Indian benchmark indices Sensex and Nifty experienced a significant decline in early trade, with the Sensex falling over 500 points and the Nifty over 150 points, as Brent crude oil prices surged past USD 100 per barrel due to escalating geopolitical tensions in the West Asia. track sensex, Nifty on July 24.
Moody's Analytics predicts India will remain the fastest-growing major economy in 2026 and 2027, but its pace will moderate due to a global slowdown, geopolitical risks, and financial market volatility, despite the boost from AI demand.
Indian benchmark indices Sensex and Nifty rallied nearly 1 per cent, driven by optimism over easing geopolitical tensions in the Middle East and fresh foreign fund inflows, with the Sensex gaining over 500 points.
Indian benchmark equity indices, Sensex and Nifty, experienced declines in early trade due to a surge in Brent crude oil prices, which rose above USD 90 per barrel, coupled with subdued global cues and ongoing US-Iran skirmishes. Track Sensex, Nifty on Auigust 12.
BJP MP Janardan Mishra has strongly defended the Centre's ethanol blending policy amidst ongoing controversy, highlighting India's high crude oil import dependency and global geopolitical challenges. He questioned opponents of ethanol blending, citing Brazil's successful use of 100 per cent ethanol in vehicles and experts' views on its engine compatibility.
Indian stock markets this week will be primarily influenced by a series of corporate Q1 earnings, the evolving geopolitical situation in West Asia, and fluctuations in crude oil prices, according to market analysts.
Foreign Portfolio Investors (FPIs) have withdrawn Rs 19,837 crore from Indian equities in the first two trading sessions of April, extending a significant selling trend from March, driven by geopolitical uncertainty, rising crude oil prices, and a depreciating rupee.
After four consecutive months of withdrawals, Foreign Portfolio Investors (FPIs) injected Rs 20,200 crore into Indian equities in July, driven by attractive valuations, improving corporate earnings, and a more favourable global environment.
Indian benchmark indices Sensex and Nifty tumbled nearly 1 per cent for the third consecutive day, driven by a sharp spike in crude oil prices and significant selling in bank stocks, with Brent crude jumping to USD 95.27 per barrel.
Foreign Portfolio Investors (FPIs) injected Rs 12,921 crore into Indian equities during the first week of August, extending their buying spree, driven by improving macroeconomic conditions, expectations of US rate cuts, lower crude oil prices, and a stable rupee.
Repeated increases in new luxury-car prices, driven partly by the rupee's depreciation against the euro, are expanding the market for certified pre-owned vehicles.
Marine war-risk premiums for West Asian shipping routes, particularly the Red Sea corridor, have surged by as much as 200 per cent due to renewed geopolitical tensions, with some high-risk transits seeing increases of over 1,000 per cent, according to industry brokers.
Crude oil prices experienced a significant drop following the announcement of a US-Iran ceasefire and the reopening of the Strait of Hormuz, leading to heavy selling by traders.
A new report by FICCI, BCG, and IBA outlines that India's banking sector must grow significantly faster than nominal GDP to support a USD 30 trillion economy by 2047, requiring banking assets of USD 45 trillion. The report highlights the sector's current strength, challenges in digitisation, and the need to enhance resilience against fraud and cyber threats, proposing a 13-point agenda for stakeholders.
Crude oil futures surged over 3 per cent, snapping a three-session losing streak, as renewed military escalation in West Asia revived fears of supply disruptions, driving prices higher on both domestic and international exchanges.
Indian benchmark indices Sensex and Nifty closed largely flat on Monday, recovering from early losses, as escalating tensions in West Asia and a sharp rally in crude oil prices weighed on investor sentiment, despite resilience in IT and consumer durables stocks.
The Nifty and Sensex outperformed Asian peers in South Korea, Japan, Taiwan and China.
Analysts predict that the ongoing conflict in West Asia, crude oil prices, and global trends will significantly influence the Indian stock market in the upcoming holiday-shortened week. Foreign investor activity and rupee movement will also be crucial.
Reliance Industries' digital arm, Jio Platforms, may see its initial public offering (IPO) delayed to the second half of fiscal 2027, according to CreditSights. The delay is primarily attributed to ongoing geopolitical tensions in the Middle East, which could impact market conditions and investor sentiment.
