Indian benchmark equity indices experienced a significant downturn, with the Sensex plummeting over 800 points and the Nifty falling sharply, driven by rising crude oil prices, geopolitical tensions, and foreign capital outflows.
Indian insurance companies are bracing for reduced profitability in Q4FY26, primarily due to the rationalisation of GST on retail life and health policies, leading to a loss of input tax credit, coupled with volatility in equity markets impacting investment income.
rediffGURU T S Khurana answers readers' personal income tax queries
New investors should not allow themselves to fall prey to FOMO and rush headlong into gold.
TeamLease Digital CEO Neeti Sharma discusses how AI is driving a structural reset in the tech industry, leading to layoffs, reshaping hiring practices, and increasing job insecurity.
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.
The conflict may disrupt Budget 2026-2027 projections, squeezing revenues and raising subsidies, prompting fiscal adjustments and potential reforms, echoing lessons from the Covid-era shock, points out A K Bhattacharya.
Foreign portfolio investors (FPIs) infused Rs 22,615 crore into Indian equities in February, marking the highest monthly inflow in 17 months, driven by factors such as the interim India-US trade deal, correction in domestic market valuations, and strong corporate earnings.
India Ratings & Research (Ind-Ra) has projected the aggregate fiscal deficit of states to rise to 3 per cent of gross domestic product (GDP) in 2026-27 (FY27), from an estimated 2.8 per cent in 2025-26 (FY26), citing higher revenue expenditure amid election-related pressures and scheme cost-sharing requirements.
The country's largest IT services company TCS on Thursday announced a tie-up with private equity major TPG for its upcoming data centre business, in which both the partners aim to invest Rs 18,000 crore. TPG will invest $1 billion or around Rs 8,870 crore in the AI data centre business christened as 'Hypervault', and hold a stake between 27.5-49 per cent in the venture.
The initial public offering of non-banking financial company Tata Capital Ltd got fully subscribed on the final day of bidding on Wednesday. The company's Rs 15,512 crore share sale received bids for 45,84,78,044 shares against 33,34,36,996 shares on offer, translating into 1.38 times subscription, according to NSE data till 13:36 hours.
Foreign investors pulled out Rs 21,000 crore (around $2.3 billion) from Indian equities over the last four trading sessions amid deteriorating global risk sentiment triggered by the West Asia crisis.
Companies' rent and lease expenses have seen a significant decline relative to the money they make since the pandemic.
There is record underperformance and under-ownership. Some of this is cyclical and will turn on its own. However, we also need to regain our growth credentials. For this, both the government and companies have a role to play, as do investors, points out Akash Prakash.
'At the first sign of real trouble, that money will move. There will be a run.'
S&P Global Ratings has increased India's GDP growth forecast for the next fiscal year to 7.1 per cent, citing private consumption, investment, and exports as key drivers. However, the agency also cautioned that the conflict in the Middle East could strain India's fiscal position due to higher energy prices.
10 stocks from the Nifty 200 index that offer good growth potential and scope to deliver decent returns from current levels, based on brokerage estimates.
The BJP's West Bengal unit chief, Samik Bhattacharya, criticised the Trinamool Congress (TMC) government, accusing it of crushing democracy and fostering lawlessness in the state. He highlighted alleged political violence, economic decline, and disrespect for constitutional posts under the TMC's rule.
S&P Global Ratings warns that a sustained rise in crude oil prices to $130 per barrel could significantly slow India's economic growth, weaken fiscal metrics, and strain corporate and banking sector performance, potentially reducing growth by up to 80 basis points.
Private-sector lender Federal Bank on Friday announced that New York-based Blackstone will invest Rs 6,196.51 crore in the bank through its affiliate Asia II Topco XIII Pte Ltd via a preferential issue on a private placement basis.
Country's startups are carving a unique path by prioritising local, application-led innovation over the global pursuit of scale.
Investors with a 6 to 12 month horizon may consider them. They should align their holding period with the fund's maturity profile and prefer schemes with a lower expense ratio.
'Allocating 5 to 10 per cent of one's portfolio and staying disciplined through market cycles helps in having a positive investment experience.'
The RBI advisory follows a labour ministry request earlier this year seeking the central bank's expertise to identify gaps in EPFO's investment strategy and fund management practices, including accounting, risk management, and internal governance.
Reliance Industries is expected to report largely flat performance for its fourth quarter (January-March, Q4) of FY26, with weakness in the oil-to-chemicals (O2C) business and muted retail growth likely to offset steady gains in the telecommunications segment.
'It was diminishing even before Trump came to power.' 'The US was at the centre of the global economy. That position is going to become less and less important and less central.'
The Delhi government's 2026-27 budget prioritises social welfare, introducing the 'Vayo Anand' scheme for senior citizens' recreational activities and constructing an integrated complex for children in juvenile reform homes.
'Corporates now have multiple funding sources beyond banks, and many are sitting on large cash reserves.'
From a modest salary to Rs 1 crore, here's Ramalingam Kalirajan's smart compounding blueprint for young earners
Among its 27 recommendations for the Union Budget is this: It has suggested that equity investments held for more than one year and up to three years should be taxed at 12.5 per cent on gains exceeding 2 lakh in a financial year.
The inauguration of Noida International Airport (NIA) is set to significantly increase property values in micro-markets along the Yamuna Expressway, with projections indicating a 28 per cent rise for plots and 22 per cent for apartments over the next two years, according to Colliers.
Bitcoin has fallen from its peak of $1,26,251.3 on October 6, 2025, to $65,405.5, a decline of 48.2 per cent. Investors must recognise that sharp volatility is inherent to Bitcoin and avoid kneejerk reactions.
Analysts say long-term investors may still benefit, but recommend limiting bullion exposure to around 10 per cent.
This year's Economic Survey and the Union Budget were more closely followed for more reasons than one.
Zero-coupon bonds suit investors with long-term goals such as retirement or education planning.
Cognizant's research reveals that companies seeking AI adoption favour IT services firms offering custom, full-stack AI solutions, prioritising flexibility and expertise over cost and speed.
On Agri Stack, Expenditure Secy V Vualnam says it's progressing well; using IT, farmers will be able to choose exact fertiliser quantities needed, reducing crowding at fertiliser outlets.
'Such stocks may be useful for aggressive portfolios, but should not be part of the core holdings.'
Patna Police arrested three individuals in two separate cyber fraud cases, involving share market investment scams and mule account operations.
Tata Steel is strategically positioned for growth, leveraging India's robust steel demand, significant cost transformation programmes, and favourable protectionist policies in the EU and UK. The company is expanding its India capacity and optimising operations in its European units to enhance profitability and reduce debt.
