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Business / The Economic Times
India is set to lead economic growth in Asia-Pacific and emerging markets. Moody's Ratings projects India's GDP to expand by 7% in 2025 and 6.4% in 2026. This strong domestic performance will drive resilience amidst global uncertainties. Businesses are also expected to invest heavily in AI solutions to maintain a competitive edge.
India's economic growth received a boost from low inflation in the second quarter. Economists anticipate this trend to continue in upcoming quarters. However, they foresee a reversal next fiscal year with potential negative consequences. This situation impacts corporate earnings, sales, and credit growth. It also complicates the achievement of tax targets for FY26.
India's fiscal deficit from April to October reached 8.25 lakh crore. This is 52.6% of the annual target. Lower net tax receipts and higher capital expenditure contributed to this widening. Experts anticipate that future savings and better non-tax revenue will help meet the 4.4% fiscal deficit target for FY26.
India's economic forecast shines bright, with expectations to eclipse seven percent growth this fiscal year. The economy is poised to cross the four trillion dollar mark, thanks to an extraordinary eight-point-two percent growth in the second quarter. Financial prudence and ongoing reforms are pivotal to this momentum.
India is actively pursuing trade agreements with 50 nations across 14 groups. Discussions are underway with Canada for a comprehensive economic partnership. Negotiations are also progressing with Oman, Bahrain, Qatar, and the entire Gulf Cooperation Council.
ET has reliably gathered that these measures are drawn from proposals by a high-powered Niti Aayog panel, which has favoured FDI through the government route in the proposed new regulatory framework for atomic energy. The broad view in the government is that while the nuclear energy sector needs public private participation for growth, current rulebooks hinder modernisation, transfer of advanced technology and fund flow for capital-intensive large-scale projects.
India's economy surged with an estimated 8.2% real GDP growth in July-September FY26, surpassing the previous year's 5.6%. This robust expansion, driven by manufacturing and services, has led economists to revise growth forecasts upwards, though US tariffs pose a potential challenge.
The Reserve Bank of India has eased digital banking rules. Banks can now show customers various products after they log in. This includes government schemes and third-party financial products. The RBI has also removed the need for prior approval before launching new digital channels. This change aims to streamline digital banking operations for financial institutions across India.
Oyo parent PRISM will hold an EGM on December 20 to seek approval for raising up to 6,650 crore via fresh equity for its IPO and issuing a 1:19 bonus. Shareholders will also vote on increasing authorised capital to 2,491 crore
This proposal comes after the regulator observed the growing need to clearly distinguish content uploaded by Sebi-regulated persons from material posted by unregistered individuals on social media
The Reserve Bank of India has consolidated 9,445 circulars into 244 master directives for 11 types of regulated entities. This initiative aims to boost clarity, accessibility, and reduce compliance burdens, simplifying business operations. The exercise, involving 37 officials, also identified 5,673 obsolete circulars, with the oldest dating back to 1944.
Wall Street's main indexes opened higher on Friday with futures trading springing back to life from an hours-long CME Group outage that had temporarily frozen currencies, commodities and equity contracts around the globe.
Dividend yield shows how much annual dividend income a stock generates relative to its market price. It helps investors assess income potential, compare returns, and gauge financial stability
The issue received an overwhelming response, with bids of over Rs 7,500 crore against a base size of Rs 1,000 crore and a green-shoe option of Rs 4,000 crore, IRFC said in a statement
Authum Investment & Infrastructure approved a 4:1 bonus share issue, subject to approvals, while increasing authorised capital to 128 crore. The NBFC, which operates investment and credit businesses, reported softer Q2 earnings but strong one-year stock returns despite market volatility
Delhi's inflation rate was significantly lower than other major cities and the national average last year. Fuel and light prices saw a notable decrease. However, food and beverages, along with housing costs, experienced an increase. Delhi's overall Consumer Price Index remained among the lowest. This data comes from a government report assessing industrial worker inflation across fifteen cities.
Chief Economic Advisor V Anantha Nageswaran highlighted the concentration of large companies in the bond market, emphasizing the need to enable mid-sized firms to access funds affordably. He called for a double-engine approach with bond markets and banks to support India's growing economy, with domestic money anchoring debt markets and foreign flows complementing it.
India's economy demonstrated robust growth, expanding by 8.2 percent in the July-September quarter of FY 2025-26. This performance solidifies India's status as the world's fastest-growing major economy. The Finance Minister highlighted that reforms and fiscal consolidation are driving this momentum. Strong contributions from the secondary and tertiary sectors propelled the real GDP growth.