Indian Hotels Company (IHCL) reported a 20.8 per cent year-on-year rise in net profit for Q1 FY27, reaching 357.9 crore, despite macroeconomic headwinds like geopolitical tensions in West Asia impacting international travel and airline catering business.
Nasscom President Rajesh Nambiar highlights India's growing importance as a technology partner due to geopolitical uncertainties and the need for resilient supply chains.
Air India Group has accumulated losses of about Rs 47,821 crore since its takeover, leaving its prolonged transformation among the biggest unfinished projects of N Chandrasekaran's tenure.
Malicious cyber activity has disrupted technology at water and wastewater facilities in at least seven US states, forcing utilities to revert to manual operations, with authorities actively probing whether Iranian-linked hackers are responsible.
India has emerged as the most impacted market within emerging economies, experiencing $3.7 billion in outflows over the past three weeks, matching the total outflows from the entire emerging market basket, as global equity funds turn negative for the first time since January 2026 due to escalating geopolitical tensions.
The Reserve Bank of India has marginally increased its GDP forecast for the current fiscal to 6.7 per cent while slightly lowering the inflation projection to 5 per cent. The central bank noted that while domestic economic activity shows resilience, global turbulence, particularly re-escalating conflicts and volatile oil prices, continues to pose risks to the inflation outlook.
For India, the guiding principle should remain clear: Engage Bangladesh as a sovereign nation and society rather than through the prism of any individual leader or political party, suggests Manoj Mohanka.
Maruti Suzuki India (MSIL) reported a mixed Q1 FY27, with record quarterly sales driving strong revenue growth, but operating performance was below expectations due to higher commodity and other costs impacting margins. Brokerages anticipate sustained sales growth for the company in the current fiscal year, supported by new launches, robust demand, and significant capacity expansion.
Japan is deepening its defence relationship with India while simultaneously expanding its economic, infrastructure and security engagement with countries around India -- particularly Bangladesh. The result is an emerging Japanese conception of South Asia in which India remains the strategic anchor, but the geography surrounding India is becoming increasingly important, points out Varun Arya.
Indian benchmark indices Sensex and Nifty saw gains in early trade, driven by a decline in crude oil prices due to easing geopolitical tensions in West Asia and strong buying interest in the IT sector.
Gold and silver prices are expected to remain range-bound this week as investors await crucial US economic data, including the non-farm payrolls report, and further signals from the Federal Reserve regarding its interest rate policy.
'I don't see fear becoming a dominant factor for retail investors.'
Indian hotel companies are experiencing a sharp correction in share prices due to the Iran war and broader geopolitical tensions, leading analysts to cut operating profit expectations and valuations, despite structurally positive medium-term prospects.
Understanding the most common mistakes during market downturns can help you protect your investments and stay focused on your long-term financial goals, says Ramalingam Kalirajan
Indian stock markets ended a five-day losing streak, with the Sensex surging 776 points and the Nifty gaining 228 points, driven by a significant drop in crude oil prices and easing geopolitical tensions in West Asia.
India's defence sector is on the cusp of a 'super cycle' of growth, driven by escalating geopolitical conflicts and a strong policy push towards indigenous manufacturing, with major players like BEL, HAL, and BDL poised for significant order inflows and technological advancements.
India's fresh investment plans in Q1FY27 surged 71 per cent to 14.77 trillion, primarily driven by four large nuclear power projects worth 6.5 trillion, according to investment monitoring firm Projects Today. Excluding these nuclear projects, fresh investment plans actually declined 4.27 per cent quarter-on-quarter.
India's position appears to be anchored around three red lines: Hasina's safety and the guarantee of a fair trial; assurances that Bangladeshi territory will not be used for activities hostile to India; and the restoration of an inclusive democratic process in Bangladesh.
Indian benchmark indices Sensex and Nifty experienced a significant slump in early trade, driven by escalating tensions in West Asia and a sharp rise in crude oil prices, alongside a bearish trend in other Asian markets.
Larsen & Toubro (L&T) reported a 14 per cent year-on-year increase in Q1 FY27 profit attributable to owners, reaching Rs 3,926 crore, surpassing analyst estimates, despite facing significant supply-chain disruptions in West Asia.
Indian equity benchmark indices Sensex and Nifty plummeted over 2 per cent following US President Donald Trump's declaration that the interim agreement with Iran is 'over', which led to a sharp rally in crude oil prices and heightened geopolitical tensions.
