UPI transactions reached 22.35 billion in April, marking a 25 per cent increase compared to April 2025. UPI now accounts for 85 per cent of all digital transactions in India and is live in eight countries.
India's first trillion-dollar company will be built on technology it owns, not just operates, predicts Ajay Kumar.
'We are targeting a 2.5x to 3x increase in valuation by FY31.'
India has expressed serious concerns about the West Asia crisis and its potential impact on energy supplies and maritime stability, urging BRICS nations to find practical solutions to geopolitical challenges and unilateral sanctions.
'At the first sign of real trouble, that money will move. There will be a run.'
Domestic Institutional Investors (DIIs) have significantly increased their holdings in Nifty 500 companies, reaching a record 20.9 per cent by the end of March, while Foreign Portfolio Investors (FPIs) reduced their ownership to an all-time low of 17.1 per cent, according to Motilal Oswal Financial Services.
Indian IT stocks experienced a significant downturn following OpenAI's acquisition of consulting firm Tomoro, intensifying fears that global AI companies are encroaching on traditional IT service models through end-to-end consulting and implementation services.
Analysts have largely maintained a bullish outlook on HDFC Bank and ICICI Bank following their Q4FY26 results, though their perspectives on future growth drivers differ. HDFC Bank's near-term performance is tied to accelerating loan growth, while ICICI Bank is seen as a strong candidate for a valuation rerating.
The All India Tennis Association (AITA) has announced its commitment to transparency and inclusiveness following a Delhi High Court decision regarding its 2024 elections. The AITA plans to implement constitutional amendments and ensure player representation in its governance.
Escalating geopolitical tensions in West Asia are beginning to disrupt India's automotive supply chain, leading to rising commodity prices, logistics bottlenecks, material shortages, and pressure on consumer demand, with two-wheeler makers already raising prices.
Strong performance in the beauty and personal care (BPC) segment, margin gains, and expectations of a breakeven in the fashion business lifted sentiment for FSN E-Commerce Ventures (Nykaa). The consumer technology platform's stock rose 7.5 per cent on Friday, extending gains over the past week to more than 17 per cent. Most brokerages have upgraded the stock following its third-quarter (October-December/Q3) performance and higher profit expectations ahead.
Indian airports are rapidly becoming a significant growth avenue for the country's retail sector, with brands across various consumer segments actively opening stores to tap into the increasing number of flyers and strong domestic tourism momentum.
'Even if the war ends tomorrow, which is unlikely, and we go back to the pre-war status quo, the world will still need some time to get over the sudden shock of oil price increases.'
Reliance Industries' digital arm, Jio Platforms, may see its initial public offering (IPO) delayed to the second half of fiscal 2027, according to CreditSights. The delay is primarily attributed to ongoing geopolitical tensions in the Middle East, which could impact market conditions and investor sentiment.
'Vijay entered politics at a much better age compared to Rajnikanth and Kamal Haasan. His fans are young and he has at least 2-3 decades ahead of him.'
West Bengal BJP president Samik Bhattacharya advocated a new land policy to facilitate large-scale industrialisation and assured investors of a 'fearless' environment in the state.
'Leadership is about understanding how a business works, how it is shaped, built, and expanded.'
Skye Air Mobility has raised USD 9 million in a Series B funding round to expand its hyperlocal drone delivery services across key metropolitan markets in India.
Companies in the fast-moving consumer goods (FMCG) sector are losing favour with equity investors, with their price-to-earnings (P/E) ratio declining to its lowest level in six years, now trading at 38.8 times trailing earnings.
Telecom czar Sunil Bharti Mittal plans to hand over the reins of Bharti Airtel to his children in the next decade and desires that promoter firm Bharti Telecom regains over 50 per cent stake in the company.
Under the TMC, Bengal has seen expansion of welfare, but not big-ticket private investment.
Infosys Q4 results beat estimates, but weak FY27 guidance triggers cautious brokerage outlook and target price cuts. Should investors worry?
Gautam Adani emphasised the importance of energy security and digital infrastructure in shaping geopolitical power, urging India to develop sovereign capabilities across the AI value chain.
Gaming company Roblox has appointed Sunil Rao, a former Amazon Web Services executive, as Managing Director for its India operations. Rao will oversee Roblox India's strategy, working with local teams and partners to strengthen the company's presence and support the creator ecosystem.
Infosys shares experienced a significant drop, hitting a 52-week low, after the company announced its Q4FY26 results and provided a modest revenue growth guidance of 1.5-3.5 per cent in constant currency for FY27, falling below market expectations and raising concerns about AI-led deflation and margin pressures.
Shiv Ratan Agarwal, the visionary founder and promoter of Bikaji Foods International, has passed away at the age of 75, leaving behind a legacy of transforming traditional Bikaneri snacks into a globally recognised brand.
Krutrim, India's first AI unicorn, has successfully repositioned itself as a focused domestic AI Cloud Services provider, reporting its first annual net profit in FY26.
Tata Steel reported a significant 124.9 per cent year-on-year increase in consolidated net profit to 2,925.74 crore for the fourth quarter of FY26, driven by higher volumes and an improved product mix in India, alongside planned cost reductions across its global operations.
A Lenovo study reveals that Indian enterprises are planning to increase their investments in Artificial Intelligence (AI) at a higher rate than other countries in the Asia-Pacific region.
A State Bank of India report indicates a sharp increase in precautionary cash holding in India, with the gap between per capita currency in circulation and ATM withdrawals widening significantly, driven by global uncertainties despite record digital payment transactions.
India's core sector output contracted by 0.4 per cent in March, marking the first decline in five months, with coal, crude oil, fertiliser, and electricity production falling, according to official data.
Real estate developers are increasingly offering flexible payment plans, such as low booking amounts and deferred payments, to stimulate housing sales and manage affordability concerns without resorting to price cuts, as sales volumes declined by 14 per cent in 2025.
The Delhi government is developing a drone policy focused on creating research clusters, establishing testing facilities, enabling drone use in traffic management, and providing subsidies to support the drone ecosystem.
Uncertainties stemming from the West Asia crisis and its potential impact on inflation and economic growth were key factors in the Reserve Bank of India's Monetary Policy Committee (MPC) decision to maintain the status quo on interest rates, according to the recently released MPC meeting minutes.
A look at the profiles of the ministers in the new Tamil Nadu government led by Joseph C Vijay of the Tamilaga Vettri Kazhagam (TVK).
India's foreign direct investment (FDI) inflows are projected to surpass $90 billion in 2025-26 (FY26), driven by robust policy reforms, free trade agreements, and strong economic growth, according to DPIIT Secretary Amardeep Singh Bhatia.
'... with the rest split between mid and smallcaps, as valuations are becoming more attractive across segments.'
An explainer on the 'Thucydides Trap' and its relevance to current tensions between the United States and China, as discussed by President Xi Jinping.
Indian equities are experiencing their sharpest rebound in years, with the BSE 500 index rallying 12.1 per cent so far this month, echoing Covid-era recoveries despite ongoing geopolitical uncertainty and earnings risks.
This is the time for India to plan forward fully, with the goal of Atmanirbharata, and energy security. The Persian Gulf is no longer a reliable source, points out Rajeev Srinivasan.
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