The report highlighted that Indian equities are facing growing disruption threats across sectors, while Indian companies have not made meaningful investments to counter these challenges.
The conclusion of the India-European Union Free Trade Agreement (FTA) marked a significant boost for India's labour-intensive export sectors, with tariffs on most Indian goods entering the EU reduced or cut to zero.
The report flags sluggish household deposit accretion and muted growth in low-cost deposits as the key structural challenges for banks in the current cycle. While deposits have broadly grown in double digits, momentum has failed to keep pace with credit growth.
India's average crude import cost has increased sharply versus the Dubai benchmark, in FY2026 so far, even as the share of Russian crude in the country's oil basket has declined, said Kotak Institutional Equities in its latest report.
With LGDs available at significantly lower prices than natural diamonds, the jewelry industry is poised for change in the coming years. The affordability of LGDs may reshape purchasing patterns, offering consumers more choices while altering the dynamics of the traditional diamond market.
In the first nine months of FY2025, annual premium equivalent (APE) growth for listed private insurers ranged between 11.8-17.4 per cent, and January showed stable growth of 10-25 per cent for most players.