DEAL VOLUME INCREASE
India’s consumer sector sees funding dip but deal activity surges in FY26
Indian consumer sector investment declined in FY26. Investors are now favoring smaller, diversified deals over large bets. Deal volume, however, increased significantly. This indicates a market shift towards sustainable growth and operational discipline. Mega deals are absent, but early-stage funding shows resilience. Companies focus on filling gaps rather than just scaling up.
Boardroom on wheels: How MPVs have begun to speak a new language of luxury on Indian roads
The growing popularity of the MPV among top executives and celebrities signals the arrival of a new trend -- one that is defined by practicality, space, discretion and productivity.
The Buffett framework of investing: Why some stocks deserve a PE of 25, and others deserve a PE of 10
In his letter to shareholders, Warren Buffett revealed a valuation framework that explained why stocks can lose half their value without any change in earnings. The secret lies in distinguishing “franchises” from “businesses” – and most investors get it wrong.
Asia relying on US crude to replace Middle East supply
Asian fuel makers are turning to US crude oil. This shift is driven by disruptions in Middle Eastern supply. Countries like Japan and South Korea are buying more American oil. This is impacting global oil flows. The situation threatens to cause fuel shortages. US oil exports are reaching record levels. This trend is expected to continue.
In search of predictable returns, pvt equity funds step up office asset play in Q1
Institutional investors focused on office properties in India during the first quarter of 2026. Private equity inflows increased significantly, with office assets attracting the majority of the capital. Investors preferred leased and near-stabilized properties for predictable cash flows. Residential investments also saw activity, primarily through debt structures.
Office assets anchor institutional confidence as PE investments rise in March quarter
Office properties led institutional investment in India's real estate during the first quarter of 2026. Private equity inflows saw a significant increase, with office assets attracting the majority of capital. Investors favored stabilized, income-generating properties. Residential investments remained debt-led. The National Capital Region and Pune attracted most of the investment. Domestic capital played a dominant role.
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US stocks hit records, oil steadies as Trump says Iran war 'close to over'
U.S. stock benchmarks S&P 500 and Nasdaq hit record highs, fueled by easing U.S.-Iran tensions and strong earnings expectations. Oil prices stabilized as Iran signaled potential allowances for ships around the Strait of Hormuz, though transit remains limited. Major banks reported robust profits, bolstering market confidence.
Mega deals less likely, but media M&A show to stay strong in 2026
Media and entertainment deals will remain strong in 2026. Transactions will focus on content, gaming, sports, and AI companies with intellectual property. Most deals will be mid-sized. The sector saw significant activity in 2025, with deal volumes rising. Value creation will be driven by content, IP, and platform consolidation. Digital advertising will also see more mergers and acquisitions.
Earnings vs signals: Q4 results may matter more than they look
The March quarter earnings season arrives at an inflection point, with stable numbers masking underlying economic shifts. Escalation of the Gulf conflict introduced external shocks, with first-order impacts visible in rising input costs. Investors should focus on forward-looking signals as second-order effects are expected to unfold in Q1 FY27.
Citi profit jumps 42% as market volatility lifts trading revenue
Citigroup's first-quarter profit rose 42% as geopolitical tensions fueled market volatility and trading revenue, while strong dealmaking buoyed investment banking fees.
How a US blockade near the Strait of Hormuz could work and the impact ahead for the global economy
A United States blockade of Iranian ports is set to disrupt global oil prices. This move raises concerns about international law and its effectiveness in pressuring Iran. Experts warn of significant challenges in enforcing the blockade. The restrictions could impact the flow of essential goods, leading to higher prices for consumers worldwide.
US IPO hopefuls forge ahead with listing plans amid market swings
Companies across sectors have resumed IPO roadshows despite Middle East tensions, signalling pent-up demand in the pipeline. Analysts expect listings to pick up if volatility eases, with improving valuations and lower VIX supporting sentiment. 2026 is still seen as a strong year for IPOs despite recent market disruptions.
Ahead of Market: 10 things that will decide stock market action on Monday
Domestic markets extended gains with Nifty closing above 24,000, led by banking, auto, and consumer stocks. Easing volatility and bullish technical indicators signal strength, while global cues, crude prices, and geopolitical developments remain key factors influencing near-term market direction.
What is US stock market prediction for Monday, and will Dow Jones, S&P 500 and Nasdaq stay in red or turn green? Wall Street prediction and US stocks to watch
What is US stock market prediction for Monday, and will Dow Jones, S&P 500 and Nasdaq stay in red or turn green? Wall Street prediction shows mixed signals after inflation data, Middle East tensions, and weekly gains. Analysts insights and market outlook suggest cautious trading. US stocks to watch include chipmakers and earnings reports. Investors now ask what should investors do now as markets react to inflation, geopolitics, and earnings season.
