'Nepal today is far more aware, self-confident, aspirational, and assertive.' 'India's policy so far has not been geared to this shift. It is time to redraw our Nepal strategy.'
Maruti Suzuki India's shares gained over 2.5 per cent after a strong March-quarter performance, with analysts maintaining a positive medium-term outlook driven by buoyant domestic market volumes, capacity expansion, and export growth, despite anticipated near-term margin pressures from higher commodity prices and startup costs.
Doctors at AIIMS, Delhi, have successfully performed a simultaneous pancreas-kidney transplant after 18 years, marking a significant advancement in organ transplantation in India. The surgery was performed on a 30-year-old patient with end-stage renal disease caused by Type 1 diabetes.
Leading jewellery companies, Titan Company and Kalyan Jewellers India, have reported better-than-expected top-line growth in Q4 FY26, driven by robust same-store sales growth, higher average ticket sizes, and an improvement in buyer growth, signalling a strong recovery in demand.
Goldman Sachs has materially lowered its earnings growth forecast for Indian companies by a cumulative 9 percentage points over the next two years.
Info Edge (India) shares fell 2.9 per cent after the company reported muted growth in recruitment billings for Q4 FY26, leading brokerages to expect impacted operating performance and potential margin contraction.
Indian benchmark stock indices, Sensex and Nifty, closed nearly 1 per cent lower due to surging crude oil prices, weak global market trends, and significant foreign fund outflows, with geopolitical tensions and inflation concerns further dampening investor sentiment.
Indian equity benchmarks Sensex and Nifty surged nearly 1 per cent, driven by strong earnings reports from FMCG and auto sectors, alongside a rally in Asian markets and signs of de-escalation in geopolitical tensions.
The Indian rupee plummeted to a new all-time closing low of 95.81 against the US dollar, driven by surging crude oil prices, persistent inflation concerns, and a strengthening dollar index.
India's industrial production saw a 5.2 per cent increase in February, primarily fuelled by a significant improvement in the manufacturing sector, with 14 out of 23 industry groups recording positive growth.
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.
'Existing investors who have not acted so far may consider holding on to these funds with the understanding that the higher returns they expected from them may now take longer to materialise.'
The RusBeam 2800 is now India's largest electron-beam wire deposition 3D printer operating under vacuum. The machine was custom-built for India and is operated with software developed by Rosatom.
'It has always been viewed as a hedge against inflation.'
Despite initial pressure from the West Asia conflict, analysts are optimistic about the Indian hospital sector's outlook, citing strong demand drivers and ongoing expansion plans that are expected to fuel significant revenue growth over the next few years.
Despite geopolitical tensions and FII outflows, Indian small and midcap stocks have not only recovered losses but are also outperforming largecap indices, driven by attractive valuations, domestic institutional support, and a rebound in earnings.
The Indian stock market is poised for a volatile week, influenced by the Reserve Bank of India's monetary policy decision, crucial global macroeconomic data, and the escalating geopolitical tensions in West Asia, according to market analysts.
'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.'
Concerns are rising about the status of GalaxEye Space's Mission Drishti, India's first Made in India OptoSAR satellite, launched on May 3. Reports suggest the satellite is tumbling in space, and experts highlight potential issues with solar panel deployment and stabilisation. The company has remained silent on the matter, fueling further speculation.
10 stocks from the Nifty 200 index that offer good growth potential and scope to deliver decent returns from current levels, based on brokerage estimates.
'In investing, poor sentiment is always a good vintage to build a portfolio.'
'India's ties with Israel have to do with defence and general technology.' 'The war changes nothing in what India and Israel hope to get from the relationship.' 'It's not as though India will get significantly more benefits from Iran if India abandons Israel at this time.'
India Ratings & Research (Ind-Ra) has projected the aggregate fiscal deficit of states to rise to 3 per cent of gross domestic product (GDP) in 2026-27 (FY27), from an estimated 2.8 per cent in 2025-26 (FY26), citing higher revenue expenditure amid election-related pressures and scheme cost-sharing requirements.
'The day that the market realises that they've overspent (on AI) and there's a sudden collapse in the capex, then India can start outperforming again.'
West Asia conflict triggers sharp sell-off in Indian markets, with realty, banking and auto stocks leading losses amid energy shock fears.
Indian exporters are unlikely to receive direct tariff refunds from the US's $166 billion payout, but the rollback of reciprocal duties is enhancing their pricing power and improving order prospects, particularly in textiles, apparel, and engineering goods.
'India should understand that we are not going to make the same mistakes with India that we made with China 20 years ago.'
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.
Indian stock markets experienced a significant rally following the announcement of a US-Iran ceasefire, coupled with a drop in crude oil prices. The Sensex and Nifty both closed nearly 4 per cent higher, mirroring gains in global markets.
The Indian rupee saw a significant appreciation against the US dollar following President Trump's suspension of military strikes against Iran and the Reserve Bank of India's decision to maintain its key interest rate. Market sentiment was further buoyed by positive comments from the RBI regarding the health of the banking sector.
Among the fastest-growing companies by revenue were Tata Electronics, which posted a staggering 3,173% CAGR, followed by Tata Passenger Electric Mobility at 904% and JSW One Platforms at 522%.
India's domestic pharmaceutical market recorded its highest value growth in five quarters during Q4 FY26, driven primarily by pricing and an early indication of volume recovery, with a significant structural shift towards chronic and sub-chronic therapies.
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.
'The reason why they rushed through the bill was they wanted to avoid using the 2026 Census because the 2026 Census by their own decision will be a caste census.' 'The BJP knows that a significant share of the OBCs who will get captured in the census, for the first time after the 1931 Census, are against the BJP. Only a segment of the OBCs are in their favour.' 'So they wanted to avoid the OBC reservation among women, which is a demand of a lot of Opposition parties.'
Gold prices experienced a significant decline in futures trading due to uncertainty surrounding geopolitical tensions in West Asia and conflicting statements regarding the conflict. Investors are also awaiting key macroeconomic data for further direction on interest rate cuts.
Fixed deposits from nationalised banks delivered higher returns than equities, outperforming both inflation and stock market benchmarks.
Analysts predict India will face oil price volatility and macroeconomic effects due to the escalating Iran crisis, though the country's oil supply chain is not yet structurally insecure.
Suryakumar Yadav reflects on his successful stint as T20 captain, joking about achieving an 80% win rate, a feat he couldn't manage in academics. He acknowledges his family's support for his cricketing ambitions despite his lack of interest in studies.
Gold prices experienced a significant drop in futures trading due to global selloff, inflation concerns, and a strong US dollar. Analysts predict a continued downward trend amid geopolitical tensions and potential rate hikes.
Analysts predict that the ongoing conflict in West Asia, crude oil prices, and global trends will significantly influence the Indian stock market in the upcoming holiday-shortened week. Foreign investor activity and rupee movement will also be crucial.
