The unprecedented rally in artificial intelligence (AI)-linked stocks has led to Indian companies being excluded from the top 10 constituents of the MSCI Emerging Markets (EM) Index for the first time in over two decades, raising concerns about concentration risk.
Indian companies recorded their highest profit margins in 21 quarters during Q4FY26, reaching 11.3 per cent, primarily due to significant savings from lower employee costs and reduced interest payments, which offset rising raw material prices.
'Decisions on talent and rewards have shifted as employees and companies are operating in a buyer's market across most skill categories.'
State-owned enterprises in India are projected to significantly increase their overseas borrowings, potentially exceeding $15 billion in FY27, driven by the Reserve Bank of India's new concessional forex swap facility which offers a 3 per cent funding-cost advantage.
Indian companies are increasingly opting for demergers, with 29 deals valued at over $40 billion in 2025 alone, marking a 10-year high, as promoters and boards recognise that markets favour focused businesses over complex conglomerates.
'Policy consistency combined with timely and calibrated reforms are expected to ensure that India not only maintains macroeconomic stability, but also emerges as a globally competitive and inclusive economy.'
Paras Defence and Space Technologies partners with Northstar Aviation to provide air-to-air refuelling technologies and support services to the Indian armed forces, enhancing mission endurance and operational flexibility.
India's new manufacturing project announcements more than halved in the fourth quarter of FY26, falling 60 per cent sequentially and 78 per cent year-on-year to approximately 1.7 trillion, driven by global uncertainties, geopolitical conflicts in West Asia, and existing unutilised manufacturing capacity.
Retail giant Walmart has announced that India has become one of its fastest-growing sourcing hubs globally, with the company having procured over $40 billion worth of goods from the country. This initiative aims to expand supplier capabilities, improve compliance standards, and help Indian manufacturers scale exports worldwide.
Apple CEO Tim Cook's strategic pivot, from initial rejections to local partnerships and leveraging government policies like PLI, transformed India into a major iPhone manufacturing and export hub, now accounting for one in every four iPhones assembled globally.
Onestruction Inc and DataKaveri Systems have signed an MoU to establish a framework for strategic and technical collaboration in urban and built environment data exchange.
Deloitte India has partnered with IIT Bombay to launch a Quantum Technology Centre, aiming to accelerate quantum adoption, research, and enterprise use-cases for Indian businesses.
Tim Cook will step down as Chief Executive Officer of Apple Inc. and take over as executive chairman of the company's board, with John Ternus set to become the new CEO from September 1, the company announced on Monday.
'As re-industrialisation gathers pace across regions like Asia, Europe and the US, a wide range of products and inputs will see demand.'
Hindustan Unilever (HUL) has topped the Perpetual Capital Hurun India Impact 50 - 2026 list with 53.9 points (on the scale of 0-100), reflecting a strong performance across key sustainable development goals (SDGs), including climate, water, circularity, gender and biodiversity.
The Delhi high court has granted interim injunction in favour of US-based Tesla Inc by directing Indian company Tesla Power India not to use trademarks 'Tesla Power' or 'Tesla Power USA' in any form, including manufacturing of electric vehicles.
A report by the Association for Democratic Reforms (ADR) reveals that the BJP declared the highest income among national parties in FY 2024-25, while the Congress's income declined.
From January to June 2025, Kaspersky enterprise solutions blocked more than 200,000 spyware attacks on Indian organisations.
Who else will take on the might of Microsoft, Google, and Amazon if not the Adanis, Ambanis, Birlas, or Tatas?, asks R Jagannathan.
Companies are squeezing more profits from their operations relative to the capital they put to work, the highest now since 2011. Profit after tax relative to capital employed came in at 10.47 per cent in September, shows data from the Centre for Monitoring Indian Economy (CMIE), higher than the 8.41 per cent seen in September last year. This is the highest since March 2010.
Average employee salaries in India are set to increase by 9 per cent in 2026, with a renewed focus on short-term incentives and skills-based systems, a report said on Wednesday. According to Mercer's Total Remuneration Survey 2026, organisations in India are shifting toward broader, more holistic value propositions and the top factors influencing salary increases include individual performance, inflation and the organisation's competitiveness in the job market, among others.
Afghan Acting Foreign Minister Amir Khan Muttaqi met Federation of Indian Chambers of Commerce and Industry (FICCI) members on Monday to discuss opportunities in his country, especially in the mining sector. The Taliban, who now control Afghanistan, is seeking to repair its ties with New Delhi, and is hopeful of Indian public and private sectors increasing investments in the mining and power sector, and greater trade and commerce.
The Reserve Bank of India (RBI) on Wednesday met the long-standing demand of banks by allowing them to finance acquisitions by Indian companies, a move that also expands banks' capital market lending in the country.
Business confidence in India Inc rose to a five-quarter high in December quarter of FY26, amid further reform expectations and steady domestic demand, a survey by industry body Confederation of Indian Industry (CII) showed. The CII Business Confidence Index (BCI) rose for the third consecutive quarter to 66.5 in the December quarter from 66 in the preceding September quarter.
Large hoardings praising Fadnavis' leadership appeared across the city, reflecting a celebratory mood within the BJP camp following its strong performance in the country's richest civic body.
Unresolved succession plans and informal ownership structures are fuelling bitter family fights across India's corporate boardrooms.
The court is hearing appeals against a CCI order imposing a penalty on Meta and WhatsApp.
'Given that India underperformed emerging markets by 28 per cent in 2025, the worst performance in over 30 years, the timing of the sharp STT hike could have been better.'
The Indian nationals sanctioned include Varun Pula, who owns Marshall Islands-based Bertha Shipping Inc., which owns and operates Comoros-flagged vessel PAMIR.
Indian corporate are increasingly shifting away from bank funding towards alternative sources, such as equity and bond markets, as their deleveraged balance sheets have improved their ability to raise equity at better valuations. Moreover, the 100 basis points (bps) rate cut by the Reserve Bank of India (RBI) has enabled them to access long-term funds from the debt capital market at cheaper rates.
Industry leaders urge India to pursue diplomatic talks with the US, strengthen manufacturing, and consider China ties to gain leverage against tariff pressures.
Finance Minister Nirmala Sitharaman on Thursday asked India Inc to take advantage of the policies and reforms undertaken by the government and no longer hesitate to invest more and expand capacities. Sitharaman also asked the industry to partner with the government for skilling the youth and also to engage with the government throughout the year, and not just before the Budget.
Let's acquaint you with Mumbai's picturesque slang.
India Inc, which is sitting on cash balances of 13.5 trillion, is using the funds to meet capital expenditure as well as brownfield expansion, resulting in 'anaemic' demand for bank loans, State Bank of India (SBI) chairman CS Setty said at an event on Monday. He added that a slowdown in corporate credit is mainly due to lack of demand.
In a culture where children take up the profession of their father, her becoming a politician was seen as natural and acceptable.
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.
Despite corporate bond yields hardening by 20-25 basis points, Indian corporates are not warming up to bank funding for their capital expenditure needs as bank lending rates remain elevated due to the higher cost of liabilities, compared to current rates in the debt capital market.
'Our problem is not a budget deficit but a trust deficit. We need to trust our institutions and industries to innovate and lead. That is the way forward for India.'
Japan is expected to increase its investment target in India from the earlier 5 trillion yen ($34 billion) to almost 10 trillion yen.
The Delhi high court on Monday sought responses from the Centre and the Competition Commission of India (CCI) on Apple Inc's plea challenging recent amendments to the Competition Act that allow penalties to be based on a company's global turnover.
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