India's wind sector is expanding quickly, with a 43-GW project pipeline and a goal of 100 GW by 2030. Manufacturing capacity has doubled to 24 GW annually, prioritizing domestic value addition and exports. The government aims to surpass Germany's 77 GW by 2030 and create an industrial ecosystem that generates jobs, increases exports, and decreases reliance on fossil fuels.
India's auto industry is experiencing remarkable progress thanks to government initiatives like the PLI scheme, which has brought in Rs 45,477 crore in investments and generated 67,000 jobs. The focus is now on expanding, promoting local manufacturing, and fostering innovation to make India a leading global destination for advanced and eco-friendly mobility solutions.
Maharashtra Chief Minister Devendra Fadnavis flagged off the first journey of a new daily rail connection between Mumbai and South Konkan, attended by Union Ministers Piyush Goyal and Ashwini Vaishnaw. The service is expected to benefit traders and tourists and ease pressure on other trains to Konkan.
The Karnataka government’s investment push got a boost this week as the High-Level Clearance Committee, led by CM DK Shivakumar, cleared nine new projects and eight additional investment proposals totalling Rs 29,679 crore. The package is expected to generate about 66,360 jobs across Karnataka, underscoring the focus on turning investment into manufacturing momentum and employment opportunities.
Jefferies has identified four small and mid-cap healthcare stocks with strong earnings potential: Emcure Pharma, Fortis Healthcare, Dr Agarwal’s Healthcare, and Gland Pharma. These stocks are expected to deliver 16-23% EBITDA growth in FY27, with potential catalysts such as earnings upgrades and export growth.
Goa is set to explore a larger role for its waterways in public transport, with a proposed 111-km inland water network across nine routes moving ahead.The latest development comes after Kochi Metro Rail Limited (KMRL) completed the feasibility study and began preparing the Detailed Project Report (DPR) for the project
The Bengaluru suburban rail network, a joint venture between the Karnataka government and Ministry of Railways, has signed an MoU with ICF for the production of 51 coaches. This project aims to improve connectivity between the city and its outskirts, providing an alternative to road travel. ICF will handle the design, testing, and commissioning, while four corridors are planned to ease travel.
India's space journey started in 1962 and has evolved into a comprehensive program covering various aspects such as rockets, satellites, navigation, remote sensing, and more. A recent report notes India's efficient engineering and predicts further advancements in human spaceflight, deep exploration, heavy-lift launches, and private sector involvement.
SWR announces special express train services between Hubballi and Chikkamagaluru to meet festive season demand and strengthen rail connectivity between North Karnataka and the Malnad region. The special train will operate on Saturdays and Sundays from September 5 to October 31, providing more travel options and reducing passenger rush.
SCR extends weekly special trains on the Hyderabad-Mangaluru route till November to handle extra rush. Passengers can now avail another weekly travel option during peak demand. The special trains will cover important stations in Telangana, Karnataka, Tamil Nadu, and Kerala. SCR has also revised timings for Mangaluru-Hyderabad Express. The service is now scheduled to reach Hyderabad at 4 am.
Daryl Pereira of Google Cloud stresses the significance of a well-designed harness in defending against cyberattacks, rather than relying solely on advanced AI models. He highlights the need for strong governance, trust, and specialized models. While India has a strong digital foundation, it must address the shortage of AI security talent.
India's PC market is growing, with a 12.1% year-on-year increase in shipments in Q2 2026. The consumer segment grew 6.6%, while commercial shipments grew 16.6%, and AI-capable PCs jumped 109.9%. Premium PC sales also rose, with a 78.7% increase in notebooks priced above $1,000. AI is increasingly becoming a part of the upgrade proposition.
The adoption of AI in India's IT services industry could result in a reshuffle of the hierarchy, with mid-tier companies like Persistent Systems, Coforge, and Mphasis potentially gaining an advantage. However, experts warn that smaller firms may struggle to survive as AI takes over more tasks. This shift could lead to 20-25% of players being unable to adapt.
Finance Minister Nirmala Sitharaman met with IMF Managing Director Kristalina Georgieva and World Bank President Ajay Banga at the G20 meeting in Asheville. They discussed India's growth, global economic outlook, and development priorities. Georgieva praised India's strong economic performance and noted the need to accurately reflect India's structural transformation in assessments.
India needs to review its green-finance frameworks to include nuclear energy and enable access to green capital for its ambitious goal of reaching 100 GW of nuclear power capacity by 2047. This will require an estimated investment of $228 billion and the development of a specialised nuclear workforce.
Chennai Super Kings Cricket Ltd (CSKCL) experienced a decrease in revenue and profitability in FY26 due to a sharp decline in central rights income, caused by their poor performance in IPL 2025. However, the company remains hopeful for a strong comeback in the next season.
JCR upgrades India's sovereign ratings to 'A-' with Stable Outlook, citing strong economic growth, improved fiscal management, robust financial-sector fundamentals, and effective structural reforms. This is the first upgrade in over 35 years, reflecting a high level of certainty in honoring financial obligations.
