India Inc's first-quarter earnings season was significantly impacted by the West Asia conflict, leading to rising costs, calibrated price increases, and margin pressures across various sectors including FMCG, automotive, steel, and cement. Companies are implementing price hikes to protect profitability, with many anticipating further escalations if input costs remain elevated.
Maharashtra Chief Minister Devendra Fadnavis dismisses the alliance between Uddhav and Raj Thackeray's parties as a move for political survival, asserting it won't significantly impact Mumbai's political landscape. BJP leader Ashish Shelar questions the motives behind the reunion, highlighting past criticisms and the Thackerays' changing stances.
'Healthy double-digit returns are still possible, though a sharp rally is unlikely.'
Four Indian nationals have been killed in an attack on the vessel MV Golden Leo during departure from the port of Odesa in Ukraine on Sunday evening, while one is critically injured.
Prime Minister Narendra Modi and US President Donald Trump are set to hold comprehensive talks focusing on a bilateral trade deal, defence cooperation, and energy and critical minerals sectors during the G7 summit in Evian-les-Bains, France.
Over the past two decades, India has witnessed several major petrol price hikes, driven by global crude oil fluctuations, economic crises, currency depreciation and geopolitical conflicts. How did we get from Rs 34 to over Rs 100 today
'DRDO has been directed to license missile technologies to the private sector.'
Poland's Secretary of State, Wladyslaw T Bartoszewski, has credited Prime Minister Narendra Modi with preventing Russian President Vladimir Putin from using tactical nuclear weapons in Ukraine in late 2022, highlighting Modi's significant influence on the Russian leader.
Indian equities are experiencing their sharpest rebound in years, with the BSE 500 index rallying 12.1 per cent so far this month, echoing Covid-era recoveries despite ongoing geopolitical uncertainty and earnings risks.
National Security Advisor Ajit Doval called for decisive action against terrorism and said there cannot be 'double standards' in the fight against it, while addressing an international security forum in Russia.
India's fertiliser subsidy bill is projected to increase by approximately 70,000 crore, reaching around 2.41 trillion in FY27, primarily due to rising import costs exacerbated by the ongoing West Asia crisis.
The Centre has informed the Supreme Court that 217 Indian nationals reportedly joined the Russian armed forces, with 49 fatalities amid the Russia-Ukraine war, and efforts are underway to repatriate those who were misled.
Analysts predict that developments in US-Iran negotiations, fluctuations in crude oil prices, and key global economic data will be the primary drivers of gold and silver prices in the coming week, with a strong focus on talks in Switzerland.
The question nobody seems to ask is why a democracy should be silent when many of its citizens are concerned about the way the US is deviating from its traditional ways of consultation, cooperation and collaboration and moving away from traditional allies, asks Ambassador T P Sreenivasan.
Russian teenager Mirra Andreeva powered into her maiden Grand Slam final with a ruthless 6-1 6-3 victory over Ukraine's Marta Kostyuk in a politically charged French Open semifinal on Thursday.
External Affairs Minister S Jaishankar has strongly defended India's decision to purchase Russian crude oil, stating that the country's energy choices are based on cost and availability, and highlighting the West's 'hypocrisy' in criticising India while historically supplying weapons used against it.
'What struck me at the time was simply the scale of it -- that something of this magnitude could be unfolding inside the Ram temple itself.' 'It was bewildering. And what troubled me further was the manner in which people were shielding it.'
India's Central government is likely to see its fertiliser subsidy bill double to a record 3.4 trillion in FY27, up from the Budget estimate of 1.7 trillion, due to surging global fertiliser prices exacerbated by the West Asia war. This significant increase, coupled with revenue losses from excise duty cuts for oil-marketing companies, is straining the government's fiscal space, though capital expenditure plans remain unchanged.
Prime Minister Narendra Modi and US President Donald Trump exchanged pleasantries and held a brief conversation at the G7 summit, their first in-person encounter in 16 months, setting the stage for high-stakes bilateral talks amidst continuing strain in India-US relations.
