'The West Asia or the Gulf crisis has shown that what we develop as national infrastructure when things are not as bad as they could be, we forget to plan for adversities.'
'1991 was an exceptional period in Indian history.' 'A big 400-volt shock was administered to the system, which was required. Today, we are in a much, much better position.'
Speaking on the global outlook for the financial services industry during the event, hosted by the Coller Institute of Private Equity and London Business School, J Christopher Flowers said: "There are those in the financial institutions industry who think that we are facing permanently low returns on capital. I don't see it that way.
Tax treatment depends on the activity and manner of earning income.
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.
'I don't see fear becoming a dominant factor for retail investors.'
ExlService Holdings, a data and AI company, announced its acquisition of AI data solutions firm iMerit for up to USD 310 million. This strategic move aims to accelerate AI innovation, deepen EXL's AI capabilities in model training and evaluation, and expand its market presence in high-growth AI tech sectors. The transaction is expected to conclude in Q3 2026.
Tata Motors' commercial vehicle (CV) business is strategically repositioning itself from a traditional truck manufacturer to a comprehensive logistics and mobility platform, aiming to reduce dependence on cyclical vehicle demand by accelerating growth in digital, international, and services segments.
Infosys shares experienced a significant drop, hitting a 52-week low, after the company announced its Q4FY26 results and provided a modest revenue growth guidance of 1.5-3.5 per cent in constant currency for FY27, falling below market expectations and raising concerns about AI-led deflation and margin pressures.
Bernstein brokerage firm maintains 'Outperform' rating for Paytm, stating the PPBL licence cancellation will not impact Paytm's business and may open new regulatory opportunities.
Air India Group anticipates the delivery of 50-60 new aircraft within the next 18 months, with its ambitious transformation programme progressing despite global challenges like supply chain issues and geopolitical tensions, according to Chief Commercial Officer Nipun Aggarwal.
A report indicates that mid-tier banking, financial services, and insurance (BFSI) entities in India are highly exposed to cyberattacks due to aggressive digitisation coupled with insufficient cybersecurity investments.
Indian benchmark indices Sensex and Nifty experienced a significant slump in early trade, mirroring weak global trends, as escalating tensions in West Asia, particularly a drone attack on the UAE's Barakah nuclear facility, pushed crude oil prices higher. Track Sensex, Nifty50 movement and key market drivers for May 18, 2026.
Indian mutual funds have significantly reduced their exposure to the information technology (IT) sector, with holdings now at an eight-year low of 6.7% in April 2026, driven by weak earnings growth, global demand slowdown, and concerns over AI-led disruption.
Notwithstanding the economic complementarities and the host of agreements for deepening economic relation on a host of areas, both sides share common viewpoints on the foreign policy domain and seek common grounds to serve as a counterweight to China, notes Dr Rajaram Panda.
Mahindra & Mahindra (M&M) is largely bullish among analysts following its Q4FY26 results, driven by strong SUV demand, a robust product pipeline, and improving growth visibility across segments, despite near-term margin pressures from rising commodity costs and potential weakness in the tractor cycle.
The H-1B visa once symbolised the American Dream for Indians, but today's students are increasingly asking whether they need America at all. In 1995, the question was: How do I get to America? In 2026, it may be: Do I need to?
Reliance Industries Ltd reported a 22 per cent year-on-year decline in consolidated net profit for the June quarter, primarily because the previous year's earnings were inflated by a one-time gain from the sale of its stake in Asian Paints.
It, however, conceded that 20 per cent blending of ethanol with petrol leads to 3-5 per cent lower mileage in vehicles than conventional petrol, but said the blend offers a significantly higher octane rating, superior anti-knock properties, faster combustion, better pickup, smoother acceleration, and cleaner engine operation.
'When I look at India's relative valuations, these are by far the lowest I have seen in my 35-year career.' 'The relative 12-month trailing performance is among the weakest I have seen, and foreign investor positioning is at a 16-17 year low.'
Zelle, a major US peer-to-peer payment service, is set to launch in India by the end of this year, marking its first international expansion. The move aims to tap into India's large remittance market, offering a service similar to UPI but integrated with bank apps. Zelle also introduced ZelleUSD, a stablecoin for future global payment capabilities.
