General News

  • Budget session begins in Parliament, to continue till April 2 with one break.
  • 77th Republic Day: European Commission president Ursula von der Leyen and European Council President António Costa were this year’s chief guests.
  • India-EU sign ‘Security and Defence Partnership’ to expand cooperation across Indo-Pacific,
    counterterrorism, defence industry.
  • PM Modi and German Chancellor Friedrich Merz hold delegation-level talks; Germany allows visa-free
    transit facility for Indians.
  • PM Modi and UAE President Sheikh Mohamed bin Zayed Al Nahyan hold talks in New Delhi.
  • India holds security dialogue with Saudi Arabia after defence pact with UAE.
  • Jaishankar meets Arab League Secretary General, discusses cooperation across key sectors.
  • Spain joins Indo-Pacific Oceans Initiative, elevates ties with India to strategic level.
  • Jaishankar meets French President Emmanuel Macron, reaffirms India France strategic partnership.
  • Venezuela’s acting President Rodriguez dials PM Modi, agrees to take bilateral ties to new heights.
  • Taliban Official Mufti Noor Ahmad Takes Charge At Afghan Embassy In Delhi.
  • India withdraws families, dependents of diplomats and officials from all missions in Bangladesh.
  • Gallantry and Padma awards announced; Colonel Sofiya Qureshi conferred with the Vishisht Sewa Medal.
  • PM Modi distributes appointment letters to more than 61,000 newly recruits at 18th Rozgar Mela.
  • PM Modi launches multiple development projects in Thiruvananthapuram; flags off three Amrit Bharat
    Express trains.
  • SIR 2.0: Nearly 6.5 crore electors removed from draft rolls of nine States, three UTs.
  • Centre issues notification for first phase of Census of India 2027.
  • Maharashtra Deputy CM Ajit Pawar, four others killed after plane crash in Baramati.
  • Sunetra Pawar elected as NCP’s legislature party leader; sworn in as state’s first woman deputy CM.
  • I-PAC raids: ED accuses CM Mamata Banerjee of obstructing probe, destroying evidence.
  • Nitin Nabin becomes National President of Bharatiya Janata Party.
  • ISRO’s PSLV-C62 lifts off with Earth observation satellite, 14 payloads.
  • Sunita Williams retires from NASA after 27 years of service.
  • Sheikh Hasina’s Awami League declares February 12 elections illegal, urging a nationwide boycott.
  • Pakistan, Bangladesh Foreign Ministers commit to build closer ties.
  • Trump announces formation of Gaza ‘Board of Peace’ under US-backed phase two of plan.
  • Zohran Mamdani sworn in as New York City’s youngest mayor in a century.
  • UK, Germany consider NATO troops in Greenland amid US takeover concerns.
  • US to suspend immigrant visa processing for 75 nations including Pakistan, Bangladesh.
  • Trump cancels tariff threat over Greenland, says NATO agreed to ‘framework’ of future Arctic deal.
  • US captures Venezuelan President Nicolas Maduro and his wife Cilia Flores.
  • Venezuela’s interim president Delcy Rodríguez offers cooperation after Trump says further strike possible.
  • US witnesses widespread protests & strike call against immigration crackdown.
  • US approves $6.67 billion arms sales to Israel, $9 billion to Saudi Arabia.
  • US President Donald Trump calls for end to Ayatollah Ali Khamenei’s rule in Iran.
  • Ukraine, US and Russia hold trilateral talks in UAE for peace efforts.
  • US announces multi-day aerial military drills in the Middle East amid Iran tensions.
  • US begins unfreezing of Venezuela’s sanctioned funds.
  • Canada backs Greenland and Denmark, rejects Trump’s push for US control of Arctic territory.
  • Canadian Prime Minister Mark Carney blocks Trump Golden Dome missile project in Greenland.
  • Putin offers Russian assets frozen in the U.S. to Peace Board, rebuilding Ukraine.
  • Hamas says ready to transfer Gaza governance to Palestinian committee.
  • US, Israel withdraws from several international organizations.
  • China’s Xi Jinping, UK’s Keir Starmer agree to deepen economic ties.
  • China’s Xi Jinping, Canada’s Mark Carney seek new chapter in relations.
  • Japan PM Takaichi dissolves parliament, calls snap election on Feb 8.
  • WPL: Royal Challengers Bangalore lead the table.
  • India clinch 5 match T20 series against New Zealand 4-1.
  • Bangladesh withdrew from the T20 World Cup after the ICC refused to move its matches from India.
  • ICC announces Scotland will replace Bangladesh in Group C of the T20 World Cup.
  • Mustafizur Rahman joins Pakistan Super League after IPL release.
  • Australia seal 4-1 Ashes win in Sydney.
  • Australian Open 2026: Elena Rybakina wins final over Aryna Sabalenka.
  • Novak Djokovic faces Carlos Alcaraz in Australian Open final.

