India’s foreign direct investment (FDI) outlook for 2026 appears brighter than ever, driven by solid macroeconomic fundamentals, major global investment commitments, and ongoing reforms aimed at enhancing the ease of doing business. According to recent government data, India received record-high FDI inflows of $80.62 billion in 2024–25 despite a challenging global environment. Between January and October 2025, gross…
The landscape of Indian corporate strategy has shifted from “incremental growth” to “strategic transformation.” Following a landmark 2025, where outbound deal value soared to $20.3 billion (up from $8.3 billion in 2024), the momentum for 2026 remains exceptionally strong. What is Driving the Surge? Several factors are converging to make 2026 a pivotal year for…
The US has locked in a plan to move away from zero tariffs on Chinese semiconductor imports but will only start charging duties from June 23, 2027, giving global chipmakers a long runway to adjust. Washington says Beijing’s aggressive drive to dominate the chip industry is hurting American companies and has formally labeled those practices…
The Indian banking system is facing a significant cash squeeze this week, driving short-term borrowing costs well above the central bank’s benchmark. As corporate India clears its advance tax obligations, the sudden outflow of funds has pushed the system from a comfortable surplus into a deficit. The Rate Spike: Breaking the Repo Ceiling Typically, the…
Key Takeaways (Quick Read) The ₹39,600 Crore Handshake: MUFG and Shriram Finance Make History The Indian financial sector just witnessed a watershed moment. In a move that signals massive global confidence in India’s lending ecosystem, Japanese banking behemoth Mitsubishi UFJ Financial Group (MUFG) has announced a definitive agreement to acquire a 20% stake in Shriram…
Goldman Sachs Sees Gold Surging to $4,900 by December 2026; Oil Prices Projected to Drop, Copper Still a Long-Term Favorite Goldman Sachs has forecasted that gold prices could soar to $4,900 per ounce by December 2026, representing roughly a 14% increase from current levels. The bank attributes this anticipated rise to strong central bank demand and supportive monetary policies, including potential…
Jefferies believes recent funding moves by Swiggy and Zepto won’t spark a price war in India’s quick-commerce space. Blinkit, owned by Eternal, holds its top position with superior profitability from rapid store growth and a focus on expansion. Key Analyst Insights Jefferies maintains a “Buy” rating on Eternal shares with an Rs 480 target, signaling…
The government’s renewed fiscal commitment is seen as a response to the slowdown affecting most sectors outside of China’s large trade surplus. However, experts note that the country’s continued emphasis on both consumption and investment reveals the ongoing tension between production-led and demand-driven growth. Beijing plans to roll out targeted measures to boost household income, expand urban…
In 2025, it became almost impossible for investors to ignore OpenAI. The company locked in huge multi-year deals with giants like Microsoft, Oracle, Nvidia, AMD, Amazon, and CoreWeave, stacking up more than a trillion dollars in long-term spending commitments tied to infrastructure, compute, and chips. At the same time, it completed its shift into a…
The crypto market is on high alert as the Bank of Japan heads into its December 18–19 policy meeting, where a rate hike is nearly guaranteed. Prediction markets like Polymarket are pricing in a 98% probability that Japan will raise interest rates by 25 basis points—a move that could shake global markets far beyond Tokyo. If the BOJ follows through, its…
