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Economy & Business: News Explained
The stories shaping India's economy, businesses and financial markets. One carefully researched story at a time.
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Explore by subject
Six subjects, each filtering the full archive on this page.
- Inflation & RBI 51 CPI prints, repo decisions, liquidity and rates.
- GDP & Indian Economy 38 Growth, fiscal numbers, output and household data.
- Markets & FPI Flows 65 Foreign flows, indices, valuations and fund data.
- Business & Industry 58 Companies, sectors and the strategies behind them.
- Trade & Global Economy 70 Trade, the rupee, oil, the Fed and geopolitics.
- Policy & Regulation 37 Budgets, SEBI, GST and the rules that change.
Earlier economy stories, page 4
239 stories in the archive, newest published Oct 24, 2026. Every economy story, newest first. Search by title or summary, or filter by subject. Page 4 of 20.
- FPI Inflows in July 2026: Turnaround or Selective Buying? FPIs returned as net buyers of Indian equities in July 2026. See which sectors attracted inflows, where selling continued, and whether the comeback can last.
- How Dedicated Freight Corridors Could Change India’s Commercial Vehicle Industry India’s Dedicated Freight Corridors could shift long-haul cargo to rail while changing demand for HCVs, MCVs, LCVs, tractor-trailers and specialised commercial…
- Kevin Warsh’s Interest Rate Dilemma: Why the Fed Held Rates The Federal Reserve held rates at 3.50%–3.75% despite persistent inflation and three dissenting votes.
- How Oil-Importing India Became a Global Refined-Fuel Supplier India imports nearly 90% of its crude oil, yet exports diesel worldwide. See how refining scale, Jamnagar and global shortages created this advantage.
- Nifty IT Rally July 2026: Comeback or AI-Led Rotation? Why did Nifty IT rally nearly 16% in July 2026? See how earnings, AI revenue, deal wins and global rotation shaped the rebound in Indian IT stocks.
- Tata Sons SP Group Share Swap: Valuation, Debt and What Stands in the Way SP Group holds 18.37% of Tata Sons and owes ~₹60,000 crore. Fresh talks explore swapping ~7% for listed Tata shares.
- FPI Flows July 2026 First Fortnight: Consumer Services and Metals Lead FPIs bought ₹15,559 crore in Indian equities in the first fortnight of July 2026 — the second straight fortnight of net buying.
- Oil Above $100: Rupee, RBI and What India Can Absorb Brent crossed $100 on July 24, 2026. The rupee hit ₹96.80. India has $675bn in reserves but a $106.6bn RBI forward short.
- India's $51 Billion Import Substitution Push: Can It Go Beyond Assembly? India has identified $51 billion of imports across 100 products for domestic manufacturing. Mobile phones show what works. Solar shows what goes wrong.
- India Pharma Patent Cliff 2030: Beyond Generics to Biosimilars Over $300 billion in global drug revenue loses exclusivity by 2030. India's generic base is well placed, but the real opportunity lies in complex generics…
- Trump's India Tariff Threat 2026: Strategy Behind the 100% Proposal The US proposes 100% tariffs on India for buying Russian oil, down from an earlier 500%. Neither has been imposed.
- FCNR(B) Inflows 2026: $10 Billion Raised, but Targets Need a Reality Check Around $10 billion raised by 14 July 2026 under India's FCNR(B) special window - up from early estimates.
