August 07, 2026

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INDIAN ECONOMY

India cuts energy import dependence to 42%, oil imports still meet 90% of demand: CII-EY

India's dependence on imported primary energy has declined to around 42% in FY25 from 47% in FY17, driven largely by lower coal imports due to higher domestic production. However, crude oil imports continue to meet nearly 90% of domestic demand, underlining the country's continued reliance on imported oil, ac...

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China tightens business visas for Indians, disrupting manufacturing operations

Indian executives looking to travel to China on business trips are finding it increasingly harder to procure visas, with Beijing imposing stricter controls, impacting manufacturing operations in several sectors. Chinese officials sanctioned only 20-40% of visa applications for several companies in the past fe...

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Households’ year-ahead inflation expectations rise in July: RBI Survey

Indian households expect inflation to moderate in the near-term but see prices rising at a quicker pace a year ahead, according to a Reserve Bank of India (RBI) survey released on Wednesday. “In the short-term, the proportion of respondents anticipating a rise in general prices and inflation has declined w...

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Rate hike cycle to begin from December, Morgan Stanley sees repo rate at 6%

The Reserve Bank of India (RBI) may begin raising interest rates from December, according to a report by Morgan Stanley. Earlier the global brokerage was expecting the rate hike to begin from April 2027. “We bring forward our expected rate hike cycle to December 2026 (from April 2027 previously), reflecti...

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Secure waiver from any future US tariff: Parliamentary panel to govt

The government should negotiate for complete exemption from any unexpected future tariff increases on India’s key exports to the US like generic medicines, critical minerals and smartphones in the proposed Bilateral Trade Agreement (BTA), the parliamentary standing committee on commerce said in a report on Th...

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‘Q1 GDP growth could be higher than 7%’ Q&A with Barclays India Chief Economist Aastha Gudwani

The Reserve Bank of India (RBI) on Wednesday raised its GDP growth forecast for the April-June quarter by 40 basis points to 7%, saying that several indicators suggested the Indian economy performed better than expected in Q1. Barclays India Chief Economist Aastha Gudwani believes that growth in the first qua...

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Investment, savings key to India’s Viksit Bharat journey: Lahiri

India must focus on boosting investment, savings, and entrepreneurship while undertaking structural reforms to sustain long-term economic growth, Niti Aayog vice chairman Ashok Lahiri said on Thursday. Addressing the NCAER’s India Policy Forum 2026, Lahiri stressed that economic growth depends on expanding...

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White-collar hiring falls for third straight month in FY27; steepest decline reported in July

The white-collar job market has come under pressure in FY27 with hiring falling for the third straight month in July when recruitment activity recorded its sharpest decline of the financial year. According to the latest foundit Insights Tracker (fit), white-collar hiring dropped 12% year-on-year in July follo...

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MARKET & FINANCE

Indian bonds buckle under oil spike, fresh debt sale

Indian government bonds fell early on Friday, giving up part of the week's gains, as higher oil prices weighed on sentiment ahead of New Delhi's hefty debt sale. Higher crude prices also pushed the U.S. 10-year Treasury yield up 7 basis points overnight and in Asian trade to 4.68%, reducing the appeal of r...

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RBI's FCNR(B) scheme attracts $41 billion, Jefferies says inflows may double to $80-100 billion

The Reserve Bank of India's (RBI) Foreign Currency Non-Resident Bank (FCNR-B) deposit scheme has attracted stronger-than-expected inflows, with around USD 41 billion mobilised so far, and the total is expected to reach USD 80-100 billion by the time the scheme closes on September 30, according to a latest rep...

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Liquidity surplus likely to peak around September, impact marginal: RBI Guv

Reserve Bank of India Governor Sanjay Malhotra and four deputy governors on Wednesday defended the central bank’s policy stance, saying the current rate was appropriate amid evolving growth-inflation dynamics. The RBI reiterated its focus on headline inflation, while saying the liquidity surplus could peak ar...

