Indian IT firms face muted Q1 as AI shift, weak demand weigh
India's top information technology companies are expected to report another subdued quarter, as AI-driven pricing pressure, weak client spending, and global geopolitical turmoil continue to weigh on growth, nine brokerages said.
India ETFs Worth Examining Following Market's Rough 2026 Start
In broad terms, developing world stocks are delivering the goods for investors this year, with the widely followed MSCI Emerging Markets Index up 26%. Count India stocks among the emerging markets laggards, because the MSCI India Index is off 8.52%.
Indian banks lead market gains on RBI's foreign deposit initiative
Shares of Indian banks rose more than 1% on Tuesday, making them the top-performing sectoral gainers after the Reserve Bank of India issued detailed guidelines for a concessional foreign exchange swap facility that lenders can use for overseas borrowings. The move forms part of a broader package of measures announced by the central bank to attract foreign capital into the country at a time when India's economy is facing growth and inflation challenges.
Is WisdomTree India Earnings ETF (EPI) a Strong ETF Right Now?
Making its debut on 02/22/2008, smart beta exchange traded fund WisdomTree India Earnings ETF (EPI) provides investors broad exposure to the Asia-Pacific (Emerging) ETFs category of the market.
Bernstein targets Nifty at 26,000; backs healthcare, real estate, industrials
Brokerage firm Bernstein has retained its "Neutral" stance on Indian equities and maintained its year-end Nifty 50 target of 26,000, implying an upside of around 10% from Friday's closing levels. However, the brokerage cautioned that a combination of weak macroeconomic conditions, earnings downgrades and a revival in equity issuance activity could limit gains even if markets receive a near-term boost from easing geopolitical tensions.
India expected to have below-average monsoon rains in 2026, weather office says
India is likely to see below-average monsoon rains for the first time in three years in 2026, the government said on Friday, stoking concerns over farm output and growth in Asia's third-largest economy.
Indian Central Bank's $5 billion FX swap draws strong demand
The Reserve Bank of India's three-year dollar/rupee buy-sell swap auction received strong investor demand on Tuesday, with total bids reaching nearly $10 billion, almost double the size of the auction. The central bank accepted 141 bids in the foreign exchange swap auction, while receiving a total of 254 bids worth $9.8 billion.
India battles power cuts as heatwave boosts electricity demand to record
Some parts of India are grappling with power cuts as record-breaking heat has pushed electricity demand to an all-time high in excess of 270 gigawatts, spurring a government call for consumers to limit use.
EPI: Safer Bet To Maintain Exposure To India
The WisdomTree India Earnings Fund ETF offers targeted exposure to India's high-growth equities using an earnings-focused selection process. EPI maintains competitive valuations versus other emerging markets, despite India's recent bull run and stretched market multiples. India's macro outlook remains robust, with projected 6.6% GDP growth and strong FDI momentum, although inflation risks persist.
EPI: Expensive, But Still One Of The Better India ETFs
The WisdomTree India Earnings Fund ETF offers India exposure via an earnings-weighted methodology, outperforming cheaper peers despite a high 0.84% expense ratio. EPI's portfolio is concentrated in financials, energy, and materials, aligning with India's development cycle but increasing cyclical and policy risk. The fund's structure favors incumbent profit generators over high-multiple growth stocks, making it less speculative but more sensitive to economic cycles.
Travel stocks under pressure as India signals push to curb overseas travel
Indian travel stocks came under pressure after Prime Minister Narendra Modi urged citizens to avoid unnecessary foreign travel, cut fuel consumption and defer gold jewellery purchases for a year, as the government sought to ease pressure on the rupee and contain rising import costs. The remarks, delivered on Sunday, were framed as a national appeal rather than an immediate policy change.
India boosts coal and gas output as power demand hits record peak in heatwave
India ramped up coal and gas-fired power generation last week as peak demand hit a record 256.1 gigawatts (GW) over the weekend amid a heatwave, official data showed.