The US is India's main source of LNG and LPG, but Gulf countries are regaining their position in the Indian market. In August, India imported more LNG from the US, but combined supplies from Qatar, Oman, and the UAE are catching up. While the US still dominates the LPG market, Gulf countries are showing a 44% increase in shipments, indicating renewed competition for India's market.
MoSPI secretary Saurabh Garg defends the latest GDP data, stating that the previous-quarter growth prints saw sharp revisions due to the use of PPI and double deflation method. He also refutes claims of nominal GDP growth being 2.6% in Q1FY27 and explains the reasons for revisions in past data. Going forward, revisions are expected to be lesser due to the availability of real-time data.
India's crude imports from Russia saw a significant decline in August due to lower Russian seaborne exports, stronger competition from Chinese refiners, and higher risks around Black Sea shipments. This resulted in a decrease in Russia's share in India's crude basket and led to a pivot towards alternative suppliers.
US Ambassador to India Sergio Gor advocates for a balanced and advantageous trade partnership between the two countries. He urges American companies to enter the Indian market and invites Indian auto component manufacturers to invest in the US. Both sides are striving for a trade agreement and have witnessed growth in investment and manufacturing collaborations in the automotive industry.
The Ministry of Civil Aviation is making it easier to get NOCs for building projects near airports by providing upfront information on permissible heights and decentralizing the process. These changes aim to increase transparency and predictability while ensuring aviation safety. The government hopes this will boost investment, employment, and economic activity in the sector.
The Indian automotive industry is investing in research and development, engineering, and critical technologies to become a global manufacturing and technology hub. This shift will involve deeper localization and the ability to produce complex and technology-intensive products domestically.
FADA is focusing on dealer profitability amidst a growing auto market by establishing specialized retail zones and collaborating with OEMs and governments. The shift to electric vehicles will impact dealership economics. Dealer sentiment is optimistic, especially in rural regions. FADA aims to improve rule implementation and tackle issues like skilled labor and dealership consolidation.
Air India Express pilots are seeking a minimum flying allowance of 70 hours and a higher guaranteed flying-hours component under the airline's revised pay structure. The carrier has raised pilot salaries by 10-15% on average, but pilots are seeking to match IndiGo's structure. The airline is facing operational limitations and concerns have been raised about the loss of experienced pilots.
Assam is set to improve connectivity with a new road and rail link under the Brahmaputra River. The project, estimated at Rs 11,982 crore, will include an underwater tunnel, road and railway infrastructure. It will reduce travel time, improve access to key destinations, and integrate with existing networks. The corridor will also enhance access to economic, logistics, and tourism centers.
The two-wheeler market saw continued growth in August, with major manufacturers reporting higher domestic sales. Hero MotoCorp, Honda 2Wheelers, TVS Motor, Bajaj Auto, and Suzuki Motorcycle India all saw an increase in sales. TVS also saw a surge in electric two-wheeler sales, while Royal Enfield and Suzuki Motorcycle India reported strong performance in the mid-size and premium segments.
The Indian automobile sector had a strong August, with rising electric vehicle adoption and strong demand. However, supply constraints and high commodity prices are concerns. Two brokerage houses have listed their preferred bets, but not all companies were able to fully capture the demand. Commercial and electric vehicles are driving growth, but sustainability is a concern.
India is determined to turn its 16 defence Public Sector Undertakings (DPSUs) into major players in global defence manufacturing, prioritizing exports, technology leadership, and high-quality standards. The Defence Minister emphasizes the importance of this for national security, not just economic growth.
A new semi-high-speed Vande Bharat Express will connect Gujarat and Rajasthan, providing a faster travel option for passengers. The train will cover 690 km in 7.5 hours with nine stops along the route. It will operate six days a week. The existing Udaipur City-Asarva Vande Bharat Express will be discontinued, giving passengers a longer direct connection between the two states.
The Odisha Coastal Highway connecting Rameshwar and Paradeep is expected to reduce travel time by 2.5 hours and improve connectivity between the state's coastal districts. The project, with a total cost of Rs 8,300.79 crore, will include a four-lane access-controlled highway and a two-lane highway with paved shoulders.
Two new reserved special superfast trains will run from New Delhi and Anand Vihar Terminal to Kanpur Central, stopping at key destinations like Aligarh and Etawah. This will improve railway connectivity and cater to high demand on the busy Delhi-Kanpur route. Passengers will now have more options for travel and better access to these cities.
The Indian stock market saw a sharp decline in the first day of September, with the Sensex and Nifty falling more than 800 and 250 points respectively. The major reasons for this selloff were the sudden jump in crude oil prices, escalating US-Iran conflict, and rising US bond yields.
India's Semicon 2.0 programme has a bigger budget and wider scope than its predecessor, with a focus on developing the semiconductor ecosystem. The government is supporting various aspects of chip manufacturing, including incentives for fabrication, packaging, and display projects.
