Page 81 - Latest News
RBI's clarity of communication will be as critical as the policy itself
In inflation-targeting economies such as India, communication is a key instrument of monetary policy
 "RBI's clarity of communication will be as critical as the policy itself")
NFRA suggests stronger internal control operations for audit companies
The others include improving documentation and a better assessment of keeping arm's length in giving loans to subsidiaries
 "NFRA suggests stronger internal control operations for audit companies")
Iran war: OMCs face further downgrades if crude oil prices stay elevated
Rising crude prices and unchanged retail fuel rates could squeeze marketing margins of oil marketing companies and trigger further rating downgrades if the Iran conflict persists
 "Iran war: OMCs face further downgrades if crude oil prices stay elevated")
Nomura cuts Dec 2026 Nifty target by 15%; mid, smallcaps at risk
The research and broking house sees up to 10 - 15 per cent risk to consensus earnings estimates for FY27F in case oil prices remain at elevated levels.
 "Nomura cuts Dec 2026 Nifty target by 15%; mid, smallcaps at risk")
India should join other middle powers to protect the global rule of law
The principal medium-term, geopolitics-related challenge that India will face is the drift of the US towards becoming an isolated and arrogant global power, or, more accurately, a global bully
 "India should join other middle powers to protect the global rule of law")
US-Iran conflict puts foreign portfolio investors back in risk-off mode
Foreign portfolio investors pull out ₹58,064 crore from Indian equities this month as geopolitical tensions and rising crude prices trigger renewed risk-off sentiment
 "US-Iran conflict puts foreign portfolio investors back in risk-off mode")
Cost asymmetry: Shift in modern warfighting an opportunity for Indian firms
The star for the Iranian side has been the Shahed-136 unmanned aerial vehicle (UAV), which carries a 25-kg warhead and costs less than $30,000 to make
 "Cost asymmetry: Shift in modern warfighting an opportunity for Indian firms")
Sensex, Nifty get a breather; broader markets remain under pressure
Benchmark indices rose over 1% after last week's steep fall, led by HDFC Bank, ICICI Bank and Reliance Industries, but broader markets stayed weak amid rising crude prices and global tensions
 "Sensex, Nifty get a breather; broader markets remain under pressure")
West Asia war: IndiGo to face pressure from fuel price spike, says Moody's
Moody's says rising jet fuel prices amid Middle East tensions may pressure IndiGo's profitability, though its short booking cycle could allow cost pass-through over time
 "West Asia war: IndiGo to face pressure from fuel price spike, says Moody's")
QE Global Schools plans more India campuses after Gurugram debut: CEO
CEO Caroline Pendleton-Nash says QE Global Schools will look for more India campuses after its Gurugram school opens in August 2026, while also expanding in West Asia
 "QE Global Schools plans more India campuses after Gurugram debut: CEO")
Sustaining stability: Fallout of Iran war must be managed sensibly
Last week, Union Finance Minister Nirmala Sitharaman announced a ₹1 trillion economic stabilisation fund to enable India navigate such global headwinds
 "Sustaining stability: Fallout of Iran war must be managed sensibly")
Iran war should accelerate shift away from fossil fuels: UN climate chief
UN climate chief says geopolitical shocks to oil and gas markets highlight urgency of accelerating the global shift to renewable energy
 "Iran war should accelerate shift away from fossil fuels: UN climate chief")
Hard Rock Cafe ends franchise agreement with JSM, shuts 10 outlets
Hard Rock International terminates its franchise agreement with JSM Corporation, leading to closure of 10 cafe outlets across major Indian cities
 "Hard Rock Cafe ends franchise agreement with JSM, shuts 10 outlets")
The great Indian bank CEO shortage: A problem unique to private lenders
Strict compensation norms and lack of succession planning are cited as key reasons
 "The great Indian bank CEO shortage: A problem unique to private lenders")
FSSAI authorises 17 r-PET plants, adds 300,000 tonnes of capacity
Authorisation of 17 recycled PET plants adds 300,000 tonnes capacity to India's packaging ecosystem and supports the country's recycled plastic mandate
 "FSSAI authorises 17 r-PET plants, adds 300,000 tonnes of capacity")
Plunge in gold ETF inflows: Make staggered entry with 5-year-plus horizon
Existing investors should rebalance but avoid complete exit
 "Plunge in gold ETF inflows: Make staggered entry with 5-year-plus horizon")
ICICI Bank erodes ₹1.2 trn mcap; stock hits 52-week low, down 12% in month
Analysts believe the recent stock market correction due to the ongoing conflict between Iran and Israel-US and resultant dislocations in stock prices, presents an opportunity to add 'better' stocks.
 "ICICI Bank erodes ₹1.2 trn mcap; stock hits 52-week low, down 12% in month")
AI opportunity in reimagining core biz processes: Infosys delivery head
Infosys chief delivery officer Satish HC says AI is opening opportunities to redesign enterprise processes and reshape delivery models, as companies accelerate adoption of AI-native services
 "AI opportunity in reimagining core biz processes: Infosys delivery head")
Delhi air quality improves to moderate after 157 days, AQI at 119
The 24-hour average Air Quality Index (AQI) stood at 119, the lowest recorded since October 9, 2025, when the AQI had stood at 99 in the same category
 "Delhi air quality improves to moderate after 157 days, AQI at 119")
Sebi outlines measures to boost investment advisory ecosystem: Pandey
Sebi chief Tuhin Kanta Pandey says the regulator will review overlaps between mutual fund distributors and investment advisers and introduce a common advertisement code for intermediaries
 "Sebi outlines measures to boost investment advisory ecosystem: Pandey")