Stock market investors this week would track the renewed tariff tensions between the US and China, domestic inflation data, besides, quarterly earnings from blue-chips HCL Tech, Infosys and Reliance Industries would also drive the momentum in equities, analysts said.
US Ambassador-designate Sergio Gor emphasizes the importance of the India-US relationship after meeting with Prime Minister Narendra Modi, focusing on cooperation in defence, trade, and critical minerals.
Prime Minister Narendra Modi's energy, dynamism and willingness to engage remains a 'prime asset' for India on the global stage but deserves greater backing, Congress MP Shashi Tharoor said on Monday, in remarks that are likely to irk his party and widen the growing cracks in his ties with its leadership.
Instead, they argue, three actors shaped the division, "Jinnah, who demanded it; the Congress, which accepted it; and Mountbatten, who formalised and implemented it."
'The US values its relationship with India and under the strong leadership of President Donald J Trump and Prime Minister Modi, I am optimistic about the days ahead for both of our nations.'
'During the 5-day visit, Amir Khan Muttaqi would have, conceivably, bumped into our powerful security agencies one way or another and some interaction would have ensued, which, in turn, can lead to future dealings.' 'Indeed, this will be the one crucial template of the Indo-Afghan relationship that Pakistan will be monitoring closely,' points Ambassador M K Bhadrakumar.
An influential US lawmaker claims his visit to India helped catalyze "early signals" that New Delhi may reduce its imports of Russian oil, a step he described as "meaningful" in weakening Moscow's ability to fund its war in Ukraine.
Among Sensex firms, Kotak Mahindra Bank, Larsen & Toubro, Mahindra & Mahindra, Maruti, Bharti Airtel and Tata Steel were the major gainers. However, Asian Paints and Bajaj Finance were the laggards.
India is a major power today in its own right. While much of the world has started to acknowledge it, Indian policy-makers remain diffident, almost apologetic, about their nation's rising profile, writes Harsh V Pant.
'India has the deciding vote in the 21st century...India is a significant player in the 21st century and is poised to become even more powerful.'
'If destroyed runways and burnt-out hangers look like victory, as the prime minister claimed, Pakistan is welcome to enjoy it.'
'What's currently underway is not a 'reset'.' 'What needs to be arrived at is a new balance.'
India's crude oil imports from Russia strengthened in the first half of October, reversing a three-month slide in arrivals seen during July-September as refineries were back on full stream to meet festive demand, according to ship tracking data.
From the Sensex firms, Tata Motors jumped the most by 5.54 per cent, followed by Kotak Mahindra Bank, Trent, Sun Pharma, Axis Bank, and ICICI Bank. However, Bajaj Finance, State Bank of India, UltraTech Cement and Tata Steel were among the laggards.
Trump has repeatedly claimed that he "helped settle" the tensions between India and Pakistan and that he told the nuclear-armed South Asian neighbours that America would do a "lot of trade" with them if they stopped the conflict.
A leading expert predicts that the incoming Trump administration will likely continue its pro-India policies, including the Indo-Pacific strategy and Quad, but highlights potential challenges such as trade disagreements, immigration issues, and a possible quid pro quo for technology sharing. The expert also notes that the Trump 2.0 administration may prioritize great power politics over strategic altruism, potentially impacting human rights and religious freedom concerns.
'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.'
US reoccupation would need large troop deployments, break the Doha Agreement, and strain relations with Pakistan, Russia and Iran.
'Government officials use Gmail and ordinary phones without basic security consciousness.' 'Interoperability, especially in joint exercises with countries like the US, worries me.' 'It often means we open our systems to them, but they don't reciprocate.' 'They could have kill switches in their systems and might even be able to affect ours.'
Among Sensex firms, Mahindra & Mahindra, Asian Paints, Infosys, Titan, Sun Pharma, Tata Consultancy Services, Tech Mahindra and Power Grid were the major laggards. However, Bajaj Finance, Eternal, UltraTech Cement and Reliance Industries were among the gainers.