Indian defence stocks have seen an average year-on-year gain of 67 per cent, driven by renewed interest following 'Operation Sindoor' and a broader increase in global geopolitical tensions, with the combined market capitalisation of 18 firms increasing by approximately 2.3 trillion.
Defence Minister Rajnath Singh has emphasised the need for India to develop a robust drone manufacturing ecosystem, drawing lessons from recent global conflicts and highlighting the importance of self-reliance in drone technology.
Prime Minister Narendra Modi's visit to Italy concluded with the elevation of India-Italy relations to a Special Strategic Partnership, focusing on enhanced cooperation across various sectors.
The Athletics Federation of India (AFI) has denied signing a Memorandum of Understanding (MOU) with the Russian athletics federation, amidst ongoing sanctions and the conflict in Ukraine.
Trump further reiterated his claim that he ended 'eight wars in 10 months', and said the Russia-Ukraine conflict was the toughest of all.
State-run Bharat Petroleum Corporation Ltd (BPCL) plans a significant capital expenditure of 25,000 crore for the financial year 2026-27, primarily for ongoing expansion projects. The company also stated that the recent 4-per-litre price hike in petrol and diesel has provided some financial relief amidst volatile crude oil prices and mounting losses.
The Centre informed the Supreme Court that ten Indians have died while fighting alongside Russian forces in the Russia-Ukraine war. The court is hearing a plea seeking the repatriation of Indians allegedly forced to fight.
The Indian government has increased import duties on gold and silver from 6 per cent to 15 per cent to curb inbound shipments of precious metals amid a rising import bill due to the West Asia crisis.
Hybrid mutual fund schemes attracted significant inflows of Rs 1.55 lakh crore in FY26, a 29 per cent increase, as investors increasingly opted for diversified investment strategies to navigate volatile market conditions and geopolitical tensions.
The Strait of Hormuz crisis is impacting lifestyles worldwide, from reduced gold purchases in India to energy conservation in Europe and Japan, as governments urge citizens to adapt to the global energy shock.
Mahindra & Mahindra (M&M) is implementing a comprehensive, multi-layered strategy to fortify its supply chains against geopolitical volatility, logistical challenges, and regulatory risks, drawing lessons from recent global disruptions.
Modi in a post on X said the two leaders also discussed measures to further strengthen Special and Privileged Strategic Partnership between the two countries.
Defence Minister Rajnath Singh has emphasised the need for India to develop a robust drone manufacturing ecosystem to enhance its defence capabilities, drawing lessons from recent global conflicts.
Karan Adani of Adani Ports & Special Economic Zone emerged as the top absolute value creator, adding Rs 2.67 trillion as the company's mcap rose from Rs 42,149 crore in March 2020 to Rs 3.09 trillion in March 2026 (7.3x) -- the largest rupee addition on the list.
During a bilateral lunch with the Ukrainian President in the White House, Trump reiterated his confidence in facilitating an end to the ongoing war.
The PM emphasised that he has himself met leaders of both Russia and Ukraine and also pointed to his 'this is not an era of war' remark that he made in the presence of Russian President Putin.
"The world might face a food crisis if the war continued till the end of April, as it could have a dramatic impact on planting in Europe and North America," said Matt Simpson, CEO of Brazil Potash.
State-owned Indian Oil Corporation (IOC), Bharat Petroleum Corporation Ltd (BPCL), and Hindustan Petroleum Corporation Ltd (HPCL) are reportedly incurring losses of Rs 18 per litre on petrol and Rs 35 per litre on diesel, as they continue to absorb rising crude oil costs without increasing retail prices. This situation is leading to expectations of a fuel price hike after upcoming state elections.
Foreign brokerages have started to cut their year-end targets for the Nifty 50 index amid the ongoing West Asia conflict.
S&P Global Ratings warns that Indian oil marketing companies like IOC, BPCL, and HPCL may face reduced profit margins due to rising crude oil prices and government pressure to maintain stable retail prices.
Donald Trump defends the recent surge in global oil prices, arguing it's a necessary short-term cost to eliminate Iran's nuclear threat and ensure global security.
