‘Dhurandhar’ Crafted the Narrative; ‘Revenge’ Cemented It
Dhurandhar 2 not only shattered box office records but also revitalized a stagnating Bollywood—one that many believed had fallen under the grip of an insular “Khan-Johar” nexus.
Dhurandhar 2 not only shattered box office records but also revitalized a stagnating Bollywood—one that many believed had fallen under the grip of an insular “Khan-Johar” nexus.
After a soft start, India’s 10Y yield turned sticky in H2FY26 amid rising supply concerns and global geopolitical tensions. Oil shocks and volatile capital flows have added to upside risks, keeping yields elevated.
The Sensex declined by around 7%, led largely by decline in real estate, IT and FMCG stocks. However, this trend can reverse soon as on a fundamental level, these sectors remain robust.
The RBI is expected to hold the policy repo rate unchanged at 5.25% and keep the stance as neutral.
While the BSE Sensex fell over 1,500 points, the Nifty 50 declined by 475 points to trade near 22,200 levels.
At the city level, Delhi NCR drove over one-fourth of the total quarterly investments, attracting USD 0.4 billion, followed by Bengaluru with inflows of USD 0.3 billion.
While the credit ratio remains above the 10-year average of 1.55, the moderation suggests early signs of stress amid a more challenging environment.
Despite strong macro fundamentals and ample forex reserves, rising volatility and structural pressures call for calibrated RBI intervention to stabilise the rupee.
India’s office demand continues to display strong resilience, with 18.3 million sq ft of Grade A space uptake recorded across the top seven markets in Q1 2026, reflecting a 15% YoY growth.
ICRA expects the operating profitability for construction companies to stay in the range of 10.3-10.8% in 2025-26, and 10.1-10.6% in 2026-27.