Business News

  • Finance Minister Nirmala Sitharaman to presents Union Budget 2026-27.
  • Union Budget 2026 increases FY27 capital expenditure to ₹12.2 lakh crore, 4.4% of GDP.
  • Govt raises infra spending by 8.8% to record ₹12.2 trillion.
  • Basic customs duty exempted on 17 drugs and medicines for cancer patients.
  • Buyback proceeds to be taxed as capital gains for all shareholders; STT on commodity futures hiked.
  • Defence Budget 2026–27 rises 15% ; AYUSH Ministry sees 20% rise in allocation.
  • Economic Survey pegs India’s real GDP growth at 6.8-7.2% in FY27; agriculture key to achieving Viksit
    Bharat; Labour reforms could add 1.25% to GDP by FY30.
  • India and EU finalize ‘mother of all deals’ with landmark trade pact.
  • India, EU reaffirm strategic cooperation in next-gen digital technologies, including 6G.
  • Centre approves 22 electronics manufacturing projects with ₹41,863 crore investment.
  • India launches new e-Business visa for Chinese nationals.
  • PM Modi meets global energy CEOs at India Energy Week 2026, flag $100 billion investment potential.
  • Ashwini Vaishnw joins critical minerals supply talks in Washington; underlines need for resilient sourcing.
  • Uttar Pradesh cabinet clears incentives to attract ₹3,000 crore semiconductor investments.
  • Mukesh Ambani pledges ₹7 lakh crore investment in next 5 yrs at Vibrant Gujarat Regional summit.
  • Karnataka gets investment commitments for over ₹13,000 crore at Davos.
  • Maharashtra signs Memorandums of Understanding (MoUs) worth ₹30 lakh crore at Davos.
  • Jharkhand government signs a MoU with Tata Steel of over ₹11,000 crore.
  • Govt unveils 184 new crop varieties across 25 field crops.
  • India, Israel sign joint declaration to boost cooperation in fisheries and aquaculture.
  • India become first country to commercially produce bio-bitumen.
  • PM Modi launches development projects worth over ₹830 crore at Singur in Hooghly.
  • PM Modi flags off 2 Amrit Bharat Express trains from poll-bound Assam.
  • PM Modi flags off India’s first Vande Bharat Sleeper Train between Howrah-Guwahati in est Bengal.
  • India achieves record electronics exports of $47 billion in 2025.
  • RBI, European Securities and Markets Authority signs MoU on cooperation and exchange of information.
  • SEBI removes nearly 1 lakh videos of ‘finfluencers’ giving stock tips without financial adviser registration.
  • SEBI grants NOC for long-awaited IPO of National Stock Exchange.
  • US Fed keeps interest rates unchanged at 3.5-3.75% amid low job gains and elevated inflation.
  • US President Trump nominates former Federal Reserve Governor Kevin Warsh as his preferred successor.
  • US, Taiwan sign $250 billion trade deal, cutting tariffs on Taiwanese goods.
  • US President increases tariffs on South Korean goods from 15% to 25%.
  • Maruti Suzuki emerges India’s top passenger vehicle exporter in 2025, exporting 3.95 lakh units.
  • Ashok Leyland unveils Lucknow EV plant, fuels UP’s green industrial drive.
  • Gujarat Govt, Maruti Suzuki exchange investment letter for new manufacturing plant in Khoraj.
  • Mercedes-Benz begins local production of Maybach GLS in Pune; first outside US.
  • Air India Takes Delivery of First Boeing 787-9 Dreamliner in Seattle.
  • Adani partners with Brazil’s Embraer to make regional jets in India for first time.
  • DGCA imposes ₹22 crore fine on IndiGo following large-scale delays & cancellations of flights in December.
  • Ola Electric gets govt approval to sell India-made Shakti home battery.
  • ONGC joins hands with Japan’s Mitsui OSK Lines to enter ethane shipping operations.
  • Venezuela’s acting President Delcy Rodríguez signs law that opens nation’s oil sector to privatisation.
  • Trump urges US oil majors to invest $100 billion in Venezuela, promises protection.
  • Indian Oil buys Angola, Brazil, UAE oil to replace Russian crude.
  • Reliance Industries signs pact with ONGC to share offshore resources.
  • HPCL inks $3 billion LNG deal with UAE’s Adnoc Gas during President’s visit.
  • LTIMindtree wins ₹3,000 crore CBDT deal for AI-led tax analytics platform.
  • DoT freezes Vodafone Idea’s AGR dues; to pay ₹124 crore annually over 6 years.
  • Tamil Nadu seals ₹10,000 crore deal to build India’s first sovereign AI park.
  • Lenovo, NVIDIA unveil AI Cloud Gigafactory programme to fuel enterprise AI scaling.
  • AI enters US military networks as Pentagon partners with Musk’s Grok.
  • China approves first batch of Nvidia H200 chip imports.
  • Perplexity signs $750 million Azure deal, keeps AWS as key partner.
  • Infosys partners with AWS to accelerate Gen AI adoption.
  • Lenovo to build, export AI servers from India.
  • Trump unveils ‘Great Healthcare Plan’ to lower drug costs and insurance premiums.
  • Centre pushes quick-commerce firms to drop 10-minute delivery rush over worker safety.
  • Malaysia, Indonesia become first to block Musk’s Grok over AI deepfakes.
  • Buffett hands over Berkshire CEO role to Greg Abel, remains as Chairman.

Q3 Results

  • HDFC Bank Q3 PAT jumps 11% YoY to Rs 18,654 crore,
  • Kotak Mahindra Bank Q3 Profit rises 4% at ₹3,446 crore, total income rises to ₹16,741 crore.
  • Yes Bank sees improvement in asset quality, Q3 net profit surges 55% to ₹952 crore.
  • Punjab National Bank Q3 Profit jumps 12% YoY to ₹5,190 crore.
  • TCS Q3 net profit falls 14% YoY to ₹10,657 crore, revenue grew 5% to ₹67,087 crore, declares ₹57 dividend.
  • HCL Technologies Q3 Cons PAT falls 11% YoY to ₹4,076 crore, revenue up 13%; declares ₹12 dividend.
  • Tech Mahindra Q3 Net profit rises 14% at ₹1,122 crore, revenue up 8% to ₹14,393 crore
  • Infosys Q3 PAT slips 2% YoY to ₹6,654 crore; raises FY26 revenue guidance to 3-3.5%.
  • Maruti Suzuki Q3 Net profit rises 4% to ₹3,794 crore; revenue jumps 29% YoY to ₹49,891.50 crore.
  • Tata Motors Q3 net profit falls 48% to ₹705 crore on one-time cost, revenue up 16%.
  • TVS Motor Q3 Profit jumps 48.6% to ₹841.3 crore, sales up 27%.
  • Reliance Q3 Profit flat at ₹18,645 crore, revenue up 10.5% YoY to ₹269,496 crore.
  • Jio Platforms Q3 net profit rises 11.2% to ₹7,629 crore, ARPU at ₹213.7.
  • Adani Energy Q3 Net profit drops 8% to ₹574 crore; revenue up 15% YoY.
  • Adani Power Q3 Cons profit falls 19% YoY to ₹2,480 crore, revenue down 9% to ₹2,451 crore.
  • Vedanta Q3 Profit surges 61% YoY to ₹5,710 crore; revenue advances 37% to ₹23,369 crore.
  • ITC’s net profit rises 6% to ₹5,088 crore in December quarter, announces interim dividend of ₹6.50.
  • IndiGo Q3 Net profit tumbles 77% to ₹550 crore on December flight chaos; revenue up 6%.
WORLD INDICES
Indices 30-Jan 31-Dec % 1M 01-Jan % since Jan
BSE 82270 85221 -3.46% 85189 -3.43%
NSE 25321 26130 -3.10% 26147 -3.16%
DOW 48892 48063 1.73% 48063 1.73%
NASDAQ 23462 23242 0.95% 23242 0.95%
FTSE 10209 9931 2.80% 9931 2.80%
Nikkei 53323 50339 5.93% 50339 5.93%
Hang Seng 27387 25631 6.85% 25631 6.85%
Straits Times 4905 4646 5.57% 4646 5.57%
Shanghai 4118 3969 3.76% 3969 3.76%
USD 91.98 89.94 2.27% 89.94 2.27%
Euro 109.54 105.44 3.89% 105.44 3.89%
GBP 126.34 120.75 4.63% 120.75 4.63%
Yen/100INR 0.60 0.57 3.90% 0.57 3.90%
Gold 149075 135256 10.22% 135256 10.22%
Silver 291222 235239 23.80% 235239 23.80%
Crude Brent $ 69.32 60.91 13.81% 60.91 13.81%
Crude Nymex $ 65.21 57.42 13.57% 57.42 13.57%
NIFTY SECTORAL INDICES
Sectors BANK NIFTY CNX IT CNX AUTO CNX FMCG CNX PHARMA
30-Jan 59,610 38,036 26,750 51,215 21,715
31-Dec 59,582 37,884 28,190 55,476 22,724
% 1M 0.05% 0.40% -5.11% -7.68% -4.44%
01-Jan 59,712 38,172 28,481 53,719 22,633
% since Jan -0.17% -0.35% -6.08% -4.66% -4.05%

