India's defence expenditure surged to $92.1 billion in 2025, making it the world's fifth-largest military spender, according to SIPRI data. This 8.9 per cent year-on-year rise was primarily driven by operational and procurement needs following heightened regional tensions with Pakistan in May 2025.
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.
TVK chief Vijay, a candidate in the Tamil Nadu Assembly elections, has filed a revised election affidavit disclosing two pending FIRs, addressing discrepancies in his initial filing.
The fiscal tilt towards capex benefits companies in investment-related sectors like capital goods, defence equipment, engineering & construction and metal & mining. The planned cut in revenue expenditure will weigh on companies in consumption sectors like FMCG, consumer durables and retail.
Despite a sharp increase in import duties on gold and silver to 15 per cent, the precious metals are trading at significant discounts in the domestic market, with gold seeing discounts of up to $200 an ounce and silver up to $6 an ounce.
'My concern is that, although everything is expressed in monetary terms, you are effectively combining values that have been adjusted using different price measures.'
India's fertiliser subsidy bill for the current financial year (FY27) is projected to increase by approximately 20% due to surging global prices, primarily driven by the West Asia crisis, a senior official confirmed. Despite this, retail prices for urea and di-ammonium phosphate (DAP) will remain unchanged, ensuring adequate supply for the kharif season.
The extent of doubts over the fairness of this election can be assessed by juxtaposing two figures: Total votes polled by the two principal parties and the number of people who were disallowed from voting this time, observes Nilanjan Mukhopadhyay.
InterGlobe Aviation (IndiGo) is experiencing significant financial pressure, with its stock falling 18 per cent since the start of the Iran war, due to rising Brent crude prices, a weakening rupee, and disruptions to its West Asia and European flight networks caused by geopolitical tensions.
A powerful 7.5 magnitude earthquake struck northeastern and northern Japan, prompting a tsunami warning for the Pacific coasts of Hokkaido, Aomori, and Iwate prefectures. Tsunami waves of up to 3 meters were forecast, and residents were urged to evacuate to higher ground. No abnormalities were reported at nuclear plants.
Governments should move away from universal subsidies towards tightly targeted transfers, backed by stricter eligibility norms, sunset clauses and periodic audits to curb leakages and improve spending efficiency, a joint study by Asian Development Bank and PwC has recommended.
Airfares to Southeast Asia have surged 25 to 30 per cent, driven by high demand and limited airline seat capacity.
West Bengal's upcoming 2026 election may hinge on the impact of recent electoral roll revisions, particularly in 65-70 closely contested constituencies where victory margins are slim. The deletion of over 90 lakh names, especially in key areas like Nandigram, Bhabanipur, and the Matua belt, has redrawn the electoral map, potentially influencing the outcome for both the TMC and BJP.
Base revisions are technical exercises, but history shows they can significantly reshape the narrative around India's growth performance.
India's sugar consumption is projected to fall by nearly 400,000 tonnes in the 2025-26 season, primarily due to the ongoing liquefied petroleum gas (LPG) shortage exacerbated by the West Asia conflict and unseasonably cool weather.
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.
10 stocks from the Nifty 200 index that offer good growth potential and scope to deliver decent returns from current levels, based on brokerage estimates.
Fitch Ratings on Friday said persistently higher oil prices could cause India's retail inflation to rise faster than the expected gradual pace, and lead to a slowdown in economic growth in the first half of financial year 2026-27 (FY27).
Moody's Ratings has downgraded India's growth forecast for financial year 2026-27 (FY27) to 6 per cent from 6.8 per cent, attributing the revision to weaker consumption and industrial activity, elevated energy prices, and rising input costs stemming from the West Asia conflict.
S&P Global Ratings warns that a sustained rise in crude oil prices to $130 per barrel could significantly slow India's economic growth, weaken fiscal metrics, and strain corporate and banking sector performance, potentially reducing growth by up to 80 basis points.
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.
In West Bengal's electoral chessboard, governments are rarely made in the hills of North Bengal or the forested region of Jangalmahal. Power is usually decided in the crowded plains of South Bengal, where elections are won less by momentum and more by mathematics.
West Bengal Chief Minister Mamata Banerjee has accused the BJP-led central government of attempting to suppress voting rights through voter roll revisions, describing Prime Minister Narendra Modi as the 'biggest infiltrator'.
Bhabanipur is set to be the focal point of the 2026 West Bengal assembly elections, with Mamata Banerjee and Suvendu Adhikari preparing for a high-stakes political battle. The constituency will witness rival processions and symbolic gestures as both parties aim to assert their dominance.
Foreign brokerages have started to cut their year-end targets for the Nifty 50 index amid the ongoing West Asia conflict.
West Bengal Chief Minister Mamata Banerjee launched a scathing attack on the BJP-led central government, accusing it of attempting to suppress voting rights and polarise the electorate ahead of the assembly elections.
West Bengal Chief Minister Mamata Banerjee has accused the BJP-led central government of attempting to suppress voting rights through voter roll revisions, describing Prime Minister Narendra Modi as the 'biggest infiltrator'. She framed the upcoming assembly elections as a fight for democratic rights and Bengal's social harmony.
The IMF on Monday raised India's growth projection to 7.3 per cent for fiscal 2025-26, up 0.7 percentage point from its October forecast, on the back of better-than-expected performance of the economy. The Washington-headquartered multilateral lending agency has also revised India's Gross Domestic Product (GDP) growth forecast to 6.4 per cent for fiscal year 2026-27 beginning April 1, 2026, from its earlier estimate of 6.2 per cent.
Political observers said the announcement assumes significance as the state prepares for the assembly elections, with political parties stepping up outreach to various community groups.
Indian banks are urging the Reserve Bank of India (RBI) to reconsider its new $100 million cap on net open foreign-exchange positions, warning that the directive could lead to significant mark-to-market (MTM) losses and force an accelerated unwinding of trades, potentially impacting FY26 earnings.
India's economy is projected to maintain growth above 7 per cent in 2026-27 (FY27), supported by strong domestic consumption and investment, even as global growth faces risks from geopolitical tensions, according to industry body Assocham.
Goldman Sachs has materially lowered its earnings growth forecast for Indian companies by a cumulative 9 percentage points over the next two years.
A new study alleges that Muslim voters are disproportionately represented in Logical Discrepancy (LD) lists during Kolkata's voter roll revision, raising concerns about potential bias in the electoral process.
Here are the key numbers to watch out for in the Union Budget for 2025-26:
The idea of back-loading the target of fiscal consolidation is perhaps guided by the government's desire to be prepared for any adverse developments in the coming year, points out A K Bhattacharya.
This election is different. It is no longer simply about governance or welfare. It is about identity, fear, and who belongs. The BJP has successfully shifted the terms of the debate from what the government has delivered to who the real Bengali is and who is an outsider, points out Ramesh Menon.
The government has sharply reduced excise duty on petrol to 3 and diesel to zero, offering major relief to consumers. Here's how the price cut will impact fuel rates and inflation.
TMC leader Abhishek Banerjee has accused the BJP of misusing democratic institutions and stoking communal discord in Bengal, criticising their 'double engine' governance model.
Indian equities trading activity saw a moderation in FY26, with cash market turnover declining and derivatives growth remaining subdued due to regulatory tightening and weak market performance. Further impacts are expected from new RBI norms and a hike in Securities Transaction Tax (STT).
Brokerages were divided on Bajaj Finance after its 2025-26 (FY26) third-quarter (October-December/ Q3) results, with a few raising targets on valuation comfort, while others flagged concerns over the credit cost trajectory.
