Macro, the Mightiest: Why India’s biggest macro variable still falls from the skyThe 2026 monsoon comes with a clear warning: Rainfall is forecast at 92% of the long-period average, with higher-than-usual probability of ...
24 May, 2026, 06.11 PM IST
‘The US-Iran war will hurt both food consumers — and producers’The US-Iran conflict threatens global food supplies. Rising oil prices increase fertilizer and transportation costs. This impacts food prod...
21 May, 2026, 10.54 PM IST
Select SFBs and MFI players positioned for earnings upside: Rajiv MehtaNon-banking financial companies are demonstrating early resilience, with collections holding firm across key segments like vehicle finance ...
21 May, 2026, 02.24 PM IST
FIIs sell Indian equities on 150 of last 240 trading days. What does it say about their return timing?Foreign investors have sold Indian stocks on most trading days recently. This trend is linked to rising oil prices, a weaker rupee, and hig...
05 May, 2026, 09.31 AM IST
West Asia conflict raises inflation risks; India's domestic strength offers cushion: Finmin reportIndia faces supply shocks from the West Asia conflict. This impacts inflation and trade. However, strong domestic demand and policy measure...
29 Apr, 2026, 08.10 PM IST
India must identify key chokepoints, mitigate both supply & price risks: EAC-PM Chairman S Mahendra DevThe unrest in West Asia highlights India's urgent need for improved risk management strategies. This is a crucial time for India to pinpoin...
27 Apr, 2026, 12.22 AM IST
Let oil prices hurt: IMF cautions against govt shielding consumersThe IMF is urging governments to let fuel prices rise, warning that broad subsidies and price caps worsen global energy shocks. Allowing pr...
16 Apr, 2026, 04.11 PM IST
Markets may be entering opportunity phase; focus on selective bets: Dhiraj RelliDhiraj Relli warns elevated crude prices may impact inflation, rates and earnings amid global uncertainty. However, India’s macro remains s...
08 Apr, 2026, 06.42 PM IST
Crude oil, remittances & exports: RBI spells out where the Iran war bites IndiaThe Reserve Bank of India emphasises the ramifications of the West Asia conflict on the nation's economy. Fluctuating energy prices, uncert...
08 Apr, 2026, 12.32 PM IST
Stocks braced for volatility as RBI policy, West Asia conflict take centre stage, say analystsThe domestic stock market is expected to remain volatile this week as investors track the Reserve Bank's monetary policy decision, key glob...
05 Apr, 2026, 04.12 PM IST
Media often captures sentiments correctly ahead of monetary policy: RBI studyIt further said that with growing importance of central bank communication in market economies, the role of electronic and print media has ...
16 Aug, 2020, 07.16 PM IST
India Inc’s performance will be key variable for market in CY19Calendar 2019 could turn out to be a better year for Indian equities.
19 Jan, 2019, 12.47 PM IST
Markets likely to wait for evidence of fiscal prudencePerformance of market over the next few months will depend on macro-economic outlook.
02 Feb, 2018, 08.36 AM IST
Mind the macros: How rupee moves, inflation affect stocksAn investor should try to identify the few macro-economic factors that affect his/her portfolio.
03 Oct, 2017, 05.15 PM IST
5% inflation target a challenge; macro stability key: Moody'sIt also said that a growth-oriented forthcoming Budget, while controlling inflation at the same time, will help support India's sovereign c...
02 Feb, 2016, 01.19 PM IST
Vote on Account 2014: Market would continue to be influenced by global variables, says BNP Paribas"As far as macroeconomic variables are concerned, India is past the worse, but mkt would continue to be influenced by global variables," Ra...
17 Feb, 2014, 09.50 PM IST
- Union Budget 2012: All eyes on fiscal deficit numbers
A key point which will be tracked in the Budget is the government's fiscal deficit numbers, said S Raman, chairman, Canara Bank
16 Mar, 2012, 10.22 AM IST