Italys Ambassador to India, Antonio Enrico Bartoli, outlines how both countries are expanding cooperation through a new strategic plan covering trade, mobility, space, defence and culture, while rising investments and even cricket links signal a broader, more ambitious partnership.
Canara Bank raised 3,500 crore through AT1 bonds at a 7.55% coupon, attracting strong demand ahead of the RBIs upcoming policy. With expectations of further rate cuts, banks are rapidly mobilising funds as investors seek higher returns before potential interest rate softening
Six BSE large-cap stocks surged to new 52-week highs on Friday despite a flat Sensex. Shriram Finance, Hero MotoCorp, Motherson, Adani Ports, Reliance Industries and Cummins India all posted strong monthly gains, signalling bullish momentum and potential short-term upside for traders
India's economy demonstrated robust expansion, with real GDP growing 8.2% in the July-September quarter of FY26, exceeding expectations. Driven by strong domestic demand and resilient sectors, the Chief Economic Advisor projects full-year growth to be 7% or more, outperforming major global economies.
A 50-year-old with 80 lakh in FDs and 60,000 monthly expenses can target 1.23 crore in five years by adding limited equity exposure. Experts recommend hybrid funds, SWP withdrawals, and delaying retirement to boost long-term financial security
Nifty and Sensex ended slightly lower as financials and IT dragged. Stock-specific moves dominated with Paytm, Sudeep Pharma, M&M, Reliance Infrastructure, GAIL and GMDC seeing sharp swings driven by upgrades, listings, tariffs and profit-booking
India's foreign exchange reserves saw a decrease of USD 4.47 billion, settling at USD 688.10 billion for the week ending November 21. This decline follows a significant rise in the preceding week. Gold reserves dropped by USD 2.67 billion, while Foreign Currency Assets also experienced a dip of USD 169 million.
BNP Paribas sees a muted cement outlook but remains bullish on Ambuja Cements, JK Cement, and UltraTech Cement, forecasting up to 29% upside despite weak pricing trends
Nithin Kamath cautions retail investors against blindly chasing pre-IPO shares amid extreme valuations and hype. He flags 100500% markups, poor pricing, misleading promotions, regulatory gaps, and the rising risks in unlisted shares and crypto derivatives despite booming IPO sentiment
India's industrial production data for October 2025 will now be released on December 1. This change is to align with the release of Gross Domestic Product estimates. The All India Index of Industrial Production data is usually released on the 28th of each month. The new release time is 4:00 PM. This update provides crucial economic insights for the nation.
Indian markets have quietly turned, says Helios Capitals Samir Arora, noting that MSCI India is outperforming global peers despite muted retail sentiment. Arora believes GST cuts, rate cuts and tariff relief will fuel broader participation, with midcaps and smallcaps set for a catch-up rally. He warns against speculative broker stocks but remains bullish on financials and long-term domestic themes.
The Indian rupee logged a monthly fall and closed just shy of its record low on Friday, largely supported by intervention by the central bank which countered pressure from outflows and a pickup in appetite to wager against the currency
India's fiscal deficit for April to October, or the first seven months of this fiscal year, was at Rs 8.25 lakh crore, equivalent to 52.6% of annual estimates, widening from the previous year's 46.5%. The government aims to narrow the fiscal gap to 4.4% of GDP in this financial year from 4.8% a year earlier.
Reliance Infrastructure shares jumped 17% in three sessions, reversing last weeks steep fall. The stock remains far below its 52-week high, but bargain buying, stabilising quarterly numbers, and returning domestic institutional interest have revived sentiment. Traders say technical support and value buying are driving the sharp rebound in the Anil Ambanigroup stock
Indias GDP grew 8.2% in Q2 FY26, sharply higher than 5.6% a year ago and beating market expectations, driven by stronger rural demand, higher government spending, and early export shipments, even as private capex and urban demand remained sluggish.
Swiss technology major Sulzer has inaugurated a new Global Business Services hub in Pune, India, reinforcing its commitment to the region. This expansion, housing 350 employees, will support IT, Legal, Compliance, and Supply Chain Management functions globally. The move leverages Pune's talent and infrastructure to enhance operational efficiency and scalability.
