Deep Dive: Beyond The Headlines

An uneven monsoon and the threat of El Niño are once again forcing investors to reassess the outlook for inflation, interest rates, corporate earnings and rural demand. This BS Deep Dive examines how weather could shape sectors, markets and the broader economy in the months ahead.

Explore state budget announcements, financial allocations, and policy updates that impact economic growth, public welfare, and infrastructure development.

The first half of 2026 tested investors with geopolitical tensions, volatile commodity prices, shifting interest-rate expectations and a busy primary market. As attention turns to the rest of the year, this BS Deep Dive examines the outlook for equities, IPOs, commodities, sectors and the key risks that could shape markets in H2.

An uneven start to the southwest monsoon has renewed concerns over rainfall distribution in an El Niño year. The stakes extend far beyond agriculture. The quality and distribution of the rains could determine food inflation, rural demand, consumer spending and the broader economic outlook. This BS Deep Dive examines where the biggest risks lie and what they could mean for households, businesses and policymakers.

India Inc is set to kick off the Q1FY27 earnings season amid mixed sectoral trends and persistent global uncertainty. While banks and domestic-facing sectors are expected to remain resilient, IT exporters, commodity producers and other cyclical businesses face a more challenging quarter. This BS Deep Dive examines what investors should expect from the companies and sectors that will set the tone for the earnings season.