INDIAN TRADE
Exports in ($ Bn) 38.51
Imports ($ Bn) 63.55
FDI 1542
Government Bond 10Y 6.70%
GDP YoY 8.20%
Inflation Rate 1.33%
Forex Reserves ($ Mn) 7,09,410
IIP % 7.30%
INSTITUTIONAL TRADING ACTIVITY
Particulars FII (Rs. crore) MF (Rs. crore)
Equity (31,393) 36,648
Debt (7,260) (63,786)
Total 1 M (38,653) (27,138)
Total Since Jan (38,653) (27,138)
Equity (31,393) 36,648
Debt (7,260) (63,786)

General News

  • Winter session of Parliament ends, both Houses adjourned sine die.
  • Lok Sabha’s productivity was around 111% while Rajya Sabha recorded 121% productivity.
  • Parliament Passes VB-G RAM G Bill Replacing MNREGA Amid Fierce Protests.
  • Cabinet approves Atomic Energy Bill, paving way for private participation in nuclear power sector.
  • Govt brings photos and personal data shared with AI under legal protection.
  • Congress announces public agitation campaign to repeal abolition of MGNREGA.
  • EC releases draft voter rolls for states underwent SIR exercise; lakhs of voters deleted.
  • EC flags technical issue in 2002 rolls, halts hearings for ‘unmapped’ electors in West Bengal.
  • Census 2027: Cabinet clears ₹11,718 crore budget, to be done in 2 phases between April’26 & February’27.
  • India approves proposals worth nearly $8.8 billion to enhance capabilities of armed forces.
  • DAC approves ₹79,000 crore defence procurement proposals.
  • Defence Ministry inks ₹4,666 crore contracts for battle carbines, torpedoes.
  • Rajnath Singh inaugurates 125 infra projects constructed by BRO in Ladakh.
  • Centre fast-tracks strategic Great Nicobar airport to boost defence reach in Indian Ocean.
  • J&K Army trains village defence guards to enhance operational readiness.
  • President Murmu undertakes Submarine Sea Sortie from Karwar Harbour in Karnataka.
  • Indian Navy and Brazilian Navy sign MoU in Brasilia to boost Scorpène-class maintenance cooperation.
  • ISRO successfully launches US AST SpaceMobile’s BlueBird Block-2 communication satellite.
  • DRDO successfully completes user evaluation trials of Akash-NG missile system.
  • India eases Chinese business visas, cuts approval time to under a month.
  • Russian President Putin visits India; Vision 2030 document signed to boost economic ties, explore FTA.
  • Russia delivers first batch of nuclear fuel for Kudankulam-3 nuclear plant.
  • PM Modi meets Italy’s Deputy PM Antonio Tajani, discusses joint strategic action plan.
  • Indian Ambassador Kwatra discusses AI, defence, trade with US lawmakers.
  • PM Modi was on three-nation visit to Jordan, Ethiopia and Oman.
  • India and UAE reaffirm commitment to economic corridor and global south.
  • Jaishankar meets Israeli Prime Minister Benjamin Netanyahu in Jerusalem.
  • India and Saudi Arabia sign visa waiver agreement to facilitate official travel.
  • India, Argentina sign Work Plan 2025-27 to boost bilateral agricultural research & technology exchange.
  • President Murmu presents National Awards for empowerment of persons with disabilities 2025 in Delhi.
  • President Murmu confers PM Rashtriya Bal Puraskar to 20 children.
  • PM Modi visits West Bengal, launch ₹3,200-crore highway projects.
  • PM Modi inaugurates Rashtriya Prerna Sthal on Vajpayee’s birth anniversary.
  • PM Modi lays foundation stone of ₹10,601 crore fertiliser plant in Assam.
  • Amit Shah-led committee approves ₹507 crore for community-based disaster risk reduction in 20 states.
  • Delhi to pay ₹10,000 to construction workers affected by GRAP III curbs as air quality worsens.
  • Uddhav Thackeray’s Shiv Sena and Raj Thackeray’s MNS announce alliance ahead of Mumbai civic polls.
  • VV Rajesh elected as BJP’s first mayor of Thiruvananthapuram Corporation.
  • Indian Ministry of Education organises the fourth Edition of Kashi Tamil Sangamam (KTS) in Varanasi
  • Diwali makes it to UNESCO list; joins Yoga, Durga Puja among intangible culture list.
  • National Herald Case: Delhi court refuses to take cognisance of ED chargesheet against Gandhis.
  • SC stays its own order on new Aravalli range definition; orders formation of new expert committee.
  • Former bureaucrat Raj Kumar Goyal sworn in as Chief Information Commissioner.
  • Former Union Home Minister Shivraj Patil passes away at 91 in Maharashtra.
  • US launches $1 million Trump gold and platinum cards amid immigration crackdown.
  • Trump administration changes US H-1B visa process, replaces lottery with wage and skill based selection.
  • US President signs executive order to assert US space dominance and expand national capabilities.
  • Operation Hawkeye: US launches airstrikes on Syria, calls it ‘declaration of vengeance’.
  • EU leaders to loan €90 billion to Ukraine, but fail to agree to use frozen Russian assets.
  • Zelensky proposes demilitarized zone in Eastern Ukraine as way to peace with Russia.
  • French President meets Xi Jinping in Beijing for talks on Ukraine and trade.
  • Bangladesh to hold 13th national parliamentary election on 12 February.
  • Bangladesh’s former PM & BNP chairman Khaleda Zia passes away at 80.
  • Asim Munir becomes Chief of Defence Forces in Pakistan.
  • Thailand, Cambodia sign ceasefire agreement to halt fighting along their disputed border.
  • Southeast Asia flood–landslide toll surges past 1,200; millions affected.
  • IPL 2026: KKR buys Cameron Green for whopping ₹25.2 crore, RCB snap up Venkatesh Iyer for ₹7 crore.
  • Prashant Veer and Kartik Sharma become joint most expensive uncapped players.
  • Deepti Sharma makes history, becomes first Indian cricketer to take 150 wickets in T20Is.
  • India vs Sri Lanka Women’s T20I: India sweeps the series 5-0.
  • India men clinch 5 match T20I series against South Africa 3-1.
  • Pakistan beat India to clinch U19 Asia Cup title.
  • India T20 World Cup Squad Shubman Gill dropped; Ishan, Rinku back in squad; Axar named vice-captain.
  • Arjun Erigaisi and Koneru Humpy win bronze at 2025 FIDE World Rapid Championships.
  • Satwiksairaj Rankireddy and Chirag Shetty Win Bronze at BWF World Tour Finals 2025.
  • Lionel Messi’s GOAT tour covers Delhi, Mumbai, Hyderabad and Kolkata.
  • FIFA releases 2026 World Cup match schedule; final set for July 19 at MetLife Stadium in New Jersey.

