Inflation data, trading activity of foreign investors and global trends would dictate sentiment in the stock market this week, according to analysts.
The Reserve Bank of India on Friday proposed to allow banks to lend to Real Estate Investment Trusts (REITs) with certain prudential safeguards to deepen the financing pool for the real estate sector.
The government's foreign policy lacks coherence, clarity and consistency, they said.
The United States, which entered this war in expectation of a short, sharp win along the Venezuela model, is now preparing for deeper involvement in a conflict it does not fully control, without the allies it typically relies on, against an adversary that is not behaving as expected, in a global environment that is already absorbing economic shock. Prem Panicker continues his must read daily blog on the Gulf War.
'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.'
Among Sensex firms, ITC, Bharti Airtel, Trent, Bajaj Finserv, Titan and Reliance Industries were the major laggards. However, UltraTech Cement, Adani Ports, Tata Motors, Bharat Electronics, Bajaj Finance and Hindustan Unilever were among the major gainers.
Stock markets closed higher on Friday after the Reserve Bank of India kept its benchmark interest rate unchanged as expected and proposed allowing banks to lend to Real Estate Investment Trusts (REITs) with certain prudential safeguards to deepen the financing pool for the real estate sector.
Foreign Portfolio Investors (FPIs) remained in a selling mode in January, withdrawing nearly Rs 36,000 crore (about $3.97 billion) as global uncertainties persisted. Meanwhile, a higher securities transaction tax (STT) proposed in the Union Budget may weigh on overseas investor participation in the near future.
'The entire US ecosystem built over decades at the bases in the Gulf region, especially the UAE, costing trillions of dollars have been decimated, dealing a mortal blow to the US Central Command's war capability,' points out Ambassador M K Bhadrakumar.
'The strain you are witnessing is entirely of Yunus's making. His government issues hostile statements against India, fails to protect religious minorities, and allows extremists to dictate foreign policy, then expresses surprise when tensions rise'
'There are times when India should stand up without hesitation and voice its indignation over the US' pressure tactic. This is one such moment,' asserts Ambassador M K Bhadrakumar.
The new US national security strategy signals a retreat from global dominance while reaffirming continuity in India's role in Indo-Pacific security and Quad cooperation, points out former foreign secretary Shyam Saran.
Lavrov said that the US has set itself the objective of 'achieving economic domination', adding further to it that Americans want to control the routes to leading countries to provide its energy sources to them.
Senior Congress leader Shashi Tharoor met with party president Mallikarjun Kharge and Rahul Gandhi amid reports of discontent, stating that he is on the 'same page' with the leadership.
'If his three priorities are the economy, the economy, the economy, then there is need for a stable region, a stable neighbourhood.'
Fight on toward goals that keep receding, or exit with most objectives unmet. Trump is agitated, his poll numbers falling below the Plimsoll line, his base fractured between those who back the war and those who remember that he campaigned on ending them.
India will maintain multiple sources for crude oil purchases and diversify them to ensure stability in the supply chain with national interests remaining the "guiding factor" for the procurement, Foreign Secretary Vikram Misri said.
The Trump administration is implementing a pilot program requiring visitors from countries with high visa overstay rates to pay a bond of up to USD 15,000.
Iran's participation in this year's World Cup has been called into question after co-hosts the United States launched joint air strikes at the country along with Israel at the weekend.
The Union Budget on Sunday proposed a tax holiday till 2047 for foreign companies that provide cloud services to customers globally using data centres located in India, signalling the government's push to make the country a major hub for AI and digital infrastructure.
The Union Budget on Sunday proposed a tax holiday till 2047 for foreign companies that provide cloud services to customers globally using data centres located in India, signalling the government's push to make the country a major hub for AI and digital infrastructure.
'As the PLA higher command is almost dismantled and instability spreads, India needs to be prepared for any eventuality,' cautions China expert Srikanth Kondapalli.
Shares of brokerage-related companies nosedived 18 per cent on Sunday after Finance Minister Nirmala Sitharaman proposed raising securities transaction tax on commodity futures to 0.05 per cent from 0.02 per cent in the Union Budget 2026-27.
'We believe the truth is in the middle, and that India is at an important crossroads.'
'It is best to remain vigilant. Tarique Rahman arranged arms smuggling to Indian insurgent groups.' 'He has criticised India for sheltering Sheikh Hasina, but has also sought India's support.'
Bharat Electronics, Power Grid, NTPC and HDFC Bank were among the other major gainers. However, Infosys, Tata Steel, Eternal and Tech Mahindra were among the laggards.
The Ministry of Steel on Monday signed Memoranda of Understanding (MoUs) with 55 companies for 85 projects under the third round of the Production-Linked Incentive (PLI) scheme for specialty steel.
The Kerala Chalachitra Academy decided not to screen six films at the IFFK after the Ministry of External Affairs raised objections, citing concerns over foreign policy and national security. Academy chairman Resul Pookutty denies political influence in the decision.
The Bharatiya Janata Party on Tuesday said it held a formal meeting with a Chinese delegation openly, given the "improved" relations between New Delhi and Beijing, unlike the Congress which, it alleged, "secretly" signed a memorandum of understanding with the neighbouring country's ruling party.
According to the Economic Survey 2026, the appropriate stance for 2026 is therefore one of strategic sobriety rather than defensive pessimism.
As days turn into weeks and America loses more planes, as the destruction of trillions of dollars worth military assets piles up, and dead bodies of soldiers return in ever greater numbers in coffins, Trump will have to answer some very difficult questions to save his presidency, notes Ambassador M K Bhadrakumar.
Stock markets rebounded on Friday with the benchmark Sensex closing higher by 316 points after heavy buying in banking and metal shares amid optimism over trade deal progresses and India's participation in Pax Silica.
Chinese Foreign Minister Wang Yi stated that China mediated tensions between India and Pakistan, a claim disputed by India which maintains that the matter was resolved bilaterally.
India has stated it will wait for the outcome of the elections in Bangladesh and the resulting mandate before addressing any existing issues. The country also affirmed its support for free, fair, inclusive, and credible elections in Bangladesh.
The Trump administration has expanded its travel ban and restrictions to 20 additional nations as well as the Palestinian Authority, citing national security concerns.
Indian businesses in the US have created about 91000 jobs in the US.
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.
Shares of Waaree Energies and Premier Energies are under pressure after the US imposed initial duties on Indian solar imports. The article examines the impact on green energy stocks and market sentiment.
The deal shifts the US posture towards India from hostile to neutral, and that matters for growth, points out T T Ram Mohan.
He said terrorists crossed the border and killed 26 Indians after checking their religion in Pahalgam in Jammu and Kashmir, which drew a fitting response from the country, referring to Operation Sindoor.
