In a landmark development, the United States and India have agreed on an interim trade deal that reduces tariffs to 18%, signaling a major reset in bilateral economic relations. The agreement, finalized after months of negotiations, is expected to boost trade flows, strengthen strategic ties, and provide relief to industries on both sides. Background of…
Kotak Asset Management Company’s Managing Director Nilesh Shah has offered a nuanced perspective on recent policy and market developments, noting that while “the devil is in the details,” the move has effectively removed a “hanging sword” over India’s rupee, equity, and rates market. His remarks highlight the delicate balance between policy execution and investor sentiment,…
India’s economic growth story is poised for a new chapter as State Bank of India (SBI) Chairman CS Setty highlighted that sunrise sectors could attract investments worth Rs 100 lakh crore over the next five years. His remarks underscore the transformative potential of emerging industries such as renewable energy, electric mobility, digital infrastructure, biotechnology, and…
Vodafone Idea, one of India’s largest telecom operators, has reached what Aditya Birla Group Chairman Kumar Mangalam Birla calls its “turnaround moment” following long-awaited clarity on Adjusted Gross Revenue (AGR) dues. After years of financial stress and uncertainty, the company now has a clear roadmap to stabilize operations, strengthen its balance sheet, and focus on…
Prime Minister Narendra Modi has described the India-EU Business Forum as a “great platform” to strengthen economic ties, deepen cooperation, and explore new opportunities in trade, investment, and technology. Addressing leaders, policymakers, and industry representatives, PM Modi emphasized that the forum reflects the shared vision of India and the European Union to build resilient supply…
Kotak Mahindra Bank has announced its Q3 FY2026 financial results, reporting a 4% year-on-year rise in standalone Profit After Tax (PAT) and a 5% growth in Net Interest Income (NII). The results highlight steady performance despite challenging macroeconomic conditions, reflecting the bank’s focus on risk management, digital expansion, and customer-centric strategies. Background of the Results…
Global financial markets are witnessing a subtle yet significant shift as investors begin “quiet-quitting” the United States, redirecting capital flows to other regions amid heightened political uncertainty under President Donald Trump. The phrase, borrowed from workplace culture, captures the cautious disengagement of investors who are reducing exposure to US assets without dramatic exits, signaling a…
The Indian stock market has witnessed unprecedented growth in recent years, with millions of new investors entering the equity space. However, Nithin Kamath, founder and CEO of Zerodha, India’s largest retail brokerage, has raised a red flag about a silent but significant threat: the absence of a comprehensive risk model for retail investors. His warning…
The International Monetary Fund (IMF) has projected that India’s economy will grow at 6.4 percent in 2026-27, reaffirming its position as the fastest-growing major economy in the world. This forecast underscores India’s resilience amid global uncertainties and highlights the country’s expanding role in driving global growth. Background of IMF’s Projection Key Highlights Indicator Details Growth…
The ongoing political and economic turmoil in Venezuela has once again placed global investors and multinational corporations on edge. Among those most affected are several Indian energy, pharmaceutical, and metal companies that have significant stakes in the Latin American nation. With Venezuela’s economy facing instability, currency volatility, and governance challenges, Indian firms are closely monitoring…