Coal India's subsidiary, Mahanadi Coalfields, plans to go public with an IPO that will see Coal India sell 10% of its stake. The IPO will be listed on both NSE and BSE, managed by SBI Capital Markets, BOB Capital Markets, and other key players. This is not the first Coal India subsidiary to go public.
JioHotstar, the streaming platform of JioStar, has launched in the UK, Canada, and Singapore, offering over 160,000 hours of content in 12 Asian languages. The expansion is aimed at the South Asian diaspora and international audience interested in Indian stories and culture. The platform also offers interactive features and a new pricing strategy for quarterly and annual subscriptions.
Oil prices are on the rise due to escalating tensions between the US and Iran, as well as a new oil deal between the US and Venezuela. President Trump claims this will lower gas prices, but experts disagree. Military strikes on Iran have caused disruptions in oil shipments, leading to a spike in Brent futures. Despite this, national gas prices remain high and the US-Iran continue attacks.
A key section of the railway network between Telangana and Karnataka is set for expansion. South Central Railway has invited bids for an EPC contract worth ₹1,122.78 cr for quadrupling the track between Sulehali West and Kurugunta (KQT) stations. The Sulehali West-Kurugunta work is part of the larger Secunderabad -Wadi third and fourth line project.
National Highways and Infrastructure Development Corporation Limited (NHIDCL) has invited bids for a Rs 2,765 crore contract to construct twin-tube tunnels and approach roads along the Chenani–Sudhmahadev–Goha section of NH-244.The project is expected to make travel through the hilly stretch smoother and provide a more reliable road connection between key areas along the NH-244 corridor.
The Maharashtra Cabinet Infrastructure Committee has approved the ₹17,724 cr Metro Line 13 project. The 25 km corridor will run through Thane and Palghar, with 21.78 km elevated and 3.25 km underground, and will feature 16 stations. The new corridor will provide a direct mass-transit link between the two rapidly growing parts of the Mumbai Metropolitan Region (MMR).
Western Railway has revised its suburban train timetable from September 1, bringing changes to local train services across the Western Line. The new timetable includes changes to train timings, routes and terminals, along with adjustments to existing services. The revised schedule also includes additional AC local services on the Western Line.
SBI Funds Management is drawing bullish views from three brokerages, with price targets implying up to 28% upside. Analysts point to SBI’s vast distribution network, improving fund performance, strong SIP flows and growing SIF, PMS and AIF businesses as key growth drivers.
Prime Minister Narendra Modi met Russian President Vladimir Putin on the sidelines of the Shanghai Cooperation Organisation (SCO) Summit in Bishkek on Monday, with the two leaders discussing India-Russia ties, trade, defence and other areas of cooperation.
India is still trying to keep its Chabahar Port project in Iran alive, Foreign Secretary Vikram Misri said on Monday. But with the US-Iran war continuing for months, an American sanctions waiver no longer in place and trade tensions with Washington still hanging over the relationship, New Delhi is finding it harder to balance its interests in West Asia.
Antibody-drug conjugates (ADCs) are gaining importance in the global drug development pipeline, drawing Indian CDMO companies to specialize in this high-value segment. Piramal Pharma, Anthem Biosciences, and Cohance Lifesciences are among the Indian companies with ADC capabilities, programs, and investments.
Mumbai’s metro network is set to expand towards Bhiwandi, Kalyan and Ulhasnagar after the Centre approved the revised Metro Line 5 and its Line 5A extension. Metro Line 5A will add 11.83 km to the network at an estimated cost of Rs 4,063 crore. The first phase of Metro Line 5, connecting Thane and Bhiwandi, is currently under construction and is expected to open by December.
Mumbai’s proposed ring road network is set to expand beyond the city, with the Mumbai Metropolitan Region Development Authority (MMRDA) planning two new routes spanning around 307 km. The expansion will increase the planned network from seven to nine corridors, extending connectivity to Thane, Navi Mumbai and the northern suburbs.
Macquarie's report suggests that the new US policy could create opportunities for Indian power and grid equipment companies, particularly those with established export connections to the US. This move could benefit companies like Bharat Electronics, Siemens Energy India, GE Vernova T&D India, and Cummins India.
Motilal Oswal, a brokerage firm, has identified its preferred sectors and stocks in capital goods, defence, and electronics manufacturing services. The brokerage's top picks include Larsen & Toubro, Cummins India, GE Vernova T&D India, Kalpataru Projects International, Bharat Electronics, and Dixon Technologies. Transmission, data centres, and defence-led capital expenditure are expected
Rail connectivity between West Bengal and Jharkhand is set to improve with the doubling of the Adra–Sanka–Rukni section. The project includes new signalling, telecommunication, and electrical infrastructure, and a 2x25 kV overhead equipment system. A tender worth ₹147 crore has been floated, and the contractor will have 24 months to complete the work.