August 23, 2026

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INDIAN ECONOMY

India's goods trade deficit hits 6-month high as imports rise amid Middle East conflict

India's merchandise trade deficit widened more than expected to a six-month high of $31.98 billion in July, as the Middle East war drove up the country's oil import bill and global freight rates. The data underscores the growing pressure on India's external balance, as a wider trade gap weighs on the rupee...

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India’s core sector scorecard: Core sectors propelling Indian economy vs those pulling it down

India’s core sector growth is gathering pace but the headline number masks a sharp divide underneath. A handful of infrastructure-linked industries are expanding at a fast pace, while several upstream energy and agricultural-input sectors remain stuck in contraction. The Index of Core Industries (ICI), whi...

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Trade policy amendments to aid rupee internationalisation

The amendments to the Foreign Trade Policy (FTP) to facilitate settlement of international trade in Indian rupee is expected to provide greater flexibility to Indian exporters and their overseas trading partners in choosing the currency of invoicing and settlement, a senior official said on Friday. The cha...

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Informal sector employment rises 6.6% in April-June: MoSPI

Employment in India’s unincorporated non-agricultural sector grew 6.6% in the April–June quarter (Q1) despite global uncertainties, with growth led by a 21% rise in services sector workforce, according to data released by the Ministry of Statistics and Programme Implementation (MoSPI) on Friday. The inform...

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MARKET & FINANCE

DIIs invested 347% more than FIls sold in FY26, absorbing Rs 1.81 lakh crore outflow

Domestic institutional investors (DIIs) emerged as a key counterweight to foreign selling in Indian equities in fiscal 2026, with their purchases reaching a record Rs 8.09 lakh crore. Against this, foreign institutional investors (FIls) sold Rs 1.81 lakh crore during the year. DIIs therefore invested about 34...

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FII sentiment shows early signs of turnaround after months of selling: Report

Foreign investor sentiment towards Indian equities is showing early signs of a turnaround after months of sustained selling, with foreign institutional investor (FII) flows returning to positive territory in July following a sharp weakening between March and June 2026, according to Jio BlackRock Asset Managem...

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China to Revise Regulations for Outbound Investment

China will revise measures for managing outbound investment to better protect investors' rights and assets and fend off risks overseas, the National Development and Reform Commission (NDRC) said on Friday. The state planner released a draft of the revised rules and is seeking public comments until Septembe...

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India's forex reserves soar by $9.9 billion to $716.90 billion as on August 14

India's foreign exchange reserves jumped by $9.905 billion to $716.90 billion during the week ended August 14, official data released by the Reserve Bank of India showed on Friday. The reserves had risen $14.1 billion to $707 billion a week earlier, marking the highest level in the current fiscal year. ...

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NBFC growth outlook remains resilient; margin pressures, asset quality key monitorables: Report

India's non-banking financial companies (NBFCs) are likely to maintain steady growth in the near to medium term, with management teams retaining their FY27 and medium-term growth guidance as credit demand remains healthy despite geopolitical uncertainties, according to brokerage firm 360 ONE Capital. The brok...

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Patient behavior by mutual funds compared to FPIs as anchor investors an encouraging sign: SEBI Chairman

SEBI Chairman Tuhin Kanta Pandey said that the relatively patient behaviour by mutual funds as anchor investors compared to FPIs is an encouraging indication of the role long-term domestic institutional capital can play in Indian markets. He was addressing the AMFI Annual General Meeting. Prioritising Investo...

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SEBI proposes fixed-income channel partners to widen retail investor reach

The Securities and Exchange Board of India issued a consultation paper on Friday to introduce fixed income channel partners (FICPs) to distribute fixed income securities though the Online Bond Platform Providers (OBPPs). The paper seeks to improve awareness and access to fixed income products among investo...

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India’s rich are moving 40-45% of wealth beyond stocks, real estate – what are they buying?

India’s wealthiest families are changing the way they invest. Family offices, which traditionally focused on equities, fixed income, real estate and the family business, are putting a much larger part of their portfolios into private markets and other alternatives. The Julius Baer-EY 2026 “Indian family of...

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GLOBAL CORPORATE

Samsung Elec Sees up to $79.5 Billion Available for 2026 Shareholder Returns

Samsung Electronics said on Friday it has available about 90 trillion won to 110 trillion won ($65 billion to $79.5 billion) for shareholder returns in 2026, subject to business performance, investment and cash flow. Samsung plans to distribute about 30 trillion won in cash dividends in the third quarter, ...

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UK Service Sector Perks up in August, Adding to Resilience Signs

Britain's services sector, the engine of its economy, perked up unexpectedly this month, according to a survey on Friday that added to signs of resilience despite the conflict in the Middle East. The S&P Global Flash UK Services Purchasing Managers' Index rose to a six-month high of 52.8 in August from 52....

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Analysis-US Corporate AI Debt Surge Tests Investor Limits as Fatigue Emerges

The wave of debt issuance funding the artificial-intelligence buildout is testing the limits of investor demand, with some large bond buyers warning that the market is showing signs of indigestion. While fund managers remain comfortable with the credit quality of companies such as Amazon and Alphabet, Goog...

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Nvidia Invests in Data Center Developer Cloverleaf Infrastructure

Nvidia has made a minority investment in privately held Cloverleaf Infrastructure to develop infrastructure to power AI data center projects across the U.S., the companies said on Friday. The investment will help Cloverleaf develop sites for the data centers, while Nvidia will support infrastructure buildo...

