The report notes that equities had faced pressure from elevated valuation premiums, subdued nominal gross domestic product (GDP) and earnings growth, sustained foreign portfolio investor (FPI) selling, artificial intelligence (AI) infrastructure euphoria, and external shocks including US tariffs and a spike in crude oil prices due to geopolitical tensions in West Asia. However, several of these factors are now reversing.
India's foreign exchange reserves increased by USD 2.362 billion to reach USD 703.308 billion for the week ending April 17, as reported by the Reserve Bank of India (RBI).
Most members of the Reserve Bank of India's Monetary Policy Committee (MPC) expressed concerns about inflation becoming generalised and highlighted uncertainties surrounding both inflation and growth prospects due to the West Asia conflict, according to the recently released minutes.
Analysts predict that the ongoing conflict in West Asia, crude oil price fluctuations, and the US Federal Reserve's interest rate decision will significantly influence the Indian equity market this week.
Ongoing geopolitical tensions in West Asia have slowed deal momentum in Dubai's luxury residential market, but Indian high-net-worth individuals (HNIs) are not exiting their marquee assets, with any 'discounted' resale deals attributed to investor liquidity stress rather than geopolitical flight.
India's wholesale price index (WPI) inflation surged to 9.68 per cent in May, up from 8.26 per cent in April, primarily due to significant increases in the prices of fuel and power, manufactured goods, and food items.
India and China held constructive talks on the situation along the Line of Actual Control (LAC) in eastern Ladakh, emphasising that maintaining border peace and tranquillity enabled progress in normalising overall relations.
JSW Motors, part of the JSW group, is set to enter India's passenger vehicle market with plans to launch 15 new-energy vehicles (NEVs) over the next four years, with deliveries commencing from December 2026.
India emerged reasonably well from 2025. But now, the oil shock and war-related supply disruptions have again driven funds out of India and significantly weakened the rupee, points out Ajay Chhibber.
But when it comes to e2W, China is the dominant player and had grabbed over 76 per cent share of total e2W imports in 2025 with brands like Yadea, NIU and Sunra dominating the market.
'Why not aspire for 8 or 9 or even 10 per cent?'
Indian ultra runners achieved remarkable success at the IAU 24H Asia and Oceania Championship in Japan, securing gold in the men's team event and a bronze in the women's team event. Amar Singh Devanda won gold in the men's individual event, setting a new national record.
External Affairs Minister S Jaishankar has emphasised India's commitment to safe maritime transit and condemned attacks on merchant shipping amidst the ongoing West Asia conflict and global energy market disruptions.
US Secretary of State Marco Rubio will visit India for four days to strengthen bilateral relations, holding talks with Indian leaders and attending the Quad foreign ministers' meeting.
Air India has announced a reduction in international flights and temporary suspension of services on six routes, including Delhi-Chicago, due to airspace restrictions and high jet fuel prices.
While the West Asia conflict has led to a drop in patient footfalls, hospitals are seeing higher realisations as international patients increasingly travel for complex, high-end procedures.
History may remember Takaichi Sanae not as the leader who simply accelerated Japanese rearmament, but as one who governed during Japan's transition from an industrial-age security model to a post-industrial strategic member of the global order, points out Varun Arya.
PepsiCo India plans a significant investment of Rs 5,700 crore by 2030 to enhance its production capabilities, focusing on its concentrate plant in Madhya Pradesh, a unit in Assam, and land acquisition in Tamil Nadu to expand its snack business footprint in South India.
'Investors shouldn't let fear dictate their decisions. The most important step is simply to begin investing.'
Indian stock markets are expected to remain highly sensitive to geopolitical developments, particularly the US-Iran situation, and crude oil prices this week, with analysts also highlighting the influence of the rupee-dollar trend, foreign investor activity, and upcoming inflation data.
Prime Minister Narendra Modi spoke with Iranian President Masoud Pezeshkian to discuss the escalating tensions in West Asia, emphasising the safety of Indian nationals and the need for regional stability through dialogue and diplomacy.
