Foreign investors have withdrawn over Rs 88,000 crore from Indian equities this month, driven by geopolitical tensions, a weak rupee, and concerns about rising crude oil prices.
Notwithstanding the economic complementarities and the host of agreements for deepening economic relation on a host of areas, both sides share common viewpoints on the foreign policy domain and seek common grounds to serve as a counterweight to China, notes Dr Rajaram Panda.
Several non-banking financial companies (NBFCs) are observing an increase in early-stage delinquencies within their micro, small and medium enterprises (MSME) loan portfolios, primarily driven by supply chain disruptions and escalating raw material costs exacerbated by the ongoing conflict in West Asia.
'India has initiated a bear market and we will still go lower. It has nothing to do with the economy.'
The support will be provided to oil-marketing companies (OMCs) in the form of interest-free advances through the ministry of petroleum and natural gas. The OMCs, in turn, will use the fund to provide ATF price stabilisation support to Indian carriers operating domestic and international flights.
FIFA President Gianni Infantino addressed various issues ahead of the World Cup, defending the body's handling of visa challenges, stressing its inability to override government decisions, and highlighting efforts to ensure participation from all nations, including Iran. He also defended ticket pricing and expressed optimism for a competitive tournament focused on unity.
Foreign investors have withdrawn a record Rs 1.14 lakh crore from Indian equities in March, driven by geopolitical tensions, a weakening rupee, and concerns about crude oil prices.
Indian stock markets are set to be influenced by developments in US-Iran negotiations, crude oil prices, and foreign investor activity in the upcoming holiday-shortened week, according to market analysts.
'Policy consistency combined with timely and calibrated reforms are expected to ensure that India not only maintains macroeconomic stability, but also emerges as a globally competitive and inclusive economy.'
Analysts predict that the ongoing conflict in West Asia, crude oil price fluctuations, and the US Federal Reserve's interest rate decision will significantly influence the Indian equity market this week.
The 2026 FIFA World Cup, co-hosted by the United States, Mexico, and Canada, is set to be football's largest tournament but will unfold against a backdrop of significant geopolitical tensions, including conflicts, strained alliances, and complex immigration policies, challenging its traditional role as a symbol of global unity.
The Reserve Bank of India (RBI) has declared a record Rs 2.87 lakh crore dividend to the government for the 2025-26 financial year, offering significant financial flexibility amidst global economic uncertainties.
The harsh truth is that the US is no longer a reliable partner, cautions Ramesh Menon.
The National Stock Exchange (NSE) is set to launch India's largest initial public offering (IPO), estimated at Rs 30,000 crore. This mega public issue will surpass previous records held by Hyundai Motor India and Life Insurance Corporation of India (LIC), marking a significant event in the Indian stock market. The move comes as India's primary market shows signs of recovery after a period of slowdown.
Reserve Bank Governor Sanjay Malhotra announced that India's foreign exchange reserves stand at a healthy $682.3 billion as of May 29, 2026, providing approximately 11 months of import cover and strong protection against external shocks.
Indian equity markets experienced a significant decline in early trade, with the BSE Sensex and NSE Nifty dropping, as escalating geopolitical tensions in West Asia and a surge in global oil prices dampened investor sentiment. Track Sensex, Nifty50 movement and key market drivers for May 8, 2026.
Explore the resilient daily life in Tehran, where residents navigate geopolitical tensions and economic challenges with routine activities, showcasing a striking contrast between normalcy and underlying uncertainty.
'Buy on dips, buy on dips and sell on rise.'
Indian stock markets experienced a second consecutive day of losses, with the Sensex tumbling 852 points, as crude oil prices surpassed USD 100 per barrel due to stalled US-Iran negotiations and escalating geopolitical tensions in West Asia.
The Indian banking system's net liquidity surplus has reached a four-year high of Rs 4.57 trillion, driven by maturing government securities, with further maturities expected to push the surplus to around 5 trillion.
Disciplined investors who ignore short-term fear build significant long-term wealth, notes Ramalingam Kalirajan
Union Finance Minister Nirmala Sitharaman has warned that the ongoing West Asia crisis is not merely a geopolitical issue but will directly lead to higher fuel costs for common people and businesses, impacting shipping, input availability, and export orders.
The Beijing summit may have reduced immediate diplomatic uncertainty, but it did not resolve the deeper structural contest between the United States and China. That contest appears likely to define the coming decade, notes Varun Arya.
Amidst a sharp run-up in gold and silver prices, investors are advised to rebalance their portfolios by booking partial profits in precious metals and reallocating to domestic equities and debt, according to financial experts.
'Wipro's challenge is not lack of ideas. In fact, some of its recent structural moves are arguably bolder than peers.' 'The problem is proving it can operationalise these bets faster and more consistently.'
Indian stock markets experienced a significant sell-off, with the Sensex tumbling over 1,300 points, driven by escalating crude oil prices due to US-Iran tensions and Prime Minister Narendra Modi's call for austerity measures, which amplified investor concerns about India's economic outlook.
In April alone, they snapped up shares worth Rs 19,664 crore, recording their biggest buy since October 2024.
'The real money in India over the coming period is likely to be made in small-cap stocks rather than in the large-cap benchmark names.'
FIFA president Gianni Infantino confirms Iran will participate in the 2026 World Cup despite geopolitical tensions, urging that sport remain separate from politics.
Despite geopolitical tensions and FII outflows, Indian small and midcap stocks have not only recovered losses but are also outperforming largecap indices, driven by attractive valuations, domestic institutional support, and a rebound in earnings.
Indian benchmark equity indices, the BSE Sensex and NSE Nifty, experienced a significant drop in early trade due to elevated oil prices, weak global market trends, and renewed fears of military operations in the Middle East following US President Donald Trump's statements regarding Iran. Track Sensex, Nifty on May 20.
The rupee has been among the The RBI uses the Iran-US peace deal to bolster its forex reserves.
The Federation of Indian Export Organisations (FIEO) has appealed to the Reserve Bank of India (RBI) for liquidity support to Indian exporters, citing a significant increase in freight costs and extended payment cycles due to the ongoing West Asia conflict.
Indian benchmark indices Sensex and Nifty closed higher, with the Sensex climbing 355.90 points, driven by positive state election results and better-than-expected Q4 earnings, despite ongoing geopolitical concerns.
Indian equity benchmark indices Sensex and Nifty tumbled over 1 per cent for the third consecutive day, driven by a sharp rally in crude oil prices, massive selling in IT stocks, and unabated foreign fund outflows amid ongoing geopolitical tensions in the Middle East.
Companies are already diversifying sourcing, raising prices, and reworking operating models as the disruption drags on.
Chinese President Xi Jinping warned US President Donald Trump that mishandling the Taiwan issue could trigger conflicts between the two countries during wide-ranging talks on trade, Iran, and energy security.
Indian equity benchmark indices experienced a significant drop in early trade, with the BSE Sensex falling over 525 points and the NSE Nifty down more than 164 points, primarily due to rising crude oil prices and ongoing uncertainty surrounding the US-Iran conflict.
'Why not aspire for 8 or 9 or even 10 per cent?'
'Investors shouldn't let fear dictate their decisions. The most important step is simply to begin investing.'
