'As re-industrialisation gathers pace across regions like Asia, Europe and the US, a wide range of products and inputs will see demand.'
ICICI Bank reported a 9.28 per cent increase in its consolidated net profit to Rs 14,755 crore for the March quarter of FY26, primarily driven by a nearly 90 per cent reduction in provisioning. The bank's executive director, Sandeep Batra, noted strong asset growth but expressed caution regarding the geopolitical situation in West Asia.
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.
Despite the ongoing West Asia conflict causing global trade route disruptions, Mercedes-Benz India reports resilient customer demand, particularly for its new electric CLA sedan, though it faces challenges with component supply delays and escalating shipping costs.
'At the first sign of real trouble, that money will move. There will be a run.'
Prime Minister Narendra Modi will visit the UAE, the Netherlands, Sweden, Norway and Italy to deepen India's bilateral ties amid geopolitical changes.
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.
The Indian rupee depreciated by 34 paise to close at 93.78 against the US dollar, marking its third consecutive session of decline. This fall is attributed to escalating crude oil prices driven by uncertainty surrounding US-Iran peace talks and fresh attacks in the Strait of Hormuz, alongside significant foreign institutional investor outflows from domestic equity markets.
'We are targeting a 2.5x to 3x increase in valuation by FY31.'
India have announced their 15-player squad for the upcoming Women's T20 World Cup, which will be held in England and Wales, beginning June 12. Uncapped Nandini Sharma and wicketkeeper batter Yastika Bhatia have been drafted into the squad, while Pratika Rawal has been excluded. Harmanpreet Kaur will lead the squad, with Smriti Mandhana as her deputy.
Uncertainty stemming from the US-Iran conflict has significantly impacted India's mutual fund industry, leading to a sharp decline in new fund offers (NFOs) in March, despite numerous regulatory approvals. This geopolitical tension, coupled with existing market strain and distributor hesitation, has dampened investor sentiment and affected overall inflows.
Reliance Industries' digital arm, Jio Platforms, may see its initial public offering (IPO) delayed to the second half of fiscal 2027, according to CreditSights. The delay is primarily attributed to ongoing geopolitical tensions in the Middle East, which could impact market conditions and investor sentiment.
Mixed-use real estate projects, integrating residential, commercial, retail, and hospitality segments, are gaining significant traction in India as developers seek to maximise returns, optimise land use, and diversify cash flows, with experts predicting 35-40% of urban real estate supply will be mixed-use by 2030.
Both Houses of Parliament were adjourned sine die, concluding a Budget session marked by the passage of key legislations and the defeat of a Constitution amendment bill on women's reservation. The session saw frequent opposition protests and discussions on various issues, including the West Asia conflict.
'The March correction was clearly due to the war and with prospects of that coming to a conclusion, there is a natural rally.'
Ehsan Malinga shines amid a record SRH chase against MI, claiming the Purple Cap with a disciplined spell and continuing his impressive rise in IPL 2026.
US President Donald Trump on Thursday announced that Israel and Lebanon have reached an agreement to initiate a 10-day ceasefire, following intensified diplomatic efforts to reduce hostilities in the region.
Defence Minister Rajnath Singh met his Chinese counterpart Admiral Dong Jun in Bishkek to discuss maintaining peace and tranquility along the Line of Actual Control (LAC) and broader regional security concerns.
High-level peace talks between the US and Iran, facilitated by Pakistan, aim to de-escalate the conflict in West Asia and potentially reshape regional stability.
West Asia conflict triggers sharp sell-off in Indian markets, with realty, banking and auto stocks leading losses amid energy shock fears.
The Metropolitan Police in London are increasing patrols and resources following a series of antisemitic attacks, including an incident targeting a Jewish charity. Counter-terrorism officers are investigating the attacks, which are suspected to be linked to an Islamist group with ties to Iran.
Iran has reiterated that key preconditions must be met before negotiations with the United States can begin to resolve the conflict in West Asia, including a ceasefire in Lebanon and the release of blocked Iranian assets.
India's Billie Jean King Cup team expresses confidence and readiness for the Asia-Oceania Group I ties despite an injury to Shrivalli Bhamidipaty. Captain Vishal Uppal highlights the team's depth and preparation, while players emphasise the advantage of home conditions and familiarity with opponents.
Escalating geopolitical tensions in West Asia are prompting investors with exposure to Dubai's real estate market to reassess their portfolios. And, in this rejig, India is emerging as a stable destination for capital investment and long-term growth.
'In investing, poor sentiment is always a good vintage to build a portfolio.'
Indian airports are rapidly becoming a significant growth avenue for the country's retail sector, with brands across various consumer segments actively opening stores to tap into the increasing number of flyers and strong domestic tourism momentum.
'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.'
The Indian rupee rebounded against the US dollar after the Reserve Bank of India (RBI) restricted banks' net open positions in dollars. This move prompted banks to sell dollars, providing temporary support for the rupee amidst ongoing geopolitical tensions and rising oil prices.
S&P Global Ratings warns that a sustained rise in crude oil prices to $130 per barrel could significantly slow India's economic growth, weaken fiscal metrics, and strain corporate and banking sector performance, potentially reducing growth by up to 80 basis points.
SKYTRAX's annual airport rankings for 2026, based on a global passenger poll, placed four Indian gateways within the top 100. Delhi moved up to 28th and led the India-South Asia region, while Hyderabad climbed to 43rd and earned praise for staff service. Goa and Mumbai improved to 64th and 66th respectively.
Precious metal prices, particularly gold and silver, experienced a significant surge in the national capital as investors sought safe-haven assets amid escalating hostilities in the Middle East.
Indian stock markets are set to be influenced by ongoing developments in the US-Iran conflict, fluctuations in crude oil prices, and the latest quarterly earnings reports from major corporates, with foreign investor activity also playing a crucial role.
Indian markets on Dalal Street rallied sharply as easing tensions in the US-Iran conflict and stable oil prices boosted sentiment. Track Nifty 50 and BSE Sensex performance and key global triggers.
The Indian rupee rebounded against the US dollar following intervention by the Reserve Bank of India, amidst ongoing concerns about foreign capital outflows, rising crude oil prices, and geopolitical instability.
'In a volatile global market, India is pursuing a low-risk, low-return policy, akin to a SIP -- slow, steady investment.' 'Pakistan is following a high-risk, high-return policy.'
Reliance Industries is expected to report largely flat performance for its fourth quarter (January-March, Q4) of FY26, with weakness in the oil-to-chemicals (O2C) business and muted retail growth likely to offset steady gains in the telecommunications segment.
US President Donald Trump warned that the United States is prepared to launch a military strike on Iran if peace negotiations in Islamabad fail, while Vice President JD Vance departed for talks in Pakistan.
Amidst heightened market volatility and muted investor sentiment, the Securities and Exchange Board of India (Sebi) has announced one-time relaxations for initial public offering (IPO) timelines and minimum public shareholding requirements, providing relief to numerous companies.
The Indian real estate sector received a record equity capital inflow of Rs 14.25 billion last year, higher by 25 per cent annually, as developers and institutional investors remained bullish on growth potential, according to CBRE.
Direct talks between the US and Iran, mediated by Pakistan, have failed to produce an agreement after 21 hours of negotiations, with disagreements over Iran's nuclear ambitions and sanctions proving insurmountable.
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