A recent SBI Economic Research report indicates that the significant gap between credit and deposit growth, currently over 530 basis points, is likely to persist if geopolitical risks and external supply shocks continue. However, an improvement in deposit growth is anticipated with inflows into foreign currency non-resident (bank) deposits.
State Bank of India Chairman C S Setty stated that banks will take three to four months to deploy the significant funds mobilised through foreign currency non-resident (bank), or FCNR(B), deposits, which is unlikely to cause "abnormal lending". He also highlighted the need for agentic artificial intelligence (AI) costs to fall sharply for its widespread deployment in India, envisioning its role in transforming banking from fraud detection to personalised financial assistance.
A stake sale by Tata Trusts will help it to have a larger corpus that could be used to balance the unequal dividends that flow from Tata Sons on an ongoing basis.
'It is not economical to operate GSLV-Mk II due to its cost and complexity. Future launches to be managed with LVM3.'
Smallcap and midcap funds now account for nearly 30% of active equity MF folios, as stock-market gains revive investor appetite for high-growth segments.
India is significantly expanding its crude oil sourcing to Latin America, with Venezuela emerging as a major supplier, as geopolitical disruptions in the Middle East and the Strait of Hormuz compel the world's third-largest oil consumer to diversify its energy supplies.
Axis Bank has opened 50 new branches across India, while Abakkus Mutual Fund has surpassed Rs 10,000 crore in AUM. YES Bank launched a new credit card for women, and J&K Bank partnered with HDFC Life to enhance its insurance offerings, showcasing significant growth and strategic developments in the Indian financial sector.
The Hyderabad AI factory is being designed to run some of the world's largest and most sophisticated AI models, including trillion-parameter models and next-generation agentic AI applications.
'whom he believes in ... or whom he has faith in. But we don't know whether that person will be competent or not. This will lead to a lot of uncertainty in the minds of investors and shareholders of the Tata group companies.'
Despite the Reserve Bank of India's (RBI) and the government's recent initiatives to attract foreign capital, which are expected to alleviate pressure on long-duration bonds, most debt fund managers are maintaining a cautious stance, favouring shorter-duration papers due to global uncertainties and potential future rate hikes.
While the latest trigger for him stepping down could be the uncertainty around his renewal as a director at the AGM, which is otherwise a routine matter, Chandra may have been contemplating quitting for some time now because of the overall turbulence with the principal shareholder on the leadership issue.
'Once you're wrestling with making a merger of that scale value-accretive, you're also under pressure to keep growing the balance sheet and chasing liabilities, and other things start to slip as a consequence.'
L&T Finance reported a robust Q1FY27 with net profit growing 29% year-on-year to 900 crore, driven by strong asset growth and strategic initiatives including accelerating cross-selling, improving productivity, and fostering a technology-first, AI-led culture, alongside significant expansion in gold loans.
Indian Hotels Company Ltd (IHCL) is expected to benefit from higher room rates, rising occupancy, and strategic acquisitions, with analysts projecting double-digit revenue growth for FY27 driven by strong domestic demand and a favourable demand-supply dynamic.
Rising study-abroad costs are prompting families to use education loans strategically while preserving savings, liquidity and long-term financial stability, says Yogesh Rawat
Adani Properties has emerged as the largest value creator in the 2026 Grohe-Hurun India Real Estate 150, adding Rs 38,000 crore in valuation to become India's fourth-most valuable real estate company, with its valuation rising 72.5 per cent year-on-year to Rs 90,400 crore.
Indian startup funding plummeted by 43 per cent year-on-year to $7.81 billion between March 1 and June 15, 2026, largely due to the West Asia conflict, which has amplified global risk perceptions, tightened liquidity, and led to rupee depreciation, making global investors cautious.
VinFast has gone from an unknown brand to India's fifth-largest EV carmaker in just seven months, but its toughest battle is only beginning.
FMCG major Hindustan Unilever Ltd (HUL) reported a 21 per cent increase in its March quarter consolidated net profit, reaching Rs 2,994 crore, primarily driven by higher volumes and a significant gain from the divestment of its stake in Nutritionalab.