Business News

  • Govt issues key guidelines for Export Promotion Mission, allocates ₹4,531 crore for market access
    support.
  • Centre disburses ₹61,000 crore to states under capex loan scheme till mid-December.
  • Govt clears Smart Sea Project under Indo-Canada R&D pact to develop 20-passenger electric boat.
  • Sonowal flags off first indigenous hydrogen fuel-cell vessel in Varanasi.
  • Railways rationalises fares from 26th; ordinary class up to 215 km unchanged.
  • ADB approves $650 million loan to accelerate rooftop solar adoption in India.
  • First-ever Investors’ Meet organized in Lakshadweep Islands Sees Rs 519 Crore Worth Investment Plans
  • India, France seal treaty revamp giving Paris dividend relief, Delhi tax rights.
  • India, Oman sign Comprehensive Economic Partnership Agreement to deepen economic engagement.
  • India seals FTA with New Zealand, gets zero duty access for all exports.
  • Government announces telecom reforms to strengthen security and ease compliance.
  • DRDO hands over seven indigenous defence technologies to armed forces.
  • Indian Army indigenises 91% of ammunition variants, cuts import dependence.
  • RBI cuts repo rate 25 bps to 5.25%, keeps stance neutral as inflation eases; projects FY26 growth at 7.3%.
  • AU Small Finance Bank receives DFS’ approval for increase in foreign investment limit from 49% to 74%.
  • SEBI unveils PaRRVA to verify past returns, curb mis-selling and improve supervision.
  • IRDAI clears risk-linked capital, new accounting norms for insurers.
  • ICICI Prudential Asset Management Company, Meesho make their market debut among others.
  • Fino Payments Bank becomes first to secure RBI nod for small finance bank conversion.
  • RBI clears Paytm arm PPSL as payment aggregator for offline transactions.
  • CAMSPay receives authorization from RBI to operate as a Payment Aggregator.
  • Mswipe Technologies receives RBI payment aggregator licence for online and physical channels.
  • BSE and India Post sign MoU to expand mutual fund access in rural India.
  • Tata Advanced Systems, Lockheed Martin announce new defence MRO facility
  • Tata Advanced Systems hands over first lot of WhAP 8×8 vehicles to Royal Moroccan Army.
  • China’s trade surplus hits record high, crosses $1 trillion for first time.
  • Saudi Arabia, Qatar sign high-speed rail deal to link capitals.
  • US Federal Reserve cuts its benchmark interest rate by 25 bps.
  • ECB leaves key interest rate unchanged at 2.15%.
  • Bank of England has cut interest rates from 4% to 3.75%.
  • IndiGo faces operational chaos due to a failure to update its pilot roster system.
  • DGCA rolls back order on crew weekly rest requirements amid airline’s disruptions.
  • Centre releases ₹109 crore for Vellore, Neyveli and Salem airports under UDAAN.
  • India okays new airlines; Al Hind Air, FlyExpress, Shankh Air cleared for takeoff.
  • Navi Mumbai International Airport starts commercial flight operations.
  • Ram Mohan Naidu flags off the inaugural flight of the #DhruvNG helicopter in Bengaluru.
  • Ford to use Renault technology, plants for cheaper European EVs to fend off Chinese rivals.
  • Hyundai Motor India enters commercial mobility segment with ‘Prime Taxi’ range.
  • Ola Electric Roadster X+ gets approval, first e-motorcycle with 4680 Bharat Cell battery.
  • HD Hyundai picks Tamil Nadu’s Thoothukudi for multi-billion dollar shipyard project.
  • EU agrees to permanently stop Russian gas imports and phase out Russian oil by 2027.
  • Saudi Arabia cuts January oil prices to Asia to five-year low.
  • Indian Oil buys first Colombian oil under Ecopetrol contract.
  • Suzlon, Yanara sign 306 MW wind turbine deal in Rajasthan.
  • Israel signs historic $35 billion gas agreement with Egypt.
  • TCS acquires US-based salesforce consulting firm Coastal Cloud.
  • US tech firm UST partners with Volkswagen’s Audi, takes majority stake in Italdesign.
  • Trump clears way for Nvidia to sell powerful AI chips to China.
  • Google to build three subsea cables in Papua New Guinea under Australia-funded defence pact.
  • Cognizant opens largest Cyber Defense Center (CDC) in Bengaluru.
  • India launches DHRUV64, first indigenously designed 1.0 GHz 64-bit microprocessor.
  • Cognizant and Microsoft expand partnership to co-innovate and deliver AI solutions.
  • HCL signs an agreement to purchase the Telco Solutions business from HPE for $160 million.
  • Tata Electronics and Japan’s ROHM form strategic partnership for semiconductor manufacturing in India.
  • Google rolls out Gemini 3 Deep Think to deliver advanced reasoning.
  • Meta launches unified support hub with AI assistant for Facebook, Instagram.
  • Google launches Disco, an AI-first browser to take on ChatGPT Atlas.
  • Nokia, Airtel open up network APIs for developers to build new digital services.
  • Vodafone Idea gets big relief as Cabinet freezes ₹87,695 crore AGR dues, payable FY32–FY41.
  • Reliance relaunches 75-year-old SIL brand to enter packaged foods market.
  • China clears Haier to dilute stake in India arm; Bharti–Warburg set to buy 49%.
  • Trump unveils major drug price deals with Pharma giants, launches TrumpRx.gov to cut medicine costs.
  • Patanjali Ayurved signs MoU with Russian govt to promote health & wellness.
  • Elon Musk wins U.S. court appeal of $56 billion Tesla pay package.
  • SoftBank completes $41 billion OpenAI investment, to hold 11% stake in ChatGPT maker.
  • Warner Brothers likely to reject $108.4 billion Paramount bid, back Netflix in bidding war.
  • Russia clamps down on Apple’s FaceTime as part of wider crackdown on calling apps.
  • Australia begins enforcing world-first teen social media ban.
  • ByteDance signs deal to sell over 80% of TikTok’s US assets to avoid ban.
  • Dream11 returns with second-screen sports platform, targets $10 bn global revenue opportunity.
  • Hyundai secures ICC premier partnership for six global cricket events.
WORLD INDICES
Indices 31-Dec 28-Nov % 1M 01-Jan % since Jan
BSE 85221 85707 -0.57% 78,507 8.55%
NSE 26130 26203 -0.28% 23,743 10.05%
DOW 48063 47716 0.73% 42,544 12.97%
NASDAQ 23242 23366 -0.53% 19,311 20.36%
FTSE 9931 9721 2.17% 8,173 21.51%
Nikkei 50339 50254 0.17% 39,895 26.18%
Hang Seng 25631 25859 -0.88% 20,060 27.77%
Straits Times 4646 4524 2.70% 3,788 22.67%
Shanghai 3969 3889 2.06% 3,352 18.41%
USD 89.94 89.48 0.52% 85.64 5.02%
Euro 105.44 103.54 1.84% 88.59 19.03%
GBP 120.75 118.16 2.19% 107.72 12.10%
Yen/100INR 0.57 0.57 0.31% 0.54 5.86%
Gold 135256 126920 6.57% 77,118 75.39%
Silver 235239 171850 36.89% 88,532 165.71%
Crude Brent $ 60.91 62.38 -2.36% 74.79 -18.56%
Crude Nymex $ 57.42 58.55 -1.93% 71.89 -20.13%
NIFTY SECTORAL INDICES
Sectors BANK NIFTY CNX IT CNX AUTO CNX FMCG CNX PHARMA
31-Dec 59,582 37,884 28,190 55,476 22,724
28-Nov 59,753 37,406 27,775 55,596 22,998
% 1M -0.29% 1.28% 1.49% -0.22% -1.19%
01-Jan 51,061 43,373 23,140 57,018 23,460
% since Jan 16.69% -12.66% 21.82% -2.70% -3.14%

