External Affairs Minister S Jaishankar has called for India and Russia to adopt a creative and innovative approach to address complex geopolitical challenges, emphasizing diversification and expansion of cooperation.
To those who ask, "Is all this really worth it? Why can't domestic demand fill the gap?", it is important to remind them that only 13 economies since the Second World War have grown at 7 per cent or more for 25 years -- like India needs to. They all had one thing in common: Strong export growth underpinned by strong global engagement, explains Sajjid Z Chinoy.
'These efforts by Beijing can be weaponised one day with economic, security and political implications for India.'
Equity markets this week will turn their focus on the RBI's interest rate decision, Q1 earnings from several blue-chip firms and tariff-related news for further cues, analysts said. Moreover, trading activity of foreign investors and trends in global equity markets will also drive investors' sentiment.
India's economy could reach $20.7 trillion in terms of purchasing power parity (PPP) by 2030 and may emerge as the second-largest economy by 2038 with $34.2 trillion GDP, an EY report said on Wednesday. The report also said that with appropriate countermeasures, India can limit the adverse impact of higher US tariffs on selected Indian imports to about 10 basis points of real GDP growth.
Apex exporters body FIEO on Tuesday expressed serious concerns over high US tariffs on Indian goods and said that textiles and apparel manufacturers in Tirupur, Noida, and Surat have halted production amid worsening cost competitiveness due to these steep duties. The US duties on Indian goods will increase to 50 per cent from August 27.
F&O trading is a zero-sum game where one person's loss is another's gain. Only one per cent of traders gained the money lost by 93 per cent, warns Harsh Roongta.
The Trump administration has told the US Supreme Court that it imposed tariffs against India for purchasing Russian energy products as part of its strategy to address the war in Ukraine.
'Geopolitically and diplomatically it's a very difficult situation for India.'
Domestic markets saw the addition of nearly 3 million new dematerialised (demat) accounts in July, marking the highest monthly increase since December 2024. This is also the third consecutive month that witnessed a rise in account openings, following a period of moderation from January to April.
''It's crucial to adhere to your trading plan, even when faced with emotional turmoil.' 'The market can be incredibly volatile and it's easy to get swayed by fear and greed.'
Domestic institutional investors (DIIs) poured in Rs 94,829 crore of fresh money into Indian equities in August, the second-highest monthly inflow after record Rs 1.07 trillion influx in October 2024.
Reels often induce the FOMO-'Act now!' mentality. But sound investing is about consistency, diversification and a long-term horizon.
The new proposal comes close on the heels of six measures introduced by Sebi to curb frenzy in index derivatives.
Foreign portfolio investors sold stocks worth Rs 1.42 trillion in 2025, with their sales hitting Rs 12,257 crore in the first four trading days of September.
The escalation in the diplomatic row between India and Canada will not have an impact on the bilateral trade and investment ties between the two countries, government sources said on Tuesday. They also said that the bilateral trade value is not significant and Canadian funds can route their investments through Singapore, the UAE and the US. "India is a preferred investment destination," they said.
'Things may get much worse before they get better,' predicts Ajay Chhibber.
Global emerging market investors are sharply cutting back on India, making it the largest underweight market, as funds rotate into China, Hong Kong, and South Korea amid tariff shocks and valuation concerns.
'First, develop the ability to sell -- to persuade, negotiate and close. Second, understand the financial mechanics that determine where value pools and how profits are captured,' says Shaadi.com founder Anupam Mittal.
The Swiss government would not object to tennis legend Roger Federer or FIFA President Gianni Infantino intervening to reduce the country's tariff burden after the US slapped a 39 percent import duty on its goods, President Karin Keller-Sutter said.
India imports goods worth over Rs 1,200 crore from Turkey annually, including a significant share of fruits like apples.
New Delhi 'will have to take a call which supply source suits us the best,' the finance minister said, pointing out that crude oil accounts for the bulk of India's foreign exchange spend.
The crisis may not be as visible this time, but the stakes are just as high, points out Rajeswari Sengupta.
When investing in fixed-income products, balancing considerations like safety, liquidity, and income is essential.
'The steel industry expects the government to decide on safeguard measures from dumping post-Budget'
Indication of a potential US Federal Reserve rate cut may trigger optimism in the domestic equity market, with investors' attention shifting to the looming deadline for additional US tariffs on Indian goods in a holiday-shortened week ahead, analysts said.
Whether Trump will actually press ahead with the oil sanctions remains unclear, since keeping Russian oil out of the world market risks high oil prices which could boomerang on the US economy and be damaging politically for Trump, points out Ambassador M K Bhadrakumar.
The deal fell through over unresolved disagreements over contentious issues, mainly on agriculture and automotive sector tariffs.
Concerns over weakening demand for Indian pharmaceutical (pharma) drugs in the US - their largest export market - have weighed heavily on investor sentiment this year. While the Nifty 50 has gained 6.02 per cent year - to - date (as on September 15), the Nifty Pharma index has declined 5.18 per cent, National Stock Exchange data shows.
Among Sensex firms, Mahindra & Mahindra, Asian Paints, Kotak Mahindra Bank, ICICI Bank, Tata Motors and Larsen & Toubro closed with losses. However, Power Grid, NTPC, Tata Steel and Hindustan Unilever were the major gainers.
US President Donald Trump announced a deal with Pakistan to develop its oil reserves, suggesting Pakistan might sell oil to India in the future.
Global funds' assets under custody (AUC) in India have been flat this year, with a Rs 2 trillion drop in information technology (IT) holdings offset by gains in financial stocks. AUC is the total market value of equities held by FPIs.
'As we navigate uncertain waters, a conservative approach to largecap investing could provide a strategic advantage.'
People in full-time jobs should especially avoid intraday trading as it results in loss of focus and affects performance.
S&P Global Ratings on Tuesday upped India's GDP growth forecast for the current fiscal to 6.5 per cent, citing lower crude prices, monetary easing and normal monsoon, and said the ongoing geopolitical tensions are unlikely to put a "significant pressure" on the rupee or inflation.
'Arbitrage funds make the most sense for those in the 30 per cent tax bracket, are viable for those in the 20 per cent bracket, but less so for those in the 10 per cent bracket.'
There are some apparent paradoxes visible in the data from the first quarter of 2025-26 (Q1FY26). The gross domestic product (GDP) delivered a positive surprise with 7.8 per cent year-on-year (Y-o-Y) growth.
One key development is the direct cargo connection between Chennai and Vladivostok, a crucial Russian port on the Northern Sea Route.
Commerce and Industry Minister Piyush Goyal on Tuesday said India and the 27-nation EU bloc are "really very near" to concluding talks for the proposed free trade agreement, with only a few issues left to be resolved.
Many high-profile IPOs in India since 2021 have destroyed investor wealth due to overvaluation, weak business models, and post-listing disinterest, turning 1 lakh investments into as little as 3,500.
