Trade deals ease risks for Indian equities, but weak demand and stretched valuations raise questions over whether optimism -- especially in smallcaps -- can turn into a sustained bull run, points out Debashis Basu.
'The problem is not just slower growth, but also the quality of growth.'
Indian equity markets experienced a significant downturn, with the Sensex and Nifty plummeting due to rising crude oil prices, geopolitical tensions in West Asia, and continuous foreign fund outflows.
Financial year 2025-26 (FY26) saw a significant shift in corporate fundraising, with rights issues more than doubling to a multi-decade high of 51, raising 44,290 crore, while qualified institutional placements (QIPs) more than halved to 29 issues, mobilising 62,954 crore, driven by sharp equity market corrections and regulatory changes.
Indian car buyers care more about affordability than technology, keeping ICE vehicles dominant while hybrids emerge as the preferred transition option and EVs struggle in the mass market.
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.
Indian wedding bookings to Sri Lanka are projected to grow 20-25 per cent annually over the next few years.
The highly anticipated new generation Toyota Hilux is set to launch in India in July this year with significant upgrades, premium features, and a powerful mild-hybrid diesel engine, aiming to capture the Indian pick-up truck market.
If we really want to curb the further depreciation of the rupee and make the rupee appreciate, we want to come out of the mindset that the exchange rate is merely a number, bring policy corrections to help reduce the outflow of foreign exchange by imposing suitable tariffs to discourage imports and bring self reliance, discipline FPIs, and correcting rules governing royalty outflows, suggests Dr Ashwani Mahajan, National Co-Convenor, Swadeshi Jagaran Manch.
India's electric vehicle (EV) market experienced a significant surge in financial year 2025-26 (FY26), with e4W registrations nearly doubling and e2Ws growing by over 20%, propelled by expanding charging infrastructure, diverse model launches, and accessible financing.
Police in Bidar, Karnataka, have arrested four individuals and seized 105 LPG cylinders in connection with the alleged black marketing of cooking gas.
Indian benchmark equity indices, Sensex and Nifty, rebounded nearly 1 per cent, with the Sensex jumping 790.54 points to 76,991.22, driven by softening crude oil prices and strong buying in banking, financial, and IT shares.
ICICI Bank, India's second-largest private-sector lender, is set to raise approximately $500 million through an overseas dollar bond issuance, marking its first such move in nearly a decade. This fundraising effort will utilise the Reserve Bank of India's (RBI) concessional swap window, a facility designed to reduce hedging costs for foreign currency borrowings.
India's private sector activity slowed to a four-year low in July, with the HSBC Flash Purchasing Managers' Index (PMI) falling to 54.3, driven by weakened sales and output amidst renewed tensions in West Asia and rising inflationary pressures.
India's manufacturing sector experienced a moderation in growth during June, with the HSBC India Manufacturing Purchasing Managers' Index (PMI) falling to 54.2 from 55.0 in May. This slowdown is attributed to softer increases in new business orders and international sales, leading to reduced expansions in buying levels, employment, and output.
The tax treatment of equity savings funds makes them appealing, especially to investors in higher income-tax brackets.
Macroeconomic data, global geopolitical developments and rising concerns over AI-related disruptions are likely to dictate sentiment in the stock market next week, even as investors may remain cautious amid ongoing volatility, according to analysts.
Paytm's parent company, One 97 Communications Ltd, has seen its domestic ownership increase to 51.6% in Q1 FY27, solidifying its status as an Indian-Owned and Controlled Company. This rise is driven by increased investments from mutual funds and insurance companies, reflecting growing investor confidence following Paytm's first full-year profit in FY26 and improved operating performance.
The National Financial Reporting Authority (NFRA) has commenced an investigation into Rajesh Exports concerning a 15.15 trillion financial misstatement, following a referral from market regulator Sebi.
Paytm's parent company, One 97 Communications Ltd, has seen its domestic ownership increase to 51.6% in Q1 FY27, solidifying its status as an Indian-Owned and Controlled Company. This rise is driven by increased investments from mutual funds and insurance companies, reflecting growing investor confidence following Paytm's first full-year profit in FY26 and improved operating performance.
Infosys reported a 12.2 per cent year-on-year increase in consolidated net profit for the June quarter, reaching Rs 7,769 crore, but simultaneously lowered its full-year FY27 revenue growth outlook to 1.5-3 per cent, citing an uncertain macro-environment.
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.
Skyroot Aerospace is set to launch the maiden test flight of its orbital-class rocket, Vikram-1, from SDSC-SHAR on July 18, marking a significant milestone for India's private sector in the global launch business.
Indian stock market indices Sensex and Nifty closed nearly 1 per cent higher, marking their third consecutive day of gains, supported by a slight decrease in crude oil prices and positive global market trends.
The Haryana government is taking strict measures to combat the black marketing of cooking gas cylinders, registering FIRs and seizing hundreds of cylinders. Officials assure citizens of sufficient LPG supply despite global concerns.
India's foreign exchange reserves saw a significant drop of USD 5.654 billion, settling at USD 666.933 billion for the week ending June 26, following interventions by the RBI and public appeals by Prime Minister Narendra Modi to conserve forex.
Maharashtra Chief Minister Devendra Fadnavis announced a significant waiver of approximately Rs 48,000 crore in pending electricity dues for farmers, aiming to facilitate new agricultural power connections and support the state's agricultural sector.
Protesters at Jantar Mantar are facing significant health challenges due to scorching heat, high humidity, and overcrowding, leading to widespread viral infections, dehydration, and injuries. Volunteer doctors are providing essential medical care amidst these difficult conditions.
FMCG giant Nestle India reported a significant 48.26 per cent year-on-year increase in consolidated net profit, reaching Rs 958.68 crore in the June quarter of this financial year, driven by strong volume growth and consumer trust.
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 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.
Indian stock markets, including the Sensex and Nifty, rebounded significantly, driven by a decline in crude oil prices and positive global cues stemming from hopes of diplomatic progress in US-Iran negotiations.
'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 police sealed the room in the rented house of the accused. The police have taken the DVR of the CCTV camera installed at Mishra's rented house into their custody, official sources said.
Samsung Electronics has launched its new Galaxy Z8 series, featuring the Z Fold8 Ultra, Z Fold8, and Z Flip8. These foldable smartphones are thinner, lighter, and boast larger displays, AI capabilities, and enhanced durability through new Flex Titanium technology. Indian customers can pre-order the devices soon.
India's foreign exchange reserves increased by USD 964 million to USD 675.157 billion in the week ending July 10, according to the Reserve Bank of India.
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 harsh truth is that the US is no longer a reliable partner, cautions Ramesh Menon.
Mumbai has spent four centuries building folklore around its monsoon: The potholes, the delayed trains, the office debates about whether it will 'break' this week or next. It turns out the rain was always a market. Nobody had built the exchange for it until now!
Benchmark indices Sensex and Nifty tumbled in early trade on Friday after a two-day rally, tracking a weak trend in global peers, as the US-Iran conflict continues to be a key overhang for the markets. Track Sensex, Nifty50 movement and key market drivers for March 27, 2026.