INDIAN TRADE
Exports in ($ Bn) 38.13
Imports ($ Bn) 62.66
FDI 1406
Government Bond 10Y 6.57%
GDP YoY 8.20%
Inflation Rate 0.71%
Forex Reserves ($ Mn) 6,93,320
IIP % -1.80%
INSTITUTIONAL TRADING ACTIVITY
Particulars FII (Rs. crore) MF (Rs. crore)
Equity (19,256) 34,112
Debt (663) (29,156)
Total 1 M (18,593) 4,956
Total Since Jan (1,77,183) (87,266)
Equity (1,57,342) 4,90,200
Debt (19,841) (5,77,466)

General News

  • Bihar Legislative Assembly elections concluded with a historic highest ever voter turnout of 66.91%.
  • NDA bags 202 in record win, BJP emerges as single largest party, wins 89 seats of the 101 it contested.
  • Nitish Kumar takes oath as Bihar CM for record 10th time, 21 MLAs take oath as ministers.
  • Government holds all-party meet ahead of Parliament Winter Session, 14 bills on cards.
  • EC launches second phase of Special Intensive Revision across 9 States and 3 UTs.
  • Samvidhan Diwas: President releases digital version of Constitution in 9 languages.
  • Rajnath Singh holds talks with defence ministers of New Zealand, South Korea, and Vietnam.
  • Navy Chief Tripathi, top US commanders hold Indo-Pacific-focused talks.
  • US clears sale of $93-million worth Javelin missiles; Excalibur artillery rounds to India.
  • Jitendra Singh launches first indigenous Pilot trainer Aircraft ‘Hansa-3 NG“.
  • Indian delegation visits Israeli defence firms to boost cooperation, promote Atmanirbhar Bharat.
  • India-US diplomats hold talks to strengthen strategic partnership.
  • Sky-high action as Tejas and Suryakiran light up Dubai Airshow 2025 with stunning aerial power.
  • India records highest-ever defence production of ₹1.54 lakh crore in 2024-25.
  • Jaishankar meets Vladimir Putin in Moscow as India-Russia prepare for key annual summit.
  • India, Germany reaffirm commitment to boost defence and military cooperation.
  • Jaishankar meets Afghan Trade Minister Azizi to review cooperation.
  • President Murmu embarks on first-ever state visit to Angola and Botswana to strengthen India-Africa ties.
  • PM Modi proposes six new initiatives at G20 Leaders’ Summit in Johannesburg.
  • Jaishankar holds talks with global counterparts at G7 Foreign Ministers’ meet.
  • PM Modi inaugurates new Chhattisgarh Assembly Building, unveils statue of Atal Bihari Vajpayee.
  • India launches heaviest military communication satellite CMS-03 from Sriharikota.
  • Justice Surya Kant takes oath as 53rd Chief Justice of India.
  • Supreme Court orders removal of stray dogs from schools, hospitals, other public institutions.
  • UIDAI unveils Aadhaar Vision 2032 framework to strengthen future-proof digital identity.
  • Union Health Ministry sets three Guinness World Records under women’s health campaign.
  • Powerful car blast near Red Fort in Delhi kills 15 people and injures several others; 7 arrests made so far.
  • Kerala declared free from extreme poverty, first State to do so.
  • Khangchendzonga National Park rated “Good” by IUCN, only Indian site with positive status.
  • UIDAI deactivates 20 million Aadhaar numbers of deceased individuals.
  • IIT Delhi leads Indian Universities in QS World Rankings 2026; India features 54 institutions.
  • Lucknow added to Creative Cities list of UNESCO for rich and diverse culinary heritage.
  • US approves first military sale to Taiwan since Donald Trump’s return.
  • US, Saudi Arabia sign agreements on civil nuclear energy, sale of cutting-edge US F-35 warplanes.
  • President Trump announces permanent pause on migration from all Third World Countries.
  • Zohran Mamdani elected mayor of New York on winning night for Democrats.
  • Former US House speaker Pelosi announces retirement after nearly 40 years.
  • Sergio Gor sworn in as US Ambassador to India.
  • BBC apologises to Trump over misleading edit in Panorama episode.
  • UN approves the Trump administration’s plan for the future of Gaza.
  • Ukraine signs deal with France to buy 100 Rafale jets, drones and air-defence systems.
  • World leaders approve COP30 Climate Agreement, urge accelerated global action.
  • U.S., China held maritime security talks in Hawaii.
  • South Korea hosts China’s Xi Jinping for first time since 2014.
  • Taiwan announces special budget of $40 billion for arms purchases to bolster defence.
  • Torkham border between Afghanistan, Pakistan reopened.
  • Pakistan’s President signs 27th Amendment into law; bill grants lifetime immunity to current Army Chief.
  • Ousted Bangladesh PM Sheikh Hasina sentenced to death for student crackdown that killed 1,400.
  • Former President Jair Bolsonaro taken into preventive custody in Brasilia.
  • Thailand suspends US-brokered peace agreement with Cambodia after border landmine blast.
  • 6.6 magnitude quake hits Indonesia’s Sumatra island amid floods, landslides.
  • Cyclone Ditwah brings worst flooding in decades to Sri Lanka, killing hundreds.
  • India wins first-ever ICC Women’s ODI World Cup, defeats South Africa by 52 runs.
  • ICC names Mandhana, Rodrigues, and Deepti in Women’s World Cup Team of the Tournament.
  • India clinch 5 match T20I series against Australia 2-1.
  • India win cricket’s first blind women’s T20 World Cup.
  • ICC announces schedule for ICC Men’s T20 World Cup 2026; India vs Pakistan on Feb15 in Colombo.
  • WPL Auction 2026: Deepti Sharma stuns as top signing at ₹3.20 crore.
  • Du Plessis opts out of IPL 2026 for Pakistan Super League.
