Inflation data, trading activity of foreign investors and global trends would dictate sentiment in the stock market this week, according to analysts.
Tata Electronics has surpassed Taiwanese giant Foxconn in assembling iPhones for export from India during the FY22-FY26 PLI scheme period, with exports valued at $26.3 billion compared to Foxconn's $25.6 billion.
The production-linked incentive (PLI) scheme for the automobile sector has created market distortions, excluded innovation-led electric two-wheeler (e2w) makers, and failed to convert cost advantages into export competitiveness, with 77 per cent of export volumes driven by non-PLI models, said a report released by the Centre for Domestic Economy Policy Research (C-DEP) on Friday.
Indian equity markets experienced a volatile trading day, with the Sensex and Nifty closing almost flat. Market sentiment was influenced by global cues, US-Iran talks, and profit-booking activities.
Hyundai Motor India Ltd reported a 35 per cent decline in consolidated profit after tax to Rs 888.62 crore in the first quarter ended June 30, impacted by lower revenue and higher expenses, with MD & CEO Tarun Garg noting it was a "challenging quarter".
A joint report by Deloitte India and FICCI projects India's consumer economy to reach USD 1.9 trillion by 2030. This growth will be fuelled by rapid AI adoption, evolving consumer preferences, and new commerce models like e-commerce and quick commerce. India leads in AI adoption among top countries, with businesses leveraging it for engagement, innovation, and forecasting. The report also highlights the emergence of a new Indian consumer seeking convenience and transparency, and identifies key trends shaping FMCG, retail, and e-commerce sectors.
Congress leader Rahul Gandhi launched a scathing attack on the BJP-RSS, labelling them a "bunch of jokers" with no understanding of India, and criticised Prime Minister Narendra Modi's foreign policy as merely "hugging leaders." He also claimed the RSS has become an instrument of large capital, serving Adani and Ambani, and vowed that the Congress would keep pressure on the government until Modi and Shah resign. The BJP hit back, calling Gandhi immature and out of depth.
Why the industry's public position changed is difficult to say. What the developments did establish, though, is that ethanol-blended petrol has become one of the country's most politically and commercially sensitive policy issues.
Stock markets closed higher on Friday after the Reserve Bank of India kept its benchmark interest rate unchanged as expected and proposed allowing banks to lend to Real Estate Investment Trusts (REITs) with certain prudential safeguards to deepen the financing pool for the real estate sector.
India's foreign exchange reserves increased by USD 6.118 billion, reaching USD 682.354 billion for the week ending July 24, according to the Reserve Bank of India.
'Portfolios built in these phases often deliver the strongest outcomes over time.'
Rashtriya Swayamsevak Sangh chief Mohan Bhagwat on Thursday said protest is a legitimate form of dialogue in a democracy and should be aimed at building consensus rather than creating divisions.
The Maharashtra government has imposed a one-year ban on the manufacture and sale of "analogue" or non-dairy paneer due to public health concerns and widespread food safety violations. Offenders could face severe penalties, including life imprisonment and hefty fines, for misleading consumers with this lower-nutritional-value substitute.
The US is reportedly considering a USD 100,000 fee for Optional Practical Training (OPT) visas, which allow international students to work in the US after graduation. This move by the Trump administration follows a rejected H1-B visa fee proposal and could significantly impact foreign graduates and tech companies. The Department of Homeland Security is also exploring a USD 100,000 bond for green card applicants.
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.
All three Bharti group companies outperformed in CY25 but the biggest gain came from Bharti Airtel, the flagship.
'Portfolios built in these phases often deliver the strongest outcomes over time.'
Moody's Analytics predicts India will remain the fastest-growing major economy in 2026 and 2027, but its pace will moderate due to a global slowdown, geopolitical risks, and financial market volatility, despite the boost from AI demand.
Indian benchmark stock indices Sensex and Nifty rebounded, closing over 1% higher, mirroring a global equities recovery after recent losses due to geopolitical tensions.
Procter & Gamble has announced the appointment of its India-born President and CEO, Shailesh Jejurikar, as the Chairman, effective August 1, 2026. He will succeed Jon Moeller, who is set to retire. Jejurikar, an IIM Lucknow alumnus, has been with P&G since 1989 and has held various senior leadership roles.
A US federal judge has permanently dismissed the criminal securities-fraud case against Adani Group chairman Gautam Adani and his nephew Sagar, closing nearly two years of prosecution without a trial. Gautam Adani stated, "Truth has prevailed," in response to the ruling.
