India's defence sector is on the cusp of a 'super cycle' of growth, driven by escalating geopolitical conflicts and a strong policy push towards indigenous manufacturing, with major players like BEL, HAL, and BDL poised for significant order inflows and technological advancements.
Indian benchmark indices Sensex and Nifty tumbled nearly 1 per cent for the third consecutive day, driven by a sharp spike in crude oil prices and significant selling in bank stocks, with Brent crude jumping to USD 95.27 per barrel.
Tata Motors Passenger Vehicles (TMPV) reported Q1FY27 results showing significant margin pressures at both Jaguar Land Rover (JLR) and its domestic operations, despite strong volume growth in the India business. Analysts expect these margin headwinds to persist, potentially offsetting gains from increased sales and new launches.
Foreign Portfolio Investors (FPIs) have injected Rs 16,621 crore into Indian equities during the first half of August, continuing a buying spree driven by improving relative valuations, resilient corporate earnings, and expectations of softer US interest rates.
Indian benchmark indices Sensex and Nifty closed largely flat on Monday, recovering from early losses, as escalating tensions in West Asia and a sharp rally in crude oil prices weighed on investor sentiment, despite resilience in IT and consumer durables stocks.
BJP MP Janardan Mishra has strongly defended the Centre's ethanol blending policy amidst ongoing controversy, highlighting India's high crude oil import dependency and global geopolitical challenges. He questioned opponents of ethanol blending, citing Brazil's successful use of 100 per cent ethanol in vehicles and experts' views on its engine compatibility.
Indian benchmark equity indices, Sensex and Nifty, experienced declines in early trade due to a surge in Brent crude oil prices, which rose above USD 90 per barrel, coupled with subdued global cues and ongoing US-Iran skirmishes. Track Sensex, Nifty on Auigust 12.
After four consecutive months of withdrawals, Foreign Portfolio Investors (FPIs) injected Rs 20,200 crore into Indian equities in July, driven by attractive valuations, improving corporate earnings, and a more favourable global environment.
Marine war-risk premiums for West Asian shipping routes, particularly the Red Sea corridor, have surged by as much as 200 per cent due to renewed geopolitical tensions, with some high-risk transits seeing increases of over 1,000 per cent, according to industry brokers.
Crude oil futures surged over 3 per cent, snapping a three-session losing streak, as renewed military escalation in West Asia revived fears of supply disruptions, driving prices higher on both domestic and international exchanges.
Foreign Portfolio Investors (FPIs) injected Rs 12,921 crore into Indian equities during the first week of August, extending their buying spree, driven by improving macroeconomic conditions, expectations of US rate cuts, lower crude oil prices, and a stable rupee.
Indian Hotels Company (IHCL) reported a 20.8 per cent year-on-year rise in net profit for Q1 FY27, reaching 357.9 crore, despite macroeconomic headwinds like geopolitical tensions in West Asia impacting international travel and airline catering business.
The Nifty and Sensex outperformed Asian peers in South Korea, Japan, Taiwan and China.
A new report by FICCI, BCG, and IBA outlines that India's banking sector must grow significantly faster than nominal GDP to support a USD 30 trillion economy by 2047, requiring banking assets of USD 45 trillion. The report highlights the sector's current strength, challenges in digitisation, and the need to enhance resilience against fraud and cyber threats, proposing a 13-point agenda for stakeholders.
Repeated increases in new luxury-car prices, driven partly by the rupee's depreciation against the euro, are expanding the market for certified pre-owned vehicles.
Analysts predict a surge in gold and silver prices as investors seek safe-haven assets due to escalating tensions in the Middle East. The impact on domestic prices will depend on the conflict's duration, with geopolitical factors and macroeconomic data also playing a role.
Malicious cyber activity has disrupted technology at water and wastewater facilities in at least seven US states, forcing utilities to revert to manual operations, with authorities actively probing whether Iranian-linked hackers are responsible.
For India, the guiding principle should remain clear: Engage Bangladesh as a sovereign nation and society rather than through the prism of any individual leader or political party, suggests Manoj Mohanka.
Air India Group has accumulated losses of about Rs 47,821 crore since its takeover, leaving its prolonged transformation among the biggest unfinished projects of N Chandrasekaran's tenure.
InterGlobe Aviation (IndiGo) is experiencing significant financial pressure, with its stock falling 18 per cent since the start of the Iran war, due to rising Brent crude prices, a weakening rupee, and disruptions to its West Asia and European flight networks caused by geopolitical tensions.
