s BBB- long-term rating with a stable outlook and F3 short-term rating, saying macroeconomic stability and improving policy credibility will support growth despite near-term risks from the Middle East conflict. ...Less

The Reserve Bank of India will resume urban cooperative bank licensing after a 22-year pause. A comprehen ...More

The Reserve Bank of India will resume urban cooperative bank licensing after a 22-year pause. A comprehensive review of credit monitoring for rural cooperative banks is also planned. The central bank proposed standardizing lending rate frameworks for greater transparency. These announcements followed the decision to keep the policy repo rate unchanged. India's FY27 GDP growth forecast was raised to 6.7 percent. ...Less

RBI MPC Meeting at a Glance: The Reserve Bank of India has decided to uphold its policy repo rate at 5.25 ...More

RBI MPC Meeting at a Glance: The Reserve Bank of India has decided to uphold its policy repo rate at 5.25 percent, a choice made after considering the steady performance of the economy alongside climbing inflation expectations. Additionally, the central bank has elevated its GDP growth prediction for the fiscal year 2026-27, with inflation anticipated to be 5.0 percent for the ongoing financial year, influenced by global risks and the conditions of the monsoon. ...Less

The Reserve Bank of India kept its benchmark repo rate steady at 5.25 percent. It also raised its economi ...More

The Reserve Bank of India kept its benchmark repo rate steady at 5.25 percent. It also raised its economic growth forecast and lowered inflation projections. Bankers welcomed the policy stability and proposed regulatory measures for transparency. The central bank's decision reflects confidence in the domestic economy's resilience. This move supports credit flow to productive sectors and financial inclusion. ...Less

The Reserve Bank of India will likely maintain its benchmark repo rate unchanged this August. Elevated in ...More

The Reserve Bank of India will likely maintain its benchmark repo rate unchanged this August. Elevated inflation risks and the FCNR(B) deposit scheme closure influence this decision. The central bank will adopt a hawkish tone while monitoring monsoon progress and global factors. Most economists anticipate future rate hikes if inflationary pressures intensify significantly. The RBI prioritizes inflation control, balancing growth with supply-side price pressures. ...Less

Indian markets surrendered early gains to end lower, but realty, auto and metal stocks outperformed. Anal ...More

Indian markets surrendered early gains to end lower, but realty, auto and metal stocks outperformed. Analysts recommend Kirloskar Brothers and TBO Tek as breakout buys, citing bullish technical patterns, strong momentum, improving volumes and favourable risk-reward setups for short-term gains. ...Less

From data centres and power transmission to manufacturing and the energy transition, these sectors are em ...More

From data centres and power transmission to manufacturing and the energy transition, these sectors are emerging as the real enablers of the global AI ecosystem. ...Less

Indian equities ended marginally higher despite sharp swings driven by closing auction session confusion. ...More

Indian equities ended marginally higher despite sharp swings driven by closing auction session confusion. RBI maintained rates, raised FY27 GDP outlook and lowered inflation forecast. Realty, auto and metal stocks outperformed, while analysts expect Nifty to remain range-bound unless it decisively crosses 24,800. ...Less

The International Monetary Fund (IMF) has warned that the growing role of large technology companies in f ...More

The International Monetary Fund (IMF) has warned that the growing role of large technology companies in financial services could pose risks to financial stability, particularly in emerging market and developing economies, and called on regulators to strengthen oversight as these firms expand into payments, lending, insurance, asset management and financial SuperApps. ...Less

RBI Monetary Policy Meeting 2026: The Reserve Bank of India's Monetary Policy Committee maintained the be ...More

RBI Monetary Policy Meeting 2026: The Reserve Bank of India's Monetary Policy Committee maintained the benchmark repo rate at 5.25 percent. Policymakers are carefully observing geopolitical uncertainties and rising inflationary pressures. Domestic economic growth remains resilient, which supports the central bank's decision. The committee also revised its growth and inflation projections for the current financial year. Analysts had largely anticipated this pause in policy action. ...Less