Ceasefire fails to ease pressure on chemical exporters; 50% trade still at risk
India's chemical exporters are struggling despite a ceasefire. Supply chains remain disrupted, and costs are high. Shipping through the Gulf corridor is uncertain, affecting imports and exports.
Narendra Solanki sees limited IT growth, bets on rural and pharma plays
Investors are becoming selective, focusing on earnings visibility and strong balance sheets. Opportunities are emerging in sectors like IT, with a watch on margins. Asset management companies offer stability. Rural consumption shows resilience, while urban demand is mixed. Infrastructure may see future gains from Middle East reconstruction. Aviation faces near-term challenges but promises long-term growth.
West Asia conflict deals a double whammy to India’s farm sector: pre-harvest cost pressures, post-harvest shipping delays
Supply shocks, export disruptions, and labour shortages caused by the Iran war are beginning to strain India’s agriculture despite ample foodgrain stocks.
PE-backed IT companies growing faster, thanks to costs control, ops shifts, say experts
Private equity backed IT firms are growing faster than public market companies. This is due to strong cost control and operational changes. These firms show higher risk appetite and focus on leadership. They are also quicker to adapt to AI-led disruption. This efficiency leads to higher market valuations. Investors are interested in their repeatable revenue and scalability.
India venture debt deployment grows marginally in 2025 to $1.3 billion: Report
Venture debt in India reached $1.3 billion in 2025. Deal numbers decreased, indicating slower startup funding. Venture capital investments remained stable. Venture debt's share in startup funding grew significantly. This trend mirrors mature global markets. Fintech dominated venture debt, followed by consumer and cleantech sectors. Growth credit also saw substantial deployment.
India office market records highest-ever quarterly leasing despite global headwinds
March marked a historic milestone for India's office property sector, showcasing the highest leasing figures in a single quarter. Demand soared in leading metropolitan areas, primarily fueled by Global Capability Centres and a significant boost from local businesses.
Doritos at $7 a bag ended up costing PepsiCo billions
In an unexpected twist, Frito-Lay, a subsidiary of PepsiCo, is slashing prices by as much as 15% on beloved snacks like Doritos and Cheetos. This strategic decision comes after a challenging period marked by shrinking sales and displacement by more affordable competitors.
From $300 to $8,500 freight: West Asia war squeezes UP MSMEs, delays stretch to 60 days
Exporters report shipment delays of up to 60 days, 20-30% cost escalation, and growing order uncertainty due to the West Asia conflict.
India's tech hiring chills; Polymarket's IPL bet
Happy Tuesday! The tech sector is seeing a slowdown in hiring driven by internal cost controls. This and more in today's ETtech Morning Dispatch.
US stocks today: US stocks end higher as investors parse US-Iran negotiations, threats
As eyes turn towards international events, Indian investors are paying close attention. US stock markets experienced a rally, fueled by hopeful signs surrounding US-Iran ceasefire negotiations. President Trump's assertive remarks concerning the Strait of Hormuz seem to have boosted market confidence.
Why are US stock market futures up today, and will Dow, S&P 500 and Nasdaq stay in green or turn red again? Wall Street futures rise, US stocks to watch out for, analysts insights, market outlook
Why are US stock market futures up today, and will Dow, S&P 500 and Nasdaq stay in green or turn red again? US stock futures moved higher after gains last week. Investors tracked Middle East ceasefire talks, oil price movement, inflation data, and job growth numbers. Markets remain cautious as energy risks and rate expectations continue to shape outlook.
Avendus ropes in UBS’s Gaurav Arora to lead infrastructure vertical
Avendus Capital has appointed Gaurav Arora as its new Managing Director and Head of Infrastructure. Arora previously held key roles at UBS, Deutsche Bank, and Jefferies. This strategic hire follows the departure of veteran banker Prateek Jhawar.
Stocks in news: HDFC Bank, RBL Bank, Dabur, Tata Motors PV, Tata Steel
Indian markets experienced significant volatility, closing flat-to-positive after a sharp recovery. Analysts anticipate continued fluctuations. Key stocks like HDFC Bank, RBL Bank, and Tata Motors are in focus due to Q4 updates and news. HDFC Bank reported a 10% advance growth, while YES Bank saw steady balance sheet expansion.
U.S airline flight cancellations update: Over 1000 flights cancelled, more than 12000 delayed
U.S airline flight cancellations update: Air travel across the United States faced significant disruption over the busy Easter travel period.
India's realty market holds ground with local money
India's real estate market sees strong institutional investment. Domestic demand fuels nearly three-fourths of $1.6 billion inflows in the March quarter. Office assets lead with significant growth. Middle Eastern sovereign wealth funds are key long-term backers. Experts see sustained GDP growth attracting investor interest for decades.
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