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OECD predicts India's GDP growth at 6.1% in 2026-27 fiscal year, inflation rises to 5.1%

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Commerce Minister Piyush Goyal emphasized the need for Indian industries to leverage free trade agreements (FTAs) to boost exports, warning against a rise in imports. With the FTA with Oman set to launch on June 1, Goyal urged exporters to engage proactively. He noted that imports have outpaced exports in past agreements, particularly with the UAE. Goyal called for increased exports in value-added products and acknowledged the necessity of certain imports for economic growth, urging industries to adapt to global challenges as opportunities.

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FTAs must drive exports, not just imports: Commerce Minister Piyush Goyal

Prime Minister Modi's appeal to conserve fuel and postpone gold purchases aims to protect India's forex reserves amid high global oil prices. The Balance of Payments (BoP) records financial transactions with the world, with a deficit indicating more currency leaving than entering. India's current account deficit was $13.2 billion in FY26's October-December quarter. The BoP affects the rupee's strength, with a surplus strengthening it and a deficit weakening it. Forex reserves are crucial for managing currency stability during external shocks.

Explained: What is Balance of Payments and how does it affect the rupee?

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The Centre has approved the procurement of 20 lakh tonnes of potatoes in Uttar Pradesh at ₹6,500.90 per tonne, costing ₹203.15 crore, to protect farmers from distress sales. Additionally, the procurement limit for gram in Andhra Pradesh has been raised to 1.13 lakh tonnes, and the procurement window for tur in Karnataka has been extended to May 15. These measures aim to ensure farmers receive fair prices and avoid distress sales during peak harvest periods.

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Centre okays UP potato procurement at ₹6,500/ton; raises gram limit in AP

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In a recent webinar, brokerage firm Prabhudas Lilladher (PL Capital) advised investors to remain cautious yet opportunistic amid global tensions affecting markets. Experts highlighted the importance of focusing on structural themes and high-conviction investments, particularly in sectors like logistics, ethanol, and healthcare. They noted that while India has shown resilience, rising crude prices could impact inflation and growth expectations. The market is currently range-bound, requiring precision in investment strategies, with a dual focus on defensive sectors and cyclical recovery plays. Overall, the message emphasizes quality over quantity and selective sector engagement.

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Where should you invest in 2026? Experts at PL Capital decode the best bets

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India's 10-year government bond yield fell 6 basis points to 6.88%

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Indian stock markets fell sharply on April 9, with the BSE Sensex dropping 938.55 points and the NSE Nifty50 tumbling 238 points due to renewed tensions between the US and Iran. Key factors include US military presence near Iran, Iran's closure of the Strait of Hormuz, rising oil prices, inflation concerns, and continued selling by foreign institutional investors. The Reserve Bank of India has lowered GDP growth forecasts amid these uncertainties, while profit booking also contributed to the market decline.

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Market fall today: Sensex tanks 900 pts as US-Iran tensions flare up again

India's forex reserves are sufficient, according to RBI Governor Sanjay Malhotra, who stated they stand at $697.1 billion as of April 3. Despite a decline from a record high of $728.49 billion, the reserves are adequate for at least 11 months. Malhotra noted that trade agreements with major economies, including the UK, will help improve India's current and capital accounts, reducing the balance of payments deficit. He expressed confidence in foreign portfolio investment flows improving this year, supported by strong macroeconomic fundamentals.

India's forex reserves sufficient, not a matter of concern: RBI governor

The Indian stock market is currently influenced by global geopolitics and domestic monetary policy, particularly the ceasefire between Iran and the US and the Reserve Bank of India's repo rate decision. The ceasefire has sparked a "risk-on" rally, with Indian equities rising due to lower global oil prices, which reduce inflation and improve fiscal stability. While the RBI's neutral stance signals stability, its future actions will depend on global events. Investors should be aware of the interplay between short-term sentiment and long-term policy impacts on market trends.

Markets at crossroads: Policy framework must for sustained up move

India's central bank has maintained foreign debt investment limits for 2026-27, with 6% for government securities, 2% for state government securities, and 15% for corporate bonds. The total investment limit for government securities is revised to 3.04 trillion rupees for the October-March half of 2026-27. Additionally, the notional limit for credit default swaps sold by foreign portfolio investors (FPIs) is set at 5% of outstanding corporate bonds, with an extra limit of 3.30 trillion rupees for the same period. All FPI investments under the voluntary retention route will align with general route limits from April 1.

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India's central bank keeps foreign debt investment limits unchanged for 2026-27

CAM MSCIINDIA-R(83404.HK)

FTAs must drive exports, not just imports: Commerce Minister Piyush Goyal

Explained: What is Balance of Payments and how does it affect the rupee?

Centre okays UP potato procurement at ₹6,500/ton; raises gram limit in AP

Where should you invest in 2026? Experts at PL Capital decode the best bets

India's 10-year government bond yield fell 6 basis points to 6.88%