India's economic growth is projected to slow significantly this fiscal year. Private investment remains w ...More

India's economic growth is projected to slow significantly this fiscal year. Private investment remains weak, and higher oil prices will impact domestic demand. Economists suggest official figures may overstate the economy's true underlying strength. Companies hesitate to expand capacity due to demand uncertainty and global factors. The Reserve Bank of India faces challenges balancing growth and inflation pressures. ...Less

Former Prime Minister Sheikh Hasina alleges the interim government halted a judicial inquiry. She claims ...More

Former Prime Minister Sheikh Hasina alleges the interim government halted a judicial inquiry. She claims this move prevents the truth about July-August 2024 violence from emerging. Hasina stated the protests were an organized political campaign, not a student movement. She also noted widespread violence and attacks on government institutions occurred. The former leader has been living in India since August last year. ...Less

The US goods trade deficit narrowed in June as imports declined more sharply. Imports fell across most ma ...More

The US goods trade deficit narrowed in June as imports declined more sharply. Imports fell across most major categories, reflecting scaled-back business stockpiling efforts. Exports also weakened during the month, though automotive and consumer goods shipments increased. Economists anticipate trade will remain a drag on second-quarter economic growth. Inventories remained stable, suggesting businesses maintain cautious stock levels. ...Less

Following the sharp re-rating in small- and midcaps, Axis Mutual Fund has urged investors to revisit larg ...More

Following the sharp re-rating in small- and midcaps, Axis Mutual Fund has urged investors to revisit largecaps, saying their valuations have become more reasonable and they are well positioned to benefit from India's long-term growth amid an evolving macroeconomic environment. ...Less

RBI MPC Meeting 2026 Crude Oil Price Impact on Inflation: The central bank warns volatile crude oil price ...More

RBI MPC Meeting 2026 Crude Oil Price Impact on Inflation: The central bank warns volatile crude oil prices pose inflation risks. Geopolitical tensions cloud the near-term outlook for price stability. The central bank kept its repo rate unchanged at 5.25 percent. India's inflation projection for FY27 was lowered to five percent. The rupee faces pressure from higher oil prices and capital outflows. ...Less

RBI Repo Rate: The Reserve Bank of India kept its benchmark repo rate steady at 5.25%. Policymakers cited ...More

RBI Repo Rate: The Reserve Bank of India kept its benchmark repo rate steady at 5.25%. Policymakers cited rising food and fuel costs as the primary inflation drivers. Global geopolitical tensions and volatile oil prices pose significant risks. Domestic economic growth remains resilient despite external headwinds. The central bank awaits greater clarity on inflation before any policy shift. ...Less

The BSE Sensex has declined nearly eight percent, prompting investors to consider increasing mutual fund ...More

The BSE Sensex has declined nearly eight percent, prompting investors to consider increasing mutual fund SIP contributions. Market experts suggest this correction is normal and investors should continue SIPs without interruption. Lower markets allow for the accumulation of more units over the long term. Investors should review their portfolios and rebalance asset allocation if needed. Monitoring crude oil prices and global policies will guide future market direction. ...Less

Economists anticipate the Reserve Bank of India will maintain its current interest rate at 5.25 percent. ...More

Economists anticipate the Reserve Bank of India will maintain its current interest rate at 5.25 percent. The central bank is also expected to keep its neutral monetary policy stance for the fourth review. Some economists foresee a potential rate hike in the second half of fiscal year twenty twenty-seven. Inflation forecasts for fiscal year twenty twenty-seven are divided among surveyed economists. ...Less

Indian stock valuations are lower, but earnings have disappointed, limiting re-rating potential. Global c ...More