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UPI charges should be based on costs, not US trade pressure: GTRI

India must not rewrite its UPI policies under US pressure, and it must defend competition, policy autonomy and the long-term sustainability of its payments ecosystem, think tank GTRI said on Thursday. Lok Sabha on Thursday passed a bill to amend the Payment and Settlement Systems Act, 2007, which authorise...

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GLOBAL CORPORATE

Microchip Tech Forecasts Upbeat Quarterly Revenue on Strong Demand

Microchip Technology forecast second-quarter revenue and profit above Wall Street estimates on Thursday, on strengthening demand for its chips used in AI data centers as well as the industrial, automotive and aerospace sectors....

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Proposed Hormuz passage deal not feasible for shipping industry, sources say

A proposed deal between Iran and Oman that would give Tehran control over ships entering the Gulf through the Strait of Hormuz is not easily workable due to U.S. sanctions and restrictive insurance clauses on any payments, four industry sources said. Until U.S.-Israeli airstrikes at the end of February unleas...

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Solar tariffs will hurt America’s allies, not China

Every justification for trade restrictions in 2026 must dress itself up in paranoia about Chinese industrial policy. If there’s one way to further entrench Beijing’s position in high-tech supply chains, however, it’s to give in to that protectionist urge. ...

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INCOME TAX

Salary or capital gains? ITAT clarifies tax treatment of ESOP buyback payouts in Flipkart employee’s case

The Bengaluru bench of the Income Tax Appellate Tribunal (ITAT) has ruled that money received by an employee when an employer repurchases vested but unexercised employee stock options (ESOPs) cannot automatically be taxed as salary. The tribunal held that if the options were never exercised and no shares w...

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Lok Sabha passes Bill proposing tax holidays, predictability

The Lok Sabha on Thursday passed the Taxation and Other Laws (Amendment) Bill, 2026, which proposes a slew of tax concessions aimed to attract foreign investment, support domestic manufacturing, and make India a more predictable place for global capital. The Bill, which amends the Income Tax Act, 2025, off...

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RBI

RBI proposes to ban NBFCs from offering revolving credit

The Reserve Bank of India (RBI) on Thursday proposed banning non-banking finance companies (NBFCs) from offering revolving credit products. “NBFC shall only offer credit products which are in nature of term loans and shall not offer any revolving credit products,” the RBI said in the release. A revolvin...

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Banking

New guidelines for recovery agents from January

The Reserve Bank of India (RBI) guidelines on having a bank approved policy on recovery agents will now come into effect from January 1, 2027 giving banks and other regulated entities more time to modify systems, workflows and train recovery agents. Entities newly brought under the mandatory certification...

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Custom

Fewer than 10 Customs tariff slabs by FY28 budget: Sitharaman

Finance Minister Nirmala Sitharaman on Thursday said the government aims to complete customs tariff rationalisation by the 2027–28 Budget, with a reduction in the number of slabs to single digits. “At present, only around 13 (slabs) remain. Ultimately, the number of tariff slabs will come down to single di...

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GLOBAL ECONOMY

Canada's Services PMI Edges Up, but Sector Remains in Contraction

Canada's services economy contracted for a second straight month in July as economic uncertainty depressed market demand and business sentiment, S&P Global's Canada services PMI data showed on Thursday....

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Mexico Annual Inflation Likely Seen at Six-Year Low: Reuters Poll

Mexico's annual headline inflation likely slowed in July to its lowest level since May 2020, according to a Reuters poll, as lower food prices offset seasonal increases in tourism costs....

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Argentina Analysts Cut 2026 Growth Forecast, Inflation Outlook Dips

Analysts lowered their 2026 economic growth forecast for Argentina while also lowering inflation expectations, a central bank survey showed on Thursday....

