Stock markets will be driven by RBI's interest rate decision, tariff-related developments, global trends and trading activity of foreign investors in this holiday-shortened week, analysts said.
A deep dive into Trump's new policy and what it means for Indian professionals and companies.
'Nor would it have serious implications in India's relations with Saudi Arabia that stand on their own and have improved significantly in recent times, including in defence and strategic affairs.'
Russian President Vladimir Putin announced his upcoming visit to India in December and expressed his intention to address the trade imbalance between the two countries, particularly concerning India's crude oil imports from Russia. He also lauded India's independent stance on international issues and highlighted the strong relationship between the two nations.
India's crude oil imports from Russia saw a marginal decline in September, but continued to account for over one-third of the country's total oil purchases, despite US pressure to curb the trade over concerns that it supports Moscow's war effort in Ukraine. India's crude imports in September were around 4.7 million barrels per day, up 220,000 bpd month-on-month and flat year-on-year.
India's concerns over a planned naval exercise between Pakistan and Sri Lanka in the strategically important waters of Trincomalee led to the shelving of the drills weeks ago. The exercise was planned as part of regular engagements between the two navies, but India expressed its apprehensions to the Sri Lankan government. Trincomalee, situated on Sri Lanka's northeastern coast, is considered a significant hub in the Indian Ocean region, particularly for India's maritime security interests. The Pakistani Navy's close cooperation with China's PLA Navy has raised concerns in New Delhi about any Pakistani warship presence in Trincomalee. This incident follows previous diplomatic rows between India and Sri Lanka over the docking of Chinese vessels at Sri Lankan ports. India has been actively supporting Sri Lanka's development of Trincomalee's energy infrastructure and has recently signed a defense pact with the country to boost military cooperation.
Afghan Foreign Minister Amir Khan Muttaqi announced that Kabul will send diplomats to India as part of efforts to improve bilateral relations. He assured New Delhi that Afghan soil will not be used for activities detrimental to India's interests.
The Bloomberg report suggests that this backchannel communication from President Xi has laid the groundwork for a broader thaw in relations. This overture has since translated into a series of tangible diplomatic actions leading up to the upcoming Shanghai Cooperation Organisation (SCO) summit.
'Saudi-Pak defence pact is to anchor the defence and security of Saudi Arabia and not Pakistan, per se, with Islamabad being the junior partner.'
India's computer services exports have risen 30 per cent since the advent of ChatGPT in November 2022, even as overall services exports have plateaued, World Bank's South Asia Chief Economist Franziska Ohnsorge said, terming Artificial Intelligence (AI) and the conclusion of more trade agreements that can trigger a "manufacturing renaissance", as the two big investment opportunities for India in coming years.
A civil society alliance in Nepal has alleged a conspiracy to restore the monarchy, even as political parleys for a transitional government continue.
'If the BJP had its way, it would sideline him in favour of someone else. But that's not feasible. There is no vote catcher in Bihar for the BJP.'
'The statistical confidence bands of the fan charts of the forecasts will provide a better sense of the potential variability of outcomes.'
'During the 5-day visit, Amir Khan Muttaqi would have, conceivably, bumped into our powerful security agencies one way or another and some interaction would have ensued, which, in turn, can lead to future dealings.' 'Indeed, this will be the one crucial template of the Indo-Afghan relationship that Pakistan will be monitoring closely,' points Ambassador M K Bhadrakumar.
'I do believe there will be a resolution in the next couple of months on the penal tariff and hopefully on the reciprocal tariff also.'
India has voiced regret over the Ukraine conflict's 'collateral consequences', including prices of fuel, saying countries of the Global South have been left to fend for themselves, as Delhi underscored that diplomatic efforts hold the promise to end the war and bring lasting peace.
The MiG-21 episode demonstrates that procurement is always strategic.
Choices about what aircraft to acquire, who builds them, who supplies the spares, who trains the pilots and technicians are decisions with political consequences lasting for decades.
India has opposed the International Monetary Fund's (IMF) proposal to extend fresh loans of USD 2.3 billion to Pakistan, citing concerns that the funds could be misused for financing state-sponsored cross-border terrorism. India abstained from voting at the IMF meeting, expressing concerns about Pakistan's track record and the possibility of debt financing being misused for terrorism. The IMF took note of India's statements and its abstention from the vote. India's opposition comes at a time when military conflict between India and Pakistan has intensified following a terrorist attack in Kashmir.