India's move to privatise PSLV rocket production through IN-SPACe has triggered debate over national security, ageing technology and the agency's role.
'Policy consistency combined with timely and calibrated reforms are expected to ensure that India not only maintains macroeconomic stability, but also emerges as a globally competitive and inclusive economy.'
Net mutual fund inflows into active equity schemes in India plummeted by 40 per cent month-on-month in May, reaching a one-year low of 22,908 crore, primarily due to weaker lump-sum investments and increased redemptions amidst significant market volatility and global uncertainties.
INOX Air Products has commissioned a new ultra-high purity liquid oxygen facility in Hosur, Tamil Nadu, to support India's growing semiconductor and solar manufacturing sectors, reducing reliance on imports.
Preferential equity listings in India reached an unprecedented 1,307 in FY26, marking a 33% increase from the previous year and reflecting a strategic choice for companies during market volatility.
The Reserve Bank of India (RBI) is set to revise its directives for bank boards, aiming to alleviate operational burdens and enable them to concentrate on crucial policy and strategic decision-making, thereby enhancing corporate governance in the Indian banking sector.
Leading Indian jewellery bodies, including the All India Gem & Jewellery Domestic Council (GJC) and Malabar Gold & Diamonds, have expressed support for Prime Minister Narendra Modi's appeal to reduce gold imports and are advocating for enhancements to the Gold Monetisation Scheme (GMS) to unlock India's vast idle gold reserves.
Earlier, most investors counted on traditional options like fixed deposits, gold, or property. But in 2026, you will have access to a much wider range of opportunities across different markets and sectors.
Adani group companies reported a record capital expenditure of Rs 1.53 lakh crore (USD 16.1 billion) and an all-time high EBITDA of Rs 94,834 crore (USD 10 billion) in the 2025-26 fiscal year, signalling an accelerating infrastructure expansion cycle while maintaining leverage below its stated target.
Bajaj Auto reported a significant increase in its consolidated Q4FY26 performance, with profit after tax more than doubling to approximately 3,662 crore, a 103 per cent year-on-year rise, primarily driven by record volumes, an improved product mix, and the strategic consolidation of Bajaj Auto International Holdings AG (BAIHAG).
Tata Steel reported a significant 124.9 per cent year-on-year increase in consolidated net profit to 2,925.74 crore for the fourth quarter of FY26, driven by higher volumes and an improved product mix in India, alongside planned cost reductions across its global operations.
Hindustan Unilever (HUL) exceeded consensus estimates in Q4FY26, driven by lower overheads and 6 per cent consolidated volume growth. However, the company anticipates further price hikes to counter an expected 8-10 per cent material cost inflation, while maintaining a mid-term margin guidance of 22.5-23.5 per cent.
'Equities may not outperform every year, but if they do so seven times out of 10, it's an asset class worth relying on.'
'Exploration should be made easier and companies should be given operational flexibility.'
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.
Godrej Consumer Products Ltd (GCPL) delivered a robust Q4FY26 performance, with steady demand in India and signs of stabilisation in international markets, despite persistent inflationary pressures. The company expects to maintain profitability in FY27 through strategic cost management and pricing adjustments.
HDFC Bank, India's largest private-sector lender, has revised its FY27 growth trajectory, stepping back from earlier guidance to align with a more measured 12 per cent year-on-year expansion, citing geopolitical uncertainties.
With duties at 15%, GST at 3%, and making charges running as high as 20% -- the gap between a smart purchase and a careless one can easily be Rs 30,000 to Rs 50,000 on every Rs 1 lakh invested. And most of that gap is entirely avoidable. Ramalingam Kalirajan explains the math.
Domestic institutional investors, on the other hand, made a net investment of Rs 1.13 trillion during this period.
The Indian IPO market is experiencing a significant surge in preliminary filings, with 38 companies submitting papers to SEBI in March 2026, driven by a combination of improved issuer confidence, strategic regulatory compliance, and private equity investors seeking exits amidst volatile market conditions.
'When there is such an elaborate and a strong process, one would have expected anyone to either place the issues so that they can be addressed or go to the regulator and probably tell them rather than creating a kind of uncertainty for the stakeholders.
