The India-US trade deal has offered a much-needed breather for the Indian information technology (IT) industry, which has been grappling with global macroeconomic uncertainty and subdued client spending over the past few years.
Gold extended its record-breaking run to breach the Rs 1.5 lakh per 10-gram mark in futures trade on Tuesday, while silver surged to a lifetime high of Rs 3.27 lakh per kg as investors rushed to safe-haven assets amid mounting global tensions. On the Multi Commodity Exchange (MCX), gold futures for February delivery climbed Rs 6,861, or 4.7 per cent, to record Rs 1,52,500 per 10 grams after settling at Rs 1,45,639 per 10 grams in the previous session.
India's home-grown EV startups say the government's auto PLI scheme is helping big players while shutting out innovators building electric two- and three-wheelers from scratch.
Foreign Portfolio Investors (FPIs) remained in a selling mode in January, withdrawing nearly Rs 36,000 crore (about $3.97 billion) as global uncertainties persisted. Meanwhile, a higher securities transaction tax (STT) proposed in the Union Budget may weigh on overseas investor participation in the near future.
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.
Foreign investors have withdrawn over Rs 88,000 crore from Indian equities this month, driven by geopolitical tensions, a weak rupee, and concerns about rising crude oil prices.
Gold and silver prices are poised to maintain their record-setting rally in the coming week as investors focus on global inflation data and key macroeconomic indicators that shape central bank policy paths, analysts said.
India's third-largest telecom operator Vodafone Idea (Vi) has secured a 10-year breather on adjusted gross revenue (AGR) payments from the Department of Telecommunications (DoT). This is expected to ease pressure on its balance sheet and enable the company to raise bank debt for capital expenditure.
Analysts predict India will face oil price volatility and macroeconomic effects due to the escalating Iran crisis, though the country's oil supply chain is not yet structurally insecure.
After three consecutive months of heavy selling, foreign portfolio investors (FPIs) turned net buyers in the first week of February, infusing more than Rs 8,100 crore in Indian equities, aided by improving risk sentiment, along with a trade deal with the US.
Foreign investors pulled out Rs 17,955 crore (Rs 2 billion) from Indian equities in the first two weeks of this month, taking the total outflow to Rs 1.6 lakh crore (Rs 18.4 billion) in 2025.' This sharp withdrawal follows a net outflow of Rs 3,765 crore in November, extending the pressure on domestic equity markets.
The information technology (IT) services industry may be headed for another year of sluggish growth. Based on the results of the top five IT services companies for the first quarter of 2025-26 (Q1FY26), analysts say the possibility of hitting high single-digit revenue growth in FY26 looks unlikely.
After a brief pause in October, foreign investors resumed selling, pulling out a net Rs 3,765 crore from Indian equities in November, driven by global risk-off sentiment, volatility in global tech stocks and selective preference for primary markets over secondary markets.
Foreign investors fled Indian equities in 2025 at a scale never seen before, pulling out a record Rs 1.6 lakh crore (USD 18 billion) as volatile currency movements, global trade tensions, especially potential US tariffs, and stretched valuations eroded risk appetite, though flows are expected to turn sustainably positive in 2026.
French information technology (IT) and consulting services major Capgemini on Monday said it would acquire Mumbai-headquartered WNS for $3.3 billion in cash. This could be one of the largest merger & acquisition deals in the IT services and business process management sector.
After withdrawing money on a net basis for the past three months, foreign portfolio investors (FPIs) have turned buyers with a Rs 6,480 crore investment in October so far, driven by strong macroeconomic factors.
Foreign portfolio investors (FPIs) remained net sellers of Indian equities in September, withdrawing Rs 23,885 crore (around $2.7 billion) and taking year-to-date outflow to Rs 1.58 lakh crore ($17.6 billion).
Gold and silver prices are expected to maintain their upward trajectory this week, but may see late profit-booking amid the release of a series of crucial global economic indicators, analysts said. On the economic front, traders will closely monitor the manufacturing/ services PMI data from across regions and the US non-farm payrolls/ employment data along with consumer confidence for the month of September and speeches from several Federal Reserve officials, they added.
The Reserve Bank of India's (RBI's) draft guidelines on gold loans, if implemented in their current form, are expected to impact non-banking financial companies (NBFCs) and mid-tier banks in the near term, more significantly than larger banks, according to analysts.
'The way the attacks are coming has become much stronger and much wider because of AI.'
'This outcome is thoroughly unexpected.' 'I travelled extensively across villages, engaged in detailed discussions with residents, and consulted with party workers who had been canvassing from village to village, from one location to another, seeking grassroots feedback.' 'Not a single interlocutor suggested that there would be an NDA wave of this magnitude.'
'This marks a turning point for Paytm, with the regulatory environment looking much clearer than it has been in the last two years.'
The combined desk-based and mobile PC market in India totalled nearly 2.5 million units in the fourth quarter of 2011, a 6.5 per cent decline from the same period in 2010, according to research firm Gartner.
Mobile handsets market in India is likely to increase 8.5 per cent to 231 million units in 2012, compared to 213 million units expected this year, research firm Gartner said on Tuesday.
India's domestic IT services market ranks third in Asia/Pacific.
All the major multinational PC vendors experienced double-digit growth in mobile PC shipments in the first quarter of 2011.
Mobile phone sales across the world fell to 1.75 billion units in 2012, a 1.7 per cent decline from 2011 sales, according to Gartner, Inc.
"This growth was primarily driven by the mobile PC market which grew 29 per cent year-on-year in the third quarter of 2011," said Vishal Tripathi, principal research analyst at Gartner.
Electronic equipment production in India will touch $32 billion in 2011, a compound growth rate of 18 per cent from the $14 billion in 2006, according to Gartner.
US strikes on Iran's three main nuclear facilities have once again raised concerns that Tehran might shut down the Strait of Hormuz - one of the world's most critical chokepoints, through which a fifth of global oil and gas supply flows.
Invest with a 5 to 7 year horizon so that you are able to ride out price volatility and benefit from the long-term trends of demand and macroeconomic shifts.
Samsung also battling low-cost Chinese vendors.
The trigger for international gold prices rising to $3,000 per ounce was Germany's upcoming heavy government borrowing.
The shortage of semiconductors globally is expected to persist through 2021 and recover to normal levels by the second quarter of 2022, which will constrain the production of many electronic equipment types this year, according to research firm Gartner. Semiconductors play a crucial role in everything, right from computers to appliances, communication devices, transportation systems to critical infrastructure. The breakout of the COVID-19 pandemic had temporarily disrupted semiconductor shipments.
If Hindenburg or its partner do not join the investigation, then Sebi may pass an ex-parte order against it, which may be enforced as a foreign award in US courts.
Experts say, investors will be better off exiting them at higher levels and investing in stocks of fundamentally sound companies.
'When users sign up for free apps and services, they are giving up data. They fail to realise the impact of their data in the public domain, which is something that corporations have been monetising on for some time now.'
The analyst said since servicing of principal and interest on loans will beome challenging for mall operatos in the next couple of months.
From the Sensex basket, Tata Motors, State Bank of India, Tata Steel, Power Grid, NTPC, Bajaj Finserv, Bajaj Finance and Asian Paints were the major laggards.
Websites that are not mobilefriendly will drop down in rankings
