iShares India 50

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

INDY

INDA

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The UN has lowered India's 2026 GDP growth forecast to 6.4% from 6.6%, citing global uncertainties and the West Asia crisis. Despite this, India remains one of the fastest-growing major economies. The crisis is impacting growth and inflation, complicating monetary policy. The report highlights India's robust growth driven by consumer demand and public investment, although higher energy import costs pose challenges. Global GDP growth is also projected to be lower than pre-pandemic levels.

- The United Nations has revised India's economic growth forecast for 2026 to 6.4% from 6.6%, citing global uncertainties and impacts from the West Asia crisis.  
- Despite this revision, India remains among the fastest-growing major economies, driven by consumer demand and strong service exports, though it faces challenges from higher energy costs and global financial tightening.  
- The report indicates that global GDP growth is projected at 2.5% for 2026, reflecting ongoing economic pressures and the effects of rising import costs on exports.

Business Standard

Wtree India Earnings

ISHRS MSCI India

ISHARES INDIA-U

UN cuts India's 2026 GDP forecast to 6.4% citing global uncertainties

FLIN

Indian firms are increasingly opting for floating-rate bonds to manage borrowing costs amid looming interest rate hikes. Four non-banking finance companies plan to raise approximately 85.50 billion rupees ($887.74 million) through these bonds, which offer lower initial costs and rising returns for investors. The Reserve Bank of India is expected to raise rates, driven by high inflation and oil prices, making floating-rate debt more attractive compared to fixed-rate options.

Yahoo Finance

Franklin FTSE India

Indian firms turn to floating-rate debt as interest rate hikes loom

03015

India has inaugurated the Million Minds Tech City in Gujarat, aiming to create over 70,000 tech jobs. However, global investors are exiting, with $42 billion withdrawn from Indian markets since 2025. The Nifty 50 index is down over 9% this year, as investors favor semiconductor powerhouses like Taiwan and South Korea. Despite India's strong AI talent, the lack of major chip manufacturers hampers market performance, leading to a significant drop in foreign investment and a shift in market sentiment.

Cryptopolitan

X TRNIFTY50

Taiwan Semiconductor

Goldman Sachs

GS Hldg R

India talks big on AI, but markets are walking away

NFTY

02836

Indian equity indices, Sensex and Nifty 50, continued to decline on Monday, influenced by weak global cues and foreign fund outflows. The Sensex fell 822 points to 74,415, while Nifty dropped 256 points to 23,387. Key support levels for Nifty are at 23,200-23,000, with resistance at 23,500-23,600. Analysts suggest a cautious outlook, with potential for further downside if key support levels are breached.

First Trust India Nifty 50 Equal Weight

ISHARES INDIA

Sensex, Nifty technical outlook: Analysts share key levels to watch

INDH

India's stock market is at risk of dropping out of the world's top five, largely due to its lack of involvement in the AI-driven investment boom. Foreign investors have been withdrawing, leading to a 14-year low in their ownership. The MSCI emerging markets index weight for India has decreased significantly, reflecting a shift towards markets like Korea and Taiwan, which are benefiting from AI. The rupee has also hit a record low, prompting government intervention. Analysts suggest that India's market needs to evolve to attract global capital focused on AI.

WisdomTree India Hedged Equity

Infosys

India missed out on AI and now its run as 'market darling' may be over

M&G Investments’ Deepika Mundra discusses how rising raw material costs and geopolitical tensions are reshaping India’s earnings outlook and why pricing power has become critical for investors.

M&G Plc

How rising raw material costs could reshape India’s stock markets

The Indian rupee fell 0.2% to 95.94, nearing its record low, as oil prices remained above $100 per barrel. State-run banks' dollar sales provided some support. Brent oil prices rose to $107 per barrel amid U.S.-Iran tensions. India's petrol and diesel prices increased for the first time in four years. Economists expect further measures to encourage foreign capital inflows, while interest rate swaps indicate potential rate hikes over the next year.

Occidental Petroleum

Us Brent Oil

SPDR O&G Equip

iShares Core MSCI EM

Dimensional Emerging Markets Value ETF

iShares MSCI Emerging Mkts Val Fac ETF

Invesco India ETF

Wisdomtree EM High Dividend Fund

SPDR Energy Select

ISHRS S&P Glb Engy

VG Energy

iShares Emerging Markets Equity Factor ETF

SPDR Em Mkt

iShares US Oil Equip & Svcs

United States Oil Fund LP

Avantis Emerging Markets Equity ETF

VanEck Oil Refiners ETF

SPDR O&G Ex & Prd

Schw Em Mkt

SPDR S&P Em Mkt Dvd

Avantis Emerging Markets Value ETF

VanEck Oil Services ETF

iShares MSCI Em

iShares MSCI EM Ex-China

iShares US Oil & Gas Expl & Prod

VG Em Mkts

Pro Ultr Bloomberg Crude Oil

Barclays

Oil price strain keeps rupee near record low, state banks' dollar sales cushion

The Reserve Bank of India's exemption for smaller non-banking financial companies (NBFCs) from registration requirements is expected to enhance corporate participation in equity markets. This move alleviates concerns for entities wary of becoming 'accidental NBFCs' due to income thresholds. Market experts believe this will encourage greater investment in listed equities and other instruments, providing regulatory clarity and comfort for compliance-focused corporates. The new classification of 'Unregistered Type I NBFCs' will take effect from July 1, allowing eligible entities to operate without mandatory registration.

RBI NBFC relief may boost corporate participation in equity markets further

India has increased petrol and diesel prices by approximately 3 rupees ($0.03) per litre for the first time in four years, as reported by retailers in Delhi. This move aims to recover losses from rising global oil prices. A litre of diesel will now cost 90.67 rupees and petrol 97.77 rupees. Major state-run companies control over 90% of the fuel stations and typically adjust prices together.

India hikes petrol and diesel prices by about 3 rupees/litre, retailers say

Indian banks and brokers are not liable for taxes owed by local representatives of offshore funds, according to a clarification from the Securities and Exchange Board of India (SEBI). This decision, which follows consultations with the tax department, aims to ease concerns that had delayed fund launches. The clarification is expected to facilitate the processing of pending foreign investor applications, as foreign investors have recently been net sellers of Indian equities, offloading $23 billion in 2026. A public announcement on this matter will be made soon by Indian depositories.

Nippon Life Insurance Co.

Xtrackers Nifty 500 India ETF

Indian regulator clarifies banks, brokers not liable for offshore funds' tax dues, sources say

iShares India 50(INDY.US)

UN cuts India's 2026 GDP forecast to 6.4% citing global uncertainties

Indian firms turn to floating-rate debt as interest rate hikes loom

India talks big on AI, but markets are walking away

Sensex, Nifty technical outlook: Analysts share key levels to watch

India missed out on AI and now its run as 'market darling' may be over