Just over a year ago, India was investors' top pick among EMs. Its slide down the rankings follows $30 billion (over 2.5 trillion) of foreign selling over the past 12-13 months.
'The campaign by the Mahagathbandan has failed to capture the imagination of the electorate given the fatigue factor with the Nitish government.'
'Earnings growth will be the main driver of India's market in 2026, with profits expected to rise 9% to 10% in H2 FY26 and accelerate to 12% to 15% in FY27.'
'AUM reached an all-time high of Rs 79.9 trillion in October 2025, driven by strong retail participation and record SIP inflows of Rs 29,529 crore from over 94.5 million contributing accounts.'
'...not merely in managing fiscal mathematics, but in demonstrating conservatism and prudence within that framework.' 'Looking forward, we believe sufficient growth drivers exist -- ranging from government reforms to revival in consumption to favourable monsoons. Numerous factors support the Indian economy.'
rediffGURU Nayagam PP, founder of EduJob360, breaks down the top government competitive exams aspirants can target in 2026, along with their eligibility criteria, important dates, syllabus essentials and preparation strategies.
Debtor alleges evidence from OCI Ltd shows funds were "round-tripped" to Byju Raveendran despite his earlier sworn statements -- claims Byju's founders strongly reject.
The DMK may consider a two-tier campaign, where they keep the focus on Chief Minister Stalin, as a senior statesman with 50-plus years of political experience, and let EPS and the BJP shout in the wilderness. In such a case, the second-tier may project Udhayanidhi as the contender and chosen obstructionist in Vijay's path. The attempt, if any, would be to reduce Vijay to Udhayanidhi's level when the former is aiming at Stalin and Stalin alone in the state's political horizon, predicts N Sathiya Moorthy.
'Why would a highly qualified doctor with a promising future choose to wage war against his own country?'
'This is an area where good lending can happen, and that is one of the priorities for the next quarter.'
5 simple ways you can protect your passwords from being stolen by hackers.
'...aggressive pricing amid volatility, but these are exceptions.'
'Defence, capital goods, engineering, capital market-related stocks, autos, and cement sectors are my bullish bets for Samvat 2082.'
Privately, many bankers admit their immediate goal is not growth but slowing the erosion of Casa deposits, reveals Tamal Bandyopadhyay.
India's housing finance sector is riding a wave of post-pandemic revival, driven by policy support, digital innovation, and growing demand from younger homebuyers in emerging cities.
Banks have outperformed the broader market in the past six months and most of the leading lenders have given positive returns to investors compared to a negative return delivered by benchmark indices.
What appeared to be a generous act of friendship was, in truth, a manoeuvre within a much larger strategic game. The United States used the 1962 war not just to aid India but to test how far it could be pulled into the Western fold, points out Dr Kumar.
The Deepa Thoon controversy, if not allowed to die a natural death, could take the election focus away from the anti-incumbency impacting the DMK and into the secular space. Stalin would love to have it that way, all over again, after the three past elections, points out N Sathiya Moorthy.
'A price of $6,600/oz is now a reasonable target for gold.'
'If we want to pivot meaningfully from a services-driven economy to a technology and manufacturing-led one.'
'The hearing is not adversarial but inquisitorial in nature -- it allows Sebi to examine the context, the strategy, and the intent behind the trades, particularly when algorithmic and expiry-day trading are involved.'
'The BJP's top leadership realised that their cadres are not happy with them, so they changed the ministers and got in new faces.'
'Now we have one of the best asset qualities in the industry.'
Ask rediffGURU Naveenn Kummar your insurance mutual fund and personal finance-related questions.
Ashok Gehlot convinced the RJD leadership that the Congress had no issue about declaring Tejashwi as the Mahagathbandan's chief minister face.
'The frenzy for gold is primarily due to the uncertainty surrounding the tariff war.'
'...the electoral playing field is tilted significantly in its favour.'
'The (Maoist) organisation is in visible decline. Their senior leaders are ageing. Forest life is unforgiving -- older leaders simply cannot cope physically.' 'Earlier, they attracted educated youth from cities. That stream has dried up. Today's recruits largely come from poor village backgrounds and lack ideological depth.'
This is the longest winning streak for gold in the last three decades.
Sebi aims to stay proactive as HFT and quant firms like Citadel Securities, Optiver, Millennium, and IMC Trading are expanding rapidly in India, which is home to the world's largest derivatives market by contracts traded.
'The pace of gold's ascent is striking, with prices rising from $3,500/oz to $4,000/oz in just 36 days -- far quicker than the historical average of 1,036 days taken to achieve similar $500/oz gains.'
Amid US-China trade tensions and economic vulnerabilities, India must seize the 'China +1' opportunity, deepen reforms, secure FTAs, and globalise its firms for long-term growth, suggests Ajay Shah.
'I disagree with much of Modi's politics, but it cannot be denied that in these years in office, he has carved more than a niche for himself in history,' points out Nilanjan Mukhopadhyay, author, Narendra Modi: The Man, The Times.
'The kind of reach it has with so many bank branches even in the remotest part of the country, it is one channel which will play a very important role in vision of insurance for all.'
'The investigation is at a very critical stage. We are not going to give every single document.'
'Returning Indians can leverage their international skills and the strong funding environment for start-ups here.'
A 10-part series that explains all you want to know about how India's EPF turns a slice of your monthly salary into long-term savings, pension, and life insurance.
Neo banks, along with mid-sized banks, are establishing global capability centres (GCCs) in India, mirroring the expansion strategies of larger global counterparts. This trend is being seen as the next major wave in the country's banking, financial services, and insurance (BFSI) sector.
Terror outfits in Jammu and Kashmir are now constructing elaborately-designed underground bunkers deep inside thick forests and elevated ridges instead of taking shelter in local houses, officials said. This tactical shift, fuelled by eroding local support, presents a new challenge to the Army and other security forces.
The more things change, the more they remain the same for corporate India. In the April-June 2025 period (Q1FY26) - for the ninth consecutive quarter - listed companies witnessed only single-digit revenue growth, while their core earnings, excluding other income and one-time gains, contracted for the second time in four quarters. This comes as firms brace for the impact of 50 per cent US tariff on Indian goods.
