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

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

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

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

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

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

India's economic 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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'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

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

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

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

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

Indian 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

India's economy achieved a strong 7.7 percent growth in financial year 2025-26. This performance accelera ...More

India's economy achieved a strong 7.7 percent growth in financial year 2025-26. This performance accelerated to 7.8 percent in the fourth quarter. Defence Minister Rajnath Singh highlighted this resilience, attributing it to the 'Reform, Perform, Transform' mantra. India continues to lead as the world's fastest-growing major economy amidst global uncertainty. This growth strengthens aspirations for Viksit Bharat. ...Less

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

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

India reports a decrease in overall crime, attributed to public investment, digitization, and enhanced su ...More

India reports a decrease in overall crime, attributed to public investment, digitization, and enhanced surveillance. Cybercrime, however, is on the rise. Crime against women has also seen a reduction. Increased CCTV cameras and integrated command centers contribute to higher crime detection rates. Economic growth benefits from reduced crime. ...Less

India is on the brink of achieving a robust 7 percent growth in FY28, contingent on maintaining macro sta ...More

India is on the brink of achieving a robust 7 percent growth in FY28, contingent on maintaining macro stability and ensuring supply chains remain intact. The improvement of external conditions will play a critical role in this outlook. Meanwhile, the Reserve Bank has adjusted its FY27 GDP forecast down to 6.6 percent, grappling with elevated energy costs and supply interruptions. ...Less

India's economy surged by a better-than-expected 7.8% in the March quarter, exceeding forecasts and pushi ...More

India's economy surged by a better-than-expected 7.8% in the March quarter, exceeding forecasts and pushing FY26 growth to 7.7%. This robust performance was driven by strong private investment and consumption, defying concerns over the West Asia war. The government remains committed to its reform agenda to maintain economic momentum. ...Less

Prime Minister Narendra Modi expressed gratitude to NDA leaders for their wishes. He pledged renewed vigo ...More

Prime Minister Narendra Modi expressed gratitude to NDA leaders for their wishes. He pledged renewed vigour for national service and building a 'Viksit Bharat'. The alliance's journey reflects a commitment to national interests and regional aspirations. The collective spirit has strengthened democracy and accelerated development. The NDA has provided a stable government for 12 years, driving progress across sectors. ...Less

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

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

Prime Minister Modi highlighted the NDA's 12-year governance record, emphasizing political stability and ...More

Prime Minister Modi highlighted the NDA's 12-year governance record, emphasizing political stability and development achievements. He contrasted this with previous Congress rule, crediting the coalition for navigating challenges like the pandemic and global economic uncertainty. Modi described his long tenure as a collective NDA achievement, not a personal one, and a spiritual practice of serving the people. ...Less

India's economy shows a strong foundation with 7.7 percent GDP growth for fiscal 2025-26. Prime Minister ...More

India's economy shows a strong foundation with 7.7 percent GDP growth for fiscal 2025-26. Prime Minister Narendra Modi stated India is the world's fastest-growing major economy. He emphasized collective citizen efforts in managing global turmoil. Development projects worth Rs 2,970 crore were launched in Daman. Modi assured continued fast-paced progress on the path of reform, performance, and transformation. ...Less

Indian businesses are optimistic about FY27. Telecom, defence, metals, and banking are set for growth. Co ...More

Indian businesses are optimistic about FY27. Telecom, defence, metals, and banking are set for growth. Companies expect demand to remain strong and are confident in managing rising costs. AI is boosting telecom infrastructure. Defence manufacturing continues its strong run. Power and capital goods sectors show a favorable outlook. Consumer spending and premiumization will drive growth. ...Less

India's government is set to accelerate reforms, focusing on attracting foreign investment and divesting ...More

India's government is set to accelerate reforms, focusing on attracting foreign investment and divesting assets. This strategy aims to maintain economic growth despite rising fuel and fertilizer import costs. Domestic consumption remains strong, providing a buffer against external challenges. The government is also working to deepen capital markets and attract long-term foreign capital. ...Less

India's economic growth rate is robust, but experts caution it may not be sufficient for significant weal ...More

India's economic growth rate is robust, but experts caution it may not be sufficient for significant wealth creation. A key concern is the lack of private corporate investment, hindering job creation and income growth. Foreign investment is also facing challenges. Experts believe improved execution and innovation are crucial for India's long-term economic success and to avoid the middle-income trap. ...Less

HDFC Bank's Sakshi Gupta sees India's growth as resilient but incomplete, rating it a 6 out of 10. While ...More

HDFC Bank's Sakshi Gupta sees India's growth as resilient but incomplete, rating it a 6 out of 10. While acknowledging strong GDP, she cautions against blindly buying the consumption narrative, deeming it fragile. Gupta highlights the need for structural reforms to boost private investment and suggests foreign capital may return as geopolitical fears ease. ...Less

