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.
Business
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.
India largely insulated from Middle East conflict: Ind-Ra
Ind-Ra suggests that the effect of the conflict between Iran and US allies on the Indian economy largely depends on its duration.
US Supreme Court strikes down Trump tariffs
The executive has quickly invoked Section 122 of the 1974 Trade Act to impose new 10% global tariff on all imports to US for 150 days.
IBC recoveries under pressure as 76% cases breach statutory timeline
The insolvency system will continue to produce low realisation values because its fundamental structural problems remain unaddressed.
