Monday, August 24
NEW DELHI: India will factor in the findings of its next nationwide household debt and investment survey into GDP estimates for the year ending March 2028, highlighting the role of household balance-sheet data in measuring investment in the economy, a government official said.The All-India Debt and Investment Survey (AIDIS), scheduled between July 2026 and June 2027, is a key input for estimating gross fixed capital formation, or GFCF - a core component of GDP that tracks spending on assets such as housing, land and durable goods."Data from AIDIS 2026-27 will be incorporated into the 2027-28 GDP estimates," the official said."We will examine how its findings can be incorporated into the new series to enhance relevance," the official added.The survey, which collects information on household
Foreign investors fled Indian equities in 2025 at a scale never seen before, pulling out a record Rs 1.6 lakh crore (USD 18 billion) as volatile currency movements, global trade tensions, especially potential US tariffs, and stretched valuations eroded risk appetite, though flows are expected to turn sustainably positive in 2026.Also, rising US bond yields, a stronger dollar and concerns over geopolitical uncertainties tilted global capital towards developed markets, away from emerging markets such as India.Despite the weak showing this year, market participants expect the trend to reverse in 2026."We expect FPIs to return sustainably in India as nominal growth and earnings pick up in CY26. Closure of the trade deal with the US should narrow tariff differentials, while Fed rate cuts will k
The combined market valuation of seven of the top-10 most valued firms declined by Rs 35,439.36 crore in a holiday-shortened last week, with State Bank of India taking the biggest hit, in line with a muted trend in equities.Last week, the BSE benchmark climbed 112.09 points or 0.13 per cent.From the top-10 pack, Reliance Industries, Tata Consultancy Services (TCS), ICICI Bank, SBI, Bajaj Finance, Larsen & Toubro and Life Insurance Corporation of India (LIC) faced erosion from their valuation, while HDFC Bank, Bharti Airtel and Infosys were the winners.The market valuation of State Bank of India tumbled Rs 12,692.1 crore to Rs 8,92,046.88 crore.Reliance Industries' valuation dropped by Rs 8,254.81 crore to Rs 21,09,712.48 crore.Bajaj Finance faced an erosion of Rs 5,102.43 crore to take