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Mexico Central Bank Holds Rate at 6.5%, Delays Inflation Target Return

Mexico's central bank held its benchmark interest rate at 6.50% on Thursday, extending a pause that began in June and pushing back the timeline for inflation to return to target, underscoring the challenge of taming price pressure...

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Philippines Q2 GDP at 2.3% Yr/yr, Slower Than Expected

The Philippine economy grew 2.3% in the second quarter from a year earlier, the statistics agency said on Friday, slower than expected....

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US Job Growth Likely Picked up in July; Unemployment Rate Forecast Unchanged at 4.2%

U.S. job growth likely picked up in July, offering reassurance that the labor market remained resilient and allowing the Federal Reserve to maintain its focus on inflation....

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Japan Set for Third Quarter of Growth on Solid Domestic Demand: Reuters Poll

apan's economy is expected to have expanded for a third straight quarter in April-June, as solid domestic demand and a decline in imports offset headwinds from the Middle East conflict, a Reuters poll showed on Friday....

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German Exports, Industrial Production Rise More Than Expected

German exports and industrial production rose more than expected in June, adding to signs that Europe's largest economy gained momentum in the second quarter....

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US productivity rises faster than expected in second quarter

U.S. worker productivity grew faster than expected in the second quarter and further gains are likely as businesses invest in artificial intelligence, which is expected to keep wage inflation contained. ...

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To poll or not to poll: Trump’s US economy claims tell only part of the story

President Donald Trump has been extolling his economic accomplishments on social media and at events like a rally at a Las Vegas resort Wednesday....

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INDIAN CORPORATE

L&T bags major offshore orders worth Rs 5,000-10,000 crore from ONGC for pipeline replacement

Larsen & Toubro (L&T) has secured a batch of offshore orders from the Oil & Natural Gas Corporation (ONGC), the company said in a stock exchange filing on Thursday. The orders, classified as "Major" under L&T's internal order c...

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LIC posts 23% rise in Q1 profit; VNB surges 61%

Life Insurance Corporation of India (LIC) on Thursday reported a 23% year-on-year rise in standalone net profit to 13,492 crore for the first quarter ended June 2026 (Q1FY27), driven by growth in group insurance premiums and inves...

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Infosys signs 10-year AI deal with Crocs to modernise global IT operations

Infosys has signed a 10-year strategic agreement with global footwear company Crocs to help modernise its business and technology systems using artificial intelligence (AI). Infosys said in its regulatory filing that it will us...

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Swiggy aims Rs 10k-cr Ebitda in next 5 yrs

Food delivery and quick commerce platform Swiggy on Thursday set out a five-year financial target of 10,000 crore in adjusted Ebitda by FY31, laying out a plan that requires its loss-making quick commerce arm Instamart to swing fr...

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Britannia Q1 net rises 14%, misses estimate

Britannia Industries on Thursday reported a 13.6% year-on-year rise in consolidated net profit to Rs 591 crore for the June quarter (Q1) of FY27, helped by volume and price increases. However, the company missed street estimates o...

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BSNL’s 25,000 Wi-Fi hotspots yield near-zero revenue: House panel

A parliamentary panel has flagged several financial and planning lapses in Bharat Sanchar Nigam Limited‘s (BSNL) scheme to set up 25,000 Wi-Fi hotspots at rural telephone exchanges, saying the state-run telco lost Rs 1.15 crore in...

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Debt prepayment helps NHAI save Rs 34,369 cr

The National Highways Authority of India (NHAI) has saved Rs 34,369 crore in interest payments by proactively bringing down its debt, Parliament was informed on Thursday. The total debt of NHAI stood at Rs 2,02,276 crore at the...

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Hero MotoCorp Q1 profit jumps 29% to Rs 1,454 crore

Hero MotoCorp on Thursday reported better-than-expected earnings for the June quarter, with standalone net profit rising 29% year-on-year as strong volume growth, higher realisations and sustained momentum across its premium, elec...

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