INDIA MARKET LENS

World markets news

Global market news as it reaches India: the Fed, Wall Street, China, trade measures and geopolitics.

Sunday, 27 September 2026

Saturday, 26 September 2026

Thursday, 24 September 2026

Wednesday, 23 September 2026

Jaishankar Flags India's Concerns To Rubio Amid Proposed 100% Tariffs On Russian Oil Buyers

Jaishankar stated in an 'X' post that he discussed theSanctioning Russia and Iran Act with Rubio.

Global Market: UK business growth cools as inflation pressures build in September

British business activity weakened in September, with the services PMI falling to a three-month low while inflationary pressures intensified. Manufacturing improved modestly, but…

Monetary Policy

Global tax rules being rewritten, BRICS must have greater say: Finance Minister Nirmala Sitharaman

Addressing the BRICS Tax Head Meeting 2026, Sitharaman said several multilateral tax negotiations, including the UN Framework Convention on International Tax Cooperation, are…

Trump's $5 Billion Gulf Rebuild Plan: Five Indian Companies That Could Tap The Opportunity

Gulf rebuilding could open a fresh order pipeline for Indian EPC majors with established Middle East exposure

After 'annihilation' threat for Iran, Donald Trump backs India-Middle East-Europe Corridor

His remarks came as shipping attacks, war-linked disruptions and parallel US-Iran talks sharpened the corridor's strategic relevance.

2 outlets

Carney Says Canada, India Aim To Wrap Up Trade Talks By G20 Ahead Of Modi Visit

Carney wants to double Canada's non-US trade over the next decade and has made India part of a broader effort to reduce the country's dependence on the United States as relations…

Govt may consider auto PLI applications from firms with Chinese investments: Report

The decision comes as India-China relations have improved after years of tensions following the Galwan Valley clashes in June 2020.

Trump’s 100% tariff threat: What Indian investors should do now

A potential US tariff shock could hit export-heavy Indian sectors, but investors should assess company fundamentals and valuations before reacting to market volatility.

India emerges as key diesel supplier to Turkey amid Russia, Middle East disruptions

The development comes even as Turkey and India continue to have political and diplomatic differences. Turkey has been one of Pakistan's closest strategic partners and strongly…

Tuesday, 22 September 2026

Pound lingers around 8-week low; UK fiscal concerns aggravate

British pound slipped to its lowest level in nearly 8-weeks against the dollar on Tuesday as data from the UK revealed that public sector borrowing increased beyond expectations…

Monetary Policy

Benchmarks hit fresh intraday low; Europe opens in the green

The benchmark indices tumbled further and hit fresh intraday low in afternoon trade as continuous foreign fund outflows and geopolitical concerns weighed on sentiment despite…

‘Hopefully America will understand’: JPMorgan CEO Jamie Dimon says India must not be punished for Russian oil

He said some of the crude is refined and imported based on the specific requirements of the refiners. If they don’t buy it here, they have to buy it elsewhere, Dimon reasoned.

At Least One More Fed Hike Likely; RBI Also Set To Raise Rates, Says Nomura — Here's Why

Subbaraman also expects the RBI to raise interest rates going forward, with Nomura forecasting hikes in both October and December.

Global Market: Ligent Technologies jumps 19% in Hong Kong listing debut

Ligent Technologies shares surged nearly 19% in their Hong Kong debut after the Chinese fibre-optic communications equipment maker raised HK$5.67 billion through its IPO. The…

IPO & Listings

India’s Oil Buyers May Cut Russia Cargoes As US Risk Rises

Indian refiners, currently eyeing deliveries for the month of November, could cut back purchases of crude shipments from Russia after a sweeping US sanctions bill was signed into…

Monday, 21 September 2026

Asian Games Medal Tally: China On Top, Japan Second; India Sits 12th

Asian Games 2026 medal tally as of September 21: China leads the standings, followed by Japan and South Korea, while India sits 12th with six medals.

China+1 To Lower US Risk: Four Key Catalysts Driving Small-Cap Pharma's 341% Surge

The CDMO/CRDMO outsourcing pipeline, rupee weakness supporting export realisations, continued demand for oncology, peptides and injectables, and upcoming patent expiries could…

India vs Japan T20I: Rain Threat Looms Over Historic Clash In Sano

India's preparations for their first-ever T20I against Japan took a hit after rain forced the cancellation of Monday's practice session.

Global Market: China tightens scrutiny of humanoid robot IPOs amid valuation concerns

China is slowing humanoid-robot IPO plans as regulators scrutinise soaring valuations and government-linked revenue, pushing companies to demonstrate sustainable commercial demand…

IPO & Listings

‘India has to de-risk from both China and the US’: Sanjaya Baru on the country’s external dependencies

Sanjaya Baru said that while many analysts have suggested a “de-Americanisation” of Indian foreign policy, it can’t quite be attained since the US is an important market for…

Surprise surge in Indian electronic exports to China, shipments rise nearly 40%: Report

The shift coincides with efforts by New Delhi and Beijing to mend diplomatic ties after reaching multi-decade lows, alongside shifting US tariff strategies that offer both Asian…

Sunday, 20 September 2026