'The day that the market realises that they've overspent (on AI) and there's a sudden collapse in the capex, then India can start outperforming again.'
The year-to-date returns are 13.33 per cent for Indian funds, compared to 11.66 per cent for emerging market funds overall.
The clock on the ceasefire is running out. But everyone's already whispering about round two, possibly as soon as this weekend.
Analysts say long-term investors may still benefit, but recommend limiting bullion exposure to around 10 per cent.
'The next two to three weeks will not be decided in Washington.' 'They will be decided in Tehran, in whatever calculation Iran makes about the costs of continued resistance against the costs of appearing to have yielded.'
Only about a quarter of institutions show any meaningful alignment between academic curricula and industry requirements.
Trump has said he would be present at the signing ceremony in Islamabad. Don't be surprised if the Pakistani hosts make it a grand event in the geopolitics of the region. Trump would love that, notes Ambassador M K Bhadrakumar.
Trump has made it clear: the US will not lift its blockade of Iranian ports until a deal is signed.
India and the United States are committed to finalising an interim trade agreement, despite recent challenges including the US imposing a blanket 10 per cent surcharge and India's decision to wait for a new global tariff architecture. The US Trade Representative's annual report highlights India's maintained high import tariffs and various non-tariff barriers across several sectors.
Emerging market equity funds struggled to attract fresh money last week and absorbed a mere net $ 265 million on account of outflows in commodity fund, says a EPFR report.
Calling such reports baseless, Finance Minister Nirmala Sitharaman said there was no such move under consideration.
'India is one of the most important and promising emerging markets in the world, and represents a tremendous opportunity for US firms to expand their output of goods and services.'
Tensions between Washington, DC and Tehran have reached a boiling point, as a heavy barrage of aerial strikes was reported across multiple locations in Iran on Tuesday.
The big question is whether Trump is any longer in command of the situation. For all practical purposes, the war seems set to cascade as the US is preparing for a potential ground operation in Iran and threatens to destroy 'bridges next, then electric power plants', points out Ambassador M K Bhadrakumar.
Stock market investors this week would track the renewed tariff tensions between the US and China, domestic inflation data, besides, quarterly earnings from blue-chips HCL Tech, Infosys and Reliance Industries would also drive the momentum in equities, analysts said.
Prime Minister Narendra Modi convened the Cabinet Committee on Security to address the impact of the West Asia conflict on Indian citizens, focusing on safeguarding them from the conflict's effects and ensuring the smooth flow of essential supplies.
Domestic equities surged on Tuesday, posting their best single-day gains in more than eight months after a long-awaited trade deal between India and the US. The deal, which lowered tariffs on Indian goods to 18 per cent from 50 per cent, significantly improved investor sentiment and lifted a key overhang for the market.
Foreign Portfolio Investors (FPIs) remained in a selling mode in January, withdrawing nearly Rs 36,000 crore (about $3.97 billion) as global uncertainties persisted. Meanwhile, a higher securities transaction tax (STT) proposed in the Union Budget may weigh on overseas investor participation in the near future.
The banks says that valuations are reasonable.
The 15% meltdown in the Bangkok bourse following currency-control measures highlights the volatility of developing markets as the dollar swoons.
A strong third-quarter (October-December/Q3) performance for 2025-26 (FY26) has helped the stock of India's largest listed pharmaceutical (pharma) company, Sun Pharmaceutical Industries, gain about 7 per cent since the start of February.
India's clean energy technology industry is experiencing rapid growth, with recruitment increasing significantly due to policy support and investments in green energy. However, challenges remain in talent availability, skills alignment, and gender diversity.
Shanghai tops returns charts among emerging markets.
IMF Managing Director Kristalina Georgieva discusses the potential of artificial intelligence to boost global growth, particularly in India, while also addressing the significant risks of job displacement and financial instability.
With the Indian stock markets clawing back after the Monday meltdown, an investment advisers' survey says that global emerging markets are predicted to be the best performers in the next three years.
India's peak power demand is projected to hit 270 GW this summer, surpassing last year's record of 250 GW.
'The next phase of India's IPO cycle will be defined by quality, pricing discipline and investor selectivity.'
Further outperformance hinges on pickup in industrial activity, buying by local investors.
Households should moderate large discretionary expenses for the time being.
'They should prioritise essential spending. They should maintain an emergency fund covering 6 to 12 months of expenses.'
They believe that long-term story is intact.
Kosovo is on the brink of qualifying for the World Cup for the first time, a significant achievement after overcoming a sporting ban during Serbian rule in the 1990s.
Gurugram has overtaken Mumbai to become India's biggest luxury housing market in 2025, recording 24,120 crore in sales of homes priced above 10 crore.
When it comes to raising funds, women entrepreneurs receive a disproportionately small share.
Both sides have now revealed a preference for escalation over strategic defeat, and each new provocation narrows the space for the next pause. The Touska seizure, Iran's refusal to negotiate under blockade, Israel's strikes on Iranian oil infrastructure -- all of these add up to an increasingly untenable situation. This makes the wild card -- Trump and his motormouth -- more consequential than ever, notes Prem Panicker in his must read blog on the Iran War.
Passenger vehicle sales in India reached a record high of 4.7 million units in FY26, boosted by strong performances from major automakers and the implementation of GST 2.0.
Trump may strike. He may announce productive talks and extend again. He may do both at the same time. Iran will not open the Strait on someone else's terms, so no matter what happens, that problem will remain unsolved. And the IRGC will still be collecting its $2 million toll from every ship bold enough to ask permission to pass.
The Delhi High Court has declined to grant interim relief to Gurugram-based Experion Developers Private Limited, who sought to quash an FIR registered against them by the Economic Offences Wing of Delhi Police on charges of fraud.
Pakistan is set to host face-to-face talks between the United States and Iran, aiming to solidify a fragile ceasefire and prevent further conflict in West Asia. The discussions will focus on a long-term peace arrangement, including sanctions relief, regional security, and Iran's nuclear program.
To meet liquidity pressure because of advance tax outflows this month, the Reserve Bank of India (RBI) has adopted a measured approach with its latest announcement of open-market operations (OMOs), worth Rs 1 trillion.