  • Legends honoured, history unveiled as Indian Hockey celebrated 100 glorious years.
  • Lakshya Sen wins Australian Open title with dominant win over Japan’s Yushi Tanaka.
  • Rohan Bopanna announces retirement from professional tennis spanning over two decades.
  • Los Angeles 28 unveils detailed Olympic competition schedule including medal events.

Business News

  • Government approves ₹25,060-crore export promotion mission to aid Indian exporters.
  • Cabinet approves new royalty rates for critical minerals graphite, caesium, rubidium and zirconium.
  • Govt approves 17 projects under electronics component PLI scheme worth ₹7,172 crore.
  • PM Modi releases ₹18,000 crore to nearly 9 crore farmers across country.
  • Finance Ministry approves ₹8,300 crore for coastal highway project in Odisha.
  • Central government implements four new labour codes, rationalising 29 existing labour laws.
  • Cabinet clears ₹7,280 crore rare earth magnet manufacturing scheme.
  • World Bank approves $776 million for Punjab, Maharashtra to boost education and farmer incomes.
  • PM Modi launches ₹1 lakh crore Research Development and Innovation Fund.
  • Amit Shah launches digital apps for urban co-op banks, sets target of one UCB per town.
  • Piyush Goyal meets Israeli PM Netanyahu as India-Israel FTA talks gain momentum.
  • India, Bahrain enable real-time cross-border payments through NPCI-BENEFIT partnership.
  • NSDL unveils new digital platform for foreign investors in India.
  • RBI, European Central Bank agree to start realisation phase for UPI–TIPS link.
  • MTR Foods owner – Orkla India, Lenskart, Tata Motors, Groww, Pine Labs , Physicswallah among others to make their stock market debut.
  • Kotak Mahindra Bank announces 5:1 stock split, first since 2010.
  • Mahindra & Mahindra, Manulife join hands for ₹7,200 crore life insurance venture.
  • India, Israel sign Terms of Reference to initiate negotiations for Free Trade Agreement.
  • US Senate passes Bipartisan Bill to end historic 40-day government shutdown.
  • Afghanistan boosts trade with Iran, Central Asia to reduce dependence on Pakistan.
  • UAE makes Digital Dirham official legal tender.
  • Saudi Arabia, Iraq allocate full term crude volumes to Indian refiners in December.
  • Chevron, Phillips 66, Total win India’s first US LPG import tender.
  • India signs one-year deal to import 2.2 million tonnes of LPG from the US.
  • Abu Dhabi hosts oil summit as OPEC+ halts production hikes planned for first quarter of 2026.
  • Karnataka unveils KEO, billed as India’s most affordable AI-ready personal computer.
  • TCS secures $1 billion investment from TPG to accelerate AI data center business HyperVault.
  • PM Modi inaugurates Indian space startup Skyroot’s Infinity Campus, unveils Vikram-I rocket.
  • BEL, France’s Safran ink pact to manufacture HAMMER precision-guided air-to-ground weapon in India.
  • Paras Defence signs MRI magnet manufacturing pact with Inter-University Accelerator Centre (IUAC).
  • HAL inks $1-billion deal with GE Aerospace for 113 jet engines to power Tejas fighters.
  • Air India gets clearance for China flight operations.
  • Qatar Airways sells entire Cathay Pacific stake for $897 million.
  • Tampering with mobile IMEI non-bailable offence, attracts 3-yr imprisonment, ₹50 lakh penalty: DoT.
  • Digital Personal Data Protection Act notified after two years, RTI Act amended.
  • Vodafone Idea gets huge breather as SC permits full reassessment of AGR dues up to FY17.
  • Maharashtra inks pact with Elon Musk’s Starlink to bring satellite internet to remote areas.
  • AWS Open AI strike record $38 billion deal to build worlds largest AI infrastructure network.
  • NVIDIA, Qualcomm Ventures join India Deep Tech Alliance.
  • Reliance Industries inks MoU with Andhra Pradesh govt to set up 1 GW AI data centre.
  • Adani Group to invest ₹1 trillion in Andhra, partners with Google for AI hub in Visakhapatnam.
  • Google announces $40 billion investment in Texas to develop AI infra.
  • India’s first single-use bioprocess scale-up facility inaugurated in Hyderabad.
  • Adani Group announces foray into battery energy storage with India’s largest BESS project.
  • Adani Group unveils massive ₹63,000 crore investment plan for Assam’s energy sector.
  • UK unveils critical minerals strategy to cut reliance on foreign supply.
  • Afghanistan offers idle mining sites to India; Assocham urges caution on geological challenges.
  • China to suspend some rare earth curbs, probes on US chip companies.
  • Japan to invest $300 million in Pakistan’s copper mine amid supply crunch.
  • Tesla shareholders approve massive $1 trillion pay package for Elon Musk.
  • Meta Platforms announce addition of 5 new Indian languages for creators.
  • Messaging Apps like WhatsApp to work only with active SIM; DoT tightens cyber norms.
  • China bans foreign AI chips from state-funded data centres.
  • Pine Labs secures all three payment licences from the RBI.
  • PayU gets RBI approval to operate as online, offline and cross-border payment aggregator.
  • Paytm arm PPSL gets RBI approval to operate as payment aggregator.
  • PhonePe partners with OpenAI to integrate AI features across its platform.
  • Amazon takes low-cost e-commerce service Amazon Bazaar global.
  • magicpin, Rapido partner to challenge Zomato-Swiggy’s food delivery duopoly.