The Congress party has released a document critiquing the Modi government's performance over the past 12 ...More

The Congress party has released a document critiquing the Modi government's performance over the past 12 years. The party claims that grand announcements have not translated into tangible improvements for citizens. Key areas of concern include the economy, job creation, and social welfare programs. The Congress highlights perceived failures in fulfilling promises made to the public. ...Less

RBI GDP Growth 2026-27: The Reserve Bank of India has reduced its economic growth forecast for FY27 to 6. ...More

RBI GDP Growth 2026-27: The Reserve Bank of India has reduced its economic growth forecast for FY27 to 6.6 percent. This adjustment comes amid concerns over global conflicts, energy prices, and weather. The central bank has maintained the key interest rate at 5.25 percent. India's economy shows resilience, but future growth faces challenges from oil prices and monsoon forecasts. ...Less

Internet data costs have fallen dramatically by 97 percent since 2014, making it more affordable. This ha ...More

Internet data costs have fallen dramatically by 97 percent since 2014, making it more affordable. This has led to a significant increase in internet users, especially in rural areas. The digital economy is booming, with mobile phone manufacturing and exports also seeing massive growth. India is becoming a leader in digital transformation and technology. ...Less

Urban consumers grew more pessimistic about the economy, jobs, and spending in May, with the Current Situ ...More

Urban consumers grew more pessimistic about the economy, jobs, and spending in May, with the Current Situation Index falling for the third consecutive round. Professional forecasters also lowered India's growth outlook for 2026-27 to 6.5%, citing emerging signs of softer demand and weakening sentiment. ...Less

India's current 6.5% growth is comfortable but insufficient for its 2047 aspirations, requiring 7.5-8% gr ...More

India's current 6.5% growth is comfortable but insufficient for its 2047 aspirations, requiring 7.5-8% growth. A lack of corporate investment is the primary hurdle, despite government and consumer demand. However, global reindustrialization and new trade deals offer optimism. Foreign investors are wary due to weak earnings growth relative to India's premium valuation. ...Less

Prime Minister Narendra Modi has become India's longest-serving elected Prime Minister. Industry leaders ...More

Prime Minister Narendra Modi has become India's longest-serving elected Prime Minister. Industry leaders congratulated him, noting his transformative leadership. Under his tenure, India has seen significant economic development and reforms. The nation has emerged as an influential global voice. Industry leaders expressed confidence in achieving the Vision of Viksit Bharat by 2047. ...Less

Foreign investors have significantly reduced holdings in many Nifty companies since September 2024. This ...More

Foreign investors have significantly reduced holdings in many Nifty companies since September 2024. This has impacted top blue-chip stocks, causing market returns to stagnate. Domestic institutional investors have stepped in, absorbing much of this selling pressure. Experts suggest this is a market recalibration, not a complete exit from India. Investors are advised to focus on earnings growth and disciplined allocation. ...Less

India changed the base year used to measure its economy from 2011-12 to 2022-23. The first full-year prov ...More

India changed the base year used to measure its economy from 2011-12 to 2022-23. The first full-year provisional numbers under the new yardstick landed on June 5. Real GDP growth for FY26 came in at 7.7%, while nominal GDP stood at Rs. 346.36 lakh crore. The economy did not suddenly change. The denominator did. That matters because every macro ratio investors look at (debt-to-GDP, market-cap-to-GDP, tax-to-GDP) now sits on a recalibrated base. This is the framework investors need before the next round of macro headlines arrives. ...Less

India's economy is set for robust growth, exceeding Reserve Bank of India forecasts, World Bank Executive ...More

India's economy is set for robust growth, exceeding Reserve Bank of India forecasts, World Bank Executive Director Neelkanth Mishra said. According to him, the economy is performing significantly better than official projections. He also supported RBI's decision to maintain interest rates. ...Less

India's GDP growth of 7.7 per cent in FY2025-26 came in higher than anticipated in the Second Advance Est ...More

India's GDP growth of 7.7 per cent in FY2025-26 came in higher than anticipated in the Second Advance Estimates (SAE), reflecting the resilience and robustness of the Indian economy despite global headwinds, Secretary, Ministry of Statistics and Programme Implementation (MoSPI), Saurabh Garg said. ...Less

India has built a strong foundation for growth over the past decade, according to Vikas Khemani of Carnel ...More

India has built a strong foundation for growth over the past decade, according to Vikas Khemani of Carnelian Asset Management. He highlighted robust digital and physical infrastructure, alongside regulatory reforms. With a young demographic and a diversified economy, India is poised for significant wealth creation, particularly in manufacturing, financials, consumption, services, and infrastructure over the next decade. ...Less

India's agricultural output and inflation face heightened concerns as the India Meteorological Department ...More

