'ICRA has come up with a presentation that addresses the trends in domestic credit environment.

Domestic drivers are expected to support growth, even as external outlook remains uncertain. The outlook for rural demand appears upbeat in the near term, given robust kharif output and healthy trends in rabi sowing. After the frontloading seen in H1 FY2026, the GoI’s capex is implicitly set to contract in H2 which may weigh upon growth in H2. Moreover, the ongoing US tariff-related uncertainty is likely to delay private capex plans.

The imposition of steep US tariffs has adverse implications for India’s merchandise exports in the near term, especially across some labour-intensive sectors. Nevertheless, the growth in services exports of some segments is likely to remain healthy. The combination of the GST rate rejig, sizeable income-tax relief, 125 bps policy rate cuts leading to lower borrowing costs and a moderation in food inflation is expected to augur well for urban consum...

• 

  (10-Mar-2026)

  India's soda ash demand is poised for 6% CAGR growth from FY25-30

  India's soda ash demand is poised for 6% CAGR growth from FY25-30, outpacing GDP, driven by robust expansion in soaps & detergents, glass, pulp & paper, and textiles—sectors growing ahead of the economy.
• 

  (09-Mar-2026)

  Every 10% rise in oil prices likely results in a 40-basis point increase in global headline inflation

  The global benchmark Brent Crude oil prices have zoomed near four-year high
• 

  (07-Mar-2026)

  Urban consumption is igniting dairy demand amid India's expanding middle class

  The domestic healthy food market booms at 4.5% CAGR, reaching 120.3 billion USD by 2035, fueled by a food revolution and rising access to fresh products.
• 

  (07-Mar-2026)

  Seamless Pipe demand rising due to varying preferences in multiple sectors

  Seamless, ERW, coated pipes, premium connections, and fittings fuel demand in agriculture, auto, chemicals, oil & gas, power and infrastructure amid growth in energy and industry.