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INDIAN ECONOMY

Centre unlikely to dilute strategic sale list despite ministries’ push for review

The Centre is unlikely to dilute its list of public sector enterprises identified for strategic sale despite repeated demands from several ministries to reconsider the companies included in the privatisation plan, according to The Times of India. The government has been reviewing its list of public sector ...

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US sanctions bill makes India-US trade deal more critical, may push up import bill: Economist

The proposed US sanctions legislation targeting buyers of Russian crude makes it more critical for India to negotiate a trade deal with the United States, while any disruption to crude supplies could raise India's import bill and put pressure on the rupee, Bank of Baroda Chief Economist Madan Sabnavis said....

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India can diversify exports away from US if 100% tariffs imposed, has $200 bn market in 15 other countries: Economist SP Sharma

India has significant scope to diversify its exports to other countries if the United States imposes tariffs of up to 100 per cent on countries buying Russian crude, with a USD 200 billion market available across 15 other countries for products currently exported to the US, according to economist SP Sharma. ...

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India's crude oil import bill rises 26% to $49 billion in Q1 FY27 despite 18% fall in volumes

India's crude oil import bill rose 26% year-on-year to $49 billion in the first quarter of 2026-27, even as crude import volumes fell 18%, as the West Asia conflict disrupted supplies and pushed global oil prices higher. According to Commerce Ministry data, India imported 59.7 million tonnes (MT) of crude ...

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Faster overseas remedy for investor disputes soon

The Centre is finalising a revised Model Bilateral Investment Treaty (BIT) for the Cabinet’s consideration soon. This revision is expected to shorten the timeframe for investors to exhaust domestic legal remedies before initiating international arbitration to resolve disputes, Economic Affairs Secretary Anura...

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Exports on a slippery road amid tariff scare

Another round of tariffs on exports to the United States could become a reality with the US Senate passing a legislation empowering President Donald Trump to impose additional tariffs of up to 100% if India continues buying Russian crude oil. The US Senate on early Saturday India time passed the bipartisan...

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Upfront food subsidy release to keep FCI’s grain carrying costs in check

With the finance ministry releasing over Rs 58,000 crore or 33% of the budgeted food subsidy of Rs 1.78 lakh crore for FY27 to the Food Corporation of India (FCI) so far, officials said rising economic costs of carrying surplus food grains could be curbed. Allocation of food subsidy to FCI is largely used ...

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MARKET & FINANCE

DII equity inflows top Rs 5 trillion for third straight calendar year

DIIs, which include banks, domestic financial institutions (DFIs), insurance companies, new pension schemes and mutual funds, made a net investment of Rs 5.13 trillion in equities till August 7, stock exchange data shows. During the same period in CY25, they had invested Rs 4.48 trillion. In all of CY25, ...

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FCNR window may close early as inflows surge, may touch $50 bn this week

The Reserve Bank of India’s (RBI) special window, which offers high tax-free returns on dollar bank deposits of non-resident Indians may close well before the scheduled deadline of September 30, as robust inflows have started raising concerns about “reversal risks,” official sources told FE....

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FPIs Pour Rs 12,921 Crore into Indian Markets in Early August

Foreign Portfolio Investors (FPIs) maintained their buying spree in Indian equities, investing Rs 12,921 crore in the first week of August, driven by improving macroeconomic conditions, expectations of US rate cuts, lower crude oil prices and a stable rupee. The inflow follows a Rs 20,200-crore investme...

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Nearly $500 billion in debt issued in 2026: Is big tech borrowing too much for AI boom?

The AI boom is no longer being financed only by soaring stock valuations and massive corporate cash piles. Increasingly, America’s biggest technology companies are turning to debt to fund the data centres, chips and computing infrastructure needed to keep pace in the artificial intelligence race — and credit ...

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Foreign flows into Indian bonds may remain muted despite tax relief: SBI Funds

Foreign investment flows into Indian government bonds are likely to remain muted in the near term despite the removal of taxes on overseas purchases of sovereign bonds, as global yields, the domestic interest rate cycle and rupee expectations weigh on investor interest, according to SBI Funds Management. I...

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Explained: Why the government is considering a merchant fee on selected high-value UPI transactions

The Centre has opened the door to introducing a nominal Merchant Discount Rate (MDR) on a limited set of UPI merchant transactions above a specified threshold, potentially marking a shift in how India’s rapidly expanding digital payments ecosystem is funded. The proposed framework, however, does not mean t...

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GLOBAL CORPORATE

Apple Tests China's CXMT Memory Chips for IPhones and MacBooks, WSJ Reports

Apple has been testing memory chips from China's CXMT across product lines including iPhones and MacBooks, to mitigate a component shortage fueled by the AI boom, the Wall Street Journal reported on Sunday. Apple held early talks with CXMT, which is China's largest chipmaker by market value, about supplyin...

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Sony, TSMC to Spend $6.3 Billion to Jointly Make Image Sensors, Nikkei Says

Sony Group and Taiwan's TSMC plan to spend around 1 trillion yen ($6.32 billion) to jointly make next-generation microchips used in image sensors, the Nikkei business daily said on Monday. A joint venture owned about 60% by Sony and 40% by TSMC will start commercial production as early as 2029 in southern ...