'Pakistan has found itself in a favourable position after Operation Sindoor by appreciating the mediation as claimed by Trump and recommending him for the Nobel Peace Prize.'
Let's work flat out and create a policy framework that fosters the growth of Indian non-family business VC and private equity firms. This will allow our Indian startups' dreams to flourish, explains Ajit Balakrishnan.
Sanctioning Russian oil would have led to a sharp surge in oil prices to above $80 per barrel levels, which would impact pump prices in the US ahead of midterm elections next year.
Lee Jae-myung's decisive victory in South Korea's snap presidential election marks a major political shift driven by public backlash against authoritarian, with significant implications for domestic reform and the future of the US-South Korea alliance, observes Dr Rajaram Panda.
According to a report by France 24, the US President did not say whether he meant nuclear-powered or nuclear-armed submarines. He also did not elaborate on the locations.
The parents of Squadron Leader Abhimanyu Rai, an IAF pilot who died in a trainer jet crash in December 2023, have expressed their anguish over being ignored for entitlements and honours that were given to their daughter-in-law. They believe the government policy should be revised to include parents of martyred soldiers. Group Captain Amitabh Rai (retd) and his wife Chitralekha, the bereaved parents, say they have received no condolences from the government despite losing their only son. They argue that the current policy unfairly favors the martyr's wife, often leading to neglect of the parents. The Rais claim their son's death is not being recognized as a "battle casualty" and therefore he is not being treated as a martyr. They also raise concerns about the pressure on IAF trainers to complete training programs successfully, even when cadets are not prepared, potentially endangering both the trainer and the cadet.
A US official has stated that India's continued purchase of Russian oil is a point of contention in the relationship between the two countries, as it helps fund Russia's war efforts in Ukraine.
Rashtrapati Bhavan has introduced a new initiative, the E-Upahaar auction, to monetise valuable assets for a social cause, in alignment with a broader governmental policy, championed by Prime Minister Narendra Modi, of auctioning gifts received by dignitaries to fund welfare programmes.
The Indian government is dealing with the matter having in mind the national interests of this country in the first place, he said.
The way to deal with a bully is to resist bullying, because submission in the first instance only invites even more overbearing demands in future. What may seem like a small price to pay now will lead to a much higher price later, warns former foreign secretary Shyam Saran.
India-US relations, like Rome, were not built in a day, nor can they be demolished in a day.
All said and done, when the new global order emerges, India can only remain with the democracies, asserts Ambassador T P Sreenivasan.
Foreign portfolio investors sold stocks worth Rs 1.42 trillion in 2025, with their sales hitting Rs 12,257 crore in the first four trading days of September.
Congress general secretary Jairam Ramesh said Modi should take inspiration from former prime minister Indira Gandhi and stand up to the president of the United States.
China has expressed surprise over India's clarification regarding its stance on Taiwan, following reported comments by External Affairs Minister S Jaishankar. Beijing claims India's position is inconsistent with facts and undermines China's sovereignty.
Despite a strong 7.8 per cent growth in the first quarter, the Indian economy is expected to grow at 6.5 per cent in the current financial year as the impact of US tariffs on Indian exports will reduce prospects, particularly in the second half, ADB said on Tuesday.
Prime Minister Narendra Modi on Wednesday asked the Congress to tell the nation who prevented India's military response after the 26/11 Mumbai terror attacks linked to Pakistan, and accused the party of weakening the fight against terrorism when in power.
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.
"The world, which includes our brotherly friends (China and Saudi Arabia) whom the foreign minister (Khawaja Asif) thanked in a prematurely triumphant tweet on Tuesday, is not impressed with what they see as this country's continued intransigence," the Dawn said in a stinging editorial, criticising the policies of the government, especially the powerful military.
Yes, the entry of private bankers, particularly with global experience will add value to PSBs, points out Tamal Bandyopadhyay.
Trump couldn't care less anymore about the Israeli demand for Iran's 'de-nuclearisation' and 'de-militarisation.' Trump pins hopes on a grand bargain with Iran as a partner in America First, argues Ambassador M K Bhadrakumar.
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