Indian investors have seen their wealth erode by a staggering Rs 16.77 lakh crore over four trading sessions, as the markets faced deep losses driven by elevated crude oil prices, geopolitical tensions, persistent foreign fund outflows, and a record-low rupee.
A top government official says that while India has made significant progress in renewable energy, technical issues are hindering large-scale implementation. The government is working on solutions such as grid flexibilisation and battery storage.
German carmaker Audi plans to reassess and adjust its product launch strategy in India once the specific details of import duty reductions under the India-EU free trade agreement (FTA) become clear, according to Balbir Singh Dhillon, the brand's director in India.
Despite geopolitical tensions and FII outflows, Indian small and midcap stocks have not only recovered losses but are also outperforming largecap indices, driven by attractive valuations, domestic institutional support, and a rebound in earnings.
'FPIs are unlikely to return unless there is equilibrium between valuation premium and earnings growth.'
New completions in India's office real estate sector fell by 36 per cent to 9.7 million square feet in Q1 2026, the lowest in four quarters, primarily due to developers adopting a cautious stance amid global uncertainties, particularly in Bengaluru, Hyderabad, and Mumbai. Despite this, office absorption increased by 20 per cent, indicating strong occupier demand.
Bharat Forge reported modest Q4FY26 results but provided strong guidance, anticipating significant growth from its defence, aerospace, and data centre segments, with a projected 25 per cent revenue growth in Indian manufacturing for FY27, despite current high valuations.
The Indian rupee plummeted to an all-time low of 95.80 against the US dollar, settling at 95.66, driven by elevated crude oil prices and escalating geopolitical tensions in West Asia, despite potential RBI intervention and import curbs on gold.
Sun Pharmaceutical Industries' acquisition of US-based Organon & Co. for $11.75 billion, the largest overseas acquisition by an Indian pharma company, has been met with mixed reactions from brokerages, who see strategic entry into women's health and biosimilars but also flag potential integration challenges and debt concerns.
Political parties in Kerala are making preparations for celebrations as the Assembly election results are set to be announced. Congress and UDF workers are preparing food and cultural programmes, while the BJP is also planning celebrations with laddoos and placards.
'Markets never fully lose hope. But an important shift could come if the Strait remains closed -- moving from high prices to no prices.'
TVS Motor Company is strategically positioned for sustained outperformance in the domestic two-wheeler industry, propelled by increasing market share in scooters, premium motorcycles, electric vehicles (EVs), and robust export growth, according to analysts.
Analysts are increasingly optimistic about India's capital markets, with HDFC AMC, CAMS, and KFin Technologies identified as top investment picks. This optimism stems from a structural shift in household savings towards financial instruments and an expected multi-year earnings expansion for market infrastructure providers and asset management companies.
India's industrial production saw a 5.2 per cent increase in February, primarily fuelled by a significant improvement in the manufacturing sector, with 14 out of 23 industry groups recording positive growth.
India's retail inflation, measured by the Consumer Price Index (CPI), increased to 3.48 per cent in April, up from 3.40 per cent in March, primarily due to a surge in prices of gold and silver jewellery, as well as certain kitchen staples like tomatoes and cauliflower.
Ola Electric is making a renewed push into the electric motorcycle market with aggressive pricing and in-house battery manufacturing, aiming to replicate its earlier success in electric scooters while addressing past quality and service issues.
Foreign investors have aggressively sold off Indian equities, withdrawing over 48,213 crore in the first 10 days of April, following a record 1.17 lakh crore outflow in March, driven by escalating geopolitical tensions in West Asia, rising crude oil prices, and global inflation concerns.
Global rating Moody's on Monday affirmed India's long-term local and foreign-currency issuer ratings and the local-currency senior unsecured rating at 'Baa3' with a 'stable' outlook on the back of robust economic growth and sound external position. The rating agency also affirmed India's other short-term local-currency rating at P-3.
Indian equity benchmarks Sensex and Nifty surged nearly 1 per cent, driven by strong earnings reports from FMCG and auto sectors, alongside a rally in Asian markets and signs of de-escalation in geopolitical tensions.