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Berkshire Hathaway Q2 earnings: Profit rises 16% to $12.98 billion as buybacks accelerate

American multinational conglomerate Berkshire Hathaway reported stronger-than-expected second-quarter results, with operating profit, revenue and net income rising, while its massive cash pile fell as the company stepped up stock purchases and buybacks....

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INCOME TAX

Income Tax update: Lower or nil TDS applications to go online; rules under preparation

The Income Tax department is currently in the process of framing rules to implement the 2026-27 Budget provision that allows taxpayers to electronically apply for lower or nil TDS certificates electronically, Parliament was informed on Monday.Minister of State for Finance Pankaj Chaudhary said Section 395(1) ...

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Big tax change for REIT, InvIT investors: What the 2026 Taxation Bill means for investors

The Taxation and Other Laws (Amendment) Bill, 2026, passed by the Lok Sabha on Thursday, proposes to restore a key tax benefit for investors in Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs). The amendment seeks to remove an anomaly that arose after recent changes to th...

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Banking

Purchase of banks’ bad loans spikes 50% in Q1

Asset reconstruction companies (ARCs) acquired bad loans worth Rs 26,304 crore from the banks in first quarter of FY27, compared to Rs 16,876 crore during the same time last year. The over 50% y-o-y rise in purchases of non-performing loans, in the normally lean June quarter, indicates a positive signal t...

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GLOBAL ECONOMY

German Trade Deficit With China Grows as Beijing Relies Less on European Industry

Germany's trade deficit with ?China ?widened in the first half ?of 2026, even as the Asian powerhouse remained its top trade partner, ?preliminary data from state-run agency Germany Trade & Invest (GTAI) showed on Sunday....

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UK's Jobs Market Shows Signs of Stabilisation, REC/KPMG Say

Britain's labour ?market ?showed tentative signs ?of stabilisation in July, when Andy Burnham ?became prime minister, as recruiters stopped shedding permanent staff, ?according to a survey ?on Monday that also showed a faster ?ris...

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Japan Posts First Current Account Deficit in Nearly 1-1/2 Years

Japan recorded a ?current account deficit in June for ?the first time in 17 months, data from ?the finance ministry showed ?on Monday, as robust investment in ?domestic ?markets from overseas investors boosted the size of dividend...

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China July Factory-Gate Inflation Eases to 3-Month Low, CPI Slows

China's producer price inflation ?eased ?more than expected in July to its weakest ?in three months, while consumer inflation also cooled, official data showed on Sunday, as global energy ?prices retreated despite the U.S.-Israel ...

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America hurting its own interest; India well-insulated against US tariffs on Russian oil, expert says

As Washington tightens the screws over Russian crude imports, India's macroeconomic stability remains remarkably well-insulated, according to Anindya Banerjee, Head of Commodity and Currency Research at Kotak Securities. ...

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Charting the global economy: US employment declines unexpectedly

A surprise drop in US payrolls renewed worries about the job market in the world’s largest economy, suggesting employers are growing cautious amid rising prices and fallout from the Iran war....

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INDIAN CORPORATE

West Bengal government in talks with Tata group for fresh investments: Industry Minister Tapas Roy

The West Bengal government is in talks with the Tata group to bring fresh investments to the state, Industry Minister Tapas Roy said on Sunday. Tata Motors had pulled out of Singur in October 2008 and moved its Nano car project...

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Tata Sons deregistration hinges on RBI’s reading of ‘public funds’ rule

The Reserve Bank of India’s (RBI) criterion covering “indirect access to public funds” has emerged as a key issue in Tata Sons’ pending application to surrender its registration as a core investment company (CIC). Legal experts, h...

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Bajaj Finance's Strong Q1 FY27 Performance Driven by AUM Growth, Digital Initiatives

Bajaj Finance (BAF) reported a strong performance in the first quarter of financial year 2026-27 (Q1FY27). There was 24 per cent year-on-year (Y-o-Y) growth in assets under management, or AUM (up 7 per cent quarter-on-quarte...

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Airtel bets big on cloud business

Bharti Airtel’s cloud business had 33 customers at the end of the June quarter after adding 11 new customers during the period, as the telecom operator continued to invest in scaling the business. The company said the platform ...

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Parliamentary panel flags gaps in BharatNet rollout, seeks state-wise performance audit

A Parliamentary panel has flagged gaps in the rollout of BharatNet, the government's flagship rural broadband programme, and called for a comprehensive state-wise and implementation model-wise performance audit to identify bottlen...

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Godrej Properties to generate Rs 20,000 crore operating cash flow by Mar'28, will invest for growth: Chairman

Godrej Properties Ltd will generate more than Rs 20,000 crore of operating cash flow during the current and next fiscal, enabling the company to continue investing in business expansion, its executive Chairperson Pirojsha Godrej s...

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Jindal Stainless scouting Maharashtra site for Rs 40,000 crore plant

Jindal Stainless is in the process of identifying a site for its proposed Rs 40,000-crore stainless steel manufacturing facility in Maharashtra, the company's CEO Tarun Khulbe said. "It is taking a bit of time, but...we are pro...

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COMMERCIAL LAW

FDI threshold for CCEA approval to be raised to Rs 15,000 crore

In a move that will further liberalise foreign direct investment (FDI) inflows, the government is considering raising the threshold for large FDI projects requiring the approval of the Cabinet Committee on Economic Affairs (CCEA) ...

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