Terming protesters in Pakistan-occupied Kashmir (PoK) as "enemies" like India, Pakistan's Defence Minister Khawaja Asif has said there will be no dialogue with them, even as the death toll due to clashes between demonstrators and security personnel rose to 20 on Wednesday.
Companies are investing heavily in complex injectables, respiratory therapies and biosimilars to improve margins and diversify portfolios.
Honda Motorcycle & Scooter India (HMSI) plans to create over 3,800 jobs and expand its annual two-wheeler production capacity to 80 lakh units by 2028, reinforcing India's role as a global manufacturing and export hub for Honda.
BikeWo Green Tech and Kwik Flite Support have signed an initial pact to develop an integrated air cargo, aviation logistics, and multimodal freight platform. This collaboration aims to combine road mobility with aviation capabilities to serve various industries, focusing on high-value and time-sensitive logistics across India, including Tier-II and Tier-III cities.
Foreign Portfolio Investors (FPIs) withdrew Rs 49,340 crore (USD 5.16 billion) from Indian equities in June, driven by global risk aversion, a preference for developed markets, soaring US bond yields, and stretched domestic valuations, bringing total withdrawals to Rs 2.7 lakh crore so far in 2026.
Avoid builders with very large commitments.
Indian equities on Dalal Street saw volatility. Track Sensex, Nifty50 movement and key market drivers for Feb 25, 2026.
Hangors are effectively 'dead-on-arrival' with Pakistanis saddled with deadweights that displace around 3,000 tons. Last time it was near Vishakhapatnam. This time, barnacles will clog the Hangors in Karachi port itself, points out Dr Abhishek Puri.
Tata Sons, the holding company of the Tata group, continues to be classified as an 'upper-layer non-banking financial company' (NBFC) by the Reserve Bank of India (RBI), despite its application to deregister as an NBFC-Core Investment Company (CIC) remaining under consideration. This classification subjects it to enhanced regulation and a mandatory listing requirement, which remains uncertain.
Free, customizable "fan bands" have become the unexpected must-have souvenir at the 2026 World Cup, with over 700,000 distributed. Sponsored by Bank of America, these charm wristlets feature subtle branding and have gone viral, even appearing on resale platforms. This marketing strategy offers a counterpoint to the tournament's high ticket and merchandise prices, proving that unique, free items can create significant fan engagement and brand visibility.
Air India has announced the appointment of Tewolde Gebremariam, former CEO of Ethiopian Airlines Group, as its new Managing Director and Chief Executive Officer, replacing Campbell Wilson. This strategic appointment comes as the airline navigates expansion amidst significant challenges.
Spider-Man: Brand New Day has swung into the Indian box office with unprecedented success, shattering records for Hollywood openers and setting its sights on the exclusive Rs 500 crore club.
JSW MG Motor India has unveiled ADAPT, India's first multi-powertrain new energy vehicle (NEV) platform, designed to support electric, hybrid, plug-in hybrid, and range-extender electric vehicles. The company plans to launch one electric SUV and one plug-in hybrid SUV based on this architecture during FY27, aiming to broaden its NEV portfolio and accelerate adoption in India.
Popular monsoon destinations include Kerala, Goa, Wayanad, Munnar, Mussoorie, Nainital, Bali, Thailand and the Maldives.
For millions of Indians, this number has become one of the most important financial indicators. It can influence not only whether a bank approves a loan but also the interest rate you pay, the credit limit you receive and, in some cases, how quickly your application is processed.
Seventeen metro stations in central Delhi have been closed for the third consecutive day due to security concerns stemming from an ongoing protest by the Cockroach Janta Party (CJP) near Jantar Mantar. The closures have significantly inconvenienced daily commuters, including office-goers and students, prompting the Supreme Court Bar Association to file a plea regarding access to the court.
Ahmedabad is set to officially become the host of the 2030 Commonwealth Games, with a formal handover ceremony taking place during the closing of the Glasgow 2026 Games.
'It is not because of the war in West Asia, which began on February 28.' 'Petroleum product prices are already going through the roof. They are bound to have a serious inflationary impact.' 'A country's leadership is tested in trying times. It is here that the current leadership is failing.'
Investor interest in precious metal exchange-traded funds (ETFs) rebounded sharply in June, with silver ETFs attracting an estimated 4,900 crore and gold ETFs around 2,900 crore in net inflows, following a significant correction in gold and silver prices.
