Infrastructure & Mobility
The Regional Rapid Transit System (RRTS) is poised to transform urban mobility, driving economic growth. India is also focusing on barrier-free tolling
and road safety, targeted for completion in 2026. This initiative aims to streamline transportation and improve safety standards. Additionally, TCI is expanding its cold chain warehouse in Gurugram, which showcases advancements in logistics infrastructure. KNR Constructions has decided to exit four road projects, indicating strategic adjustments in the infrastructure sector. The government is also looking at streamlining coal mine approvals.
Market & Commodities
Several commodity markets are experiencing significant activity. Guar seed futures are rising due to spot demand, while coriander futures are boosted by demand as well. Similarly, zinc futures are also up. The price of aluminium has reached a record high in the futures trade. Simultaneously, copper futures and silver futures have hit record highs, with silver crossing USD 75. Crude oil futures are experiencing an upward trend, and cotton seed oil futures are experiencing a decline. The rupee's value has fluctuated against the US dollar, initially falling to 89.86 and later to 89.94. This diverse array of trends highlights the complexities within the commodities markets.
Financial Sector Dynamics
The financial sector is undergoing several transformations. Small business credit has reached Rs 46 lakh crore, reflecting the growth of this crucial segment. India's forex reserves have increased to USD 693 billion, demonstrating financial stability. The government is aiming for Public Sector Bank (PSB) consolidation, planning to establish world-class banks by 2026. The stock markets experienced a downturn, with the Sensex falling by 367 points due to foreign fund outflows. The SWAMIH-2 Fund is supporting 1 lakh homes in stalled projects, offering relief to real estate developers. Stonepeak and CPPIB have made an open offer for Castrol India. These movements signal an evolving financial environment.
Industry & Investment
India's industrial and logistics space demand has hit record levels, highlighting expansion. The sale of NCCF onions is taking place at Rs 19/kg in Delhi-NCR. Ola Electric has received a PLI incentive of Rs 366.78 crore. Mits Healthcare is moving forward with an IPO, outlining expansion and growth plans. Punjab is attracting investments of Rs 1.5 lakh crore. AMSL has acquired defense orders worth Rs 100 crore. Additionally, India's exports are expected to grow to USD 850 billion by FY26. Renault plans to increase vehicle prices in January. Tractor sales are anticipated to grow by 15-17% in the current fiscal year, as indicated by ICRA.
Corporate Developments
Several corporate acquisitions and strategic partnerships have taken place. Coforge has acquired Encora for USD 2.35 billion. Sahaj Insurance has partnered with LIC for distribution purposes. Sembcorp acquired ReNew Sun Bright's 300MW solar project. Ninjacart reported a loss of Rs 256 crore with a drop in revenue in FY25. Zepto is preparing to file a DRHP, with a target listing on the stock market in 2026. Vedanta shares reached a 52-week high, with a 35% increase this year. IndiGo faced a GST penalty of Rs 13 lakh, and the airline has been canceling flights due to bad weather and operational issues. Furthermore, Coal India appointed B Sairam as CEO.
Policy & Trends
Government policies and market trends are playing a significant role. The new BIS standard for agarbattis aims to improve safety and boost the market. Gujarat is focusing on renewable energy and green hydrogen policies. The IESA is involved in skilling and employment reforms planned for 2026. Housing sales in seven major cities decreased by 14% in 2025, according to Anarock. The impact of AI on jobs in India is being considered by IT Secretary Krishnan. Exports of Russian spirits to India have quadrupled. Additionally, the Northeast tourism sector is experiencing a boost, influenced by the OTT platform, as reported by ixigo.