This is the time for India to plan forward fully, with the goal of Atmanirbharata, and energy security. The Persian Gulf is no longer a reliable source, points out Rajeev Srinivasan.
Prime Minister Narendra Modi urged US President Donald Trump to prioritise the safety of Indian seafarers in the Strait of Hormuz during the implementation of Washington's proposed Iran peace deal, as both leaders focused on repairing strained bilateral relations at the G7 summit.
Ajith Narayana secured bronze medals in clean & jerk and overall at the Asian Senior Weightlifting Championships, marking another milestone for Indian weightlifting.
A Lenovo study reveals that Indian enterprises are planning to increase their investments in Artificial Intelligence (AI) at a higher rate than other countries in the Asia-Pacific region.
Pakistan has decided not to send its team to the Asian Senior Fencing Championships in New Delhi, despite an invitation from local organisers. India is hosting the event for the first time, which will also include the General Assembly of the Fencing Confederation of Asia. Several other nations, including Hong Kong and Australia, are also facing visa-related challenges for their delegations.
Trump further alleged that Iran was behind the attacks on three vessels carrying Indian seafarers near the Hormuz Strait, which resulted in the deaths of three, despite the US Central Command having confirmed that the strikes were carried out by American naval forces, calling the incident "totally unacceptable."
Off-spinner Shreyanka Patil has been ruled out of the Women's T20 World Cup due to an ankle injury sustained during a match against the Netherlands. Uncapped leg-spinner Prema Rawat has been named as her replacement, marking a significant setback for the Indian team and a maiden call-up for Rawat.
India has relocated the majority of its students from Tehran due to the escalating conflict in West Asia. The Indian embassy has arranged for their transportation, food, and accommodation outside of Tehran. An advisory remains in place for other Indian nationals in Iran to stay indoors and exercise caution.
Two-time Olympic medallist PV Sindhu has pulled out of the upcoming Badminton Asia Team Championships, dealing a major blow to Indian team's medal chances at the tournament beginning next week.
AIFF and ISL clubs have reached a landmark agreement that hands commercial rights to clubs while the federation retains regulatory control, paving the way for a club-led Indian Super League from the 2026-27 season.
Ayush Shetty of India won a silver medal at the Badminton Asia Championships after losing to China's Shi Yu Qi in the final. Despite the loss, it was a successful tournament for the young player, who defeated several top-ranked opponents.
The Pakistan Cricket Board (PCB) is set to significantly increase match fees and monthly retainers for centrally contracted players, particularly those in the red ball Track A category, for the 2026/27 cycle. The new contracts also introduce format-based categories and substantial bonuses for winning ICC and Asia Cup events.
The International Olympic Committee mourns the death of veteran Indian sports administrator Randhir Singh, recognising his significant contributions to the Olympic Movement in India, Asia, and worldwide.
US Secretary of State Marco Rubio arrived in Kolkata for a four-day diplomatic tour to India, marking the first visit by a US secretary of state to the city in 14 years. His itinerary includes meetings with Indian officials, energy talks, and a Quad Foreign Ministers Meeting.
Leading Fast-Moving Consumer Goods (FMCG) companies in India are expressing strong optimism for the current fiscal year, anticipating robust consumption trends, significant growth, and improved profit margins. This positive outlook is largely driven by resilient demand and the expected easing of elevated input costs, despite ongoing inflationary pressures and potential weather volatility.
Prime Minister Narendra Modi and US President Donald Trump are set to hold comprehensive talks focusing on a bilateral trade deal, defence cooperation, and energy and critical minerals sectors during the G7 summit in Evian-les-Bains, France.
Ayatollah Ali Khamenei was killed in US-Israeli strikes on February 28.
India's foreign exchange reserves saw a significant increase of USD 6.295 billion, reaching USD 696.988 billion for the week ending May 8, as reported by the Reserve Bank of India.
The Ministry of External Affairs confirmed that an Indian national was killed and 13 others injured in an attack on Kuwait International Airport. The MEA is providing assistance to the victims' families and monitoring the situation amidst escalating US-Iran tensions, also advising Indian nationals against travel to Iran and facilitating evacuations.
