Business news
121 stories · latest 07 Oct 2026 · clear filter
US inflation is running more than one percentage point above the Fed's 2% goal, and the minutes keep a further increase on the table without naming a meeting. Market pricing, as reported, points to no change in October…
The repo rate feeds straight into floating-rate home, car and small-business loans linked to external benchmarks, so a change reprices a large part of bank and housing-finance loan books within a quarter, while deposit…
The forecast itself moves no company's revenue; it is a reading of where demand has been strongest. The Bank's emphasis on household spending points at consumer goods, autos and retail lenders, and the construction and…
Retail registrations show what actually left showrooms, as against the factory despatches the carmakers reported on October 1, so they bear on dealer stock at passenger-vehicle, two-wheeler and truck makers and on…
The advice describes a trade-off that runs through listed sectors. A weaker rupee raises the rupee value of dollar revenue at IT services and pharma exporters, and raises the landed cost of crude for refiners, airlines…
The channel is interest cost. With low leverage, most rated borrowers lose little coverage even in the 50 bp case, so the direct effect on corporate credit quality is small. Crisil singles out commercial real estate as…
Retail fuel prices have been held, so the oil shock is reaching companies through what they buy rather than at the pump. Plastics processors, packaging makers and consumer goods companies that use polypropylene and…
Farm incomes drive rural spending, the main demand channel for FMCG makers, two-wheeler and tractor manufacturers, and agrochemical and fertiliser companies. Kharif acreage held up close to last year, which cushions…
Growth above forecasts despite the oil shock supports loan demand for banks and order flows for capital goods and construction companies tied to investment, which grew nearly 12%. Slower private consumption and weak…
Monsoon rain still drives farm incomes and rural spending, so a forecast at the deficient threshold is a direct risk for rural-heavy FMCG companies, tractor and two-wheeler makers, and fertiliser and agrochemical…
The increases shrink daily losses at state-run fuel retailers IOC, BPCL and HPCL, which had been selling below cost, but pass the oil shock on to households and businesses. Diesel drives freight costs for FMCG, cement…
A weaker rupee raises the cost of crude, LNG, fertiliser, electronics and other imports, adding to inflation and squeezing companies that buy in dollars and sell at home, such as fuel retailers, airlines and…