Economic & Finance News

West Bengal reins in revenue spending growth in FY'26 so far; capex contracts: Report

West Bengal shows strong control over revenue spending in the current fiscal year. This is a positive sign compared to other states. However, the state's capital expenditure has declined significantly. [...]

India's small savings inflows give govt extra borrowing comfort

National Small Savings Fund collections have reached ₹2.17 lakh crore, nearing two-thirds of the fiscal year's budget estimate. Officials anticipate exceeding the target due to year-end tax-saving rushes, providing the [...]

FDI inflows to India surged by 73 per cent to $47 billion in 2025: UN

India saw a significant 73 percent jump in foreign investment in 2025, reaching USD 47 billion. This growth was fueled by strong investments in services and manufacturing sectors. Globally, foreign [...]

A guide to PMAY-Urban 2.0: Affordable housing for urban India

Dream of owning a home? Discover PMAY-Urban 2.0 benefits, including interest subsidies and financial aid for urban housing. Check your eligibility and apply today! [...]

Govt to pump ₹5,000 cr into SIDBI to step up credit for MSMEs

The Union Cabinet has approved a Rs 5,000 crore equity infusion into SIDBI to boost credit for MSMEs. This capital, released over three years, aims to increase financial assistance recipients [...]

Davos WEF 2026: Adani Group sets out Rs 6 lakh cr investment blueprint for India

The Adani Group has unveiled a Rs 6 lakh crore investment plan across aviation, clean energy, and digital infrastructure, focusing on integrated, technology-led platforms. The blueprint, presented at Davos, spans [...]

View: Why India has a private investment problem

India's economy is projected to grow at 7.4%, yet Prime Minister Modi faces a critical decision between continued infrastructure spending and fiscal restraint. Despite strong headline growth, low private investment [...]

India's average return on FDI remains robust at 7.3%, outperforming emerging economies: CareEdge

India saw gross FDI inflows rise to USD 81 billion in FY25. However, increased profit repatriation and outflows significantly reduced net FDI to just USD 1 billion. Despite this, India's [...]

Urban mobility infra strengthened household finances: EAC-PM

According to the paper, investments in urban mobility infrastructure over the past decade, particularly metro rail expansion, have translated into stronger household liquidity management and more disciplined borrowing. [...]

FDI inflows surge $51 billion in 6 months as govt pushes manufacturing, startup collaboration: DPIIT Secy

He highlighted the government's efforts to encourage deeper engagement between corporates and startups, adding that large companies are showing growing interest in collaborating with startups to drive innovation and scale. [...]

Net direct tax mopup rises 8.8% till January 11

Despite a slower pace of tax refunds, the growth in collection was much below the budgeted 12.7% increase for the entire 2025-26. With less than three months left in this [...]

Centre earmarks Rs 5,925 crore for coal, lignite exploration from FY27

The investment will be channeled through the Central Sector Scheme (CSS) of coal and lignite exploration. [...]

Rapid digitalisation of banks reshaping financial risks, requires supervisors to fundamentally rethink: RBI DG

Speaking at the Third Annual Global Conference of the College of Supervisors in Mumbai, RBI Deputy Governor Swaminathan J said that traditional indicators such as capital adequacy and liquidity are [...]

Credit demand zooms as policy eases, outstanding bank credit crossed Rs 200 lakh cr for the first time on Dec 31, 2025

India's credit demand is surging. Lower taxes and supportive monetary policy are fueling investment. Outstanding bank credit has crossed a major milestone. This growth surpasses projections, indicating a strong economic [...]

State capex loans cross 56% of FY26 target by Jan 5; Centre aims for full utilisation

The Centre has released over ₹83,000 crore to states for capital investment. This is part of the special assistance scheme for capital investment. The government is confident of fully utilizing [...]

Market News

FPIs dump Indian equities worth Rs 33,598 cr in Jan so far. Is the sentiment set to worsen further?

According to VK Vijayakumar, Chief Investment Strategist at Geojit Financial Services, FPIs not only continued their selling spree in the week ended January 23 but also intensified it. The sustained [...]

Dalal Street Week Ahead: Volatility to stay elevated, traders urged to stay nimble

Markets experienced a sharp corrective move, with Nifty ending lower after a volatile week and breaking below key technical levels. India VIX surged, signaling increased risk perception. Despite a potential [...]

Adani Group clarifies on US SEC summons report; says no allegations against company

Adani Group companies clarified via stock exchange filings that they are not parties to any US SEC legal proceedings. Reports indicated the SEC sought court approval to serve summons to [...]

Govt of Singapore’s India portfolio: 11 stocks rally up to 90% in 10 months, new Q3 pick unveiled

Despite the decline in overall portfolio value during FY26, stock-level performance remains encouraging. More than half of the holdings delivered positive returns, with 11 stocks surging between 25% and 90% [...]

Kotak Mahindra Bank Q3 results: Standalone PAT rises 4% YoY, NII grows 5%

Kotak Mahindra Bank has announced a solid financial performance for the third quarter of fiscal year 2026. The private lender saw its standalone net profit climb 4% year-on-year to Rs [...]

UltraTech Cement Q3 results: Cons PAT zooms 32% YoY, net sales up over 22%

Ultratech Cement has announced strong financial results for the third quarter of FY26. The company's profit after tax saw a significant 32% year-on-year increase, reaching Rs 1,792 crore. Net sales [...]

Wipro, Persistent Systems, 21 other stocks approach ex-dates for dividends, rights issues. Check details here

In the upcoming week, a host of companies have announced such actions, ranging from high-percentage interim dividends to rights issues at discounted prices. The following slides provide a detailed, day-wise [...]

Concurrent Losers: 15 small-cap stocks decline for 5 consecutive sessions
Defence, self-reliance, and budgetary priorities: Sectoral opportunities in a shifting strategic landscape

India's defence sector is transforming. A record budget and focus on domestic production are boosting capabilities. Exports are growing, reaching over 100 countries. New technologies and private sector involvement are [...]

Auto sector shifts gears in Q3; TVS Motors, Maruti Suzuki top buys, says Siddhartha Khemka

India's auto sector saw a strong Q3 recovery driven by GST cuts, festive demand, and lean inventories. Broad-based growth in two-wheelers, passenger, and commercial vehicles continued post-festive season. TVS Motor [...]

‘Quiet-Quitting’ of US assets fuels fresh EM, gold bets

Emerging-market assets and precious metals are experiencing a strong start to 2026, driven by US-Europe tensions that are weakening the dollar and encouraging global diversification. Investors are pouring record cash [...]

Ashish Kacholia reshuffles Rs 2,400 crore portfolio in Q3, adds 2 stocks, exits another. Check details

Here is a closer look at the additions, stake increases, trims and exits made during the third quarter. [...]

Higher costs, capacity curbs weigh on IndiGo shares after Q3 show

IndiGo's shares fell on Friday following a significant drop in quarterly profit. Brokerages offered mixed views, citing short-term challenges like rising costs and currency issues. However, many remain positive about [...]

Sebi accuses executives at EY, PwC of insider trading

India's securities regulator has accused current and former executives from PwC, EY, Carlyle, and Advent. They allegedly breached insider trading rules concerning a 2022 Yes Bank share sale. The regulator [...]

Adani Group stocks slide up to 14% on US SEC heat

Adani Group stocks saw a sharp decline on Friday. This followed news that the US SEC is seeking court permission to email summons to founder Gautam Adani and nephew Sagar [...]