Despite a strong 7.8 per cent growth in the first quarter, the Indian economy is expected to grow at 6.5 per cent in the current financial year as the impact of US tariffs on Indian exports will reduce prospects, particularly in the second half, ADB said on Tuesday.
Maharashtra Minister Chhagan Bhujbal opposes including Marathas in the Other Backward Classes (OBC) quota, citing limited reservation available for existing OBC communities and warning of potential protests if their share is reduced.
'If the NDA returns with the BJP substantially ahead of the JD-U, a BJP CM bid becomes plausible; if the gap is narrow or JD-U holds pivotal seats, continuity with Nitish is the lower-risk option.'
Prime Minister Narendra Modi condemned the violation of Qatar's sovereignty following Israeli air strikes on Doha, targeting Hamas leaders. He conveyed India's deep concern to the Emir of Qatar and reiterated support for peace and stability in the region.
'India kills its own talent before the world even gets to see it'
'Even if tariffs are reduced, non-tariff may still remain a challenge.'
'What is it about the institution of faith that makes somebody get a sense of impunity, that they believe they can get away with anything?'
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.
'New Delhi is not naive about its foreign policy choices.'
'One Chinese interlocutor said India should realise that "China can do without India, but India could not do without China", pointing to its inability to do without Chinese intermediates and components,' former foreign secretary Shyam Saran discovers on a visit to China.
'Trump does have a master plan in mind to put pressure on India with the additional tariff of 25 per cent to get Modi to persuade Russian President Vladimir Putin to freeze the Ukraine war.' 'It has not worked so far. By end-September only we'll know for sure the future trajectory of India's oil purchases from Russia,' observes Ambassador M K Bhadrakumar.
With inflation comfortably below the Reserve Bank of India's (RBI's) 4 per cent median target and likely to undershoot its 3.7 per cent projection for 2025-26 (FY26), there is room for the monetary policy easing cycle to be sustained, the Finance Ministry said on Monday. The comments, featured in the ministry's Monthly Economic Review for June 2025, assume significance ahead of the Monetary Policy Committee (MPC) meeting of the Reserve Bank of India (RBI) scheduled to begin from August 5.
'That is going to have an impact on literally every one, whether you buy a toothpaste, a safety pin, a car, shoes or medicines or you go to a diagnostic centre.'
Nasscom on Monday said the US clarification that the H-1B visa fee hike will not affect current visa holders and will apply as a one-time fee only to fresh petitions has helped address the immediate ambiguity surrounding eligibility and timelines.
'In case a particular industry has not passed on the benefits and if we receive complaints, we will take up the matter with the industry body concerned.'
As anti-establishment protests led by Nepal's Gen Z continue across the country, youth leaders at the forefront of the demonstrations have stated that the widespread corruption and political stagnation were the core reasons behind their mass mobilisation against the government.
India's External Affairs Minister S Jaishankar has expressed concern over information regarding USAID funding in India, calling it "concerning" and hinting at potential "bad faith" activities. Jaishankar asserted that India is looking into the matter and that the country should know who is involved in such activities. He also emphasized the need to expand India's security definition in the digital age, highlighting the influence of technology and narratives on public perception. The statements come amid controversy surrounding USAID funding for certain activities in India, with the US President Donald Trump questioning the agency's funding of voter turnout efforts.
China has expressed surprise over India's clarification regarding its stance on Taiwan, following reported comments by External Affairs Minister S Jaishankar. Beijing claims India's position is inconsistent with facts and undermines China's sovereignty.
Prime Minister Modi urged the people of the country to take pride in selling and buying indigenous goods.
India's economic growth is expected to be lower at 6.3 per cent this fiscal compared to the RBI's projection of 6.5 per cent, a SBI Research Report said on Thursday. The report pegged the first quarter GDP estimate at around 6.8-7 per cent, mainly due to muted private capex.
Brave statements such as we will continue to be the fastest growing large country are of no consolation, because the direction of trade also determines the flow of investment, points out M Govinda Rao.
Chinese Foreign Minister Wang Yi's visit to India focuses on border talks with NSA Ajit Doval, amidst efforts to rebuild relations after the Galwan Valley clashes and rising India-US tensions.
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