Economic momentum in India picked up sequentially during the December quarter, supported by festive season demand and the impact of GST rate cuts. According to the UBS India Composite Economic Indicator report, early data for January 2026 suggests that this robust momentum has continued into
Economists and market experts on Friday said the Reserve Bank of India's (RBI) decision to keep the policy repo rate unchanged at 5.25 per cent and maintain a neutral stance was largely in line with expectations, with many highlighting a likely shift in policy focus towards liquidity managem
Disinflation in the United States is expected to continue into 2026, driven by a combination of weak labour market trends, fragile monetary conditions, and slowing economic activity, according to a report by the State Bank of India (SBI).
The Indian manufacturing sector has reached a historic milestone, with the industry's performance index hitting an all-time high in the third quarter of the 2025-26 fiscal year. According to the 68th edition of the FICCI Quarterly Survey on Manufacturing (QSM) released in New Delhi today, th
The report noted that the global economy is emerging from the post-tightening slowdown of 2025 and transitioning toward a more balanced growth phase. While inflation has moderated across regions, it remains sticky enough to keep central banks cautious.
Analysts at ICICI Direct expect further US Federal Reserve rate cuts in 2026, and persistent concerns over rising global debt, and questions around long-term Fed independence are likely to keep gold attractive as a hedge against macroeconomic uncertainty. "Concerns over Fed independence will
The Reserve Bank of India still has room for a further 50 basis points (bps) cut in policy rates in 2026, following bumper rate cuts of 125 bps in 2025, according to a report by IIFL Capital.
The Goods and Services Tax (GST) data of December 2025 reflects resilience in India's tax collections despite steep rate cuts earlier in the year, with imports, steady domestic demand and higher refunds shaping the overall revenue picture, stated experts reacting positively to the GST num
However, in terms of Emerging Market (EM) Equities, Invesco report said the EM equities have the most attractive valuations relative to other regions, albeit with wide variation within EM. "We anticipate Chinese stocks to continue to outperform while India may struggle."
Analysts said the rally reflects a confluence of macroeconomic and geopolitical factors that continue to reshape investor behaviour. They believed that a weaker US dollar as well as escalating geo-political tensions are being reflected in the continuous surge in the prices.