The DP World Professional Golf Tour of India has appointed Rachana Bahadur, Senior Vice President and Country Head " India at Synchrony Financial, as an advisor to the organisation.
Analysts are increasingly optimistic about India's capital markets, with HDFC AMC, CAMS, and KFin Technologies identified as top investment picks. This optimism stems from a structural shift in household savings towards financial instruments and an expected multi-year earnings expansion for market infrastructure providers and asset management companies.
'Wipro's challenge is not lack of ideas. In fact, some of its recent structural moves are arguably bolder than peers.' 'The problem is proving it can operationalise these bets faster and more consistently.'
Veteran banker K V Kamath stresses the importance of reskilling and education reforms to leverage artificial intelligence (AI) in India, advocating for practical applications over expensive foundational models.
Salaried taxpayers should not use these forms blindly to file their income-tax returns.
Gold and silver prices experienced a significant drop in the national capital due to a global selloff driven by inflation concerns, central bank policies, and geopolitical tensions.
India achieved a current account surplus of USD 7.1 billion, or 0.7 per cent of GDP, in the January-March quarter of 2025-26, primarily boosted by robust services exports and increased remittances from overseas Indians, according to recent Reserve Bank of India data.
A prolonged supply shock can transmit to lower incomes, and dampen confidence and sentiment, warns Aditi Nayar, chief economist, head-research and outreach, ICRA.
Dabur India's shares rose 3.7 per cent after reporting in-line Q4FY26 results, driven by a healthy 10 per cent growth in its India business, despite some analysts remaining cautious about future execution.
Adani Group Chairman Gautam Adani announced a capital expenditure programme of over 2 trillion for Adani Power, aiming for 45 gigawatts (Gw) capacity in five years, including a significant entry into nuclear power with a target of 10 Gw by 2035 through Adani Atomic Energy.
Systematic Investment Plan (SIP) returns for smallcap and midcap mutual funds have seen a significant rebound, with average one-year SIP returns now at 19.1 per cent for smallcap funds and 13.5 per cent for midcap funds, according to Value Research data. This recovery is expected to revive momentum in the retail mutual fund industry, which had experienced a moderation in growth indicators.
'Investors shouldn't let fear dictate their decisions. The most important step is simply to begin investing.'
India's economy is projected to maintain growth above 7 per cent in 2026-27 (FY27), supported by strong domestic consumption and investment, even as global growth faces risks from geopolitical tensions, according to industry body Assocham.
Infrastructure major Larsen & Toubro (L&T) reported a 3 per cent year-on-year decline in consolidated net profit for Q4 FY26, reaching 5,325.60 crore, primarily due to exceptional gains in the previous year. Despite this, the company's consolidated order book surged by 28 per cent to 7.4 trillion, with international orders accounting for 52 per cent.
Not a single retail outlet ran dry. Every household that wanted a cylinder got one. India faced neither a 1991 moment nor a 2013 one. Macroeconomic stability held. This was not an accident, and it was not luck alone. It was the work of a government that chose to act as it had during the pandemic -- deliberately and gradually, building one measure upon another rather than reaching for a single dramatic lever, explains V Anantha Nageswaran, chief economic advisor to the Government of India.
Indian benchmark stock indices, Sensex and Nifty, recorded their fourth consecutive day of declines, driven by selling in FMCG, financial, and auto sectors. The downturn is attributed to fresh tensions in the Middle East, uncertainty surrounding the US-Iran 60-day ceasefire, and elevated crude oil prices.
TCS has secured a multi-year deal with Swedish bearings manufacturer SKF to modernise its IT infrastructure and leverage AI for industrial manufacturing.
Indian defence stocks have seen an average year-on-year gain of 67 per cent, driven by renewed interest following 'Operation Sindoor' and a broader increase in global geopolitical tensions, with the combined market capitalisation of 18 firms increasing by approximately 2.3 trillion.
'We are targeting a 2.5x to 3x increase in valuation by FY31.'
