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INDIA CONSUMPTION ECONOMY
Rupee rebounds, but risks aboundThe rupee has experienced a brief rebound fueled by optimism surrounding the potential reopening of the Hormuz Strait and a decrease in oil...
How India can build a bigger oil buffer without straining the exchequerAs tensions around Iran and the Strait of Hormuz ease, India should focus not only on managing the immediate oil crisis but also on strengt...
Energy security is not just about power generation, it’s about controlling the systems behind itAs electricity becomes the backbone of AI, industry, and transportation, energy security will increasingly depend on controlling the techno...
Ceasefire hopes between US and Iran drag oil prices lower: What lies ahead?The recent decline in oil prices is primarily driven by fading fears of supply disruptions. Earlier, markets had priced in worst-case scena...
India's clean energy transition needs cleaner industrial supply chainsIndia's clean energy ambitions depend not just on renewable capacity but also on decarbonising industries. Cleaner supply chains, green man...
RBI MPC member Nagesh Kumar flags import dependence, Gulf remittances, El Nino risks in minutesIndia faces significant economic risks from the West Asia conflict, including potential disruptions to oil and fertilizer imports via the S...
Forget AI and EVs: Zerodha’s Nikhil Kamath spots next big billion-dollar opportunity hidden in India’s biggest problemNikhil Kamath water business idea: India's rapid growth in water-intensive sectors like agriculture, nuclear energy, pharmaceuticals, and d...
ETMarkets Smart Talk | AI is real, but AI valuations are not; we are in the FOMO stage of the bubble: Carnelian’s Manoj BahetyAI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of mis...
Beyond the Terminal: NRIs should factor 'Inevitable India' into their portfoliosIndian economy is transforming, offering opportunities for Non-Resident Indians. Despite rupee depreciation, an undervalued currency presen...
The new man of steel! India seen filling the void China may leaveIndia Steel Industry Growth 2026: Global steel demand is shifting from China to India and Southeast Asia. India's steel consumption is low,...
Stuck in acres of mediocre: External shocks expose India's slide into middle-income stagnationIndia's economy is experiencing a slowdown. High growth and low inflation mask underlying issues of weak demand and poor productivity. This...
Live sports score big, keep fans glued across big & small screensIndia's sports viewership is rapidly shifting to multiple platforms. Major events like the FIFA World Cup and IPL are drawing huge crowds o...
No runaway rally likely; markets to trade in broad range: Sameer DalalEquity markets face near-term unevenness due to global optimism tempered by domestic uncertainties like elevated crude prices and monsoon r...
World's top miners BHP, Rio Tinto see India emerging as steel's next growth frontier beyond ChinaGlobal mining giants BHP and Rio Tinto are focusing on India for future steel demand. India's rapid urbanisation and infrastructure project...
India will do more to boost inflows: Finance Minister Nirmala SitharamanIndia plans further measures to attract foreign capital. Finance Minister Nirmala Sitharaman stated that additional steps will be taken if ...
US-Iran peace deal brings relief, but India turns to a risk at homeIndia just got a near-term macroeconomic breather from a US-Iran peace deal. However, early monsoon weakness and potential El Niño conditio...
ET Alpha Wealth Summit | "Don't buy the consumption story blindly", Sakshi Gupta of HDFC Bank issues a warning most investors are ignoringHDFC Bank's Sakshi Gupta sees India's growth as resilient but incomplete, rating it a 6 out of 10. While acknowledging strong GDP, she caut...
India to remain fastest-growing major economy at 6.6 pc in FY27, down from 7.2 last year: World BankIndia will remain the world's fastest-growing major economy. Growth is projected to slow to 6.6 percent in fiscal year 2026-27. This modera...
India's economic growth rate to weaken at 6.6% in FY27 on slower investments, consumption: BMIIndia's economic growth is expected to moderate to 6.6 percent in the current fiscal year. This slowdown follows a robust 7.7 percent growt...
No overcapacity in steel, textiles; India's consumption remains low: DGTRIndia has rejected US claims of excess capacity in its textile and steel sectors. Officials state per capita consumption of these products ...