Land acquisitions and office assets fuel record equity inflows, while domestic investors account for 92% of Q2 investments, reflecting strong confidence in India's property market.
PL Capital says easing crude prices, strong domestic demand and improving valuations support India's equity outlook, but warns that geopolitical tensions, uneven monsoon, El Niño and inflation could keep markets volatile.
The amended regulations require promoters to maintain IFMS in a separate bank account, invest the corpus in fixed deposits, and transfer the entire fund to the RWA at the time of handing over common areas.
Retail inflation rose to 4.4% in June 2026, driven by higher food and transport costs, while Bank of Baroda warned that El Niño, deficient monsoon rains and sticky core inflation could keep price pressures elevated through FY27.
Despite a modest 3.9% year-on-year decline in H1 2026 leasing, Global Capability Centres accounted for 41.7% of demand, while record net absorption and a five-year low vacancy underscore the resilience of India's office market.
In a significant interpretation of the RERA Act, the Authority held that possession alone does not discharge a developer's statutory obligations toward homebuyers.
Despite a brief dip in buyer sentiment during regional geopolitical tensions, Dubai's residential market recorded AED 225.7 billion in transactions in H1 2026, supported by strong investor confidence.
Equity schemes rebounded after May's slowdown, gold ETFs saw robust inflows, while debt funds witnessed quarter-end outflows driven by institutional liquidity requirements.
Residential sales remained near a decade-high at 1.71 lakh units in H1 2026, while premium homes priced above ₹1 crore accounted for 54% of total sales, highlighting the market's resilience despite a broader phase of consolidation.
While overall residential demand dipped 1.2% in Q2 2026, infrastructure-led markets such as Kolkata, Noida, Greater Noida and Pune recorded stronger buyer interest.