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Euro zone business activity growth hits highest since November: PMI

Euro zone business activity has grown at its fastest pace this year in August, buoyed by stronger new orders - particularly in manufacturing - and a return to export growth, according to a survey which also showed easing price pressures. That suggests the economy has remained resilient this quarter despite th...

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US-Canada trade talks fall apart – PM Carney says will match 50% tariffs ‘dollar for dollar’

Tensions between longtime allies Canada and the United States intensified on Friday (US time) as crucial trade talks between the two sides collapsed. The major new development triggered the punishing 50% tariffs the Trump administration sought to hit Canadian goods with, while Canada’s Prime Minister Mark Car...

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INCOME TAX

Your Money: Declare dormant foreign bank account in tax amnesty scheme

FOR MANY INDIANS who studied or worked overseas, a foreign bank account is simply a legacy account. It may have been opened to receive salary, scholarship or meet living expenses and may have remained open after he returned to India. Such accounts can come under the tax department’s radar. The Foreign Ass...

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RBI

RBI Board reviews global, domestic challenges, economic outlook risks

The Central Board of Directors of Reserve Bank of India (RBI) on Friday reviewed global and domestic challenges, including risks to the economic outlook. The Board also reviewed various operational areas of the RBI, including the functioning of its Committees and the Ombudsman Scheme. "The Board in its me...

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Banking

FCNR deposits emerge as banks’ new FY27 growth lever: Report

Indian banks are likely to see further improvement in net interest income (NII) and earnings growth in FY27, supported by strong foreign currency non-resident (FCNR) deposit mobilisation, healthy credit demand and benign asset quality, according to ICICI Securities. The brokerage expects systemic credit growt...

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ICICI Bank doubles overseas borrowing limit to $5 billion

ICICI Bank’s board has approved doubling its offshore borrowing limit to $5 billion, joining a race among Indian lenders to capitalise on overseas fundraising after the Reserve Bank of India (RBI) advanced closure of a concessional swap facility on FCNR(B) deposits by a month to August 31 instead of end-Septe...

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GLOBAL ECONOMY

German Business Activity Grows in August, PMI Shows

German business activity expanded modestly in August as an upturn in manufacturing offset a faster decline in services activity, a preliminary business survey showed on Friday. The S&P Global Flash Composite PMI Index for Germa...

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Euro Zone Business Activity Growing at Fastest Pace Since November, PMIs Show

Euro zone business activity is growing at its fastest pace this year thanks to stronger new orders, particularly in manufacturing, and renewed export growth, according to business surveys which also showed easing price pressures....

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Canada Retail Sales Rise 0.6% in June, StatsCan Says

Canada's retail sales rose 0.6% in June, beating an average analyst expectation of 0.4%, as sales jumped at clothing and general merchandise stores, data showed on Friday. Retail sales, which include purchases of cars, furnitur...

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US Service Sector Fuels Acceleration in Business Activity, S&P Global Says

The strongest growth in the U.S. services sector in nearly two years powered a sharp acceleration in overall business activity in August, offsetting a slowing of growth in a manufacturing sector being restrained by reduced stock b...

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Euro Zone Consumer Confidence Rises to -15.5 in August

Euro zone consumer confidence rose by 0.4 points in August from the July number, figures released on Friday showed. The European Commission said a flash estimate showed euro zone consumer improved to -15.5 this month from -15.9...

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UK Economy Hands Burnham Surprise Boost Before First Budget

Britain is showing surprising signs of strength among businesses and consumers, in an early boost for new Prime Minister Andy Burnham, despite the country's vulnerability to high inflation stemming from the Iran war....

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INDIAN CORPORATE

L&T July-August order inflow exceeds Rs 1.4 lakh crore with mega Middle East offshore and Dubai Airport deals

Larsen & Toubro has seen a rush of large orders between July and August. The capital goods and engineering major’s order inflow in July and August exceeded Rs 1.4 lakh crore so far. The company has secured a strong stream of large...

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Apple to expand beyond iPhones in India: Ashwini Vaishnaw

Apple and Google are set to deepen their manufacturing presence in India, with Electronics and IT Minister Ashwini Vaishnaw on Friday signalling that Apple could make products beyond iPhones in the country and that India could cap...

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COMMERCIAL LAW

India gets nearly Rs 5,000 crore FDI after easing rules for Chinese-linked firms

The decision to permit overseas companies with up to 10 per cent Chinese shareholding to invest in India under the automatic route has begun to yield results, with 29 FDI proposals totalling about Rs 4,895.65 crore reported so far...

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GST

GST appellate tribunal head raises concern as appeals lag expected number by wide margin

Flagging concerns over less-than-anticipated cases filed with the appellate tribunal, GST Appellate Tribunal (GSTAT) President Justice (retd) Sanjaya Kumar Mishra on Friday said only about one-third of the expected 2.5 lakh cases have been filed. Speaking at the National Taxation Summit organised by the Be...

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GST registration for big businesses: Centre, states work on uniform documents for faster approvals

The Centre and state tax officers are working on guidelines to bring uniformity in documents that are to be submitted for faster processing of GST registration application of businesses who pass on tax credit of over Rs 2.5 lakh a month, a senior official said on Friday. Once agreed to by all states and the ...

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