INDIA BANGLADESH GEOPOLITICAL RELATIONS
West Asia conflict: Govt to setup weekly monitoring mechanism to track exim trends
The government is establishing a weekly system to monitor export-import trends and industry stress. This move addresses concerns over supply chain disruptions and rising costs impacting sectors like apparel and medical devices. Customs will streamline hazardous cargo procedures. The initiative aims to boost transparency and efficiency in shipping and logistics, ensuring smoother trade operations.
West Asia crisis: Government plans weekly monitoring of EXIM flows
India's commerce ministry will launch a weekly system to monitor export-import trends and industry stress. This move addresses concerns over supply chain disruptions and rising costs impacting sectors like apparel and medical devices. Discussions also focused on packaging material challenges and the need for critical input availability. Ports are directed to enhance transparency and efficiency to support trade.
A quiet new reset is loading in India's backyard and the world is watching
India-Bangladesh relations: Ater navigating through diplomatic hurdles, India and Bangladesh are now on a path to rejuvenate their partnership. Recent high-level discussions have emphasised key areas like energy trade, simplifying visa regulations, and enhancing security alliances. Bangladesh's increasing demand for diesel and fertiliser from India has set the stage for cooperative initiatives.
US, India agree to further cooperation under Pax Silica
India and the United States are set to deepen their collaboration. Discussions focused on Pax Silica, artificial intelligence, and critical minerals. Foreign Secretary Vikram Misri met with US Under Secretary Jacob Helberg. This engagement aims to strengthen economic and technology ties between the two nations. India joined Pax Silica earlier this year.
Bangladesh’s BNP sends large delegation to China, tests ties with India
Bangladesh's ruling party is sending a large delegation to China. This visit aims to boost cooperation and exchange experiences with the Communist Party of China. The delegation includes senior party leaders and ministers. This move rekindles decades-old ties. Bangladesh's foreign minister is also scheduled to visit China later this month. He is expected to meet his Chinese counterpart.
Beyond the Fence: Villagers in Ahio seek development in upcoming West Bengal Assembly polls
Residents near the Habibpur Border in Ahio face challenges. A closed primary health centre forces villagers to travel for medical care. While some infiltration occurs, locals say it is low due to BSF presence. Development and basic facilities remain a concern for these long-term residents.
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Why FPI interest in India 'has pretty much died out': Nithin Kamath points to valuations, taxes and global alternatives
Foreign investor interest in Indian equities is weakening due to geopolitical risks, high valuations, weak AI opportunities, and tax concerns. Capital is shifting to other markets, while volatile FPI flows and recent sell-offs continue to pressure benchmark indices and investor sentiment.
Indian trade delegation to visit Washington this month, says US envoy to India Sergio Gor
An Indian trade delegation is set to visit Washington later this month. This visit marks the resumption of negotiations for a trade deal between India and the United States. The US envoy to India confirmed the upcoming visit. Both nations previously agreed to a trade deal. This meeting signifies a step forward in strengthening economic ties.
Indian stocks are getting cheap, but is that a trap for Japan-like prolonged low returns?
Indian equities are at a turning point with valuations correcting. Foreign investors are withdrawing funds due to global factors, but domestic liquidity remains strong. Analysts believe this is a temporary reset, not a structural slowdown. India's growth story remains intact, supported by domestic demand and policy initiatives.
Global Market | From Panic to Pause: Bonds face a new ‘higher for longer’ phase
Global bond markets show signs of stabilization following a war-driven selloff, but a full recovery is unlikely due to persistent inflation and elevated energy prices. A tentative ceasefire has offered temporary relief, yet investors now anticipate higher interest rates for longer as supply shock fears ease.
Bangladesh Foreign Minister Visit: Both sides to 'engage constructively'
India and Bangladesh are set to boost their relationship. Dhaka has requested increased energy supplies, including diesel and fertilisers, from India. This comes as global supply chains face disruptions. The agreement was reached during a meeting between External Affairs Minister S Jaishankar and Bangladesh's Foreign Minister Khalilur Rahman.
Strategic reset: India and Bangladesh signal commitment to strengthen relations
India's External Affairs Minister S Jaishankar met with his Bangladeshi counterpart Khalilur Rahman. They discussed strengthening bilateral ties and charting a new path of cooperation. India conveyed its desire to engage constructively with the new government in Dhaka. Both sides agreed to remain in close touch and explore proposals for deepening their partnership. Visa issuance for Bangladeshis will be eased.
India to lead South Asia growth at 7.6% in FY26, says World Bank
India will lead South Asia's economic growth. The World Bank forecasts India's economy to expand by 7.6% in FY26. The region's overall growth is expected to slow initially but recover. However, global uncertainties and energy market disruptions pose risks. Countries need reforms to sustain growth and create jobs. Other South Asian nations show varied growth projections.
The Big Review: Markets near bottom, selective opportunities emerging for FY27
HDFC Securities report highlights India’s macro stability despite global risks, with steady growth, moderating inflation and controlled fiscal trends. Earnings may grow modestly, valuations are cooling, and markets near a bottom, offering selective opportunities supported by domestic liquidity and retail participation.