Indian stock valuations are lower, but earnings have disappointed, limiting re-rating potential. Global capital's return to India is not yet a major turn, according to Paul Wilson. Higher US Treasury yields make emerging markets like India more challenging tactically. Financials and specific IT companies are seen as favorable investment areas within India. The Indian rupee's future movement largely depends on US dollar trends and policy decisions. ...Less

India's education system is leaving graduates both overqualified and underqualified, failing to meet the ...More

India's education system is leaving graduates both overqualified and underqualified, failing to meet the needs of a changing labour market. While employers struggle to fill skilled jobs, millions remain unemployed or stuck in informal work. The article argues for a three-track education model that prepares youth for formal employment, entrepreneurship and the demands of an ageing society. ...Less

India's industrial production surged 7.3% in June, marking its fastest growth in nearly two years. Manufa ...More

India's industrial production surged 7.3% in June, marking its fastest growth in nearly two years. Manufacturing and electricity generation showed a sharp acceleration, exceeding economists' expectations. This strong performance suggests robust domestic economic growth despite global uncertainties. Capital goods, primary goods, and intermediate goods were key contributors to this expansion. Other sectors like mining and water supply also registered positive growth. ...Less

IDFC FIRST Bank Chief Economist Gaura Sengupta analyzes how El Nino and monsoon performance shape India's ...More

IDFC FIRST Bank Chief Economist Gaura Sengupta analyzes how El Nino and monsoon performance shape India's economic growth and inflation. While expanding irrigation and a growing allied sector have reduced agriculture's direct sensitivity to rainfall deficits, volatile weather and global pressures could still weigh on rural demand and push inflation higher. ...Less

2026 RBI MPC Meeting: The Reserve Bank of India maintained its repo rate at 5.25 percent on Wednesday. Th ...More

2026 RBI MPC Meeting: The Reserve Bank of India maintained its repo rate at 5.25 percent on Wednesday. This decision marks the fourth consecutive meeting without a change in the key interest rate. The central bank cited sticky inflation and geopolitical risks as reasons for its cautious approach. Global economic instability and trade uncertainties also influenced the committee's deliberations. The Monetary Policy Committee retained its neutral policy stance, reflecting ongoing external uncertainties. ...Less

U.S. manufacturing showed resilience in June with increased equipment investment. New orders for capital ...More

U.S. manufacturing showed resilience in June with increased equipment investment. New orders for capital goods excluding aircraft rose significantly last month. Shipments of core capital goods also improved, indicating strong business spending. This trend supports expectations for steady economic growth through the second quarter. Artificial intelligence expansion continues to drive this manufacturing and economic activity. ...Less

Fitch Ratings forecasts Indian corporate revenue to grow nine percent in the current fiscal year. This gr ...More

Fitch Ratings forecasts Indian corporate revenue to grow nine percent in the current fiscal year. This growth is expected to keep credit metrics for Indian companies stable. Geopolitical tensions and climate risks could impact oil prices and demand for certain sectors. Chemical companies may face higher costs and softer demand from these factors. The broader economy could also suffer from food inflation and lower rural income. ...Less

Today's Top Quote of the Day by Milton Friedman, Joseph Stiglitz and Paul Krugman: Milton Friedman, Josep ...More

Today's Top Quote of the Day by Milton Friedman, Joseph Stiglitz and Paul Krugman: Milton Friedman, Joseph Stiglitz, and Paul Krugman spent decades studying markets, governments, businesses, and human behavior. Their words are not merely academic observations. They are lessons drawn from decades of research, public debate, policy advising, and real-world economic crises. ...Less

AI may disrupt traditional revenue streams in India’s $280-billion IT services industry, but Rohan Korde ...More

AI may disrupt traditional revenue streams in India’s $280-billion IT services industry, but Rohan Korde of Baroda BNP Paribas Mutual Fund believes it could also drive the sector’s next growth phase. He sees opportunities in enterprise AI deployment, data engineering, cybersecurity, cloud integration and specialised chip infrastructure, while favouring financial services, healthcare and consumer services over the next three to five years. ...Less

