SERVICES GROWTH INDIA
Widening CAD a concern, says Niti Report
In its quarterly Trade Watch Report for the quarter to December 2026, released on Monday, it said the instability in West Asia has slowed the India-Gulf Cooperation Council Free Trade Agreement (FTA), affecting trade diversification and market access. "FTAs are not a one way street, nor should they be, which is to say that in the way that we are seeing them as a tool for market access, others are seeing it as a tool for market access too," said NITI Aayog vice chairman Suman Bery.
Deal activity value jumps 18 pc to USD 123.8 bn in 2025; volumes drop marginally
India's deal activity saw a significant rise in 2025. Deal values increased by 18 percent to USD 123.8 billion. This growth occurred even as the number of transactions decreased. Investors focused on larger, strategic deals in infrastructure and financial services. Cross-border deals also saw a substantial value increase. This indicates continued investor confidence in the Indian market.
BSE launches Housing Finance Index to track sectoral opportunities, enable passive investing
BSE Index Services introduced the Housing Finance Index to measure housing finance companies’ performance. Drawn from BSE 1000, it supports ETFs, mutual funds, PMS strategies, and sector-specific tracking. LIC Housing Finance holds the highest weight, while Aadhar and others contribute smaller shares.
Indian market faces AI narrative problem; it'll be smallcaps over largecaps for next 5 years: Manish Gunwani
Indian stock market valuations are attractive. However, global investor focus on Artificial Intelligence is diverting capital away from emerging markets like India. Foreign institutional investor flows are expected to remain subdued unless the AI theme slows or India implements significant structural reforms. Bandhan AMC is investing in manufacturing exporters and metals. The IT sector faces a long-term slowdown.
India's power transmission sector to see INR 9 trillion capex push by 2032: Report
India's T&D sector is poised for sustained growth, driven by an estimated INR 9 trillion capex through 2032. Despite temporary ordering slowdowns due to high capacity utilization and longer lead times for high-voltage transformers, a positive outlook remains. Global demand surges, particularly in the US and Europe, present significant export opportunities for Indian manufacturers.
BMW looking to double MINI sales in 2026, widening product portfolio, automaker's India chief says
MINI plans to double its sales in India this year. This ambitious goal will be achieved through a wider range of vehicles, local production, and expanding its retail network. The company is introducing new models and special editions. MINI is also increasing its presence in new cities beyond the metros.
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Razorpay set for confidential IPO filing; valuation may fall to around $5 billion
The fintech startup, last valued at $7.5 billion, is expected to be questioned on growth sustainability and the road to profitability; Walmart-backed PhonePe paused its $1.3 billion IPO last month, citing West Asia conflict.
Why are hospital stocks defying market volatility? Demand, beds and growth plans
Over the past five years, the sector has delivered strong growth, with revenues rising about 15.5% annually between FY2019-20 and FY2024-25, while EBITDA (Earnings before interest, taxes, depreciation and amortization) grew faster at around 25%. This was driven by higher insurance-led payments ensuring steadier revenues, strong demand for profitable inpatient care, and aggressive expansion in beds and facilities.
Iran conflict and global risks slow GCC expansion in India
Global geopolitical tensions are slowing new technology centre openings in India, with a dip in brownfield expansions due to macro uncertainty. Despite this, the overall value of India's GCC ecosystem is rising, driven by new capabilities in AI and product engineering, indicating a dual structure of insourcing and outsourcing.
Volatile geopolitics slows GCC in March
Global geopolitical tensions are impacting new technology center openings in India. While the number of new centers slowed, existing ones are expanding. Experts predict continued growth in greenfield centers if uncertainties ease. The GCC ecosystem is steadily rising, driven by new capabilities in AI and product engineering.
AI-driven credit, underwriting & collections to be banking disruptors
On overall credit expansion, the survey said lenders are positive and anticipate continued momentum in non-food credit. The survey, which covered 24 banks across segments, was released on Sunday.
India's banking sector resilient; 11-13% credit growth for January-June likely: Survey
Indian banks anticipate robust non-food credit growth of 11-13% from January-June 2026, driven by improving balance sheets and steady economic activity. Retail and SME segments are expected to lead this expansion, while industrial credit will see a more measured recovery. Most bankers foresee a stable monetary policy stance.
Austria bets big on Indian talent with Focus India partnership
Austrian and Indian relations are reaching new heights, fueled by a recent visit from Austria's Federal Chancellor, emphasising the evolution of their academic partnership. Already, 200 Indian students have commenced their studies in Austria, marking a milestone following the establishment of a migration agreement and collaborative economic efforts.
Akshaya Tritiya remains proven entry point for gold investors: Motilal Oswal
Gold continues its role as a trusted asset for Indian households, blending tradition with financial security. Investors are showing increased interest in flexible gold options alongside traditional purchases. Global factors like geopolitical tensions and economic growth concerns support gold's appeal. The outlook for gold remains constructive for medium to long-term investors, with a 'buy on dips' strategy recommended.
