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INCREMENTAL GLOBAL GDP
ET Graphics: BRICS' expanding economic clout and the China-India tilt behind itBRICS economies contribute nearly half of global GDP growth over the last decade. China and India significantly drive this economic expansi...- Beyond Los Angeles and Rotterdam: Can Durban, Rio de Janeiro drive India’s next export boom?The South-South trade has crossed $7 trillion, opening new opportunities for Indian exporters across Africa, ASEAN, the Gulf, and Latin Ame...
- Thru the optimism prism: GDP’s 7.8% print offers some hope for those willing to see itIndia's economy grew by 7.8% in the first quarter of fiscal year 2027. This growth was fueled by a consumption spurt and government capital...
- India's growth seen above 7% in FY27 as investment, exports take centre stage: ReportIndia's economic growth is expected to exceed seven percent in fiscal year twenty twenty-seven. Investment and export cycles will increasin...
- Nifty 30,000 target still on track; why Elara’s Harendra Kumar prefers IT, power and smallcapsWe are telling people that this is the right time to look at the market constructively. Historical evidence suggests that this is the time ...
- Why Japan's 30-year high bond yields should worry Indian stock market investorsJapan’s 30-year high bond yields, hawkish US Federal Reserve policies, and rising crude oil prices are straining global liquidity. These fa...
- Delayed, Not Denied: India’s BGAI entry waits on market accessIndia’s potential inclusion in the Bloomberg Global Aggregate Bond Index remains delayed, not denied, with operational accessibility the ke...
- Bridging the skills gap: How rural youth can power India’s MSME growth storyIndia’s next MSME growth wave could come from the country’s vast rural talent pool—but only if skilling moves beyond certificates to genuin...
- Small, microcaps offer better alpha opportunities; midcaps look expensive: Equitree CIO Pawan BharaddiaIndian equities may stay supported by a resilient domestic economy, but future returns are likely to depend more on earnings growth than va...
- Cement, bricks and AI: India's $650-billion real estate industry has a new formulaArtificial intelligence is transforming India's real estate sector beyond customer interactions. Developers now use AI for crucial decision...
- India's next billion dollars from abroad may depend on easier visasIndia's record remittance boom faces a new long-term challenge as tighter immigration policies in developed economies threaten the pipeline...
- ETMarkets NRI Talk | Allocate 25-35% of your global portfolio to India for long term wealth creation: Pradeep GuptaFPIs pulled out a record ~$18 billion (₹1.7 lakh crore) that year. 2026 has been worse, rupee returns are down 10% from the year's high, an...
- Banking on gear shift for pickup: After cleaning up bad loans, banks now need a new reform pushIndia's banking sector requires reforms for sustained growth and improved credit access. Banks must grow significantly to meet microenterpr...
- India's capital account surplus may rise to $105 billion in FY27: Motilal OswalIndia's capital account surplus is expected to reach USD 105 billion in FY27. Stronger foreign capital inflows and improved portfolio inves...
- China's Q2 GDP growth cools to 3-1/2-year low, structural imbalances complicate policyChina's second-quarter economic growth slowed to its weakest pace in over three years. Official data revealed a 4.3% annual rise, missing a...
- India's capex cycle to strengthen as investments seen rising to $2.2 tn by FY30: Morgan StanleyIndia's capital expenditure is projected to rise significantly by FY2030. Private sector investment is expected to accelerate, driven by do...
- Goldman Sachs upgrades India's growth outlook after US-Iran peace dealGoldman Sachs has raised India's 2026 real GDP growth forecast to 6.8% from 6.5%, citing lower oil prices, easing supply disruptions and re...
- India's REIT and InvIT market to attract Rs 11.6 trillion new investments; AUM may double to Rs 20 trillion by 2030: Avendus CapitalIndia’s REIT and InvIT market could attract an additional Rs 11.6 trillion in investments by 2030, taking total assets under management bey...
- Govt support needed in undertaking overseas marketing initiatives to boost exports: FIEOFIEO President A Sakthivel said that Indian exporters lack in marketing and small exporters "hardly" have resources to market aggressively ...
- India set to become 3rd-largest stock market by next decade: Morgan StanleyOffshoring, investment in manufacturing, and energy transition will lead to an economic boom in India, and these drivers will make it the w...
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