With LPG price increases, the effect of West Asia war would be felt in March inflation, posing a risk to markets and monetary policy
India’s move signals a pragmatic shift toward selective economic engagement with China while retaining safeguards for national security
Nearly two-thirds of sectors are expected to see healthy volume growth drive sales growth in FY27, which is good news for earnings. But, these projections could go awry if one risk plays out
Reaction reflects possibility of sustained supply disruption and prolonged surge in crude prices
New owners and management spark hopes of a turnaround, but intense competition and heavy discounting could cloud prospects
Rising income, increasing insurance penetration, and a preference for branded hospitals offering advanced care are supporting long-term demand for private healthcare
The fund sold its entire holding of about 10.9 lakh shares in HCL Tech during the month, marking the only complete exit from the portfolio and reducing its exposure to the IT sector to zero.
The war with Iran is accelerating a global shift towards strategic stockpiling of oil, metals and minerals, turning commodities into instruments of national power
The garment exporter delivered while the entire sector grappled with the US tariff impact
Karnataka plans to change the way it taxes alcohol products
Policy rate cut transmission may finally be over as lending rates are climbing
Healthy inflows are a long-term positive for the mutual fund industry, though market volatility raises near-term concerns
Politicians aren’t the best judges of the merits of scientific research
Should scarce energy and water resources be diverted toward resource-intensive data centres? Or can we design better to avoid such trade-offs?
If Beijing continues to seek the economic benefits of deep engagement in the Middle-East without assuming the political and military burdens that accompany great-power influence, the strategy might be unsustainable
Exporters and logistics executives told Moneycontrol that shipments to the Gulf are being delayed, cargo is piling up at major air hubs and freight rates have surged as the US and Israel–Iran war disrupts key trade routes linking India to West Asia
The foray into related categories could support the next phase of growth
The company says demand momentum remains strong and it is continuing a healthy network expansion
India must deepen its capabilities in polysilicon, wafers, and advanced cells to reduce import dependence and secure its clean energy transition
The Iran conflict is a reminder that every spike in Brent crude quickly feeds into India’s oil import bill and the consequences go far beyond fuel prices
Speaking after the brokerage’s annual investor conference, Gupta said that while India has a reasonable buffer of crude inventories, the country could be more exposed to disruptions in natural gas availability if geopolitical tensions persist.
A spike in crude prices threatens to widen India’s current account deficit, stoke inflation, and put pressure on the rupee
Markets suggest the ramifications are likely to drag on and spread
The country has been ahead of others in heeding the danger of China’s stranglehold on critical minerals
The noise around products may nudge investors into taking more risk, churning assets, rather than doing what is most needed to attain their financial goals for retirement