Inflation data, quarterly earnings and global trends will be the major driving factors for stock markets this week, analysts said. Moreover, the trading activity of foreign investors would also influence the equity market trends.
'Geopolitically and diplomatically it's a very difficult situation for India.'
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.
External Affairs Minister S Jaishankar met Russian President Vladimir Putin to discuss ways to further expand India-Russia ties, following talks with Foreign Minister Sergey Lavrov focusing on trade.
Increasingly, the space for India to engage other countries is shrinking and hardening, primarily because post-Sharm El Sheikh, we have a leadership that worries about the public backlash all the time, and because the two communities who should be tasked with preparing the ground for engagement --the ministry of external affairs and the media -- are instead drawing red lines.
India needs to increase the investment rate to 34-35 per cent from 31-32 per cent currently to achieve a growth rate of 7 per cent and above, said S Mahendra Dev, chairman, economic advisory council (EAC) to the Prime Minister, on Wednesday.
The real intention of the 'Tariff Man' (as Trump calls himself) may not even be to put the 'Tariff King' (as he describes India) on the mat with a knockout punch but to arm-twist the Indian leadership to agree to some multi-billion dollar mega arms deal, argues Ambassador M K Bhadrakumar.
Speaking at the 'Samudra se Samruddhi' event, where he inaugurated and laid foundation stones of projects worth Rs 34,200 crore, Modi said all the problems of India have only one solution, and that is self-reliance.
'Pakistan wanted India out of Afghanistan to which again the Taliban told Pakistan to take a walk.' 'Six months after they came back to power in 2021 India was back in Afghanistan at the request of the Taliban.' 'The Taliban realised that India has no agenda of its own in Afghanistan.'
The Congress party has intensified its criticism of Prime Minister Narendra Modi regarding the Vande Mataram controversy, alleging that he has insulted the Congress Working Committee of 1937 and Rabindranath Tagore. The party demands Modi address current issues instead of historical debates.
'Modi's a great leader... But I don't understand why he's getting into bed with Putin and Xi Jinping...'
Sanctioning Russian oil would have led to a sharp surge in oil prices to above $80 per barrel levels, which would impact pump prices in the US ahead of midterm elections next year.
As India and China continue to face off across the Himalayas six decades later, the echoes of that earlier conflict remain unmistakable. The core of China's sensitivity lies not in maps or mountain passes, but in its perception of sovereignty over Tibet, points out Dr Kumar.
With average returns of 18 per cent over the past year, listed real estate investment trusts (Reits) have clearly outperformed both the Nifty Realty index and the Sensex. Over the same period, Nifty Realty fell 15.5 per cent, while the benchmark index was largely unchanged. Steady office leasing, the Securities and Exchange Board of India's (Sebi's) decision to reclassify Reits as equity instruments, and ongoing portfolio expansion have strengthened the sector's appeal.
Senior Congress leader Shashi Tharoor says US tariffs are negatively impacting India, leading to job losses, and criticizes President Trump's diplomatic behavior.
The US has replaced random H-1B selection with a wage-weighted lottery and a new $100,000 fee for applications, raising uncertainty for students and junior hires.
The Congress on Tuesday distanced itself from party MP Shashi Tharoor's remarks in an article in which he stated that Prime Minister Narendra Modi's energy, dynamism and willingness to engage remained a 'prime asset' for India on the global stage.
Finance Minister Nirmala Sitharaman on Tuesday launched the foreign currency settlement system in GIFT IFSC, which will facilitate seamless transactions on real-time basis, enhance liquidity management, and ensure compliance.
Trump's proposed policy limits undergraduates from any one country to 5% at select top US universities, raising concerns for Indian aspirants eyeing elite colleges.
India has reduced the time period for foreign investors to seek international arbitration from five years to three years as part of the recently signed investment pact with the United Arab Emirates (UAE), a departure from its model Bilateral Investment Treaty (BIT). Under the Investor-State Dispute Settlement (ISDS) mechanism, if the Indian judicial system is unable to resolve a dispute within this shortened period, investors can resort to international arbitration. The investment pact, signed on February 13 in Abu Dhabi, came into force on August 31, replacing the previous pact.
