Economy
GDP · Inflation · Fiscal Policy
economyForeign institutional investors have sold over Rs 2 lakh crore of Indian equities in 2026, marking their third consecutive month as net sellers. This trend poses challenges for large companies reliant on foreign capital.
economyFII ownership in Indian equities has dropped to a 14-year low of 14.7%, while DIIs have increased their holdings by 18.9%, cushioning the markets.
economySilver prices fell dramatically in 2026 due to macroeconomic pressures and speculative unwinding. Despite short-term volatility, strong industrial demand and supply deficits offer long-term support.
economyKey global economic events this week include President Trump's China visit and Saudi Aramco's results. These developments could impact Indian markets significantly.
economyUS Treasuries ended the week on a positive note amid mixed economic data, shifting focus to inflation. Indian investors should monitor these developments closely.
economySoybean prices have risen due to expectations of increased Chinese demand, impacting global grain markets. Indian investors should monitor US-China trade talks for further implications.
economyU.S. stock markets surged as strong employment data and a rebound in tech stocks lifted investor sentiment. This rally could positively impact Indian tech sectors.
economyIndia's market faces valuation challenges due to declining earnings estimates, contrasting with North Asian peers. Geopolitical risks further complicate the outlook.
economyMary Daly of the Federal Reserve reassures that inflation expectations remain stable despite rising energy prices. The Fed's policies continue to target a 2% inflation rate.
economyGold prices are rising this week as investors remain hopeful about a potential US-Iran peace deal. Easing inflation fears and stable Fed rates further support gold's appeal.
economyOil prices have surged due to renewed U.S.-Iran tensions, threatening the Strait of Hormuz's stability. This geopolitical unrest could impact global and Indian markets.
economyFederal Reserve Bank of Cleveland President Beth Hammack signals a prolonged pause in US interest rates due to persistent inflation concerns. This decision could impact Indian investors by influencing RBI policy and affecting the rupee's exchange rate.
economyRecent state election results have revealed a Rs 1.69 lakh crore fiscal burden due to campaign promises. This poses significant challenges for state finances and economic stability.
economyGold prices remain steady as markets focus on a potential US-Iran peace deal. Investors are also eyeing the upcoming US employment report for Fed policy clues.
economyOil prices rose by about $1 as investors eye a potential Middle East peace deal. Despite optimism, logistical challenges may keep supplies tight, affecting global markets.
economyForeign investors are diversifying away from U.S. Treasuries due to rising U.S. debt levels. This shift could impact global bond markets and offer opportunities for Indian bonds.
economyThe US dollar weakens amid hopes of a US-Iran deal, while the yen strengthens on intervention speculation. Indian investors should watch currency impacts closely.
economyIndian markets are set to focus on global geopolitical risks, particularly the US-Iran conflict, as domestic political stability prevails. Corporate earnings remain resilient, providing market support.
economyBlackRock's Ben Powell remains optimistic about India's economic future despite a $39 billion FII selloff, citing strong fundamentals and growth prospects.
economyGold prices have risen over 1% due to a weaker dollar and easing oil prices, with hopes for a U.S.-Iran peace deal influencing the market. President Trump's pause on military operations in the Strait of Hormuz has also eased geopolitical tensions.
economyAsian stocks rise as US-Iran negotiations show progress, easing geopolitical tensions. Tech shares gain, oil prices fall, impacting global and Indian markets.
economyBond traders are increasingly betting on a potential Fed rate hike as Kevin Warsh emerges as a contender for Fed chair. This could impact Indian markets.
economyThe U.S. dollar weakens as a Middle East ceasefire holds, impacting global markets. Indian investors should remain vigilant amid potential currency fluctuations.
economyEuro zone bond yields have dipped amid tensions in the Strait of Hormuz. The European Central Bank is considering a rate hike, with implications for global markets.