The clock on the ceasefire is running out. But everyone's already whispering about round two, possibly as soon as this weekend.
In the present hyper-connected world, there are many domestic and global factors that affect financial markets. Of them, the most powerful and often least predictable are geopolitical events, which often boil down to one diplomatic headline.
The Indian rupee weakened against the US dollar due to rising crude oil prices, geopolitical tensions in the Middle East, and foreign fund outflows.
'India's ties with Israel have to do with defence and general technology.' 'The war changes nothing in what India and Israel hope to get from the relationship.' 'It's not as though India will get significantly more benefits from Iran if India abandons Israel at this time.'
There is record underperformance and under-ownership. Some of this is cyclical and will turn on its own. However, we also need to regain our growth credentials. For this, both the government and companies have a role to play, as do investors, points out Akash Prakash.
'It is too early to conclude that there will be a bloodbath, that there will be no jobs, and that there will be civil unrest.' 'Let's calm down.' 'AI is a tool, it is not a weapon, it is not a virus.'
Analysts predict continued volatility in Indian equity markets due to domestic macroeconomic data, F&O expiry, global developments including US tariff policies, and geopolitical tensions.
S&P Global Ratings warns that Indian oil marketing companies like IOC, BPCL, and HPCL may face reduced profit margins due to rising crude oil prices and government pressure to maintain stable retail prices.
AI will erase outsourcing jobs, redefine skills and disrupt global giants within five years, predicts Vinod Khosla. The IT legend urges young people to become generalists: Adaptable thinkers who can learn quickly, connect dots across disciplines and shift careers as technologies evolve.
Most first-time investors may be better served by diversified options such as flexicap or multi-cap funds, which already hold pharma and healthcare stocks.
Is the parabolic rise in silver running out of steam or just getting started? Ramalingam Kalirajan offers his take on if you should invest in silver now?
A Jefferies report warns that the IT services sector is set for a structural shift due to AI, requiring talent and operating model overhauls and increasing cyclicality.
'The BJP is keeping its options open and that the final decision is still tightly held.' 'That is consistent with the party's tendency to preserve suspense, avoid premature factional conflict, and use leadership selection as a way of resetting internal hierarchies.'
The Budget reframes healthcare as a strategic national capability, backing biopharma innovation, workforce expansion and technology-led governance to power India's next growth phase.
'The question for the TMC is not whether it can hold its bastions, but whether it can expand effectively into regions where the BJP already possesses a good ecosystem.'
'The real risk is not that AI will fail to transform India's economy.'
'The risk is that it already is -- while our measurement systems continue to look the other way,' observes Nishant Sahdev, a theoretical physicist at the University of North Carolina.
Alliances fight wars effectively only when they share an endgame. If Israel acted without US knowledge, then the military alliance is operating without real coordination at the level of strategic targeting. Neither picture is reassuring in a war that is no longer regional in its consequences. Prem Panicker continues his must read daily blog on the Gulf War.
'Within six months I expect petrol, diesel, and electric vehicles (EVs) to reach cost parity,' says Union Minister for Road Transport and Highways Nitin Gadkari.
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.
'We believe the truth is in the middle, and that India is at an important crossroads.'
Sometimes, the most powerful Budgets whisper and the wisest investors listen, notes Ramalingam Kalirajan.
Israeli PM Benjamin Netanyahu has affirmed that the United States and his administration have achieved nearly total dominance over Iranian airspace following a series of coordinated military strikes.
'Oil is still well below its all-time highs, and the world is gradually running out of known reserves.'
Shares of brokerage-related companies nosedived 18 per cent on Sunday after Finance Minister Nirmala Sitharaman proposed raising securities transaction tax on commodity futures to 0.05 per cent from 0.02 per cent in the Union Budget 2026-27.
rediffGURU Pankaj Vyavahare, career counsellor and life coach, explains how you can survive in the age of AI.
The tussle between Harry Brook and Jasprit Bumrah will shape the outcome of India's T20 World Cup semi-final clash against England, batting legend Sunil Gavaskar has predicted.
'...a mix of asset classes.' 'Include equities for growth (across market caps), debt for stability and liquidity, gold as a hedge against macro and currency risk, and global assets for geographical and economic diversification.'
What we are watching is something different: A fog manufactured and maintained by the people who started the war, so that the question of why it was started never has to be answered, observes Prem Panicker in his must read blog on the war in the Middle East.
rediffGURU Anu Krishna explains how to accept the normal course of a relationship and keep it alive.
Building on last year's clearance of 172K cases, I-T department is pushing for faster appeal disposals, penalty reforms and system-driven processes to curb litigation and boost tax certainty.
Love+happiness brings less doctor visits, less anxiety, less stress, quicker healing, all things that are good for your body.
Overlap refers to the same stocks appearing across fund portfolios.
The business value of the league, popularly called the IPL, surged to a record $18.5 billion last year, U.S.-based investment bank Houlihan Lokey says.
'There is a challenge in repositioning yourself, maybe reinventing yourself.'
Red velvet and white satin may be Christmas classics, but your holiday wardrobe deserves more than just the predictable.
The government should refrain from raising income tax surcharge on the super-rich and reintroducing wealth tax in the upcoming 2026-27 Budget, as the move could prompt persons in high-income brackets to leave the country for low-tax jurisdictions, according to tax experts.
Customs regimes can lead to labyrinthine legal disputes. Budget 2026 must recognise that an excessively defensive Customs posture can itself become a trade barrier, point out Mukesh Butani and Shankey Agrawal.
Heavy snowfall in the Kashmir Valley and Jammu region disrupted traffic and air services, leading to the closure of the Jammu-Srinagar highway and cancellation of flights. Rescue and road clearing operations are underway.
The Budget offers a limited-time regularisation window with clear thresholds, defined payments, and immunity from penalty or prosecution.
Eighteen new-age technology firms went public during the year, a near triple increase from the five firms that debuted in 2023 and 38 per cent more than 2024's tally of 13.
