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Tuesday, March 31, 2026
TopicIndian Stock Market

Topic: Indian Stock Market

India’s $360 billion stock rout raises stakes for Modi govt’s Union Budget 2026

Will the govt increase defense spending & speed up share sales in state-run companies to bolster revenues after last year's income tax cuts, reductions in consumption levies?

Investors eye Union Budget to unlock gains in state companies

Prime Minister Narendra Modi’s government may ramp up share sales in the fiscal year starting April 1 to offset a slowdown in revenue growth.

$22 billion-capital: How 2025 became the year of the Indian IPO

More than 200 companies either received approval to list from the securities regulator or lodged prospectuses for IPOs this year — the highest tally in 27 years.

Indian investors, the ‘unsung heroes’ amid Trump trade war & ‘lessons’ for Modi in global headwinds

Financial Times reports on hotel chains making inroads into tier-2 India while BBC highlights digital arrest scam.

Why Trump’s tariffs are unlikely to severely impact the Indian economy

The jitters in Indian markets are likely ‘short-term’. Experts say this could serve as a key growth opportunity & that India must accelerate FTA talks with major countries, including US.

Indian markets, rupee have recovered for now. The future trajectory depends on a mix of factors

March has been a good month for equity & currency, backed by FPI inflows & weak dollar. Going forward, tariffs, Chinese markets, oil prices & corporate earnings may have a role to play.

IndusInd bank shares plunge over 22% after forex accounting discrepancy, weak controls flagged

The bank flagged a 2.35% hit to its net worth, around Rs 15-20 billion, as of December 2024 due to an underestimation of hedging costs with regard to some past forex transactions.

India’s power play at ICC tournament in Pakistan & Indian taxpayers’ strained ties with authorities

International media also reports on the financial revolution brewing among the middle class & the north-south divide over the 2026 delimitation proposal.

India’s deadly combo—market plunge, unemployment, stagnant wages & rising personal debt

One of Madhabi Puri Buch’s last acts as SEBI chairperson was to forcefully advocate the ‘sachetisation’ of mutual funds. It will only expose more Indians to risky investment.

How Reliance Jio IPO could be a blockbuster listing & Elon Musk Starlink eyeing Indian market

Global media also reports on Shein relaunching in India 5 years after it was banned by Delhi. The relaunch is taking place under a deal with Reliance Retail.

On Camera

How West Asia crisis can play out for PM Modi and BJP in Assembly polls

While the Russia-Ukraine war saw the BJP projecting PM Modi as a ‘vishwaguru’ who could end international conflicts, the party has made a nuanced shift in its electoral strategy vis-à-vis the West Asia war.

Foreign investors dump record $12 bn India stocks in March on war

Soaring energy costs have hurt oil-importing Asian peers, but the scale of outflows from India points to already bearish global sentiment.

India developing lethal autonomous weapon systems, database of citizens’ crime risk—House Panel report

Report on impact of AI emergence—drawing upon depositions from several ministries—confirms that the developments come in the absence of AI laws or considerations over them.

Gulf war exposed India’s fragilities. It’s time for navel-gazing, in the national interest

It’s easy to understand why the government can’t speak the hard truth. When this war ends, as all wars do, India’s interests will lie with both the winner and the loser.