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.
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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.
FY26 Bond Wrap: Why India’s 10Y yield refuses to ease
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.
FY26 Market Wrap: Sensex falls 7.1% amid FPI exodus, metals shine bright
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.
RBI likely to hold rates amid Iran war shock: BoB Report
The RBI is expected to hold the policy repo rate unchanged at 5.25% and keep the stance as neutral.
Delhi-NCR, Bengaluru lead as real estate inflows rise 25% to $1.6 Bn
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.
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.
Rupee Under Strain: Time for clear, unambiguous policy support
Despite strong macro fundamentals and ample forex reserves, rising volatility and structural pressures call for calibrated RBI intervention to stabilise the rupee.
India office leasing climbs to 18.3 msf; vacancy falls, rentals rise: Colliers
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.
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.
