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.
Business
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.
India emerges strategic winner in US Trade Pact with $90-Bn surplus potential
As per SBI’s preliminary estimates, Indian exporters may increase their exports of top 15 items to US by ~$97 billion in a year.
STT hike, SEBI curbs put spotlight on diversification in broking industry
Crisil Ratings’ analysis of 25 players engaged in the broking business shows that entities with diversified revenue streams have typically navigated market fluctuations adeptly.
India-US Trade Deal Restores Export Competitiveness, Yet China Risk Clouds Outlook
Increased imports from China, due to higher US tariffs, and global market competitiveness may suppress realisations in segments, namely chemicals and petrochemicals, limiting benefits.
Affordable housing financiers’ AUM to grow steady 20–21% over FY26–27: Crisil Ratings
While growth in home loans is also anticipated to be steady at ~18-20%, the loan against property (LAP) segment should see some moderation in growth.
