The US Fed's interest rate decision will be the major factor dictating trends in the domestic equity market this week, with global movements and foreign investor activity also influencing sentiment, according to analysts. Stock markets ended the last week on a subdued note, with benchmark indices Sensex and Nifty closing flat.
US President Donald Trump signed the National Defence Authorisation Act for Fiscal Year 2026 into law, highlighting broadened engagement with India and addressing the challenge posed by China in the Indo-Pacific region.
The idea of India under compulsion harmonising its foreign policy with the US global strategies -- militates other powers. Which is why Iran becomes a test case. The world watches us, and it takes us seriously. We shouldn't appear as one-dimensional men.
The US has replaced random H-1B selection with a wage-weighted lottery and a new $100,000 fee for applications, raising uncertainty for students and junior hires.
Russian President Vladimir Putin arrived in New Delhi for a two-day visit focused on strengthening ties with India, including defense cooperation and trade, amidst a changing geopolitical landscape.
Our relations with Pakistan should have the topmost priority because of their impact on our internal security situation. How to convince Pakistan that it will never be able to change the status quo in Jammu and Kashmir by using terrorism against us?
India told the UN Security Council that it calls for a pragmatic engagement with the Taliban, underlining that a focus on only punitive measures will ensure a 'business as usual' approach.
From the Sensex firms, State Bank of India, Bajaj Finserv, Bajaj Finance, Maruti, HCL Tech, Larsen & Toubro, Mahindra & Mahindra and Infosys were among the major winners. However, Hindustan Unilever, Eternal, Tata Motors Passenger Vehicles, and Sun Pharma were among the laggards.
Russian President Vladimir Putin is expected to visit India around December 5 to hold annual summit talks with Prime Minister Narendra Modi to further solidify bilateral strategic ties.
'New Delhi is not naive about its foreign policy choices.'
The absolute control of the Communists on all realms of policy-making, the single point agenda of the Congress party to stay in power as long as possible and the insistence of the Bharatiya Janata Party upon destroying its credibility as a national party -- all have ensured that Indian foreign policy continues to drift without any real sense of direction.
The Defence Research and Development Organisation (DRDO) has transferred seven technologies developed under the Technology Development Fund (TDF) scheme to the armed forces, enhancing indigenous defense capabilities.
India's gems & jewellery exports witnessed 30.6 per cent year-on-year (Y-o-Y) contraction in October to $2.17 million, amid the imposition of a steep 50 per cent tariff by the United States (US) on several Indian products.
The Congress party has intensified its criticism of Prime Minister Narendra Modi regarding the Vande Mataram controversy, alleging that he has insulted the Congress Working Committee of 1937 and Rabindranath Tagore. The party demands Modi address current issues instead of historical debates.
Leading non-banking financial company (NBFC) Shriram Finance on Friday said Japan-based MUFG Bank would invest Rs 39,618 crore, or $4.4 billion, to acquire a 20 per cent stake on a fully diluted basis through a preferential issue of equity shares.
What appeared to be a generous act of friendship was, in truth, a manoeuvre within a much larger strategic game. The United States used the 1962 war not just to aid India but to test how far it could be pulled into the Western fold, points out Dr Kumar.
The US has postponed thousands of H-1B visa interviews in India, citing enhanced vetting measures including scrutiny of social media profiles. The delays are impacting applicants who were scheduled for interviews from December 15 onwards, with new dates being pushed back by several months.
The opposition on Saturday termed the absence of female journalists from a press conference of visiting Afghan Foreign Minister Amir Khan Muttaqi "unacceptable" and an "insult to women", and said Prime Minister Narendra Modi's silence in the face of such discrimination exposes the "emptiness" of his slogans on Nari Shakti.
'Nor would it have serious implications in India's relations with Saudi Arabia that stand on their own and have improved significantly in recent times, including in defence and strategic affairs.'
In a bold push to expand India's talent pool, AIFF president Kalyan Chaubey has revealed that the federation is actively pursuing the inclusion of Overseas Citizens of India (OCI) in the national football team.
The ruling alliance and the Opposition are set to lock horns over the two issues steeped in national security and foreign policy imperatives.
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.
Gold and silver prices are poised to maintain their record-setting rally in the coming week as investors focus on global inflation data and key macroeconomic indicators that shape central bank policy paths, analysts said.
Stock market sentiment is likely to remain optimistic going ahead, though some consolidation cannot be ruled out after the recent sharp rally in the benchmarks, analysts said. According to experts, the Nifty and Sensex could indeed move towards new record highs before the end of the year, if global cues stay supportive, crude oil prices remain benign and there is continued domestic earnings momentum.
From the Sensex pack, Asian Paints, UltraTech Cement, Power Grid, ICICI Bank, Reliance Industries, Hindustan Unilever, Bharat Electronics and Sun Pharma were among the major gainers. In contrast, Trent, Eternal, Axis Bank and Titan were among the laggards.
BJP sources said the formal process to elect current party President J P Nadda's successor will begin in mid-January, following Makar Sankranti, with Nitin Nabin expected to be the frontrunner to file his nomination.
The Centre is regularly holding consultations with stakeholders to streamline foreign direct investments (FDIs) and foreign institutional investments (FIIs) related processes to enable faster and more efficient investment flows into the country, said Commerce and Industry Minister Piyush Goyal, adding one such meeting with stakeholders was held on Tuesday.
Domestic PMI data, US Federal Reserve meeting minutes and the progress on India-US trade deal negotiations are likely to influence movement in the equity market in the week ahead, according to analysts. Moreover, the trading activity of foreign investors would also influence the equity market trends.
'Clearly, there is a wide gap between the stated intentions of China's top leadership to improve relations with India and the PLA's aggressive border management,' says Brigadier Gurmeet Kanwal (retd).
Foreign portfolio investors (FPIs) remained net sellers of Indian equities in September, withdrawing Rs 23,885 crore (around $2.7 billion) and taking year-to-date outflow to Rs 1.58 lakh crore ($17.6 billion).
The Indian History Congress (IHC) has criticized NCERT's new Partition Horrors Remembrance Day modules, alleging they spread falsehoods with communal intent by depicting the Congress as complicit in Partition while absolving the British.
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.
Inflation data, quarterly earnings and global trends will be the major driving factors for stock markets this week, analysts said. Moreover, the trading activity of foreign investors would also influence the equity market trends.
A big question mark is on whether Shashi Tharoor, who had led the delegation to the US among other countries, will be picked as speaker by the Congress, as the seasoned Lok Sabha member's enthusiastic endorsement of the government's action following the terror attack has soured his ties with his party.
Trump's proposed policy limits undergraduates from any one country to 5% at select top US universities, raising concerns for Indian aspirants eyeing elite colleges.
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.
The Trump administration has told the US Supreme Court that it imposed tariffs against India for purchasing Russian energy products as part of its strategy to address the war in Ukraine.
If Xi Jinping is dethroned in the future, the instrument for that may well be embedded within the PLA, notes former foreign secretary Shyam Saran.
'India is cosying up to Xi Jinping. They don't need the Russian oil. It's a refining profiteering scheme.'
India needs to increase the investment rate to 34-35 per cent from 31-32 per cent currently to achieve a growth rate of 7 per cent and above, said S Mahendra Dev, chairman, economic advisory council (EAC) to the Prime Minister, on Wednesday.
