'The background for the Saudi-Pakistan agreement is the fact that the regional security order has collapsed due to the Israeli attack on Doha.' 'The Americans have largely abandoned their security guarantee for West Asia and the region has no choice but to look at alternatives.'
'India has intentionally taken advantage of the war in Ukraine to dramatically increase its purchases of Russian crude, when there are roughly 40 major crude providers that could satisfy Indian demand.'
From the 30-share blue-chip pack, Adani Ports jumped over 5 per cent. NTPC, Tata Steel, Bajaj Finserv, Zomato, Bajaj Finance, Tata Motors, State Bank of India, IndusInd Bank and Maruti were among the other big gainers. From the 30-share pack, Hindustan Unilever, Titan, Tata Consultancy Services, Infosys and UltraTech Cement were the other laggards.
India's macroeconomic health is in a "relative goldilocks situation", and although the risk of higher landed oil prices, due to insurance cost surges and closure of choke points due to the brief Israel-Iran war, has receded, it is "too soon to sound the 'all clear' for the rest of the year", the Finance Ministry said on Friday.
The Adani Group plans to invest a record $15-20 billion across businesses over the next five years to chart out the next phase of growth, chairman Gautam Adani said on Tuesday as he touted the conglomerate's strong balance sheet and robust business to shrug off relentless scrutiny it faces. Record earnings from the businesses ranging from seaports to airports, renewable energy parks to data centres, cement to gas and electricity has built India's largest infrastructure group that not only exists just to serve the markets but to serve the nation's destiny, he said.
Reaffirming India's stand against terrorism, Prime Minister Narendra Modi has urged leaders of the G7 to galvanise global action against terrorism and underscored the need for strict action against those who 'promote and support' it.
'...it should not delude itself into thinking that India's security or its great-power ambitions will be advanced by those partnerships.'
'Instead, what India should focus on is on riding out the next three-and-a-half years of Trump's presidency with minimal damage to itself.'
India's mergers & acquisitions (M&As) market recorded deals worth $45.44 billion in the first half of 2025, up nearly 3.3 per cent from a year ago, even as ultra large-ticket transactions remained subdued. During the first half, the 7.1 per cent rise in deal count to 1,614 signals continuing appetite among domestic conglomerates and private equity (PE) funds for mid-sized and smaller assets.
The deal fell through over unresolved disagreements over contentious issues, mainly on agriculture and automotive sector tariffs.
The relations between New Delhi and Washington are on a downturn after Trump doubled tariffs on Indian goods to a whopping 50 per cent, including 25 per cent additional duties for India's purchase of Russian crude oil.
Retail sales of electric passenger vehicles (ePVs) nearly doubled in July 2025, surging 93 per cent year-on-year (Y-o-Y) to 15,528 units, even as overall passenger vehicle (PV) retail volumes declined marginally. In contrast, electric two-wheeler (e2W) sales dropped by 4.3 per cent to 102,973 units, according to the Federation of Automobile Dealers Associations (Fada) data.
India's annual oil import bill could rise by $9-11 billion if the country is compelled to move away from Russian crude in response to US threats of additional tariffs or penalties on Indian exports, analysts said. India, the world's third-largest oil consumer and importer, has reaped significant benefits by swiftly substituting market-priced oil with discounted Russian crude following Western sanctions on Moscow after its invasion of Ukraine in February 2022.
Donald Trump's tariffs, meant as political punishment, have avoided the predicted chaos, lifting US growth, weakening rivals, and letting him claim victory in a resilient global economy, observes T T Ram Mohan.
The Indian government outlines its futuristic defence programme, Sudarshan Chakra Mission, focusing on indigenous development, predictive technologies, and targeted counter-action systems to enhance national security.
Prime Minister Narendra Modi's energy, dynamism and willingness to engage remains a 'prime asset' for India on the global stage but deserves greater backing, Congress MP Shashi Tharoor said on Monday, in remarks that are likely to irk his party and widen the growing cracks in his ties with its leadership.
'Trump is likely being purposefully vague, hoping that this lack of clarity will pressure India, fearing the worst, to agree to scale back its imports of Russian oil.'
'The current strain in the relationship is serious and likely to be long lasting.' 'Even if Trump suddenly changes his attitude toward India -- which he is entirely capable of doing -- it is unlikely that New Delhi will be able to pick up the pieces and respond as if nothing has happened.'
The Reserve Bank of India on Wednesday decided to keep the policy rate unchanged for the tenth time in a row but changed its stance to 'neutral' that may lead to a cut in the forthcoming policies. RBI maintained status quo despite the US Federal Reserve lowering the benchmark rates by 50 basis points last month.
The United States announced a 25 per cent tariff on India as the White House released an expansive list of duties that Washington, DC will impose on exports from countries around the world.
If India caves in to US pressure as Trump hopes it will, he will further try to blackmail it into submission, points out Ramesh Menon.
