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GEOPOLITICAL CHALLENGES IN AUTO INDUSTRY
India's runaway smartphone PLI success holds lessons for the next wave of industrial policyIndia's smartphone production incentive scheme transformed the nation into a manufacturing hub. This policy successfully attracted global v...07 Jul, 2026, 10.46 AM IST- Nomura names M&M, Hyundai, Ather Energy as top picks after June auto sales; says EV penetration at inflection pointNomura remains positive on India's automobile sector after strong June sales, saying electric vehicle adoption has reached an inflection po...06 Jul, 2026, 02.31 PM IST
- Midcap stocks ignore Middle East war, AI worries to jump up to 85% in 2026. More rally or sharp correction ahead?Despite a weak first half for benchmark indices, India's midcap stocks outperformed, driven by resilient domestic inflows, stronger earning...06 Jul, 2026, 11.44 AM IST
- Dabur, Godrej say demand holds firm despite cost pressuresIndian consumer goods giants Dabur and Godrej Consumer Products reported resilient demand in early fiscal 2027, defying geopolitical worrie...03 Jul, 2026, 09.10 PM IST
- Titan expects gold prices to stay elevated, volatile amid global tensionsTitan anticipates elevated and volatile gold prices due to global geopolitical tensions, impacting short-term jewellery demand. However, th...03 Jul, 2026, 04.35 PM IST
- Auto demand remains strong, but OEM margins may stay under pressure in H1 FY27Indian auto sector anticipates strong demand across all vehicle types, though automakers may see profit margins squeezed in early FY27. Who...03 Jul, 2026, 03.03 PM IST
- Auto companies stick to fast lane in pay hikes, tooExpect substantial salary increases in India's auto sector, with average hikes projected at 10.3% in 2026, surpassing the general corporate...03 Jul, 2026, 01.13 AM IST
- Two-wheeler exports and EV adoption signal strong consumer resilience: Sachin Relekar, Axis MFIndian consumer demand shows surprising strength, with auto sales exceeding expectations across both traditional and electric vehicles. Exp...02 Jul, 2026, 07.45 PM IST
- June auto sales data: Commercial vehicle turns consensus player; brokerages list stocks to buyIndian automakers reported strong performance in June 2026, with healthy demand across passenger vehicles, two-wheelers, commercial vehicle...02 Jul, 2026, 11.32 AM IST
- Macros, AI, geopolitical overhang to drag Q1 showing of IT cos: Motilal OswalIndian IT firms are bracing for a subdued first quarter of FY27, with global economic headwinds, AI's impact, and geopolitical tensions dam...01 Jul, 2026, 05.20 PM IST
- India's manufacturing growth slows in Q1 as West Asia conflict weighs: FICCIIndia's manufacturing sector anticipates a slower growth phase in the April-June quarter of FY27, influenced by the West Asia conflict. Whi...01 Jul, 2026, 12.45 AM IST
- India's manufacturing growth expected to moderate in April-June due to West Asia crisis: FICCIIndian manufacturing growth is set to slow in the first quarter of FY27, with a FICCI survey revealing muted business sentiment. This moder...30 Jun, 2026, 10.14 PM IST
- Manufacturing growth seen moderating in Q1 as West Asia crisis weighs on sentiment: FICCIIndia's manufacturing sector anticipates a slowdown in April-June FY27, influenced by West Asia tensions impacting business confidence. Des...30 Jun, 2026, 05.22 PM IST
- The six forces every business leader must navigate before the next decadeBusiness strategy is being reshaped by geopolitics, AI, shifting supply chains and new economic realities. In this executive masterclass, R...30 Jun, 2026, 11.55 AM IST
- Delayed monsoon may weigh on auto demand, but long-term outlook stays strong: Aditya ShahA delayed monsoon poses a temporary challenge to rural auto demand, particularly for tractors and two-wheelers, but the sector's long-term ...30 Jun, 2026, 10.47 AM IST
- Global Market: Financial firms shift Asia expansion focus to South Korea, take cautious stance on China and IndiaGlobal financial firms are increasingly prioritising South Korea for Asia-Pacific expansion while adopting a cautious approach towards Chin...30 Jun, 2026, 10.05 AM IST
- Bajaj Auto to push premium motorcycles, turbocharge Chetak in FY27: ChairmanBajaj Auto is set to bolster its 125cc+ motorcycle range and accelerate the electric Chetak's growth in FY27. The company plans to boost ex...25 Jun, 2026, 05.13 PM IST
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