August 02, 2026

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INDIAN ECONOMY

Indian companies are about to raise prices, putting RBI's inflation outlook to test

India’s largest consumer companies are gearing to raise prices on products from toothpaste to tires and paint ahead of the festival season and for the second straight quarter, as the prolonged Middle East conflict drives up commodity costs and threatens to keep inflation elevated. ...

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Extreme heat could create a $1.6 trillion cooling opportunity for India, says World Bank

Extreme heat is creating serious risks for economies across South Asia. But it is also opening up one of the biggest business opportunities for the region. According to the World Bank’s latest report “A Livable Future: Protecting Jobs and Growth from Extreme Heat in South Asia’s Cities” India could see a sust...

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Govt finances weather war impact in April-June

The central government’s fiscal deficit widened year-on-year in the first quarter of 2026-27, driven by higher capital expenditure. However, the pace of the rise in the fiscal deficit suggests that the impact of war in West Asia on the government’s finances has been limited so far....

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Q1 fiscal deficit at 18.2% of annualtarget, capex grows 24%

The Central government’s fiscal deficit in te first quarther of 2026-27 came in at 18.2% of the full-year target as against 17.9% of the corresponding target in the year-ago period, driven by higher capital expenditure. However, the government put brakes on spending in June, which saw flat year-on-year growth...

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Explainer: What’s behind India’s export diversification

While the US, the EU & the Gulf region remain major markets for India, exporters are increasingly reaching new markets with a wider range of products. Greater use of FTAs and stronger participation in global value chains can make India’s exports less vulnerable to shocks in any product or region, writes Ajay ...

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Cash transfer to farmers extended by 5 years, to cost Rs 3.15 lakh crore

The Cabinet on Friday approved the extension of the Pradhan Mantri Kisan Samman Nidhi (PM-KISAN) scheme for five years through FY31. This would require a budget outlay of Rs 3.15 lakh crore....

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Cabinet clears Rs 84,084-crore incentive for offshore oil hunt

The Union Cabinet on Friday approved a Rs 84,084-crore incentive scheme for offshore hydrocarbon drilling. This entails government support of up to 50% of eligible drilling costs or 675 crore per well, whichever is lower, for 60 deepwater exploratory units....

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MARKET & FINANCE

India's forex reserves rise by $6.1 billion to two-month high of $682.35 billion as of July 24

India’s foreign exchange reserves rose by $6.1 billion to a nearly two-month high of $682.35 billion in the week ended July 24, according to data released by the Reserve Bank of India (RBI) on Friday. The latest increase follows a $1.08 billion rise in the previous reporting week, when the country’s forex ...

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GIFT City investment for NRIs: Kllnow your options, tax benefits, and how to invest in India in doars

Hey NRIs, are you looking to invest in India without the hassle of converting your dollars into rupees, dealing with conversion fees, or navigating tricky repatriation rules Gujarat International Finance Tec-City (GIFT City) is emerging as an alternative investment destination for Non-Resident Indians (NRI...

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RBI's FCNR, forex schemes draw $40.81 billion in inflows so far

The Reserve Bank of India (RBI)'s special schemes to draw foreign exchange into the country have resulted in total dollar inflows of $40.81 billion upto July 31, the central bank said in an update on its website. Foreign currency non convertible rupee bank FCNR (B) deposits make up a majority of these infl...

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PE/VC investments drop 36% in H12026: EY-IVCA

Private equity and venture capital investments came down 36% YoY in first half of the CY2026 at $ 20.5 billion as compared to $ 31.8 billion H125, EY-IVCA said in a report. The investments were 29% lower than in H22025 at $29 billion. The number of deals in H12026 was 18% lower YoY at 604 deals in H12026...

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FPI inflows into govt bonds moderate in July

After record foreign portfolio investor (FPI) inflows into Indian government bonds in June, purchases via the fully accessible route (FAR) have slowed down in July. Market participants cited renewed geopolitical tensions in West Asia, which have pushed up crude oil prices as a key factor dampening overseas bu...

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India's IT sector shifts from mass hiring to AI-driven workforce planning and recruitment

India's largest information technology companies are moving away from the mass hiring model that defined the sector for more than two decades, replacing annual recruitment targets with quarterly workforce planning, selective hiring and internal AI training as productivity improves and demand shifts towards sp...

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GLOBAL CORPORATE

Major oil companies reap massive profits as US and Iran fighting drives energy prices higher

American oil and gas giants raked in massive spring profits while fighting between Iran and the U.S. impeded petroleum shipments and consumers around the world paid more for fuel and confronted shortages....

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Chevron Records Highest Quarterly Profit in Six Years, Beating Analyst Estimates

Chevron surpassed analyst estimates for second-quarter earnings on Friday, reporting its highest quarterly profit in at least six years as the Iran war disrupts world energy markets, boosting profits for the biggest oil companies....

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ExxonMobil Misses Second Quarter Profit Estimates Despite Hitting Four-Year High

ExxonMobil missed Wall Street estimates for second-quarter profit on Friday, even as high oil prices and improved refining margins brought by the Iran war led to its biggest quarterly profit in four years....

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US Bars Imports From 43 More Companies Over China's Alleged Forced Labor Involving Uyghurs

The United States on Friday banned imports from 43 more companies over alleged human rights abuses of Uyghur and other minority groups, including Hunan Aihua Group, one of China's largest capacitor manufacturers, according to a government posting....

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Alphabet Rolls Back AI Image Generation in Google Earth Over Policy Violations

Alphabet's Google said on Friday it was rolling back an AI image-generation feature it had introduced in Google Earth just a day ago, after users shared images that appeared to violate the company's policies....