Q2 Results

  • SBI Q2 Profit up 6.4% at ₹21,504 crore, NII rises 3.3%
  • Bank of Baroda Q2 Net profit falls 8% at ₹4,809 crore; asset quality improves.
  • Tata Motors PV Q2 Net profit rises multi-fold to ₹76,170 crore on one-time gain.
  • Tata Motors CV posts ₹867 crore loss in Q2, revenue rise 6% to ₹18,585 crore.
  • Mahindra & Mahindra Q2 Net profit rises 18% to ₹4,521 crore on strong SUV sales.
  • LIC Q2 profit rises 31% to ₹10,098 crore, premium income grows 5.5% to ₹1,26,930 crore.
  • Bharti Airtel Q2 Cons profit soars 89% YoY to ₹6,792 crore, revenue rises 26%; ARPU at ₹256.
  • Adani Ports Q2 Profit rises 27% to ₹3,109 crore, revenue jumps 30%.
  • Adani Enterprises Q2 net profit rises 84% on one-time gain, to raise up to ₹25,000 crore via rights issue.
  • Sun Pharma Q2 net profit rises 3% to ₹3,118 crore, revenue rises 9% to ₹13,264.22 crore.
  • SpiceJet Q2 Cons loss widens to ₹621 crore YoY, revenue falls 13% to ₹915 crore.
  • HAL Q2 profit rises 10% YoY to ₹1,669 crore, revenue from operations rose 11% YoY to ₹6,628.61 crore.
  • Ola Electric Q2 net loss narrows to ₹418 crore YoY, revenue drops 43%.
WORLD INDICES
Indices 28-Nov 31-Oct % 1M 01-Jan % since Jan
BSE 85707 83939 2.11% 78,507 9.17%
NSE 26203 25722 1.87% 23,743 10.36%
DOW 47716 47563 0.32% 42,544 12.16%
NASDAQ 23366 23725 -1.51% 19,311 21.00%
FTSE 9721 9717 0.03% 8,173 18.93%
Nikkei 50254 52411 -4.12% 39,895 25.97%
Hang Seng 25859 25907 -0.18% 20,060 28.91%
Straits Times 4524 4429 2.15% 3,788 19.44%
Shanghai 3889 3955 -1.67% 3,352 16.02%
USD 89.48 88.77 0.80% 85.64 4.48%
Euro 103.54 102.76 0.76% 88.59 16.88%
GBP 118.16 116.68 1.27% 107.72 9.69%
Yen/100INR 0.57 0.58 0.64% 0.54 5.53%
Gold 126920 121284 4.65% 77,118 64.58%
Silver 171850 148399 15.80% 88,532 94.11%
Crude Brent $ 62.38 64.77 -3.69% 74.79 -16.59%
Crude Nymex $ 58.55 60.98 -3.98% 71.89 -18.56%
NIFTY SECTORAL INDICES
Sectors BANK NIFTY CNX IT CNX AUTO CNX FMCG CNX PHARMA
28-Nov 59,753 37,406 27,775 55,596 22,998
31-Oct 57,776 35,712 26,810 56,209 22,175
% 1M 3.42% 4.74% 3.60% -1.09% 3.71%
01-Jan 51,061 43,373 23,140 57,018 23,460
% since Jan 17.02% -13.76% 20.03% -2.49% -1.97%

INDIAN TRADE
Exports in ($ Bn) 34.38
Imports ($ Bn) 76.06
FDI 1121
Government Bond 10Y 6.50%
GDP YoY 8.20%
Inflation Rate 0.25%
Forex Reserves ($ Mn) 6,88,100
IIP % 0.70%
INSTITUTIONAL TRADING ACTIVITY
Particulars FII (Rs. crore) MF (Rs. crore)
Equity 3,822 38,174
Debt (3,841) (69,058)
Total 1 M (19) (30,885)
Total Since Jan (1,54,785) (92,009)
Equity (1,34,597) 4,54,311
Debt (20,188) (5,46,320)

