Market & Finance
The financial markets have seen considerable movement. Reliance shares experienced a decline, resulting in an erosion of Rs 1.65 lakh crore in valuation.
Simultaneously, the Sensex fell by 780 points, reflecting the impact of trade uncertainties on the market. In the realm of digital finance, QuiD Cash appointed Bhavesh Gupta, ex-Paytm President. Furthermore, Sebi is revising stockbroker regulations to streamline business operations and has issued a new compliance reporting format. In the commodity sector, various futures contracts are witnessing fluctuations. For instance, copper, aluminium, zinc, and gold & silver futures are trading lower. Conversely, coriander and cottonseed oil cake futures are seeing gains driven by increased demand. Notably, the NSE and IGX are set to develop a natural gas futures contract, expanding the scope of financial instruments available.
Investments & Deals
Several significant investments and partnerships are shaping the industrial landscape. Bajaj Group acquired a stake from Allianz for a substantial Rs 21,390 crore. Hartek Power secured a Rs 353.77 crore renewable energy contract. PRAGATI Power Projects had Rs 3.02 lakh crore commissioned. Moreover, a Rs 26,000 crore investment in the Kamala Hydro Project received PIB approval. Bharat Forge and Agile Robots have partnered to work on AI automation, reflecting a trend towards technological advancement. Shree KB Realty purchased land in Greater Noida for Rs 122 crore. Meanwhile, Horizon Leased space to BENTELER Automotive. A merger was also seen: Avro India plans to list Avro Recycling through an IPO aiming to raise Rs 300 crore.
Industry Performance
Several sectors are demonstrating varied performances. BMW Group India experienced a 14% increase in sales during 2025, suggesting strong consumer demand. Kalyan Jewellers reported a notable jump in Q3 revenue, with a 42% increase. BHEL is involved in supplying Vande Bharat train converters and secured an order for a coal gasification project in Odisha. Air India received its first Dreamliner in eight years, indicating the airline's expansion. However, BHEL's capital goods stocks faced a decline, with BHEL tumbling 10%. Furthermore, Bata India approved a voluntary retirement scheme (VRS) at its Hosur unit.
Policy & Trade
Government policies and trade agreements are impacting the economy. The review of the ASEAN-India trade pact aims at boosting market access. The Centre signed agreements with 15 states to advance the textile industry. The UIDAI launched a new mascot for Aadhaar awareness. Additionally, the UP Sugarcane 'Bismil' variety was approved in four states. The potential of an amnesty scheme in the FY27 budget for customs disputes is being considered. On the global stage, India is navigating changes. Trump's approach includes the greenlighting of tariffs on China and India for Russian oil, and his decision to withdraw the US from global institutions. The US withdrawal and future goals from the India-led Solar Alliance is another major development.
Miscellaneous Developments
Several other developments are influencing the economic environment. Mumbai Airport saw a 1.3% rise in passenger traffic in 2025. Alkem Labs introduced a hair growth therapy kit. Agrifeeder is looking toward exports and aiming for higher revenue. KAnalysis Consultant is expanding its operations into China. The hospitality sector is set to receive infrastructure status in order to boost tourism. The rupee's value is fluctuating against the US dollar. Granules India received USFDA approval for an ADHD treatment. Furthermore, BookMyForex is facilitating same-day overseas education transfers, simplifying the process for students. A LinkedIn report indicated that Indian professionals are changing jobs in 2026. Practo is expanding into the US healthcare market, demonstrating the globalization of Indian businesses. The TN Deep Tech Startup Policy aims to provide a boost with a Rs 100 crore initiative.
