BUSINESS
No cut, one cut, or two? Economists split on RBI MPC’s next move
With inflation at multi-year lows and global trade risks looming, economists are split on whether the RBI will resume rate cuts in October.
BUSINESS
Analysts trim FY26 CPI forecast to 2.7% after July print, may undershoot RBI's estimate
India’s retail inflation eased to 1.6 percent in July, the lowest in over eight years, prompting economists to cut FY26 CPI forecasts below the RBI’s estimate.
BUSINESS
Nifty, Sensex to see muted start as tariff pressures weigh; key levels to watch on August 8
Yesterday's intraday pullback and strong close indicate possible short-term momentum building up for the sessions ahead
BUSINESS
Nomura, Fidelity, Jupiter's India-focused funds see sharp redemptions as FIIs sell-off
Since January 2025, around 65 percent of all India-focused funds have been seeing redemptions, noted domestic brokerage Elara Capital.
BUSINESS
Emerging markets could see sharp sell-off if dollar reclaims 100-mark
A rebound in the U.S. dollar index above 100 could trigger outflows from emerging markets, with Elara Capital warning of a potential reversal in fund flows.
BUSINESS
Smart money making a smart exit? India-dedicated active funds retreat after 3 years
Instead of recommitting to India via long-only, high-conviction vehicles, Elara Capital noted that foreign flows have increasingly been channelled into ETFs.
BUSINESS
RBI may take a 'dovish pause' in August meeting, revision in CPI forecast on the cards
The RBI is expected to hold rates in its August policy meeting, with analysts anticipating a downward revision to FY26 inflation estimates.
BUSINESS
Trump’s 25% Tariff Shock: Key sectors, stocks likely to be impacted
Analysts expect targeted volatility across key export-oriented sectors—especially those with material exposure to the US.
BUSINESS
Sensex, Nifty set to open with deep cuts as Trump imposes 25% tariffs, penalty
Indian markets are expected to tumble on July 31 after U.S. President Trump imposed 25 percent tariffs and penalties on Indian exports.
BUSINESS
Fed Chair Powell says economic growth moderating despite strong Q2 GDP
Federal Reserve Chair Jerome Powell downplayed strong Q2 GDP, instead flagging moderating economic growth over H1 of 2025.
BUSINESS
Federal Reserve sees first double dissent since 1993 as two officials vote for rate cut
FOMC July Meeting: Two Federal Reserve governors dissented from the central bank’s decision to keep interest rates steady.
BUSINESS
Federal Reserve leaves interest rate unchanged at 4.25-4.5%, flags elevated economic uncertainty
FOMC July Meeting: The U.S. Federal Reserve has kept the federal funds effective rate unchanged at the 4.25-4.5 percent mark, unchanged since December 2024.
BUSINESS
Trump's 25% tariff, penalty on India may cost economy over $30 billion, experts warn
Trump's 25 percent tariff and added penalty on Indian exports could result in a $30 billion blow to India’s gross domestic product (GDP).
BUSINESS
Record profits, but low spending: What’s holding back India’s private capex?
After the surge in public capex, expectations were high for large private companies to step in, however the pickup has been tepid.
BUSINESS
Fed likely to hold rates steady despite political pressure, markets eye possible cut in September
The U.S. Federal Reserve is expected to hold interest rates steady at its July 30 meeting, despite political pressure and rising inflation.
BUSINESS
Hindustan Unilever Q1 Preview: Profit likely to remain flat as margins may see sharp contraction
Hindustan Unilever will report its results for the quarter ended June on July 31, 2025. Revenue and profit growth is likely to be muted.
BUSINESS
Dabur India Q1 Preview: Weak summer to hit beverage portfolio, flat earnings growth seen
According to a Moneycontrol poll of seven brokerages, Dabur India is likely to report net profit at Rs 496 crore, flat YoY.
BUSINESS
Hindustan Unilever Q1 Preview: Profit likely to remain flat as margins may see sharp contraction
According to Moneycontrol's poll, Hindustan Unilever will report flat net profit at Rs 2,557 crore for the quarter ended June.
BUSINESS
Asian Paints sees single-digit volume, value growth in near-term: CEO Amit Syngle
Asian Paints is expecting single-digit volume and value growth in the near-term amid a muted demand environment.
BUSINESS
How does NSDL stack up against peer CDSL?
At its upper price band of Rs 800 per share, analysts are of the opinion that National Securities Depository Ltd (NSDL)'s issue is fully priced.
BUSINESS
Asian Paints Q1 Preview: Tepid demand to weigh on sales, profit may slip in mid-single digits
Asian Paints is anticipated to deliver a weak performance in the first quarter of FY2026, amid slowing urban consumption and increased competition.
BUSINESS
GQG, BlackRock, Invesco see $1 billion in outflows from EM funds, India-dedicated funds lose steam
Emerging market fund inflows slowed amid geopolitical tensions, with key players seeing major redemptions, while gold and junk bond funds outperform.
BUSINESS
10 stocks from textile, auto, pharma, and seafood sectors to gain from India-UK trade pact
A range of Indian companies across textiles, auto, agri, pharma, and jewellery are poised to see export-led growth following the signing of the deal.
BUSINESS
Tata Consumer expects volume growth to rebound, gross margins to normalize
Tata Consumer expects volume growth to recover as prices stabilize, with margins normalizing to historical levels going ahead.
