Recent developments - proposed changes to the goods and services tax (GST) rates and S&P Global Ratings' upgrade of India's long-term sovereign credit rating to BBB, with a stable outlook, - may not be enough to bring foreign investors back to Indian markets in a rush, feel analysts.
'Where rostering systems are automated and duty time software interfaces directly with DGCA, the assertion that they suddenly discovered crew shortages is simply implausible.' 'If adequate crew planning hasn't materialised within 12 to 24 months from inception, how will 45 days -- from December 5 to February 12 -- suddenly resolve matters?'
Deep-tech now forms over half of VC portfolios in India as firms like Cornerstone, Unicorn India Ventures and All in Capital back startups combining research with scalable models
Among Sensex firms, Eternal, Infosys, Asian Paints, HDFC Bank, Bajaj Finserv and Titan were the major gainers. However, Tata Steel, Tech Mahindra, Adani Ports and Bharat Electronics were among the laggards.
'Unless you have openness when it comes to accepting what is coming your way and learning afresh, it is not going to be easy.'
The government on Wednesday approved two schemes worth Rs 45,000 crore to help exporters tide over the impact of high tariffs imposed by the US on Indian shipments.
'BSE has facilitated nearly Rs 35 trillion in capital raising across multiple segments.'
Canadian firm Manulife and Mahindra & Mahindra (M&M), an Indian automaker with interests in financial services, have signed an agreement to form a 50:50 life insurance joint venture (JV) with a total capital commitment of up to Rs 3,600 crore each totalling Rs 7,200 crore.
Financial services giant HDFC Bank, carrying a brand value of $44.9 billion, has surged past IT consulting behemoth Tata Consultancy Services (TCS) to reclaim its crown as the country's most valued brand, according to the 2025 Kantar BrandZ Most Valuable Indian Brands report.
Stock markets are in for an event-heavy week ahead with a raft of Q1 earnings from blue-chips, the US Fed interest rate decision and foreign investors trading activity driving investors' sentiment, analysts said. Macroeconomic data announcements, monthly auto sales numbers and global market trends would also guide movement in the domestic equities, they said.
India's top cement producers delivered a solid July-September quarter (Q2) in 2025-26 (FY26), lifted by firmer prices, higher sales volumes, and a favourable base. Seasonal weakness and maintenance outages did dent sequential performance, but the overall picture remained positive - and the road ahead looks steady.
Several companies across sectors like finance, healthcare, wellness, retail technology, and asset management are bracing up to hit the D-street. With an unprecedented 1.7 lakh crore raised in 2025, the momentum is likely to sustain in 2026.
'It is good to have the H1-B visa option but if tomorrow things happen to change, it is not the end of the world situation.'
'An asset must generate income. Equities yield dividends, bonds pay coupons, deposits give interest, and real estate earns rent.' 'Gold, silver, and even Bitcoin produce no income, they merely store value. So, they should not be compared to productive assets.'
'India is a big market for StanC, and it is also fastest growing economy in the world.'
The average Indian worker must labour for an extraordinary 160 full working days to afford Apple's latest iPhone 17 Pro.
Mint Road's proposals on banks' M&A funding are cautious even as entrants root for more elbow room, and weigh business models.
'They are saying that there is a pilot shortage which is not correct, but if it was true, did they suddenly come to know this on December 5?' 'If they didn't have crew, why did they seek approval for a winter schedule? To get the approval, the operator has to show crew strength and also a buffer of crew available.' 'If they had a crew crunch, why did they ask for extra flights? Or was it something else that made them so sure that they would get away with this exemption and bans?'
Study abroad experts explain how Canada, Australia, Germany, France and Dubai are redefining global education.
Equity investors are up for an eventful trading week ahead as the 90-day suspension period of the reciprocal tariffs announced by US President Donald Trump ends on July 9, analysts said, adding that a positive outcome from the trade negotiations could further lift market sentiment, particularly benefiting trade-sensitive sectors.
Jio Platforms Limited is likely to have a valuation of $148 billion by the time it goes public on the back of strong free cash flow and potential deleveraging, ICICI Securities said.
This marks the strongest DRHP filing tally since 1996, when 428 firms sought to enter India's equity markets.
HCLTech reported flat net income of Rs 4,235 crore in the second quarter of 2025-26 (Q2FY26) compared to last year, even as its revenue was up 10.7 per cent to Rs 31,492 crore helped by financial services and technology business verticals.
'When global politics has some intervention on the core software one uses, and if you are cut off from your own data in critical workflows, sovereignty is no longer optional. It becomes a necessity.'
'The outlook for the next Samvat is more constructive, as many of the earlier drags are gradually becoming supports.'
'Other sectors that manage the savings pools of Indians are giving tough competition to life insurance companies.'
Stock investors will track the ongoing conflict between Iran and Israel, Brent crude oil prices, inflation data and the US Fed interest rate decision for further cues this week, analysts said. Tariff-related news would also dictate trends in the equity market, experts noted.
The initial public offering of LG Electronics India Ltd received 54.02 times subscription on the final day of bidding on Thursday, driven by overwhelming participation from institutional buyers.
India remains one of the largest and fastest-growing markets for SAP, and the scale of products being built in the country is bigger compared to other geographies, Manish Prasad, president and managing director of SAP India, said. "The beauty of India is scale, size, and agility.
The Indian services growth broadly steadied in May and was underpinned by healthy demand conditions, new client wins and greater staffing capacity, a monthly report said on Wednesday. The seasonally adjusted HSBC India Services PMI Business Activity Index was at 58.8 in May, marginally up from April's 58.7 and signalled another sharp rate of expansion.
'It is not looking at valuation, but investment, growth and ultimately better profit for stakeholders.'
'Reinvention is not a hugely difficult task. With technology as available today, you can reinvent yourself pretty quickly.'
RBI's interest rate decision, macroeconomic data announcements and global trends are the key factors that would dictate the momentum in the equity market this week, analysts said.
'High taxes have kept away art collectors who will now embrace the new GST.'
Hindustan Unilever Ltd's (HUL's) second quarter 2025-26 (Q2FY26) consolidated revenue rose 2 per cent to Rs 16,250 crore, with low or flat volume growth. Demand remained stable but goods and services tax (GST) transition and prolonged monsoon hurt offtake.
South Korean auto major Hyundai Motor Co president & CEO Jose Munoz on Wednesday said the company's Indian arm will invest Rs 45,000 crore by FY30, aiming to make India its second-largest region globally. Addressing investors here in his first visit to the country, Munoz said Hyundai Motor India Ltd (HMIL) has set a target of up to 30 per cent export contribution.
In absolute terms, both types of cars must cut emissions by about 28-29 g/km. But in percentage terms, the lighter 900-kg car must reduce emissions by 27 per cent, while the 1,500-kg car needs a 22 per cent cut. And the target becomes progressively stringent for both -- but, once again, the tightening is sharper for the 900-kg car than for the 1500-kg car.
But selectively, with regulatory scrutiny and special approval, points out Tamal Bandyopadhyay.
'The government is putting insurance in the same category as food, which is essential for life.' 'Now this is an opportunity for the sector to focus on the consumer.'
Analysts believe Tesla will first focus on building the Model Y brand before expanding -- both in terms of volume and models.
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