Platform-style partnerships between global investors and Indian developers are expected to gain further traction over the next few years. This comes as institutional capital increasingly shifts from one-off asset acquisitions to scalable, long-term strategies.
Budget 2026 sticks to fiscal discipline, shuns populist measures despite five key state elections coming up, but ends up rattling stock markets with a higher transaction tax on derivatives trading.
'The next two to three weeks will not be decided in Washington.' 'They will be decided in Tehran, in whatever calculation Iran makes about the costs of continued resistance against the costs of appearing to have yielded.'
Kota City Police have arrested an alleged mastermind of an inter-state employment racket accused of defrauding over 8,500 people by promising work-from-home opportunities.
In modern investing, transparency is more valuable than zero fees and not all investing app score big on this front, says Ramalingam Kalirajan.
Karnataka and Andhra Pradesh announce ban social media for teens, sparking debate about its effectiveness, impact on education, and implications for advertisers targeting young audiences.
India is already a heavyweight in global farm trade in pockets such as rice exports, but experts are urging a pivot from a subsidy- and procurement-driven mindset to a productivity and nutrition strategy that still shields farmers from volatility.
Of the donations, 48% is in kind -- such as food, clothing, or other household goods -- followed by cash (44%) and volunteering (30%) with non-profits, religious institutions, or community groups.
Fears around artificial intelligence (AI) sparked a global selloff in information technology (IT) stocks, dragging down domestic software shares and prompting the heaviest foreign portfolio investor (FPI) outflows since the second half of July 2025.
OpenAI CEO Sam Altman emphasized the importance of democratizing Artificial Intelligence as the only fair and safe way forward, highlighting India's significant progress in AI adoption.
More Indians start car shopping online, pushing automakers and dealers to respond quickly, train staff, and use AI to turn clicks into showroom visits.
Dabur's business update for Q3FY26 indicated mid-single digit consolidated revenue growth. The guidance is that growth in operating and net profits will beat revenue growth. In the domestic business, home and personal care (HPC) revenue grew in double digits, while healthcare is likely to post a sequential growth in low-single digits.
The domestic initial public offering (IPO) market is experiencing a significant surge, fuelled by the financialisation of savings, digital ease of investing, and expanding participation from both retail and institutional investors, investment bankers said on Wednesday.
Karnataka Chief Minister announces a ban on social media for children under 16 and increased measures to prevent drug abuse in schools, colleges, and universities, alongside investments in education infrastructure and mental health support.
India's gross GST collection increased by 8.1 per cent to over Rs 1.83 lakh crore in February, driven by higher import revenues and improved domestic sales. Despite some states reporting negative or below-average growth, experts see the overall trend as a sign of a maturing tax ecosystem and a confident domestic market.
A pickup in freight rates, rising fleet utilisation and a long-awaited replacement cycle are breathing fresh life into India's commercial vehicle (CV) market, strengthening the investment case for Tata Motors' CV arm (TMCV). Despite a broadly steady December quarter (Q3) performance, brokerages remain divided on whether the upswing is strong enough to offset margin pressures.
India is emerging as Claude.ai's second-largest user base, driven by strong adoption in coding, maths and enterprise AI tasks.
Driven by GST reforms, robust festive demand, and softening raw material prices, the FMCG industry expects volume-based growth, supported by a mid-single digit revenue rise and improved operating margins in the December quarter.
Investors and startup executives are calling for extending the period for an entity to be recognised as a startup from 10 to 15 years for deep-tech companies.
The government's Budget announcements providing tax holiday for data centres, setting up of city economic regions (CERs) and funding to improve infrastructure in Tier-II and -III cities may give an indirect boost to India's realty sector, said industry executives.
'The danger is that when the music stops, the fall will be sudden, faster, and deeper than anyone expects,' warns Debashis Basu.
Jewellery makers are set to post strong revenue growth in the 2025-26 (FY26) October-December quarter (Q3), supported by a robust wedding season and rising value growth, even as volumes decline.
High-street rentals continue to outpace those of malls, as retailers focus on prime locations and are willing to pay a premium for visibility. Between 2021 and 2025, rental values on prime high street have grown 7-15 per cent annually, driven by strong consumption density and limited new supply, even outpacing grade A malls, which grew by 5-8 per cent, according to Anarock.
Marico is expected to post high single-digit volume growth in the India business in the July-September quarter. However, it is expected to moderate sequentially, the company said in its quarterly update on exchanges.
'Instant home services act as an on-demand household support system, bridging the gap between informal domestic help and structured service platforms,'
Shares of tyre manufacturers have outperformed broader equity benchmarks, buoyed by multiple tailwinds. Softer raw material prices, an uptick in demand from automakers following the reduction of the goods and services tax (GST) rates, and steady replacement demand have lifted sentiment toward the sector.
A neutral monetary policy stance, heavy government borrowing, and issuers adjusting to a higher-for-longer yield environment have set the stage for a largely stable corporate bond market in 2026.
Shares of Reliance Industries Limited (RIL) tumbled on Tuesday, posting its biggest single-day decline in 19 months, amid controversy over its purchase of Russian oil and profit-booking after recent gains.
In a world fractured by uncertainty, India stands out for its policy consistency, paired with sustained ambition, points out Pritam Banerjee.
What we are watching is something different: A fog manufactured and maintained by the people who started the war, so that the question of why it was started never has to be answered, observes Prem Panicker in his must read blog on the war in the Middle East.
Leading stock exchange BSE on Monday cautioned investors to remain vigilant against deepfake video of its CEO giving stock recommendations and investment advice on social media platforms. The exchange emphasised that the video is unauthorised and fraudulent, and its officials are not permitted to provide any stock tips.
While gold continues to provide safety after its strong 2025 rally, well-chosen real estate investments held with a long-term view remain attractive.
Betting big on India's AI potential, Google CEO Sundar Pichai on Wednesday announced new subsea cable routes to boost AI connectivity between India and the US, alongside major skilling initiatives, including training 20 million public servants and supporting 11 million students
'...a mix of asset classes.' 'Include equities for growth (across market caps), debt for stability and liquidity, gold as a hedge against macro and currency risk, and global assets for geographical and economic diversification.'
As India's biggest Unified Payments Interface (UPI) app PhonePe prepares to list, the updated draft red herring prospectus (DRHP) shows the impact of regulations on the business, and concentration of payments-linked revenue even as UPI lacks MDR (merchant discount rate).
After a record-breaking year, India's automobile industry is entering 2026 on a relatively strong footing, with sales growth expected in the 6-8 per cent range. The outlook is underpinned by policy support, including GST rationalisation, easing monetary conditions, and income tax relief, which together are likely to improve affordability and sustain consumer demand across vehicle segments.
'If nominal growth improves and earnings pick up, Indian stock markets could see a rally next year.'
'Trading without strict position sizing, stop-loss discipline, or a clear exit plan almost guarantees losses.' 'Chasing tips, reacting to intraday noise, or assuming frequent trading improves outcomes are equally damaging habits.'
With discretionary spending still under pressure, the information technology (IT) services industry continued to face an uncertain demand environment in the third quarter of 2025-26 (Q3FY26).
After two years of strong gains, smallcap stocks fell sharply in 2025, but the correction may be setting up opportunities for long-term investors.