Defending Prime Minister Narendra Modi’s appeal to conserve foreign exchange, Union Finance Minister Nirmala Sitharaman said the Indian economy is resilient but the West Asia crisis is exerting pressure on its foreign exchange outgo due to high crude oil, fertiliser and gold prices amid the ongoing conflict.
India’s economic messaging has undergone a subtle but unmistakable shift over the past week.
The Centre has sharply raised import duty on gold, silver and platinum as geopolitical tensions and rising import costs put pressure on India’s external account.
New leadership at India’s policy think tank blends economic depth and scientific expertise, with key appointments highlighting Bengal’s continued influence in national governance and institution-building.
Morgan Stanley sees Indian equities entering a recovery phase with improving earnings and low valuations, projecting a sharp upside for Sensex over the next two years.
"I want to tell the Chief Minister that this issue is not about whose business grew, but about how that growth took place. It is necessary to understand how only one industrialist is growing. It is necessary for the people to understand this growth," Raj Thackeray said.
In a credit alert, the rating agency noted that even if the situation in Venezuela escalates and disrupts crude oil production, the impact on global oil prices is expected to be muted, as Venezuela accounts for only about 1.5 per cent of global crude oil supply.
India’s aviation boom has become a shorthand for its economic momentum. Passenger numbers are rising sharply, airports are expanding, and domestic airlines have placed some of the largest aircraft orders globally.
The global investment bank expects private consumption to strengthen further in FY27.
The Reserve Bank of India (RBI) said that India’s economy and financial system remain resilient despite heightened global uncertainties, elevated asset valuations and rising geopolitical risks, according to the Financial Stability Report (FSR), December 2025.
