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India achieved a current account surplus of $7.1 billion in Q4 FY26, though it was lower than the previous year. Despite a widening merchandise trade deficit, strong growth in services exports, particularly computer and business services, helped maintain the surplus for the quarter. For the full fiscal year, the deficit remained stable.

India's economy achieved a strong 7.7% growth in FY26. This expansion highlights the nation's inherent economic strength. Prime Minister Narendra Modi attributed this success to effective reforms and the diligent efforts of 140 crore Indians. The government remains committed to improving ease of living and doing business. This growth creates new opportunities for the country's youth.

Analysts from Jefferies, Haitong, Goldman Sachs, Elara Capital, and Morgan Stanley provided insights on Adani Energy Solutions, Minda Corp, Shyam Metalics, Titan, and Wipro. Key takeaways include robust transmission outlook, accelerating growth in auto ancillaries, strong volume growth in metals, ambitious revenue targets for Titan, and a clouded near-term outlook for Wipro.

Uttar Pradesh's economy is booming, with its GSDP soaring to Rs. 30.25 lakh crore and tax revenue more than doubling. Once labeled 'BIMARU', the state's economic share in India has grown. Investments, enterprise, improved governance, and public finance are driving this remarkable transformation, with exports reaching Rs. 1.86 lakh crore.

Provisional data from the Controller General of Accounts indicates the Centre met its 4.4% of GDP fiscal deficit target for 2025-26, an improvement from the previous year's 4.8%. Government revenue reached 98.8% of revised estimates, while total expenditure also stood at 98.8% of the revised target for the financial year.

Uttar Pradesh is now India's third-largest economy, contributing 9.1% to national GDP. Its Gross State Domestic Product is projected to reach Rs 30.25 lakh crore in FY2024-25, a significant 13.4% increase. With a 10.8% CAGR and strong export readiness, the state showcases robust and sustained economic expansion across its diverse sectors.

Sebi has banned Rajesh Mehta, CMD of Rajesh Exports, from dealing in the company's shares pending further orders. The regulator's investigation revealed significant manipulation of accounts, particularly overseas subsidiary revenues, inflating them by an "egregious" 97%-99%. The company also failed to reflect a Rs 1,035 crore investment in African gold mines.

Analysts are bullish on Reliance Industries, citing strong refining and petchem performance, with new energy businesses a future catalyst. Lenskart receives an outperform rating, poised for growth in India's eyewear market. BEML's order book offers visibility despite recent EBITDA pressure. ITC faces a significant tax hike on cigarettes, impacting near-term earnings and market share.

Sebi has banned Rajesh Exports chief Rajesh Mehta for allegedly inflating company revenues over several years. The regulator's investigation found significant discrepancies, particularly with its Swiss subsidiary Valcambi SA. Mehta claims a communication gap with Sebi, stating revenues are correct and the business is low-margin.

Foreign investors are increasingly favoring India's debt market, with FPI debt inflows comprising a significant portion of overall foreign capital. This trend is boosted by global bond index inclusion and easier access routes. With attractive real yields and a stable currency outlook, India is poised for more debt investments, crucial for managing the current account deficit and supporting the rupee.

Pakistan's foreign exchange reserves are nearing the $18 billion target, yet a widening trade deficit and upcoming debt payments raise economic stability concerns. Analysts warn the reserve build-up masks deeper vulnerabilities, with the rupee facing depreciation pressure. A soaring trade gap and potential decline in remittances could challenge the nation's financial outlook.

Analysts are bullish on Titan, projecting strong jewellery revenue growth and market share gains. Bharti Airtel's mobile money arm, Airtel Money, is set for a significant IPO. Adani Ports shows robust cargo volume growth, exceeding expectations. Maruti Suzuki is poised to benefit from first-time buyer segment revival and market share expansion.

India's economy surged by 7.8% in the Jan-March quarter, driven by strong investment, consistent farm output, and expansion in construction and tertiary sectors. This robust demand offset potential negative impacts from West Asian conflicts. The government remains committed to driving economic momentum through decisive policy measures.

At constant prices, real GDP for the January-March quarter is estimated to have been at Rs 87.77 lakh crore, compared with Rs 81.40 lakh crore in the corresponding period of the previous fiscal year. Nominal GDP during the quarter is estimated at Rs 94.65 lakh crore, reflecting growth of 9.1%.

Fitch Ratings has lowered India's FY27 GDP forecast to 6.4% due to rising costs from Middle East conflict impacting consumer spending. While domestic demand remains a driver, higher prices are expected to reduce purchasing power, with the most visible impact in Q2 and Q3 of FY27.

The RBI maintained the repo rate at 5.25% amidst economic slowdown fears and rising inflation risks from the West Asia conflict. Governor Sanjay Malhotra signaled concern over generalized inflation, cutting the FY27 growth forecast to 6.6% and raising inflation projections to 5.1%.

The Reserve Bank of India's recent monetary policy measures aim to bolster the rupee by attracting significant capital inflows, estimated between $40-75 billion. Despite rising inflation and revised growth forecasts, the Monetary Policy Committee is expected to maintain the repo rate at 5.25% with a neutral stance in August, prioritizing stability and external sector defense.