'Tourists from long-haul markets such as the US, UK, and Western Europe are especially sensitive to such news, and short-term cancellations or postponements of planned trips can be expected.'
Sanjay Malhotra has made structural changes to banking regulation to bring down costs and increase efficiency. Plus, he kicked off a benign interest regime. But there are challenges ahead.
Analysts have sharply reduced cigarette maker ITC's earning estimates for the next two years, fearing a significant dent in the company's profitability and margins. This is owing to a steep hike in excise duty on tobacco by the government.
The US government, under President Trump, justifies the intervention as a security necessity rather than a resource grab. The primary official reasons include: narco-terrorism charges, national security and migration crisis.
'Stopping now would defeat the core purpose of an SIP, which is to average out the purchase cost over market cycles.'
India's luxury auto market is rebounding after a slow start to 2025, with GST 2.0 emerging as the main catalyst.
'In April, we saw a 10 per cent growth in our own volumes.'
'The real story of 2025 is that India officially stopped being a 'market of the future' and started acting as the world's primary economic engine.'
Homegrown FMCG player Emami Ltd on Monday reported a 29.7 per cent decline in consolidated profit after tax at Rs 148.35 crore in the second quarter ended September 30, 2025, impacted by temporary trade disruption in expectation of GST rate cut and excessive rains affecting certain product categories.
Stocks of brokerages and market infrastructure institutions (MIIs) witnessed selling pressure after the Securities and Exchange Board of India's (Sebi's) crackdown on proprietary trading firm Jane Street. The weakness was attributed to concerns that debarment of the US firm - a prominent player in the futures and options (F&O) segment - will lead to a further decline in volumes, which are already down over 30 per cent from the peak.
Developers are entering one of the busiest construction cycles, with the top four firms planning launches worth Rs 1.13 trillion over the near to medium term, even as execution faces pressure from approval delays, labour shortages, rising costs, and contractor capacity limits across the industry.
Following Axis Max Life Insurance's second-quarter results for 2025-26, Sumit Madan, managing director and chief executive officer of the company, speaks to Aathira Varier and Subrata Panda/Business Standard about growth aspirations, strategies to offset the impact of the input tax credit (ITC) withdrawal, reverse merger plans, and more.
'Sebi's move to cap brokerage charges will help investors by lowering the overall cost of investments.'
The IPL 2026 auction is gearing up for a blockbuster showdown, with 350 players fighting for just 77 spots including 31 overseas berths in what promises to be one of the most competitive bidding wars yet.
It is a marketplace of attention, where legacy publishers, global franchises, and consumer brands meet to make the most of India's expanding fandom economy.
The exit of WeWork from its India unit is unlikely to have an impact on the country's co-working real estate market, according to industry executives. The company last week received approval from the Competition Commission of India (CCI) to sell its entire 27.5 per cent stake in the India unit to Real Trustee Advisory Company. The majority of the stake (72.5 per cent) in WeWork India is owned by Bengaluru-based Embassy Group.
Indian Pharmaceutical Alliance (IPA) on Friday said US President Donald Trump's move to impose 100 per cent import tariffs on pharmaceutical drugs from October 1 will impact only patented and branded products, not generic medicines.
Any potential tariffs on pharmaceutical imports into the US are unlikely to impact the credit profiles of Indian firms except for a short-term pricing blip, according to a report by India Ratings and Research (Ind-Ra). The report stated that the US generics market contributes around 35 per cent to the total revenue of the leading Indian pharma firms.
The stock of Bharti Airtel, India's largest listed telecommunications (telecom) services provider, recently hit an all-time high on expectations of higher average revenue per user (Arpu), a stable market setup, and fresh revenue lines.
'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.'
'This is an area where good lending can happen, and that is one of the priorities for the next quarter.'
Where was the Board when a predictable regulatory change brought the country's largest airline to its knees? asks Dr Sudhir Bisht.
'First-time or conservative investors should avoid narrow sectoral funds.'
'It is good to have the H1-B visa option but if tomorrow things happen to change, it is not the end of the world situation.'
Younger customers should opt for increasing cover as their financial commitments are likely to rise in the future.
In January, SIP account closures surpassed new registrations for the first time.
Adani Energy Solutions on Monday posted a 28 per cent decline in consolidated net profit to Rs 557.10 crore for the September quarter, mainly due to one-time adjustment of deferred tax of Rs 314 crore in the year-ago period. Adani Energy Solutions Ltd (AESL) had reported a net profit of Rs 773 crore in the July-September quarter of the last fiscal.
'The battle for brain power among Apple, Microsoft, Amazon, Alphabet, Meta, Nvidia and Tesla and newer AI companies is fierce.' 'Given the race for AI with China, these companies will find it hard pressed to fill that talent gap,' notes an IT professional based in the US.
Top real estate developers are expected to report improved earnings and resilient presales growth, even as overall housing sales across major Indian cities declined during the July-September quarter (Q2) of 2025-26. The anticipated earnings growth in what is typically a subdued quarter is credited to steady sustenance sales, improved collections, the strong positioning of listed developers, and sustained demand for premium homes.
The All India Insurance Employees' Association has opposed the government directive seeking to open up top posts in the state-owned insurers to the private sector, saying this would lead to greater private influence and "eventual privatisation".
After several muted quarters, India's IT sector hiring stabilised in the first half of FY 2025-26 as hiring patterns improved, following a reasonable rise in the recruitment of freshers and mid-senior level professionals, HR solutions provider Adecco India said on Tuesday.
'In the past six months, capital markets have seen a dip, and realty is struggling. The stock-market investor will be cautious of putting that investment in real estate when there may be a slowdown coming.'
Before signing up for a BNPL plan, read the fine print carefully and watch for red flags like unclear repayment terms, vague information on interest or late fees, and marketing that downplays the cost of default.
In the Indian stock market, investors are interested in the actions of both domestic and foreign institutional investors (FIIs and DIIs). These groups have wealth as well as expertise in research, which makes them powerful participants in the Indian stock market. Their buy and sell positions have a large effect on stock prices and market sentiment due to the large volume.
The IPL's overall valuation fell by 8 per cent to Rs 76,100 crore in 2025.
According to Cricbuzz, Indian cricketers could collectively be staring at losses of around Rs 150-200 crore in endorsements.
Utilities in the power sector present an interesting investment case at this moment. Most power stocks have lost substantial ground in the past 12 months.
'In the luxury car segment, the adoption of EVs is almost double compared to the mass market.'
'Amazon, Meta, Google, Microsoft have large operations in India and rely on smooth trade and data flows.' 'Restrictions could raise their costs, limit AI chip exports, and complicate their India strategies.'
'We have carried out a big search operation on a big name in this industry.'