The Reserve Bank of India has marginally increased its GDP forecast for the current fiscal to 6.7 per cent while slightly lowering the inflation projection to 5 per cent. The central bank noted that while domestic economic activity shows resilience, global turbulence, particularly re-escalating conflicts and volatile oil prices, continues to pose risks to the inflation outlook.
Indian benchmark indices Sensex and Nifty experienced a significant slump in early trade, driven by escalating tensions in West Asia and a sharp rise in crude oil prices, alongside a bearish trend in other Asian markets.
'I don't see fear becoming a dominant factor for retail investors.'
Indian benchmark indices Sensex and Nifty saw gains in early trade, driven by a decline in crude oil prices due to easing geopolitical tensions in West Asia and strong buying interest in the IT sector.
Indian equity benchmark indices Sensex and Nifty plummeted over 2 per cent following US President Donald Trump's declaration that the interim agreement with Iran is 'over', which led to a sharp rally in crude oil prices and heightened geopolitical tensions.
Indian companies' overseas expansion plans are holding strong despite geopolitical tensions in West Asia, driven by structural factors like supply-chain diversification, free trade agreements, and market expansion, according to Ajay Sharma, managing director and head of banking at HSBC India.
'Islamabad feels it has no alternative, but to address the challenges from the Afghan-Taliban through an open war.'
Maruti Suzuki India (MSIL) reported a mixed Q1 FY27, with record quarterly sales driving strong revenue growth, but operating performance was below expectations due to higher commodity and other costs impacting margins. Brokerages anticipate sustained sales growth for the company in the current fiscal year, supported by new launches, robust demand, and significant capacity expansion.
Gold and silver prices are expected to remain range-bound this week as investors await crucial US economic data, including the non-farm payrolls report, and further signals from the Federal Reserve regarding its interest rate policy.
Indian stock markets ended a five-day losing streak, with the Sensex surging 776 points and the Nifty gaining 228 points, driven by a significant drop in crude oil prices and easing geopolitical tensions in West Asia.
Former PepsiCo CEO Indra Nooyi asserts that India and the United States are natural partners, crucial in the geopolitical competition with China. She highlights India's pivotal role as the world's largest democracy with a young, English-speaking population, despite its "chaotic" nature. Nooyi also discusses the need for leaders to understand each other's perspectives to maintain strong bilateral ties.
Indian benchmark indices, Sensex and Nifty, staged a moderate rebound after a significant correction in the previous session, driven by foreign fund inflows and a largely positive trend in global markets, though geopolitical tensions between the US and Iran continued to foster caution.
Larsen & Toubro (L&T) reported a 14 per cent year-on-year increase in Q1 FY27 profit attributable to owners, reaching Rs 3,926 crore, surpassing analyst estimates, despite facing significant supply-chain disruptions in West Asia.
Investor interest in precious metal exchange-traded funds (ETFs) rebounded sharply in June, with silver ETFs attracting an estimated 4,900 crore and gold ETFs around 2,900 crore in net inflows, following a significant correction in gold and silver prices.
India's passenger vehicle industry is poised for a record-breaking year in 2026, propelled by robust dispatches in the first half of the calendar year and strong demand for utility vehicles, despite facing several economic challenges.
Indian benchmark indices Sensex and Nifty saw a significant rebound in early trade, driven by a sharp decline in crude oil prices and easing geopolitical tensions in the West Asia, which improved market sentiment and reduced inflation fears. Track Sensex, Nifty on July 27.
Japan is deepening its defence relationship with India while simultaneously expanding its economic, infrastructure and security engagement with countries around India -- particularly Bangladesh. The result is an emerging Japanese conception of South Asia in which India remains the strategic anchor, but the geography surrounding India is becoming increasingly important, points out Varun Arya.
Dubai-based Danube Group plans to launch projects with a combined sales potential of approximately $4 billion in fiscal year 2026-27 (FY27), adopting a more selective approach to new developments as the Emirati property market enters a correction phase.
Indian startup funding plummeted by 43 per cent year-on-year to $7.81 billion between March 1 and June 15, 2026, largely due to the West Asia conflict, which has amplified global risk perceptions, tightened liquidity, and led to rupee depreciation, making global investors cautious.
'Periods of heightened volatility, driven by global events such as tariffs and geopolitical tensions over the past year-and-a-half, can make some investors pause or discontinue their investments.'