While Modi has spent fewer days abroad than his predecessor (270 days versus Dr Singh's 306), he has travelled more extensively and actively than any other Indian PM.
Gold and silver prices are poised to maintain their record-setting rally in the coming week as investors focus on global inflation data and key macroeconomic indicators that shape central bank policy paths, analysts said.
There was no smooth surge in middle class prosperity for foreign businesses to tap into because of the Indian economy was mismanaged, argues Debashis Basu.
India on Thursday welcomed Kabul's firm rejection of attempts to create distrust between India and Afghanistan during a phone conversation between External Affairs Minister S Jaishankar and acting Afghan Foreign Minister Amir Khan Muttaqi.
India will unveil its much-awaited new Foreign Trade Policy 2023-28 on Friday, with a view to boost exports amid slowing global trade. Commerce and Industry Minister Piyush Goyal will announce the foreign trade policy, according to the ministry. The current foreign trade policy (2015-20) is in force till March 31, 2022.
The Bloomberg report suggests that this backchannel communication from President Xi has laid the groundwork for a broader thaw in relations. This overture has since translated into a series of tangible diplomatic actions leading up to the upcoming Shanghai Cooperation Organisation (SCO) summit.
'The United States loves working with dictators' 'Because then you don't have to worry about public opinion and you don't have to worry about the media anymore'
'Calibrated depreciation will help rebalance external fundamentals, offset some of the tariff differentials with competitors, improve the competitiveness of domestic substitutes vis-a-vis Chinese imports, and contribute to the easing of financial conditions at a time when the inflation rate is unusually low,' explains Sajjid Z Chinoy, head of Asia Economics at JP Morgan.
Prime Minister Shigeru Ishiba's sudden resignation after only a year in office has thrown Japan into political turmoil, raising doubts about how the country will handle economic and regional challenges, observes Dr Rajaram Panda.
If Patel had lived a few years more, he may or may not have become prime minister. But for sure, his presence would have kept Nehru in check, points out Harishchandra.
INDIA bloc parties are set to raise issues such as the Pahalgam attack, US President Trump's claims of brokering a ceasefire, and concerns over electoral roll revisions in Bihar during the Parliament's Monsoon session.
Government representatives told a parliamentary panel that the US has not officially conveyed to India that it should cut tariffs by April 2.
The edited sheep contains no foreign DNA, distinguishing it from transgenic organisms and paving the way for regulatory approval under India's evolving biotech policy framework.
'Trade deal will act as a strong trigger for market sentiment, not just for domestic investors but also for FIIs.'
External Affairs Minister S Jaishankar will represent India at the inauguration of Donald Trump as the 47th President of the United States on January 20.
In an event-heavy week, stock investors will track ongoing quarterly earnings, the US Federal Reserve's interest rate decision, and macroeconomic data for market direction, analysts said. Moreover, progress in India-US trade negotiations will remain a key focus for investors, an expert said.
India-Turkiye ties are strained over Ankara's Islamabad tilt, its arms links with Pakistan, and fallout from the Pahalgam terror attack.
The fundamental construct of India's neighbourhood policy still needs to be what Vajpayee postulated, Manmohan Singh embraced, and Modi energised. It's just that we need to junk domestic politics and excessive religiosity, while acquiring much humility and a renewed respectfulness towards our neighbours, recommends Shekhar Gupta.
Showcasing India as an attractive investment destination, Modi said the country has political and economic stability as well as transparency and predictability in policy decisions.
India continues to remain an attractive investment destination and rise in repatriation of funds is a sign of a mature market where foreign investors can enter and exit smoothly, Reserve Bank Governor Sanjay Malhotra said on Friday. Gross foreign direct investment (FDI) inflows remained strong, rising by around 14 per cent to $81 billion in 2024-25, from $71.3 billion a year ago.