Ceasefire sparks optimism, but investors should tread carefully: David Chao
Global markets rallied on a temporary US-Iran ceasefire, with risk assets climbing and oil prices softening. While cautious optimism prevails, experts caution this is a tactical opportunity, not a lasting structural change. Investors are advised to remain diversified as geopolitical risks persist and market volatility is expected to continue.
Nifty target 26,000: Bernstein’s Venugopal Garre lists 6 sectors to buy amid Iran war ceasefire
Brokerage Bernstein set a year-end target of 26,000 for the Nifty 50, with strategist Venugopal Garre saying the United States–Iran ceasefire marks an “off-ramp” from recent hostilities. Falling crude risks support rebounds in financials, oil marketing companies, travel, chemicals, paints and construction.
Global Market: Geopolitics overtakes inflation as top global risk for central banks
Global central banks now view geopolitical tensions as the paramount risk to the financial system, a significant jump from last year. While inflation and interest rates remain key long-term concerns, the dollar's safe-haven status is being re-evaluated amid increasing global fragmentation and a growing interest in gold.
ETMarkets Smart Talk | FY26 a year of consolidation, not breakdown; global stability key for revival in FY27: Somil Mehta
Indian markets experienced consolidation in FY26 due to global headwinds, but underlying economic strength remains. FY27 revival hinges on global stability and domestic growth drivers like government capex and consumption. Investors should focus on sectors with strong earnings visibility and policy support.
Partition memories endure at India’s 'last rail outpost' in Bengal polls
A land deed from Bangladesh holds deep significance for Balaram Mondal in Singhabad, West Bengal. His family migrated during Partition, leaving property behind. The village, a former rail hub, now sees only goods trains. Most residents are Hindu, with roots in Bangladesh. Their names remain on electoral rolls. Maldaha, a reserved constituency, is set to vote soon.
Jaishankar to host Bangladesh counterpart Khalilur Rahman for crucial bilateral talks
India's External Affairs Minister S Jaishankar hosts his Bangladeshi counterpart Khalilur Rahman today. This meeting aims to mend bilateral ties after a period of tension. Discussions will focus on strengthening trade and fuel supplies. The Ganga Water Treaty renewal is also on the agenda. This visit marks a new phase in India-Bangladesh relations.
Markets likely to remain sideways, patience and discipline key for investors: DP Singh
Indian markets demonstrate resilience amid global tensions. Experts advise calm and a long-term view. Domestic inflows remain robust, supporting the market. A V-shaped recovery is anticipated, though the timing is uncertain. Investors are shifting towards hybrid funds. Small and mid-cap segments also show strength. India's growth story remains intact despite economic impacts.
ETMarkets Smart Talk | Financials, IT turn attractive; microfinance seen as turnaround bet: Niraj Kumar
Indian stock markets are presenting new chances for investors. Financial and IT sectors are looking attractive. Microfinance is seen as a turnaround play. Investors with a medium-term view can benefit from sectors showing growth. Geopolitical issues are a concern, but stability could lead to a market rebound. Domestic liquidity remains strong.
BSF examines plan to release crocodiles & snakes along areas of Indo-Bangla border
The Border Security Force is exploring a novel approach to secure vulnerable riverine stretches along the India-Bangladesh border. Officials revealed discussions about deploying crocodiles and snakes to deter illegal infiltration and cross-border crimes. While the idea aims to enhance operational success, field commanders have raised concerns about feasibility and potential risks to local populations, especially during floods.
Indian envoy meets Bangladesh PM; signals positive, constructive ties
Indian envoy Pranay Verma met Bangladesh Prime Minister Tarique Rahman, conveying New Delhi's commitment to fostering positive, constructive, and people-centric bilateral ties. The discussions focused on aligning cooperation with national development priorities, aiming for mutual interest and benefit as both nations work to strengthen their relationship.
Downward revision of global GDP imminent amid West Asia crisis; inflation is likely to go up
Global economic growth is set for cuts. Inflationary pressures are expected to rise. Geopolitical tensions and supply disruptions are the main drivers. West Asia conflicts are impacting energy markets. This could lead to a renewed phase of global price instability. India is expected to show resilience. However, global trade and financial volatility pose risks.
Bangladesh Cricket Board seeks new partnerships with BCCI
Bangladesh Cricket Board has reached out to the Board of Control for Cricket in India seeking new avenues for cricket collaboration. This comes as the Indian national team is set to visit Bangladesh in September. Bangladesh's women's team will also travel to India. The move signals improving relations between the two nations.
Dabur expects consolidated revenues to grow in mid-single digits in Q1 FY26
Dabur anticipates mid-single digit revenue growth for the March quarter of FY26. This growth will be driven by a recovery in India's domestic market and strong double-digit expansion in international business. The company expects its operating profit to outpace revenue growth. Key segments like Home and Personal Care and certain Healthcare products are projected to perform well.
Bangladesh foreign minister plans India trip next week
Bangladesh foreign minister Khalilur Rahman will visit India next week amid promise of improvement in ties.
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