1 May 2026
Election Week Collides With Market Week: What the Rupee Is Already Telling You
Exit polls favoured BJP. Sensex fell anyway. With May 4 counting near, here's what each election outcome means for the rupee, FPI flows, and inflation.
Markets, companies, startups, and economic policy affecting India.
Exit polls favoured BJP. Sensex fell anyway. With May 4 counting near, here's what each election outcome means for the rupee, FPI flows, and inflation.
A month into the Hormuz blockade, panic ended and adaptation began. What India's energy economy actually learned — and what stayed broken.
India's top 5 IT firms cut 7,389 jobs in FY26, reversing FY25's 12,718 additions. AI didn't take the jobs — it quietly killed the hiring pipeline.
OMCs lose ₹100/litre on diesel. Kotak warns of ₹25-28/litre fuel price hike after elections. Govt calls it 'mischievous.' The math doesn't care.
Sensex crashed 1,609 points in 48 hours. Iran seized ships in Hormuz, oil surged past $103, and FPIs dumped $19 billion in 2026. The relief rally is dead.
US slaps 22-123% antidumping duties on Indian solar panels, stacking on 126% CVD. Combined duties could top 250%, shutting India out of the US market.
Hybrids outsold EVs nearly 3:1 in India in FY2026 with just 8 models. Japanese carmakers are winning the world's third-largest auto market.
US let both Iranian and Russian oil waivers expire in one week. India lost its two cheapest crude sources. Bessent says buy American. Refineries can't.
25 dead in Virudhunagar firecracker factory blast — a licensed unit running illegally on Sunday. Since 2022, 134 killed in this one district alone.
Gold hit ₹1.54 lakh per 10 grams on Akshaya Tritiya 2026. India's gold sales at record prices still crossed ₹20,000 crore. Demand was muted.