Why Motilal Oswal’s BFSI fund is betting big on capital market ecosystem: Prateek Agarwal of Motilal Oswal AMC
Prateek Agarwal of Motilal Oswal AMC highlights a shift in financial sector growth from traditional banking to capital markets like AMCs, brokers, and exchanges. He discusses how recent trade deals with the US and EU boost India's manufacturing and investment appeal, potentially reversing FII outflows and strengthening the rupee.
NBA appoints Sunny Malik as India Country Head to drive market growth
The NBA has appointed Sunny Malik as its Country Head for India. Malik will now lead the league's strategy and operations in the country. This move signifies the NBA's growing focus on India. Malik has extensive experience with the NBA and in the media and finance sectors.
Jio Financial Q4 Results: Cons PAT declines 14% YoY to Rs 272 crore despite 106% surge in revenue
Jio Financial Q4 Results: Jio Financial Services on Friday reported a 14% year-on-year decline in its consolidated net profit for the quarter ended March 31, 2026 at Rs 272 crore compared to Rs 316 crore in the year ago period even as revenue surged 106% to Rs 1,019 crore.
India’s current account deficit may rise to 2% of GDP in FY27 if oil stays at $82–87: CRISIL
Rising oil prices could push India's current account deficit to a concerning two percent of GDP, as highlighted by a Crisil report. This prediction hinges on the volatile global market conditions we’re currently facing. While US tariff reductions may bolster exports to some extent, the ongoing unrest in West Asia is another pivotal aspect that could affect the situation.
Logistics firms enter last mile for IPO delivery, rev up for Rs 9,000 crore issues
India's logistics sector is poised for a significant IPO cycle, with several companies preparing to raise an estimated ₹8,000-9,000 crore. Driven by improving demand and a supportive policy environment, firms like Horizon Industrial Parks, Leap India, and Shiprocket are leading the fundraising wave.
Jay Shah named to World Economic Forum's Young Global Leaders Class of 2026
Jay Shah, ICC Chairman, has been recognized by the World Economic Forum as a Young Global Leader for 2026. This honor highlights his significant contributions to international cricket. Shah's work includes expanding the sport's reach and securing its inclusion in the 2028 Los Angeles Olympics. His selection underscores India's growing influence on global platforms and propels cricket's development forward.
E-commerce, 3PL drive surge in warehouse leasing
India’s industrial and warehousing sector recorded a four-year-high quarterly growth in early 2026, driven by strong recovery in ecommerce demand and large leasing deals across major cities. According to Colliers India, leasing activity rose to 11 million sq ft, with key demand coming from ecommerce, 3PL, and automobile companies such as Amazon, Blinkit, Reliance, and DHL, while rapid expansion of quick commerce continues to reshape logistics infrastructure needs.
AMS to expand Pune GCC; plans over 400 professionals by 2026-end
Global talent partner AMS is expanding its Pune Global Capability Centre. The centre will grow to over 400 professionals by the end of 2026. This expansion supports increasing demand from international markets. India is a leading destination for Global Capability Centres. The Pune centre will focus on client services delivery and analytics.
OpenAI ranks India among top AI markets globally, highlights adoption gap
India is a global leader in AI usage, particularly in coding and complex problem-solving. However, AI adoption is heavily concentrated in a few major cities. OpenAI highlights a significant capability gap between these urban hubs and other regions.
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.
India’s trade deficit narrows to $20.67 billion in March on West Asia risks
India's trade deficit saw a significant reduction in March. Exports increased while imports decreased. This improvement occurred despite rising tensions in West Asia. Geopolitical risks could impact future trade. Services exports continue to drive growth for India. Merchandise exports also saw a modest rise.
India's 30-year economic model is over; time to pivot from IT to manufacturing: Saurabh Mukherjea
Saurabh Mukherjea believes India's long-standing economic model is concluding. He anticipates rising inflation and a weakening rupee impacting consumer spending. Interest rate hikes are also expected, posing challenges for lenders. The focus is shifting towards manufacturing exports, benefiting from global trends. This transition presents new investment opportunities in specific export-oriented sectors.
Star Air to connect Mundra with six key cities from April 25
With over 17,000 additional seats now available each month, the move will boost air connectivity and economic growth in the region, Star Air said.
Net sales of non-financial private companies rise 11.4% in FY25: RBI data
The Reserve Bank's recent statistics reveal that net sales for non-financial private firms surged by 11.4 percent in 2024-25. This reflects a minor slowdown compared to last year. The services sector thrived, fueled by robust trade and thriving real estate activities. Meanwhile, the growth rate in manufacturing sales has cooled off.
AI models like Anthropic's Mythos pose disruption risks to India's IT services growth: Kotak
AI models such as Anthropic's Mythos could pose disruption risks to the growth of India's IT services sector, according to a report by Kotak Institutional Equities. The report said the model "exhibits a step-jump in benchmark performance across software engineering tasks," and added that it "raises near- to medium-term disruption risks for IT services," particularly for companies with higher exposure to application services.
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