Indian companies are increasingly turning to share buybacks as a preferred payout strategy, driven by recent tax framework changes that make them more tax-efficient for non-promoter shareholders and a fall in stock prices.
India's passenger vehicle (PV) industry is projected to experience moderated growth in FY27, following a strong rebound in H2FY26, primarily due to the high base effect, absorbed pent-up demand, and the lingering impact of geopolitical tensions in West Asia.
The rupee recovered to 95.18 against the US dollar after hitting an all-time intra-day low of 95.44. The recovery was supported by possible RBI intervention amid renewed Gulf tensions and rising crude oil prices.
'I didn't tell anyone in the film industry. I used to think people might assume that if he has cancer, he might die, and they would probably not offer me any work. So I didn't tell anyone.'
India's defence sector is on the cusp of a 'super cycle' of growth, driven by escalating geopolitical conflicts and a strong policy push towards indigenous manufacturing, with major players like BEL, HAL, and BDL poised for significant order inflows and technological advancements.
India's manufacturing sector experienced a significant growth spurt in February, reaching a four-month high driven by strong domestic demand, according to the HSBC India Manufacturing PMI.
Despite India's semi-final qualification in the ICC Men's T20 World Cup, concerns linger over Abhishek Sharma's inconsistent form, with former captain Anil Kumble suggesting a lack of confidence.
Infrastructure major Larsen & Toubro (L&T) reported a 3 per cent year-on-year decline in consolidated net profit for Q4 FY26, reaching 5,325.60 crore, primarily due to exceptional gains in the previous year. Despite this, the company's consolidated order book surged by 28 per cent to 7.4 trillion, with international orders accounting for 52 per cent.
Indian carmakers experienced a robust start to the new fiscal year, with an estimated 4.5 lakh passenger vehicles sold in April, marking a 27 per cent increase year-on-year, attributed to factors like GST 2.0, repo rate cuts, and income tax benefits.
Info Edge (India) shares fell 2.9 per cent after the company reported muted growth in recruitment billings for Q4 FY26, leading brokerages to expect impacted operating performance and potential margin contraction.
Indian benchmark indices, Sensex and Nifty, opened lower on Tuesday, driven by a surge in global crude oil prices and continued outflows by Foreign Institutional Investors (FIIs), reflecting fragile market sentiment influenced by external factors.
The central bank is yet to consider actions such as a rate hike or mobilising dollar inflows from non-resident Indians to boost forex reserves as it cannot afford to continue with them for long when the rupee's internationalisation tops its agenda, explains Tamal Bandyopadhyay.
Foreign investors have withdrawn over Rs 88,000 crore from Indian equities this month, driven by geopolitical tensions, a weak rupee, and concerns about rising crude oil prices.
The Indian rupee depreciated 20 paise to close at a fresh all-time low of 94.88 against the US dollar, driven by surging Brent crude oil prices, hovering around USD 115 per barrel, and persistent foreign capital outflows.
Suzuki Motorcycle India Ltd (SMIPL) has revised its domestic two-wheeler sales growth estimate for FY27 downwards from 7-8 per cent, citing rising commodity costs due to the ongoing West Asia conflict and its impact on consumer affordability.
Godrej Properties Limited (GPL) reported its highest-ever quarterly profit of 649.5 crore in Q4 FY26, a 70.13 per cent year-on-year increase, driven by record revenues and bookings. The company aims for over 39,000 crore in residential bookings for FY27 and plans to raise up to 3,000 crore through debt securities.
India's core sector output contracted by 0.4 per cent in March, marking the first decline in five months, with coal, crude oil, fertiliser, and electricity production falling, according to official data.
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.
Despite initial pressure from the West Asia conflict, analysts are optimistic about the Indian hospital sector's outlook, citing strong demand drivers and ongoing expansion plans that are expected to fuel significant revenue growth over the next few years.
The Indian rupee depreciated by 32 paise to close at 92.83 against the US dollar, influenced by escalating global tensions, particularly the US-Iran conflict, and the deadline for the RBI's instructions to banks to curb overnight positions.
India's private sector activity saw a significant recovery in April, driven primarily by robust growth in manufacturing output and sales, following a three-year low in March attributed to the West Asia conflict.