India's agricultural output and inflation face heightened concerns as the India Meteorological Department forecasts a stronger probability of deficient rainfall. However, the impact on agriculture GVA and overall GDP growth is expected to be limited due to a weakening correlation with rainfall over the past two decades, attributed to factors like increased irrigation and a growing share of non-crop sectors. ...Less

India's economic growth remains strong and durable. Corporate India possesses robust financial health but ...More

India's economic growth remains strong and durable. Corporate India possesses robust financial health but lacks the confidence to invest. New-economy sectors are attracting private capital due to clear demand. Energy prices are the single most important indicator to monitor for the economy's future performance. This outlook suggests continued economic progress. ...Less

India's economic outlook continues to evolve, with Finance Minister Nirmala Sitharaman highlighting the g ...More

India's economic outlook continues to evolve, with Finance Minister Nirmala Sitharaman highlighting the government's unwavering resolve to enhance economic policies. This declaration aligns with the Reserve Bank of India's recent downward adjustment of the FY27 GDP forecast. In a bid to woo foreign investors, the government has unveiled new tax relief on government securities. ...Less

RBI Monetary Policy Committe 2026 key takeaways: The Reserve Bank of India has maintained its key repo ra ...More

RBI Monetary Policy Committe 2026 key takeaways: The Reserve Bank of India has maintained its key repo rate at 5.25%. The central bank also kept its policy stance neutral. This decision comes as India navigates a challenging global economic landscape. The RBI remains confident in India's ability to manage these global shocks. Economic growth projections for FY26 are unchanged, while FY27 sees a slight revision. ...Less

Despite holding the repo rate steady, the Reserve Bank of India's significantly upgraded inflation foreca ...More

Despite holding the repo rate steady, the Reserve Bank of India's significantly upgraded inflation forecasts signal a strong likelihood of rate hikes from August. Anubhuti Sahay of Standard Chartered highlights that elevated inflation projections, coupled with upside risks from oil prices and El Niño, suggest a deliberate sequencing of policy tools, with further rate increases firmly in view. ...Less

India is set to overtake China in global economic power by 2060. A new report indicates China's GDP share ...More

India is set to overtake China in global economic power by 2060. A new report indicates China's GDP share will decline in the latter half of this century. India's population growth and economic expansion are key factors. This shift signals a multipolar world order for the 21st century. The global economic landscape is undergoing significant transformation. ...Less

Warren Buffett gave himself a D in capital allocation – his worst grade ever. But the confession came alo ...More

Warren Buffett gave himself a D in capital allocation – his worst grade ever. But the confession came along with a warning that would prove prophetic within months: The market's wild optimism, he said, would end badly. And it did, in the shape of the dot-com crash. "Fools give you reasons," he famously wrote. "Wise men never try." ...Less

India's economic growth is projected to slow to about 6.5 per cent in fiscal year 2027. Higher costs, glo ...More

India's economic growth is projected to slow to about 6.5 per cent in fiscal year 2027. Higher costs, global tensions and a potentially weak monsoon are key concerns. Despite these challenges, private spending and investment are expected to support growth above 6 per cent. The economy finished fiscal year 2026 strongly, providing a solid foundation for the upcoming year. ...Less

India's economy, once humming with benign inflation and steady growth, now faces mounting costs from the ...More

India's economy, once humming with benign inflation and steady growth, now faces mounting costs from the Iran war. As a major oil importer, disruptions to supply and elevated prices are impacting growth, inflation, and government finances. The central bank's ability to manage these shocks is increasingly difficult. ...Less

The rupee strengthened significantly against the US dollar, gaining 50 paise to reach 95.24 following the ...More

The rupee strengthened significantly against the US dollar, gaining 50 paise to reach 95.24 following the RBI's liberalization of FPI investment norms in government securities. This move, coupled with the central bank's assertion of robust forex reserves, boosted investor confidence. The RBI also maintained its repo rate at 5.25% and adjusted GDP and inflation projections. ...Less

Radhika Gupta of Edelweiss Mutual Fund emphasizes patience and disciplined compounding for wealth creatio ...More

Radhika Gupta of Edelweiss Mutual Fund emphasizes patience and disciplined compounding for wealth creation. She advises investors to accept 10-12% returns as normal, not a failure. Investing in oneself to increase income is crucial. Asset allocation is more important than fund selection. Social media's focus on quick gains distorts investor behavior. Consistent discipline is the proven path to financial success. ...Less

Reserve Bank of India Governor Sanjay Malhotra anticipates a potential impact on rural demand and private ...More

Reserve Bank of India Governor Sanjay Malhotra anticipates a potential impact on rural demand and private consumption due to a projected monsoon deficiency. He noted that mitigation measures are in place to lessen these effects. Rising input costs and supply disruptions also pose risks to economic activity, he said. ...Less