Why the Iran War is Hitting Indian Stocks Harder Than Other Markets

Record foreign outflows and surging energy costs are battering India's economy and the rupee. While geopolitical tensions drive crude prices higher, some sectors show resilience amid the volatility.

Bloomberg Markets and Finance • May 8, 2026

India's Modi tightens political grip with historic state victory — but can it usher in reforms and draw investors?

Indian Prime Minister Narendra Modi's political party won its first-ever state elections in West Bengal. Modi's popularity was seen to be waning when, two years ago, his party failed to secure a majority in the national polls.

CNBC • May 5, 2026

India's markets regulator sets up task force to tackle AI-driven cyber threats

India's markets regulator on Tuesday issued an advisory ​on emerging AI-driven vulnerability ‌detection tools, warning that their use could introduce new cybersecurity ​risks for regulated entities.

Reuters • May 5, 2026

Intense heat drives India's power output to two-year high

India's electricity generation ​in April rose to 167.61 billion kilowatt‑hours, the highest since May 2024, and is ‌set to increase further as intense heat leads to record peaks in demand, a Reuters analysis of daily government data showed.

Reuters • May 4, 2026

Indian States Begin Counting Votes in Key Elections

Vote counting is underway following polls across key regions in India. West Bengal is emerging as the main battleground and the outcome will test Prime Minister Modi's ability to expand beyond the core BJP base.

Bloomberg Markets and Finance • May 4, 2026

India to see above-average number of heatwave days in May as energy demand surges

Many Indian states are likely to witness an above-average number ​of heatwave days in May, the weather ‌office said on Friday, as India continues to experience higher-than-average temperatures that are pushing energy demand to ​a record high.

Reuters • May 1, 2026

India boosts coal and gas output as power demand hits record peak in heatwave

India ramped up coal and gas-fired power ​generation last week as peak demand ‌hit a record 256.1 gigawatts (GW) over the weekend amid a heatwave, official data showed.

Reuters • Apr 27, 2026

Is India Well-Positioned Despite a Cautious Market? ETFs to Consider

India's resilient growth outlook and easing conflict fears are lifting sentiment, while a nuclear energy push strengthens the case for India ETFs.

Zacks Investment Research • Apr 16, 2026

Spotlight on Indian ETFs as RBI Holds Rates Amid Middle East Crisis

INDA and peers gain traction as RBI holds rates amid Middle East tensions, with resilient Indian equities drawing investor attention to diversified exposure.

Zacks Investment Research • Apr 8, 2026

Reliance Industries to Fund $300B US Refinery: India ETFs in Focus

Reliance Industries is set to fund a $300B Texas refinery, a move that could boost India ETFs holding the conglomerate.

Zacks Investment Research • Mar 11, 2026