Indian banks' gross non-performing assets are projected to hold at 2.0, 2.2 per cent by March 2027, according to Crisil Ratings, barely above the estimated historic low of 2.0 per cent forecast for March 2026. The forecast signals a sector-wide asset quality floor holding firm across a two-year horizon, even as external stress factors build. The primary stabilizer is corporate balance sheet strength, which Crisil identifies as the dominant buffer against credit deterioration at the system level. The MSME segment, however, faces a distinct risk vector: the ongoing West Asia conflict is generating enough sectoral pressure to keep that cohort on watch. The practical read for credit markets is that headline NPA ratios are unlikely to surprise to the upside, but granular exposure to trade-linked or remittance-dependent small businesses warrants closer monitoring. Investors and lenders tracking provisioning cycles or sector-specific capital allocation should note the bifurcation between resilient large corporates and a more vulnerable MSME base.
Indian startups raised $5.2 billion across 501 deals in H1 2026, down 9% in value but up 7% in deal count year-on-year, per the Inc42 Indian Tech Startup Funding Report. The drop is driven by fewer mega-rounds, while AI funding surged 317% and growth-stage deal activity hit a multi-year high.
The BSE Sensex fell 893 points and the Nifty 50 shed 279 points on June 30, 2026, wiping out roughly Rs 6 lakh crore in investor wealth in a single session. Both indices dropped 1.16%, closing at 76,200.68 and 23,824.10 respectively.
Kotak Mahindra Bank shares fell nearly 3% to Rs 397.6 after CEO Ashok Vaswani announced plans to exit the bank. Investor concern now centres on succession timing and whether the bank's ongoing digital and deposit-growth strategy will stay on track.
South Korea's Kospi dropped 3% at Monday's open while Japan's Nikkei fell 1%, as escalating US-Iran conflict triggered a broad risk-off move across Asian markets. South Korea's heavy reliance on Middle East oil imports makes it especially vulnerable to geopolitical shocks of this kind.
