Domestic PMI data, US Federal Reserve meeting minutes and the progress on India-US trade deal negotiations are likely to influence movement in the equity market in the week ahead, according to analysts. Moreover, the trading activity of foreign investors would also influence the equity market trends.
The GenZ violence that engulfed Nepal is not only against nepo-babies -- its anger is broader and riddled with contradictions, making it difficult for interim PM Sushila Karki, points out Aditi Phadnis.
United States President Donald Trump on Wednesday said that the US is 'doing a trade deal with India' as the two sides continue to hold talks on the proposed trade pact.
The US has approved the sale of Excalibur Projectiles, Javelin Missile System and related equipment totalling over 90 million dollars to India.
'This election was won because of Nitish Kumar's face and his policies.'
Trump has been critical of Mamdani's policies and had warned on the eve of the November 4 election that Mamdani's win will be a "complete and total economic and social disaster" for New York City.
India's exports contracted 11.8 per cent to $34.38 billion in October, showed government data released on Monday. Imports jumped 16.63 per cent to $76.06 billion.
'This will split the Marathi and Shiv Sena vote.' 'The BJP has conducted 3 surveys indicating they shall secure 109 seats in the BMC.' 'They do not wish for the Shinde Sena to demonstrate excessive strength in the BMC.' 'If the Thackerays secure 60-70 seats, that will affect Shinde's seats.'
S&P Global Ratings on Tuesday cut India's GDP growth projections to 6.5 per cent for the next fiscal as it expects that economies in the APAC region will feel the strain of rising US tariffs and pushback on globalisation. In its Economic Outlook for Asia-Pacific (APAC), S&P said despite these external strains, it expects domestic demand momentum to remain solid in most emerging-market economies.
Gross GST collections rose by 9.1 per cent to about Rs 1.84 lakh crore in February, boosted by domestic consumption and indicating potential economic revival. As per the official data released on Saturday, on a gross basis, mop up from Central GST stood at Rs 35,204 crore, State GST at Rs 43,704 crore, Integrated GST at Rs 90,870 crore and compensation cess of Rs 13,868 crore.
India's crude oil imports from Russia strengthened in the first half of October, reversing a three-month slide in arrivals seen during July-September as refineries were back on full stream to meet festive demand, according to ship tracking data.
The services sector employs 188 million people but remains highly informal, trapping most workers in low-wage jobs without social protection.
A deep dive into Trump's new policy and what it means for Indian professionals and companies.
If Xi Jinping is dethroned in the future, the instrument for that may well be embedded within the PLA, notes former foreign secretary Shyam Saran.
India must be cautious while negotiating the proposed bilateral trade agreement with the US, as the absence of Fast Track Trade Authority in America makes any pact vulnerable to Congressional changes, economic think tank GTRI said on Tuesday. It also said that the certification process allows the US to effectively re-negotiate the trade agreement after it is signed, demanding domestic legal changes, regulatory reforms, and policy shifts that could undermine India's sovereignty.
Let's work flat out and create a policy framework that fosters the growth of Indian non-family business VC and private equity firms. This will allow our Indian startups' dreams to flourish, explains Ajit Balakrishnan.
Mamdani will meet Trump in the White House on Friday, the first meeting between the two and also since his victory in the New York City Mayoral election on November 4.
'Because of the size and complexity of the economy, we can address almost every job that is there, from agriculture farming to healthcare.'
Persisting uncertainties related to the US trade policies pose downside risk to the overall demand in the Indian economy while the inflation outlook for the near term has become more benign than anticipated earlier, RBI said in its latest bulletin on Thursday. In the August bulletin, the Reserve Bank of India (RBI) also said that India's sovereign rating upgrade by S&P bodes well for capital inflows and sovereign yields, going forward.
'Foreign capital will continue to come directly into India, but companies have realised that GIFT City is a more cost-efficient way of channelling funds.'
'...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.'
Bolton slammed Trump's tariff policy, asserting that it has "shredded" decades of Western efforts to align India away from its Cold War ties with the then Soviet Union (Russia) and address the growing threat from China.
The next many decades belong to India as the global economic powerhouse, and it will be essential to continue demonstrating policy stability, as the country aspires to be the world's manufacturing hub, Maruti Suzuki India MD and CEO Hisashi Takeuchi said on Friday.
'The steel industry has a multiplier effect on direct and indirect employment, national security on the supply chain, technology access etc.'
"The economic environment in the country has suddenly become dismal. The UPA blamed the Left Front for the paralysis in economic decision making during UPA-I. However, there is no such compulsion during UPA-II."
Stock market sentiment is likely to remain optimistic going ahead, though some consolidation cannot be ruled out after the recent sharp rally in the benchmarks, analysts said. According to experts, the Nifty and Sensex could indeed move towards new record highs before the end of the year, if global cues stay supportive, crude oil prices remain benign and there is continued domestic earnings momentum.
Prime Minister Narendra Modi will host Russian President Vladimir Putin for a private dinner and summit, focusing on defence, trade, and geopolitical issues, including the Ukraine conflict and the impact of US sanctions.
New investors or those with lower-than-planned exposure should add US-oriented funds through SIPs.
As per the new rule, foreigners who file to renew their EAD on or after October 30, 2025, will no longer receive an automatic extension, the DHS said in a news release.
'At COP30, the emphasis will be on unlocking climate finance, reinforcing the principle of common but differentiated responsibilities, and building resilience through inclusive transitions and the mainstreaming of adaptation.'
'They are totally disconnected with farm activities which their families have been involved in for years.'
'This calls for a very serious investigation, investigation and introspection both.' 'Wherever we went wrong needs proper introspection; but the results also need investigation.'
'There are times when India should stand up without hesitation and voice its indignation over the US' pressure tactic. This is one such moment,' asserts Ambassador M K Bhadrakumar.
The time is ideal for a 'Dream Budget' akin to the 1991 reforms that sparked high growth and unlocked significant gains in productivity, points out Rajeswari Sengupta.
India's economic growth forecast for 2025 has been revised downward to 6.3 per cent, and despite a projected moderation, the country remains one of the fastest-growing large economies, supported by resilient consumption and government spending, the United Nations has said.
Russian President Vladimir Putin arrived in New Delhi for a two-day visit focused on strengthening ties with India, including defense cooperation and trade, amidst a changing geopolitical landscape.
The US is "pretty close" to reaching a "fair trade deal" with India, President Donald Trump has said, adding that he will lower the tariffs imposed on Indian goods at "some point".
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.
'It is something like traditional Indian families.' 'The family might be run by younger people, but if the patriarch says that you should consider someone for some task, it is very difficult for the others to ignore it.'
'The statistical confidence bands of the fan charts of the forecasts will provide a better sense of the potential variability of outcomes.'
