Market & Investments
The Indian market showcased robust performance with the Nifty and Sensex experiencing significant gains, fueled by power and banking stocks. Real estate
saw a surge in Private Equity (PE) investments, reaching $6.7 billion. Sawai Capital announced plans to deploy Rs 500 crore in the fourth quarter. Foreign Exchange Reserves also saw an increase, reaching USD 696.61 billion, which is a positive indicator of economic strength. Simultaneously, the Rupee's value against the USD experienced a decline, settling at 90.20.
Sectoral Growth
Several sectors observed notable growth. Suzuki India reported a 26% increase in sales during December. Force Motors also witnessed a substantial rise in sales, with a 49% increase in December 2025. Bank credit to the industry increased by 9.6% in November, according to RBI data, indicating increased economic activity. JNPA container traffic increased by 12.64% in 2025. UCO Bank reported a 13% business growth in Q3, reaching Rs 5.54 lakh crore. Marico expects high revenue growth in Q3 as well.
Government Initiatives
Government policies and approvals played a vital role in several developments. The AP government approved a Port & Shipbuilding Cluster in Tirupati. The extension of the Textile PLI Scheme deadline to March 31 was announced. Furthermore, ECMS approvals boosted India's electronics manufacturing sector. The government also approved a Rs 7,295 crore export package for credit access. The Corporate Affairs Ministry ordered a probe into Shree Cement. Additionally, a Palghar skilling program was initiated for tribal youth.
Energy & Infrastructure
The energy and infrastructure sectors saw significant developments. NTPC is eyeing a stake in US nuclear tech firm CCTE. Powergrid secured a battery storage project in Andhra Pradesh. NHPC plans to raise ₹2,000 crore via bonds. KPI Green Energy is set to implement a 92-MW hybrid power project in Gujarat. Adani Green Energy incorporated AE5L. Adani Total Gas and Torrent Gas both reduced CNG and PNG prices. Crude oil futures fell on oversupply concerns, whereas aluminium, zinc, and guar gum futures experienced price increases, with the latter fueled by increased demand. Copper futures also saw a rise.
Market Movements
Several market fluctuations were observed. Gold prices in Delhi markets saw a surge of Rs 1,100. Tobacco stocks experienced a drop following an excise duty hike. Cottonseed oil cake, coriander, and guar seed futures saw varying price movements. The rise in zinc and aluminium futures was influenced by fresh bets. Hindustan Zinc's Q3 production rose, while silver production decreased. Adani Enterprises announced an NCD issue with a yield of up to 8.90%.
Corporate & Banking
There were changes in the corporate and banking sectors. Eight firms received Sebi's nod for IPOs, including RKCPL and Chartered Speed. DSM Fresh Foods acquired a stake in Avyom Foodtech. Karthikeyan Manickam was appointed the new ESAF Bank Chairman. PNB Global Business witnessed a 9.57% increase in Q3. LIC initiated a revival campaign to reactivate lapsed policies. The CIC upheld the denial of limestone export data.
Other Highlights
Additional developments include the launch of a new Star Air flight from Ahmedabad to Diu, and a focus on India becoming a top chip producer by 2035, with four firms starting in 2026. Delhi-NCR and Mumbai office supply experienced a drop, according to Colliers. The gig economy is discussing a proposal for a 90-day threshold for worker social security. Sebi has introduced an AI tool to analyze cyber safety. Furthermore, there was discussion on acquiring and recycling critical minerals.
