Infra investments set to surge 45–50% through next fiscal: Crisil
Investments across renewables, roads, real estate and emerging sectors are projected to reach ₹23–24 lakh crore over the current and next fiscals.
Business
Middle East ceasefire may cool chemical price rally, but supply risks linger: Ind-Ra
A temporary ceasefire may cool the recent surge in chemical prices, but supply disruptions continue to keep costs elevated.
Specialised Senior Care Emerges As India’s Next Big Growth Frontier
Assuming 3% penetration over the next 10 years and spend of ~Rs 40,000 per senior per month by 2036, the specialised senior care market could be ~USD 35 billion per annum.
West Asia conflict to weigh on India’s macro fundamentals
Escalating tensions in West Asia are pushing up energy costs and widening macro risks for India. From slower growth to higher inflation, the spillover effects could shape FY27 outlook.
Global Headwinds Rise: Can India Inc hold its credit strength?
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.
Construction sector to recover in FY27 with 6–8% growth: ICRA
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.
Middle East conflict sparks cost shock for India Inc
The Middle East conflict can trigger a wide spectrum of impact on Indian corporates, ranging from logistics logjams and fuel shortages to inflationary pressures and capital reallocation.
Iran disruption raises credit risks for APAC ports and airports: Fitch
APAC, especially Indian airports, could face near-term traffic volatility if disruption to West Asian airspace persists.
Iran conflict raises new credit risks for emerging market sovereigns: Fitch Ratings
Higher energy prices could put upward pressure on inflation, affecting monetary policy decisions globally.
Stronger Central, State capex to drive construction sector revival in FY27
The EPC sector’s revenue growth is closely linked to movements in nominal gross fixed capital formation, which Ind-Ra expects to grow 13.1% yoy compared to 8.3% yoy in FY26.