Indian stock markets closed with a slight dip on Friday. The Sensex and Nifty saw minor fluctuations throughout the day. Investors took profits near record highs. They considered potential interest rate cuts in the US and India. Domestic growth figures also influenced trading. Both major indices ended marginally lower after reaching new peaks previously.
Despite Nifty hitting a fresh all-time high, most retail portfolios remain in the red as gains are concentrated in a few heavyweight stocks. Broader market weakness, poor small- and mid-cap performance, and narrow participation continue to drag investors down
Several newly listed companies may witness increased December trading activity as shareholder lock-in expiries free up nearly Rs 7,000 crore worth of equity. While this does not guarantee immediate selling, key names such as Groww, Lenskart, Urban Company, Pine Labs and Orkla India could see heightened investor attention as fresh supply enters the market.Several newly listed companies may witness increased December trading activity as shareholder lock-in expiries free up nearly Rs 7,000 crore wo
Nomura has initiated coverage on Anthem Biosciences with a Buy rating and a 740 target, citing attractive valuations, strong CRDMO positioning, diversified capabilities, and robust revenue and earnings growth projections despite recent stock correction.
Lenskarts upcoming results are closely watched as investors assess growth momentum, margin improvement and the impact of its aggressive expansion. Analysts expect steady revenue gains, rising active shoppers and improving store economics. Despite valuation concerns, the long-term opportunity remains strong, supported by an under-penetrated market and Lenskarts integrated, cost-efficient operating model.
The Indian government is considering extending voluntary hallmarking to silver jewellery and bullion to ensure raw material authenticity. A framework for lab-grown diamonds is also planned to enhance transparency and prevent consumer deception. These initiatives aim to build consumer trust and credibility in the precious metals and gemstone sectors.
India and US held virtual trade talks, India's trade secretary told Reuters, adding that the country expects to lock the deal with US before year end as most issues are already resolved.
Market expert Anshul Saigal says raw material volatility in sectors like jewellery, pipes and FMCG is a buying opportunity, not a long-term risk. He expects GST cuts, rising incomes and sectoral consolidation to drive strong growth in FMCG and real estate, while quality capital goods and metals offer value. Saigal urges investors to stay bottom-up and long-term focused.
India and Canada are set to resume talks on a Comprehensive Economic Partnership Agreement next week. This marks a significant step in improving bilateral ties after a period of strain. The proposed pact aims to boost trade and investment. India is actively pursuing trade agreements globally, with ongoing discussions with several countries and blocs.
Meesho's upcoming IPO highlights the rise of India's digital economy, driven by small towns. The company built its success by empowering micro-entrepreneurs and resellers, offering affordable products to a digitally connected 'Bharat'. This strategy has fueled rapid growth, making it a significant player beyond metropolitan markets.
Eight fundamentally strong stocks staged a sharp turnaround in Q2FY26, returning to profitability after two loss-making quarters and rallying up to 75% so far this fiscal year.
India has achieved major power status on the Asia Power Index 2025. This rise is driven by strong economic growth and enhanced military capability, notably demonstrated in Operation Sindoor. India now ranks third, surpassing Japan in economic capability. The country is attracting significant inward investment, a shift influenced by global supply chain diversification.
Aequs Limiteds Rs 921.81-crore IPO opens on December 3 with strong grey-market interest, trading at a 21% premium over the upper price band of Rs 124. The issue includes a fresh offer and OFS, with listing expected on December 10. Pre-IPO participation by major funds signals solid institutional demand.
A 72-year-old Mumbai resident, Bharat Harakchand Shah, has filed a police complaint after discovering that his inherited equity portfoliolong believed to be growinghad allegedly been mismanaged, leading to a sudden demand for 35 crore. The case is now under investigation by Mumbai Polices Economic Offences Wing, with an FIR filed against Globe Capital.
India is actively pursuing trade agreements with 50 countries across 14 groups, having already finalized deals with Australia, UAE, Mauritius, the UK, and the EFTA. Discussions are also progressing with Canada for a comprehensive economic partnership, and with the US for a trade deal. Reviews of existing FTAs with ASEAN and South Korea are underway.
India must develop deep and reliable debt capital markets to fund its next phase of growth, Chief Economic Advisor V. Anantha Nageswaran said at a Mumbai summit. He stressed that banks alone cannot finance the massive investments needed over the next decade in sectors such as energy, logistics, infrastructure, and technology, and called for a dual-engine model where both banks and debt markets play distinct, complementary roles.

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