Latest posts
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Rating upgrades moderate in H1 as India Inc faces multiple headwinds
Rating upgrades moderated in the first half of the financial year as companies faced headwinds from the West Asia conflict, rising crude prices, higher input costs and evolving US tariff measures. Downgrades also declined, though rating agencies cautioned that this may not capture cases where issuers do not cooperate with adverse reviews.
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Can October turn the tide for Indian stocks after September rout?
As investors approach October, the landscape is shaped by high crude oil prices, increasing bond yields, and continued foreign selling. Historically, October has favored positive market returns, yet recent downturns could challenge this pattern. With the earnings season on the horizon, corporate profitability, particularly within large-cap stocks, will be under scrutiny.
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RBI special windows seen big enough to bring in $100B
India’s new forex inflow programs may attract approximately one hundred billion dollars. These special drives have already mobilized over forty billion dollars in foreign exchange. Experts predict these initiatives could significantly exceed initial mobilization estimates. The Reserve Bank of India introduced these facilities to support the balance of payments. These programs aim to cushion the…
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India’s external financial health improves marginally in Q1 FY27 amid global headwinds
India’s external financial position improved marginally in Q1 FY27, RBI data showed. External debt rose $15.4 billion to $778.2 billion, while the debt-to-GDP ratio eased to 20.8%. Net international liabilities increased to $220.3 billion but remained below year-ago levels.
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Personal loan growth rises to 16.9% in August: RBI
Bank credit growth strengthened across major sectors in August, with personal loans rising 16.9% year-on-year to ₹72.9 lakh crore, up from 11.9% a year earlier, RBI data showed.
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Govt’s urban reset: Centre divides ministry of Housing and Urban Affairs into two specialised verticals
The Ministry of Housing and Urban Affairs has undergone a significant structural overhaul. Senior bureaucrats were replaced and new leadership appointed to spearhead its flagship missions. The ministry was split into two specialized departments, focusing on capital development and urban development. This administrative revamp aims to streamline service delivery and accelerate infrastructure projects. Personnel shifts…
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India, Canada aim to conclude CEPA trade pact by end-2026: MEA
India and Canada are working to finalize their economic partnership agreement. Negotiations for the Comprehensive Economic Partnership Agreement are progressing well. Both nations aim to conclude these important talks by the end of 2026. This agreement seeks to liberalize trade and strengthen economic cooperation between the two countries. Prime Minister Modi plans a visit later…
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FM Sitharaman flags global crisis spillovers, unfair burden on developing nations
Finance Minister Nirmala Sitharaman stated that the Global South should not bear the brunt of global imbalances and conflicts. Representing India at a summit, she emphasized the need for coordinated global action and stronger multilateral cooperation to build resilient economies and ensure inclusive growth for all.
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From Oman to Tanzania: How the Iran war is redrawing India’s trade map
India’s trade is changing due to West Asia conflict. Oman is now a major import partner, especially for energy. Russia and the US are also key import sources. Singapore has become India’s third-largest export destination. Tanzania and South Africa are seeing increased Indian exports. These shifts highlight new trade routes and partnerships.
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India-UK CETA takes effect: First zero-duty Indian coffee, jewellery consignments reach UK shores
The India-UK Comprehensive Economic and Trade Agreement has officially come into force. Zero-duty consignments of Indian jewellery and coffee have now landed in the United Kingdom. This landmark pact is expected to significantly boost bilateral trade between the two nations. Businesses anticipate substantial growth and increased market competitiveness following the agreement. The pact aims to…