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AI boom shields global trade from West Asia war

A massive global appetite for artificial intelligence (AI) technology has kept world commerce afloat, effectively shielding the global economy from severe trade disruptions triggered by escalating conflict in West Asia, according to joint estimates by the World Trade Organization (WTO) and UN Trade and Develo...

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RBI

IBBI may seek dedicated NCLT bench for real estate insolvency cases

The Insolvency and Bankruptcy Board of India (IBBI) is likely to push for dedicated National Company Law Tribunal (NCLT) benches to handle insolvency cases in the real estate sector once the Ministry of Corporate Affairs (MCA) approves additional courts, sources aware of the development told TNIE. The IBBI...

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GLOBAL ECONOMY

German Unemployment Rises Slightly More Than Expected in July

The number of unemployed people in Germany rose slightly more than expected in July and came close to the politically important 3 million mark in seasonally adjusted terms, according to Labour Office data released on Friday....

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Euro Zone Inflation Ticks up in July, Bolstering Rate Hike Case

Euro zone inflation ticked up in July, adding to an already strong case for another European Central Bank interest rate hike, especially as high oil prices foreshadow a further broadening of price pressures....

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Italy EU-Harmonised CPI Slows to 2.9% Y/y in July, Slightly Above Forecast

Italian EU-harmonised consumer prices (HICP) fell 1.0% in July from the month before due to seasonal summer discounts, with the annual inflation rate slowing slightly to 2.9% from June's 3.0%, preliminary data showed on Friday, am...

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US Treasury Yield Curve 'Twist' Reflects View Fed May Not Hike Again

A sharp shift towards a steeper U.S. Treasury bond curve following the Federal Reserve's decision to leave interest rates unchanged this week has raised concerns about the central bank's credibility and willingness to fully confro...

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Canadian Economy Set for Best Quarterly Growth in More Than Three Years

Canada's economy grew by a greater-than-expected 0.3% in May and looks set to turn in its best annualized quarterly performance for more than three years, official data indicated on Friday....

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Brazil's Budget Deficit Nears Pandemic-Era Levels as Fiscal Concerns Linger

Brazil's overall budget deficit widened to nearly 10% of gross domestic product (GDP) in the 12 months through June, central bank data showed on Friday, reaching its highest level since 2021 as elevated interest costs weighed on p...

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US Consumer Sentiment Perks up in July

U.S. consumer sentiment improved in July, though concerns about the higher cost of living lingered, a survey showed on Friday....

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South Korea July Exports Beat Forecasts on Robust Demand for AI Investments

South Korea's exports grew more strongly than expected in July on global chip and computer demand for AI investments....

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INDIAN CORPORATE

Apple reports best-ever Mac sales in India despite chip cost pressure

Apple continued its record revenue run in India in the June quarter unfazed by soaring memory chip prices, with its Mac computers recording their best-ever sales in the country, the company said Friday. Mac emerged as the standout...

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JSW MG Motor India posts highest-ever monthly wholesales in July, dispatches rise 22% to 8,158 units

JSW MG Motor India on Saturday reported a 22 per cent year-on-year rise in dispatches to dealers at 8,158 units in July, its highest-ever monthly wholesale figure, as the automaker's electric vehicle push continued to drive growth...

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Sun Pharma Q1 profit rises 27%; India formulations grow 16%

Sun Pharma reported Q1FY27 net profit of Rs 2,894.79 crore, up 27% year-on-year (YoY) from Rs 2,278.63 crore reported in Q1FY26. Sun Pharma’s revenue rose 10.46% YoY to Rs 15,299.88 crore in Q1FY27, up from Rs 13,851.40 crore r...

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GAIL reports 96% jump in Q1 profit on strong growth in natural gas business

State-owned energy company GAIL reported a whopping 96% year-on-year rise in its consolidated net profit for the April-June quarter, driven by strong growth in its natural gas business segment. The PSU’s net profit for the rep...

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ITC Q1 net slips 16%, misses estimate on all fronts

Cigarette-to-consumer goods major ITC missed June-quarter earnings on all fronts amid inflationary pressures and a volatile operating environment marked by tax hikes in cigarettes and muted agri-business performance. The Kolkata-b...

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Maruti Q1 profit falls 11% as commodity costs squeeze margins

Maruti Suzuki India on Friday reported a 10.8% decline in standalone net profit for the June quarter as surging raw material costs squeezed margins despite posting record vehicle sales, robust SUV demand and higher exports. Whi...

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Indian Oil slips into Rs 1,141-crore Q1 loss as fuel margins collapse

State-run Indian Oil Corporation on Friday posted a consolidated net loss of 1,141.09 crore in the June quarter, against a profit of 6,808.12 crore a year earlier, as suppressed marketing margins on petroleum products outweighed g...

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Tata Steel redraws its growth playbook

As the economics of captive mining become less compelling and downstream businesses offer greater value, Tata Steel is recalibrating its long-term growth strategy while retaining the flexibility to expand upstream where returns ju...

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COMMERCIAL LAW

Irdai wants every insurance policy tagged to seller from January 2027

Insurance agents, bank officials or brokers selling insurance policies will have to be more diligent while soliciting customers. The Insurance Regulatory and Development Authority of India (Irdai) has mandated that every policy be...

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GST

India's gross GST collections rise 15.4% to Rs 2.11 lakh crore in July

India's gross Goods and Services Tax (GST) collections rose 15.4% year-on-year to Rs 2.11 lakh crore in July 2026, driven by robust domestic revenues and a sharp increase in tax collections from imports, according to the government's monthly GST revenue report released on Saturday. Gross domestic GST reven...

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