Amid US-China trade tensions and economic vulnerabilities, India must seize the 'China +1' opportunity, deepen reforms, secure FTAs, and globalise its firms for long-term growth, suggests Ajay Shah.
From Rs 73k to over Rs 1.2L between January-December 2025 -- is buying gold in 2026 still sensible?
Prime Minister Narendra Modi will host Russian President Vladimir Putin for a private dinner and summit, focusing on defence, trade, and geopolitical issues, including the Ukraine conflict and the impact of US sanctions.
The Indian government has expressed its disagreement with the IMF staff's 'baseline' assumption that the 50 per cent US tariffs on its goods exports 'would remain in place indefinitely', based on which the staff pegged the country's GDP growth at 6.6 per cent this year, and pared its 2026-27 projection by 20 basis points to 6.2 per cent.
'We are expecting investment, public and private, of around Rs 40 trillion by 2029.'
Reserve Bank of India (RBI)Governor Sanjay Malhotra on Friday said it was not the regulator's job to take decisions for bank boards, speaking in the context of the wide range of enabling reforms announced for lenders during the October monetary policy review, and emphasised that financial stability remained the regulator's focus.
The best course for the government at this time would be to tighten the seat belt a little more, without compromising on its investments in creating better infrastructure and giving a push to privatisation, points out A K Bhattacharya.
Finance Minister Nirmala Sitharaman on Thursday said the government cannot restrain retailers from trading in Futures and Options (F&O) but will definitely create awareness regarding the risks involved in putting money in such instruments.
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.
'Other sectors that manage the savings pools of Indians are giving tough competition to life insurance companies.'
The reduction in the number of loan accounts and the outstanding amount during the last financial year is a cause of concern and stress for microfinance institutions (MFI), Secretary, Department of Financial Services, M Nagaraju said on Thursday, highlighting "inefficiency" in MFIs that leads to higher rates of interest.
After four failed reform drives, a new plan aims to rescue India's debt-laden power discoms through privatisation, accountability and long-term financial fixes.
Finance Minister Nirmala Sitharaman on Thursday said the country needs big and world-class banks, and discussions are on with the Reserve Bank and lenders in this regard.
'Can a nuclear-armed nation sustain itself indefinitely under overt military rule without catastrophic consequences for itself and the region? History suggests otherwise.'
The sophisticated 'white-collar' terror module, spearheaded by a group of doctors recently busted by Jammu and Kashmir Police, had been actively scouting for a suicide bomber since last year, with key planner Dr Umar Nabi pushing the agenda, officials said on Sunday.
Deloitte India on Thursday projected India's economy to grow 6.7-6.9 per cent in the current fiscal amid buoyant demand and policy reforms. Indian economy grew 7.8 per cent in the April-June quarter of current fiscal.
A series of decisions were taken under the Public Health Department, including an approval to increase honoraria for field-level workers engaged under the Ayushman BharatPradhan Mantri Jan Arogya Yojana and Mahatma Jyotirao Phule Jan Arogya Yojana.
Even by conservative assumptions that 5 to 10 per cent of infected individuals develop long Covid, India today may be home to 50 to 100 million infected individuals -- many silently coping with breathlessness, fatigue, palpitations, brain fog, or unexplained clotting tendencies.
'...yet struggles to convert that human capital into domestic productivity.'
If he cannot do it this term by using his bureaucracy and experts from different fields, it will be a tragedy, asserts Ramesh Menon.
Bengaluru is at a critical juncture, where its economic model, reliant on attracting and retaining skilled professionals, is directly threatened by a measurable decline in urban quality of life, point out Shishir Gupta and Rishita Sachdeva.
Amid the political push and pull, the Centre's decision to allow sugar exports and remove the 50 per cent duty on molasses exports has rekindled hope in the industry that more relief may follow.
Adani Enterprises' subsidiary Kutch Copper (KCL) and Australian Securities Exchange-listed Caravel Minerals on Thursday signed a non-binding memorandum of understanding (MoU) for collaboration on the Caravel Copper Project in Western Australia's Murchison region, for an undisclosed amount, according to a joint statement.
'First-time or conservative investors should avoid narrow sectoral funds.'
'Poverty eradication is a continuous process. There is no full stop to it.'
'An asset must generate income. Equities yield dividends, bonds pay coupons, deposits give interest, and real estate earns rent.' 'Gold, silver, and even Bitcoin produce no income, they merely store value. So, they should not be compared to productive assets.'
'I will not be surprised if there is a 7 per cent handle in front of the decimal place for the full financial year.'
Over 70 scientists, environmentalists, and former bureaucrats are urging the Indian government to reconsider the Great Nicobar Island project, citing environmental and social concerns.
Indian corporates collectively raised over Rs 17,500 crore from the domestic debt capital market through bond issuances on Tuesday. The issuances were led by Bharti Telecom's Rs 10,500 crore fundraise in two tranches, the largest by an Indian company in the domestic market so far in FY26.
India's live events scene is hitting a high note. With global performers adding the country to their tour maps and the government aiming to double the concert economy, hotels in key metro cities are bracing for sold-out weekends. Travel operators, too, are curating packages built entirely around concerts.
India's Diwali sales touched a record Rs 6.05 lakh crore -- comprising Rs 5.40 lakh crore in goods and Rs 65,000 crore in services -- buoyed by the recent GST reform and strong consumer sentiment, traders' lobby CAIT said on Tuesday. The Confederation of All India Traders (CAIT) based its findings on a nation-wide survey across 60 major distribution centres including state capitals and Tier 2 & 3 cities conducted by its research wing.
After a year of modest returns, equity investors may anticipate gains of 10-15 per cent in Samvat 2082, which began on October 21. Although valuations have moderated from their peaks a year earlier, they remain above long-term averages, potentially limiting sharp upsides.
'First, develop the ability to sell -- to persuade, negotiate and close. Second, understand the financial mechanics that determine where value pools and how profits are captured,' says Shaadi.com founder Anupam Mittal.
Travellers are turning concerts into full-fledged weekend getaways, giving rise to the 'gigcation' -- a short, experience-led micro-holiday.
A string of welfare schemes and promises tests the state's budget, which is already heavily dependent on central support and spends little as capital outlay.
'It takes time and the experience of a few market cycles to develop awareness about one's true risk appetite.'
The mass of voters chose Kejriwal and Mamdani for the simple reason that they were sick and tired of the stale promises and repetitive speeches belted out for long by mainstream political personalities, notes M R Narayan Swamy.
India and Canada have unveiled a roadmap to boost cooperation in trade, critical minerals, and energy, signaling efforts to rebuild strained relations following the killing of a Sikh separatist in 2023. Discussions include addressing concerns over pro-Khalistan elements and pursuing a balanced partnership.
India and Central Asian nations agree to collaborate with Afghanistan on security challenges amid escalating tensions with Pakistan. The discussions took place at the third India-Central Asia meeting of top security officials in Bishkek.
'...then preparing oneself for the long haul is also essential.' 'Identifying and holding onto values gives you strength to withstand the difficulties enroute.' 'Taking care of your physical, mental, and intellectual well-being gives you the strength to stay the path.'