Supply-side stress, weather add uncertainty to macros

India’s economy faces near-term challenges. Supply issues and weather create uncertainty. Geopolitical events in West Asia could impact domestic prices. Despite these concerns, domestic demand remains strong. The Reserve Bank of India is monitoring inflation closely. Robust exports and policy measures offer support against external risks.

Patient capital trusts India as hot money exits

In the fiscal year 2025-26, India witnessed a remarkable surge in foreign direct investment, soaring to $94.5 billion. This uptick is particularly notable given the backdrop of global economic turbulence. Investors from abroad demonstrated a keen interest, predominantly in the finance and technology arenas. Additionally, net FDI inflows experienced a noteworthy rise, underscoring India’s growing […]

D-Street ends week in the green with war and peace on its mind

Friday brought a wave of optimism to Indian stock markets, with notable weekly advancements. Nonetheless, investors remained watchful as talks between the US and Iran unfolded. The Nifty 50 and BSE Sensex ended the day higher, driven largely by gains in the banking and financial sectors.

Kevin Warsh takes over US Fed with a policy problem already in view

An unfolding boom in artificial intelligence technology is reshaping the economy in ways Fed officials say could be profound for workers, companies and consumers, but will be hard for Warsh and his colleagues to assess in real time. At the same moment inflation is already high and potentially heading higher as the economy ‌