Market & Sales
Sobha Ltd witnessed a substantial jump in sales, soaring by 52% due to high housing demand, reflecting a robust real estate market. Simultaneously, D-Mart
experienced a 13% increase in revenue, reaching ₹17,612 crore in the December quarter. Unsold homes are on the rise in India's top seven cities, based on a 2025 Anarock report. Additionally, Bandhan Bank's loan growth reached 10% in the December quarter, indicating strong banking activity and lending practices. The JNPA container traffic also rose by 12.64% in 2025. These reports collectively highlight the current status of the market, the trends, and the potential prospects for future gains.
Investment & Growth
Andhra Pradesh is emerging as a top investment destination, projecting significant growth in FY26. Coal India's subsidiary is preparing for an IPO opening on January 9th. Goldi Solar aims to expand its capacity, targeting 21 GW by FY28. Furthermore, the report shows that India is poised to become the leading chip producer by 2035, with four firms starting operations in 2026. This expansion in manufacturing, along with increasing investments in key industries, indicates a positive outlook for India's economic expansion. The government also urges states to accelerate their spending on farm schemes, which is another crucial sector for economic growth.
Financial Sector
Bank of Baroda reported a 15% loan growth during Q3, indicating strong financial activity. PNB Global Business witnessed a 9.57% increase in Q3, suggesting growth in its global operations. Financial institutions demonstrate expansion and increased revenue in the Indian economy. Meanwhile, FPIs pulled out ₹7,608 crore from equities in January. The report also highlights the potential impact of CSR spending on investor confidence, per an IIM study. The financial sector is also facing challenges. The Reserve Bank of India is concerned about insurance mis-selling, and unions are planning a nationwide bank strike on January 27th, which could have financial repercussions.
Trade & Policy
India is in trade talks with the EU, with Goyal visiting Brussels. The government is focusing on balanced fertilizer use. The CBDT is preparing for the transition to the new Income Tax Act of 2026. Additionally, the Tea Board is set to test 100% of imported goods. These policy adjustments show India's commitment to improving trade relations. The discussions on policies are expected to have a significant effect on the country's economic standing, helping in a fair trade environment. Discussions on the US and Venezuelan conflict and its effect on trade are also crucial factors.
Technology & Innovation
India is aiming to have an AI-confident workforce for the future. The report also discusses 'Jugaad Innovation' for the global economy. Additionally, there are advancements in EV battery traceability and recycling through Aadhaar. Furthermore, Rajasthan is set to be an IT and innovation hub with investor-friendly policies. Onextel has secured a NICSI messaging deal, targeting ₹125 crore in revenue. The progress in the fields of technology and innovation is crucial in shaping India's economic growth and competitiveness.
Challenges & Risks
The report highlights certain challenges and risks. There's a risk of revenue loss due to tobacco tax hikes and potential smuggling. The report also discusses the impact of luxury EV sales dipping after GST changes. The gig worker sector is also a factor, with a proposed 90-day threshold for social security. Furthermore, there's a need to address the rising unsold homes in the top cities. These factors, and the bank strike, highlight the ongoing risks and issues facing the Indian economy.
