Macroeconomic data, global geopolitical developments and rising concerns over AI-related disruptions are likely to dictate sentiment in the stock market next week, even as investors may remain cautious amid ongoing volatility, according to analysts.
'Given that India underperformed emerging markets by 28 per cent in 2025, the worst performance in over 30 years, the timing of the sharp STT hike could have been better.'
The question is no longer whether the war will expand. It has. The next few days will tell us whether the war stabilises around Hormuz or whether the Strait itself becomes the trigger for a far larger rupture. What to watch for over the next 48 hours is simple: Any move by the US toward direct naval control of the Strait; any credible Iranian attempt to disrupt or mine shipping lanes and, critically, whether energy infrastructure in the Gulf continues to be targeted.If those lines are crossed in tandem, the war will no longer be containable within the region.
'The trade deficit in some sectors is huge and that is an area of opportunity to localise.'
The Budget reflects a clear focus on strengthening India's long-term prospects by leaning on nation-building sectors such as infrastructure, manufacturing, and technology while maintaining fiscal responsibility.
India's services sector growth rate saw a slight fall in July but remained in the positive terrain for the ninth month in a row, amid rise in new orders and employment levels holding up, an HSBC survey says.
'Neither SAI nor state departments have a dedicated sports administration service. Instead, roles are filled by generalist civil servants or contractual staff, often lacking sector-specific expertise.'
The government on Sunday gave a strong push to upgradation and expansion of healthcare infrastructure, medical education and pharma sector with the Union Budget 2026-27 announcing a slew of steps, including those aimed at making India a global hub for allied healthcare professionals and biopharma manufacturing.
Indian exports to the US will face a 10% tariff, down from 25%, for 150 days following a US Supreme Court ruling. However, uncertainty persists due to potential further tariff hikes and long-term implications.
This would imply a 29 per cent year-on-year rise, significantly lower than growth rates seen in recent years.
Stock markets closed higher on Friday after the Reserve Bank of India kept its benchmark interest rate unchanged as expected and proposed allowing banks to lend to Real Estate Investment Trusts (REITs) with certain prudential safeguards to deepen the financing pool for the real estate sector.
Service providers' confidence with regard to the 12-month outlook for business activity remained positive.
Rural India outpaced urban centres in passenger vehicle sales in 2025, recording a growth of 12 per cent compared with 8 per cent in cities.
While many areas compete for resources, defence, education, and adaptation deserve focus for maximum impact, suggests Laveesh Bhandari.
We will explore some of the reasons why a stock-only portfolio may no longer be sufficient and some of the modern alternatives and strategies that can help investors build resilient and profitable portfolios.
Manufacturing production growth eased in May, which combined with the slowdown in services resulted in a weaker increase in private sector output, the survey said.
'When I met the prime minister, he asked me, "Dr Ganguly, what do you do with people in your company who lie to you?"' 'I said, "Prime Minister, we counsel them and give them a gentle warning. If they lie again, they are sacked".' '"This is my problem,'" Rajiv responded. "I can't sack people in government".' A revealing excerpt from former Hindustan Lever Chairman Dr Ashok S Ganguly's We Are Our Future: Reflections On Life.
Among the Sensex firms, Bharat Electronics Ltd, Mahindra & Mahindra, Adani Ports, HCL Technologies, Eternal, Infosys, Bharti Airtel, Sun Pharmaceuticals, Larsen & Toubro, Hindustan Unilever and UltraTech Cement were the gainers. Bajaj Finance, Tata Motors Passenger Vehicles, Kotak Mahindra Bank, PowerGrid and Tata Steel were among the laggards.
The Budget emerges as a measured, credible and forward-looking policy document that reinforces India's commitment to remaining a stable, reform-oriented economy amid an increasingly fragmented global landscape, says A Balasubramanian.
Investors and startup executives are calling for extending the period for an entity to be recognised as a startup from 10 to 15 years for deep-tech companies.
Benchmark stock indices Sensex and Nifty closed on a flat note in a choppy session on Wednesday as gains in PSU banks and auto shares were offset by losses in IT stocks.
Benchmark equity indices Sensex and Nifty tumbled more than 1 per cent on Friday due to across-the-board selloff, especially in metal, IT and commodity stocks, tracking sluggish global markets.
Budget 2026 sticks to fiscal discipline, shuns populist measures despite five key state elections coming up, but ends up rattling stock markets with a higher transaction tax on derivatives trading.
As AI adoption replaces routine roles, hiring is increasingly shifting toward AI-specific skills.
India's initial public offering (IPO) market is rewriting the rules of sectoral dominance, with a diverse slate of companies entering the stock market arena.
Equity benchmark indices Sensex and Nifty advanced for the third straight session on Tuesday driven by firm global cues and optimism over India-US trade agreement, even as investors turned to profit-booking at higher levels.
After three straight quarters of decline, India's housing market is pinning hopes on the ongoing festival season to revive sales momentum. While 2025 may still end with sales volumes below 2024 levels, developers believe the seasonally strong October-December quarter could narrow the gap, aided by stable interest rates, festive incentives, and resilient demand in the premium segment.
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.
'Today, we are at a stage where we have launched a voice-to-voice model that supports 14 Indian languages.'
The Enforcement Directorate (ED) has imposed a Rs 184-crore penalty on NewsClick and its founder, Prabir Purkayastha, for alleged FEMA violations related to foreign funding and misrepresentation of business activities.
When missiles fly in this region, they are never just aimed at military targets.
India's diagnostics sector is accelerating capacity addition and geographic expansion, as large chains and regional players invest in new laboratories, integrated centres and dense sample collection networks to tap rising demand for preventive, advanced and precision testing.
But selectively, with regulatory scrutiny and special approval, points out Tamal Bandyopadhyay.
Hyderabad is rapidly emerging as a strategic hub for multinational companies (MNCs) deepening their focus on artificial intelligence (AI), life sciences, and global capability centres (GCCs), supported by the city's strong pharmaceutical (pharma) base, deeptech talent pool, and a policy environment that encourages high-value investment.
The Competition Commission of India, following its preliminary inquiry, said the airline appeared to have caused an appreciable adverse effect on competition by restricting its services.
Notwithstanding global headwinds, the Indian economy saw further momentum in October on the back of goods and services tax (GST) rate rationalisation and festival spending, as indicated by high-frequency indicators, the Reserve Bank of India's (RBI's) monthly State of the Economy report said.
India is growing fast, but to keep growing strong, the government must make more things at home, create jobs, and spend money wisely, suggests Rajiv Memani, regional managing partner, Africa-India Region, EY.
In 2025-26, the government allocated Rs 6,81,210 crore for defence budget.
India remains one of the largest and fastest-growing markets for SAP, and the scale of products being built in the country is bigger compared to other geographies, Manish Prasad, president and managing director of SAP India, said. "The beauty of India is scale, size, and agility.