The weakening of inflation, prospects of economic growth, geopolitical uncertainty and comfortable system liquidity may result in the Reserve Bank of India's (RBI) Monetary Policy Committee (MPC) to cut the repo rate by another 25 basis points, opine top economists. They also said the external economic pressures like trade policies and others would require continued RBI's accommodative stance and policy support for the Indian industry to sustain the growth.
Corporate India is embarking on an ambitious investment drive, with capital expenditure (capex) expected to double to $850 billion over the next five years, according to a report by S&P Global Ratings. Indian power & transmission, airlines, and green hydrogen sectors would spearhead the spending, the report said.
Adani Group's portfolio companies posted their highest-ever pre-tax profit (EBITDA) of about Rs 90,000 crore in the fiscal year ended March 31 and had a cash balance to cover 21 months of debt servicing, the ports-to-energy conglomerate said on Thursday. The Earnings Before Interest, Taxes, Depreciation, and Amortisation (EBITDA) has more than tripled in six years - from Rs 24,870 crore in 2018-19 to Rs 89,806 crore in 2024-25 (April 2024 to March 2025).
Strategic affairs experts express concern over US President Donald Trump's tariffs on India, his 'bullying tactics,' and increasing attempts to hyphenate New Delhi with Islamabad, signaling a potential shift in the bilateral relationship.
'The universe of PSU stocks is huge and diverse.' 'Investors should bet on specific sectors and stocks from the basket as most of them may continue to consolidate after years of outperformance.'
One must wonder whether Mr Modi's efforts to wine and dine the Big Two of today's world were seen as a sign of weakness rather than a proffered arm of friendship, points out R Jagannathan.
India is a great power that determines its national interests and chooses its partners, Russian Foreign Minister Sergey Lavrov has said, describing as "completely unjustified" the "enormous pressure" on New Delhi due to its energy cooperation with Moscow.
'Within minutes, my mobile began ringing. It was National Security Adviser Brajesh Mishra, asking why the Iranians were complaining.' 'I explained that we had only restated our position in the light of the conclusion reached by the IAEA, but will remain helpful to Iran to reach a consensus.' 'Then came a call from Foreign Secretary Kamal Sibal, repeating what Mishra said about the Iranian complaint.' 'I was very impressed that Iran was able to reach two top officials in India to intervene at short notice,' recalls Ambassador T P Sreenivasan.
'The size of the investments is important, but equally crucial is the number of jobs that these proposals create.'
iPhone maker Apple has met its replenishment target for freshwater withdrawals for corporate operations in India in 2023, the company said in its environmental progress report released on Wednesday. Globally, Apple has set a goal to replenish 100 per cent of corporate freshwater withdrawals in high-stress locations by 2030.
India's pharmaceuticals and medical devices industries are still hopeful that trade negotiations with the US could cut a fairer deal for both sides, after President Donald Trump announced a 25 per cent tariff rate on India on a social networking platform without divulging the finer details.
'We need to be very vigilant as we are passing through some fraught times.'
Lee Jae-myung's decisive victory in South Korea's snap presidential election marks a major political shift driven by public backlash against authoritarian, with significant implications for domestic reform and the future of the US-South Korea alliance, observes Dr Rajaram Panda.
Soon after Kharge's remarks, Tharoor put out a cryptic post on X in which there was an image of a bird with the caption --"Don't ask permission to fly. The wings are yours. And the sky belongs to no one..."
US President Donald Trump has announced a 25 per cent plus tariff on India from Aug 1. Trump, describing India as a "friend", said the US has done relatively "little business" with the country because of its high tariffs.
Amid the tumbling stock market in the United States, following the White House clarification of tariffs on China to be at least 145 per cent and an earlier announcement of a 90-day pause on tariffs for over 75 countries, President Donald Trump addressed the challenges associated with his tariff policy, stating that there would be 'transition problems'.
The Kananaskis gathering on June 16-17 is the Prime Minister's 6th consecutive participation in the G7 Summit.
India will oppose the World Bank funding to Pakistan next month, arguing that Islamabad has used such funds in the past to procure arms and ammunitions. India previously lobbied against the IMF extending a USD 2.3 billion assistance to Pakistan earlier this month, presenting evidence of Pakistan's misuse of funds for military purposes. India feels that Pakistan has failed to act on terror emanating from its territory and has been diverting funds from multilateral agencies to buy arms and ammunition.
Essential and strategic items such as pharmaceuticals, semiconductors, copper, and energy products like oil, gas, coal and LNG are exempted from the 27 per cent import duty announced by the US on Wednesday, according to think tank GTRI.
N Chandrasekaran, chairman of Tata Consumer Products, has said in the company's annual report for FY25 that India remains one of the bright spots of economic growth amid a volatile global environment. He said India's long-term growth was underpinned by strong demographic and economic fundamentals as well as structural reforms.
