JPMorgan has downgraded Indian equities to 'neutral' from 'overweight', citing elevated valuations, rising earnings risks, and limited exposure to next-generation technology like AI. The brokerage believes other emerging markets offer more attractive risk/reward propositions despite India's strong structural growth story.
India's hydropower generation has been significantly constrained in July due to the El Nio effect, which has weakened the southwest monsoon and reduced reservoir levels. This decline, following a 21 per cent year-on-year drop in June 2026, is forcing greater reliance on coal generation and straining grid flexibility amidst rising power demand.
'We should expect extreme heat, extreme rains, floods, landslides and maybe cyclones. Not just this year, in the coming year as well.'
The Indian corporate bond market witnessed a significant surge, with companies raising nearly Rs 16,000 crore in a single day, primarily led by state-owned financial institutions and NBFCs. This strong momentum, driven by improved borrowing conditions and investor confidence, is expected to persist.
India's total automobile retail sales recorded a significant 9.55 per cent year-on-year growth in May, reaching an all-time high of 25,31,067 units, driven by strong performances in three-wheelers, passenger vehicles, and tractors, despite prevailing heatwave conditions and fuel price pressures.
'Investors shouldn't let fear dictate their decisions. The most important step is simply to begin investing.'
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.
The Reserve Bank of India has increased its retail inflation projection for 2026-27 to 5.1 per cent, up from an earlier estimate of 4.6 per cent. This revision is primarily attributed to mounting input costs, driven by the pass-through of higher global energy prices to domestic petrol and diesel rates, which have seen significant increases since May.
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.
Analysts predict that inflation data, the US Federal Reserve's interest rate decision, and crude oil price trends will be the primary factors influencing the movement of Indian stock markets. Geopolitical developments, particularly the US-Iran deal, and foreign investor activity will also play a crucial role.
IT stocks had their worst first half fall in decades, with the Nifty IT index declining 31% in the January-June 2026 period, its biggest decline in the first six months of a calendar year since 2003.
'The final electoral roll will be published on October 7, 2026.' 'If someone who is otherwise eligible does not find his/her name in that electoral roll, they can fill Form 6 along with other necessary documents to enrol his/her name in the electoral roll after the final publication of the electoral roll also.'
'Why not aspire for 8 or 9 or even 10 per cent?'
The Reserve Bank of India (RBI) has kept its key lending rate, the repo rate, unchanged at 5.25 per cent for the second consecutive time, citing concerns over rising energy prices, supply disruptions from the West Asia crisis, and potential inflationary pressures.
Most north Indian states reported below-normal temperatures on Monday, with rain and thunderstorms lashing parts of Uttar Pradesh, Rajasthan, and Himachal Pradesh. The southwest monsoon is expected to arrive in Kerala in the next two to three days.
India's Central government is likely to see its fertiliser subsidy bill double to a record 3.4 trillion in FY27, up from the Budget estimate of 1.7 trillion, due to surging global fertiliser prices exacerbated by the West Asia war. This significant increase, coupled with revenue losses from excise duty cuts for oil-marketing companies, is straining the government's fiscal space, though capital expenditure plans remain unchanged.
Skymet expects a good monsoon over western and southern India.
Discover the inspiring journey of Komal Prabhu, called the Queen of GSB Cuisine, that saw her switch professions -- a Bharata Natyam dancer became a celebrated chef devoted to preserving traditional Gaud Saraswat Brahmin food traditions.
Analysts predict that developments in West Asia, their impact on crude oil prices, and the trading activity of foreign institutional investors (FIIs) will be crucial factors influencing the Indian stock market this week.
The method is based on a network analysis of regional weather data.
'The flip side of this is that he won't hesitate to call out India if he thinks its policies are hurting US economic interests or border US foreign policy goals.'
Cook your summer weather sabzis before the season goes.
The monsoons are no picnic. Try to laugh in the rain.
The BCCI is considering advancing the Indian Premier League schedule to a March 10-May 15 window from next year to avoid extreme heat and pre-monsoon rains. This move aims to benefit players and fans, though the number of matches will remain at 74 due to international calendar constraints.
Net mutual fund inflows into active equity schemes in India plummeted by 40 per cent month-on-month in May, reaching a one-year low of 22,908 crore, primarily due to weaker lump-sum investments and increased redemptions amidst significant market volatility and global uncertainties.
Ideology is dead; long live the numbers game that is being played with the sole intention of securing a two-third majority in the Lok Sabha for the NDA, observes Nilanjan Mukhopadhyay.
Dabur India's stock has fallen over 17 per cent since the start of the Iran war, driven by concerns over a weak monsoon, the West Asian crisis, and rising input costs, which are expected to impact the company's revenues and margins, particularly affecting its significant rural sales and international markets.
The Indian rupee is highly vulnerable among Asian currencies, with Barclays and MUFG warning of a potential depreciation towards 100/$ if the West Asia conflict persists, driven by widening current account deficits and elevated crude oil prices.
Indian paint majors, including Asian Paints, Berger Paints, and Kansai Nerolac, reported better-than-expected performance in Q4FY26, driven by steady demand, improved product mix, and strategic price hikes. The sector is also benefiting from reduced competitive intensity as new players also increase prices, narrowing the gap with incumbents.
'Once the market decides it wants to go up, it goes up -- no amount of bad news can really hold it back.'
India is likely to witness a mixed temperature pattern along with wetter-than-usual conditions in May, with the India Meteorological Department (IMD) indicating that rainfall across the country is "most likely to be above normal" at over 110 per cent of the long period average (LPA).
Amidst a sharp run-up in gold and silver prices, investors are advised to rebalance their portfolios by booking partial profits in precious metals and reallocating to domestic equities and debt, according to financial experts.
Following through announcements with enforcement of measures is key, as a run through recent Indian economic history shows, points out A K Bhattacharya.
Despite a sharp increase in import duties on gold and silver to 15 per cent, the precious metals are trading at significant discounts in the domestic market, with gold seeing discounts of up to $200 an ounce and silver up to $6 an ounce.
The India Meteorological Department (IMD) forecasts the withdrawal of the southwest monsoon from northwest India around September 15. This year's monsoon covered the country earlier than usual, resulting in surplus rainfall and extreme weather events.
The Lancet study revealed that the HbA1c test is erroneous in populations with anemia and other hemoglobin-related deficiencies in India.
'All this diversity that our country provides brings in a lot of learnings.' 'That is what I really end up sharing with the whole community.' 'But it all comes through making my shoes dirty.'
Even if there is an early agreement on a cessation of hostilities in West Asia, the price shock will not go away easily, points out A K Bhattacharya.
ITC reported a 6.1 per cent year-on-year growth in its consolidated adjusted net profit from continuing operations, reaching ~5,469.74 crore in the January-March quarter (Q4FY26), primarily fuelled by strong performances in its cigarettes and non-cigarette fast-moving consumer goods (FMCG) businesses.
IMD data shows in the 24 hours between September 1 and 2, Haryana received 806 per cent more rainfall than normal, Punjab 759 per cent, Himachal Pradesh 510 per cent, Delhi 740 per cent, Chandigarh a staggering 1,638 per cent, and Rajasthan 193 per cent.
