During a special briefing in Tianjin, Misri confirmed that the prime minister will first address the SCO plenary session before meeting President Putin.
Stock markets are expected to be driven by global trends and FPI trading activity this week after the conclusion of the earnings season, analysts said. Unabated foreign fund outflows, lower-than-expected quarterly earnings and global trade war fears hit market sentiments last week, where the benchmark indices Sensex and Nifty extended their downward trend to the eighth day in a row on Friday.
'As long as Sebi maintains transparency and market stability, the Jane Street episode is unlikely to deter long-term foreign capital.'
'...it should not delude itself into thinking that India's security or its great-power ambitions will be advanced by those partnerships.'
'Instead, what India should focus on is on riding out the next three-and-a-half years of Trump's presidency with minimal damage to itself.'
Global trends, trading activity of foreign investors and news flow on tariffs are expected to influence movement in the equity market in a holiday-shortened week ahead, analysts said. Equity markets would remain closed on Wednesday for 'Mahashivratri'.
The United States announced a 25 per cent tariff on India as the White House released an expansive list of duties that Washington, DC will impose on exports from countries around the world.
'Geopolitically and diplomatically it's a very difficult situation for India.'
The Indian economy is expected to be "a little weaker" in 2025 despite steady global growth, IMF managing director Kristalina Georgieva has said. Georgieva also said she expects quite a lot of uncertainty in the world this year mainly around the trade policy of the US. In her annual media roundtable with a group of reporters on Friday, she said global growth is expected to be steady in 2025, but with regional divergence.
'When Prime Minister Modi met President Trump, they agreed to initiate a bilateral trade dialogue.' 'It makes sense to give these negotiations a chance.'
The US remains the largest market for IT outsourcing, and for Indian giants TCS, Infosys and Wipro, it contributes around 40 per cent of their top line.
618 companies were part of the billion dollar club when the markets reached all-time highs on September 26, 2024. That number has fallen to 500 following a $1 trillion wipeout in India's market capitalisation amid relentless selling by FPIs.
Prime Minister Shigeru Ishiba's sudden resignation after only a year in office has thrown Japan into political turmoil, raising doubts about how the country will handle economic and regional challenges, observes Dr Rajaram Panda.
'Maintain a balanced approach with a preference for short-to medium-duration funds.'
'New Delhi is not naive about its foreign policy choices.'
Over 25 crore workers across India are set to strike against new labour codes and privatisation, potentially disrupting banking, postal, and other essential services.
Adani Group on Monday said it does not handle any cargo coming from Iran or any Iranian-owned ship at any of its ports, as it denied any deliberate engagement in sanctions evasion. In a stock exchange filing, the group said reports of links between any of its entities and Iranian LPG are "baseless and mischievous".
'The logic every one of our neighbours must realise is that working with India will give you benefits, and not working with India has a cost.'
'Indian markets may underperform global peers for the next two quarters.' 'But beyond that, India should catch up and resume its long-term growth path.'
In the Indian stock market, investors are interested in the actions of both domestic and foreign institutional investors (FIIs and DIIs). These groups have wealth as well as expertise in research, which makes them powerful participants in the Indian stock market. Their buy and sell positions have a large effect on stock prices and market sentiment due to the large volume.
The United States offers an "abundance" of stability and transparency, which makes the world's largest economy an attractive investment destination for the Aditya Birla Group, a top official from the Indian conglomerate has said. Kumar Mangalam Birla said the group chaired by him has invested $15 billion in the US over the last 17 years, making it the biggest Indian investor in the country.
'India is too important to the United States for there to be any kind of a permanent bump in the relationship.'
'We need to be very vigilant as we are passing through some fraught times.'
'We should watch -- in the near term -- for signs that the two have totally fallen out at a personal, political level.' 'Trump and Modi know how to be dealmakers, but they also know how to hold a grudge.'
India and China have announced a series of measures aimed at improving their relationship, including maintaining peace along the border, reopening border trade, and resuming direct flights.
India-US relations, like Rome, were not built in a day, nor can they be demolished in a day.
All said and done, when the new global order emerges, India can only remain with the democracies, asserts Ambassador T P Sreenivasan.
India has cautioned against 'double standards' regarding its energy procurement from Russia, asserting that it is based on national interests and market dynamics, following a threat of secondary sanctions from NATO Secretary General Mark Rutte.
Prime Minister Narendra Modi on Friday said India will never compromise the interests of its farmers, fishermen and dairy farmers, asserting that he would be ready to pay any price.
The last time this happened was in 1996.
The interplay between domestic and foreign capital will shape India's equity markets.
External Affairs Minister S Jaishankar addresses Parliament on Operation Sindoor, denying any US trade linkage and highlighting Pakistan's request for a ceasefire through the DGMO channel.
Moody's Ratings on Wednesday said India's economic growth will exceed 6.5 per cent in the next fiscal, up from 6.3 per cent this year, on higher government capex and consumption boost from tax cuts and interest rate reduction. Projecting a stable outlook for the banking sector, Moody's said although the operating environment of Indian banks will remain favourable in the next fiscal, their asset quality will deteriorate moderately after substantial improvements in recent years, with some stress in unsecured retail loans, microfinance loans and small business loans.
'India's farmers will be unable to compete with the US, given the subsidies that the latter provides its farmers.'
Until now, one of the ways to get Dubai's Golden Visa from India was to invest in property whose value should be at least AED Two Million (Rs 4.66 crore), or invest a large amount in business in the country.
Truck movements across the India-Bangladesh border are on the rise, with increasing rentals signalling a trade recovery between the two South Asian nations. Yet, geopolitical tension looms large, with Bangladesh now under an interim government for nearly two months.
'Don't play the American game... India is too big for a US game.'
'9 September saw Kathmandu and other key cities under the control of goons.' 'There was no authority, the police was nowhere.' 'The crowds torched all three centres of the state -- the supreme court, parliament and the Singha Durbar government headquarters.' 'The army stayed aloof from the complete destruction of these edifices, which is less than a kilometre from its headquarters.'
If pharmaceutical exports from India to the US come under a 25 per cent tariff bracket, the impact on earnings before interest, tax, depreciation and amortisation (Ebitda) could be around 5 per cent, felt analysts. This is after assuming that about 75 per cent of the tariff would be passed on.
In his address, Singh said there should be "no double standards" in combating terrorism and urged the SCO member nations to condemn the menace with unity.
Analysts expect Nifty to rise up by to 6 per cent in six months, with intermittent corrections likely due to global factors.
The Congress party launched a scathing attack on the central government regarding the Pahalgam terror attack and Operation Sindoor, demanding accountability from Home Minister Amit Shah and clarification on the number of Indian jets downed during the operation.
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