India's industrial output marked a notable 7.3 percent growth in June 2026, fueled by a strong surge in m ...More

India's industrial output marked a notable 7.3 percent growth in June 2026, fueled by a strong surge in manufacturing and an uptick in electricity provision. The mining sector enjoyed modest advancements, while water supply experienced more gradual improvements. Additionally, the revision of the IIP methodology to include Output PPI as a deflator enhances measurement precision and aligns with global practices. ...Less

Ratings agency Fitch warns of significant AI-related market correction risks. Unprecedented AI spending a ...More

Ratings agency Fitch warns of significant AI-related market correction risks. Unprecedented AI spending and soaring tech valuations raise concerns about future returns. Geopolitical risks, including US-Iran conflict and El Nino, also pose credit threats. Global growth is expected to slow, with inflation impacted by energy prices. Highly indebted nations face particular vulnerability to these compounding risks. ...Less

Ratings agency Fitch highlights AI boom and market correction as major global credit risks. Unprecedented ...More

Ratings agency Fitch highlights AI boom and market correction as major global credit risks. Unprecedented AI spending and soaring valuations may outpace uncertain future returns, Fitch stated. Geopolitical tensions, particularly the U.S.-Iran conflict, add further significant challenges to the credit environment. Emerging markets face additional pressure from rising costs and climate-related shocks. Policymakers and investors navigate increasing dependence on AI investment amid global uncertainties. ...Less

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

India's banking sector requires reforms for sustained growth and improved credit access. Banks must grow ...More

India's banking sector requires reforms for sustained growth and improved credit access. Banks must grow significantly to meet microenterprise and retail credit demands. Regulatory recalibrations and revised lending frameworks are essential for this expansion. Wider adoption of digital tools will help close the MSME credit gap. These actions will boost economic growth and investor confidence. ...Less

President Trump's initial eighteen months saw economic shocks from immigration and tariffs. An Iran war a ...More

President Trump's initial eighteen months saw economic shocks from immigration and tariffs. An Iran war also impacted oil prices and global supply chains. While the economy showed resilience, promised job growth and lower prices have not materialized. Disposable incomes have stalled, and housing affordability remains a significant challenge. Stock market gains are moderate, with AI investment driving bond issuance. ...Less

The June-quarter earnings season has now begun, and we will be tracking this closely as results come in, ...More

The June-quarter earnings season has now begun, and we will be tracking this closely as results come in, with more insights to follow through the season. ...Less

Private bank stocks present a thematic investment opportunity with reasonable valuations. These banks are ...More

Private bank stocks present a thematic investment opportunity with reasonable valuations. These banks are showing improved margins and strong credit growth potential. Analysts believe margin pressures are now behind the banking sector. Credit growth is expected to accelerate significantly over the next two years. Investors can consider accumulating private banks with a medium-term outlook. ...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

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

The U.S. economy is increasingly defined by a K-shaped recovery, but the affluent group driving growth is ...More

The U.S. economy is increasingly defined by a K-shaped recovery, but the affluent group driving growth is far larger than a small elite. According to Reuters columnist Mike Dolan, around one-third of U.S. households have benefited from rising home values, stock market gains and low fixed-rate mortgages, giving them strong spending power despite inflation and high interest rates. ...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

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

Axis Direct suggests a selective shift towards large-cap stocks now. Mid and small caps show stretched va ...More

Axis Direct suggests a selective shift towards large-cap stocks now. Mid and small caps show stretched valuations after their recent surge. The Nifty 50 trades near its long-term average, offering better comfort. Corporate earnings delivery and margin defense are key for market upside. Investors should focus on quality large-caps with clear earnings visibility. ...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

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

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

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

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

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 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

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

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

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 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

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

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

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

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

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

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

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

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 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

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

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

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

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 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

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

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

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

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

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

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

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

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

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 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

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