General News

  • Bihar to vote in 2 phases on November 6 and 11; results and counting of votes on November 14, 2025.
  • Political parties to get advertisements pre-certified by media certification and monitoring committee: EC.
  • Tejashwi Yadav named INDIA bloc’s CM candidate, Mukesh Sahani to be deputy CM face.
  • US and India sign 10-year defence pact under new strategic framework.
  • MoD signs ₹659 crore deal for Advanced Night Sight for SIG716 assault rifle.
  • Rajnath Singh unveils first Tejas LCA Mk1A from HAL’s New Nashik Production Line.
  • Rajnath Singh performs Shastra Pooja and oversees drill at Lakki Nala near Bhuj.
  • Indian Coast Guard commissions ship Akshar, strengthening maritime capabilities.
  • Indian Navy inducts Indigenous Androth ASW ship to strengthen coastal defense.
  • India launches advanced fast patrol vessels ICG Ship Ajit and Aparajit to strengthen coastal security.
  • President Droupadi Murmu becomes first President to take sortie in Rafale jet.
  • India, Australia sign joint defence and security cooperation declaration.
  • India, China hold fresh round of border talks, both sides agree to maintain stability.
  • India and Uzbekistan discuss strengthening counter-terrorism cooperation.
  • PM Modi, UK PM Keir Starmer hold talks to deepen India-UK strategic ties.
  • Afghanistan’s Taliban foreign minister visits India to build closer ties.
  • India and Australia focus on deepening defence ties, three agreements signed.
  • India-UAE hold Strategic Cultural Council meeting to strengthen bilateral ties.
  • Jaishankar, Canadian counterpart Anita Anand agree on ‘new roadmap’ for India-Canada ties.
  • India, Kyrgyz Republic agree to strengthen cooperation on counterterrorism and regional security.
  • ASEAN Summit: Jaishankar meets New Zealand PM, reaffirms commitment to Indo-Pacific cooperation.
  • PM launches ‘PM Dhan Dhaanya Krishi Yojana’ & ‘Mission for Aatmanirbharta in Pulses’ with outlay of
    ₹35,440-crore.
  • PM distributes 51,000+ appointment letters, launches ‘Viksit Bharat Yojana’ to provide 3.5 crore jobs.
  • National Conference wins three of four Rajya Sabha seats from Jammu and Kashmir; BJP bags one.
  • Centre issues gazette listing Gallantry Awards for defence personnel, including heroes of Operation
    Sindoor.
  • Govt clears Justice Kant as next Chief Justice of India.
  • Belgian court clears way for extradition of Mehul Choksi; dismisses political, abduction claims.
  • Centre holds high-level meeting on cough syrup deaths to strengthen drug quality assurance.
  • Deepika Padukone appointed as India’s first-ever Mental Health Ambassador by Union Health Ministry.
  • National Medical Commission approves 10,650 new MBBS seats, 41 new colleges added for 2024-25.
  • Uttarakhand Guv approves minority education bill, Madrasa Board Act to be abolished.
  • Uttar Pradesh lights 26 lakh+ diyas, sets Guinness World Record at Ayodhya.
  • 61 Naxals surrender in presence of CM Devendra Fadnavis in Maharashtra.
  • Gujarat Government announced its new cabinet with Harsh Sanghvi taking oath as Deputy Chief Minister.
  • Severe cyclonic storm Montha makes landfall between Machilipatnam and Kalingapatnam.
  • US President and leaders of Egypt, Qatar and Turkey sign declaration to end war and bring peace to Gaza.
  • All living Israeli hostages released by Hamas, Israel releases Palestinian prisoners.
  • Thousands of Palestinians return to Northern Gaza as US-brokered ceasefire comes into effect.
  • U.S. Government shutdown continues as funding vote fails again in Senate.
  • Sergio Gor appointed as youngest US Ambassador to India.
  • Pentagon places stricter restrictions on journalists’ access to military.
  • US announces H-1B visa fee exemption for existing holders, relief for Indian IT professionals, students.
  • US President Trump orders resumption of US nuclear weapons testing.
  • Cap foreign students at 15%, max 5% per country: Trump to US universities.
  • Takaichi Sanae elected as Japan’s first female Prime Minister.
  • US and Australia sign $8.5 billion agreements on minerals and defence.
  • US President Donald Trump holds a bilateral meeting with Canadian PM Mark Carney.
  • Russia conducts massive missile and drone attacks on Ukrainian targets.
  • Pakistan and Afghanistan agree to immediate ceasefire after Doha talks.
  • Trump calls Shehbaz Sharif and Asim Munir ‘great people,’ vows to end Pakistan-Afghanistan conflict.
  • Venezuela’s Maria Corina Machado awarded Nobel Peace Prize 2025.
  • European Commission President Ursula von der Leyen survives 2 no-confidence votes.
  • Macron reappoints Sebastien Lecornu as French PM after days of turmoil.
  • UAE launches $10 million drive to build Asia-Pacific resilience.
  • Nepal’s interim PM holds first talks with parties and Gen Z since September protests.
  • UAE launches new 10 year Golden Visa for foreign Waqf donors, philanthropists.
  • Iran’s Supreme Leader Khamenei rejects Trump’s offer for nuclear talks.
  • Saudi Arabia abolishes Kafala System, grants freedom to 13 million migrant workers.
  • North Korea unveils Hwasong-20 ICBM, calls it nation’s strongest nuclear weapon.
  • Thailand, Cambodia sign expansion of ceasefire that ended border conflict.
  • World Para Athletics Championships 2025: India ends 10th with record 22-medal haul.
  • Tamil Nadu govt partners with Borussia Dortmund for India’s first sports tech incubator.
  • Afghanistan pulls out of Tri-Series after Pakistan airstrikes kill 3 cricketers.
  • ICC Women’s Cricket World Cup: India eye their maiden title as they take on South Africa in the final.
  • Gill enters elite list with century against West Indies, breaks records of Rohit and Tendulkar.
  • Rohit Sharma, 38, becomes the oldest ever ICC No. 1 ODI batter, breaks Tendulkar’s world record.
  • Lionel Messi wins 2025 MLS Golden Boot with 29 goals and 19 assists.

Business News

  • Centre rolls out guidelines for ₹1,500 crore critical mineral recycling incentive scheme.
  • Centre releases additional instalment of tax devolution of ₹1.01 lakh crore to state governments.
  • IT Ministry approves 7 private electronics component investments in Tamil Nadu, Andhra, MP.
  • Cabinet approves ₹11,440 crore mission to make India self-sufficient in pulses.
  • Centre’s ₹15,000 crore procurement plan for pulses & oilseeds for Telangana, Odisha, Maharashtra, MP.
  • FSSAI directs states to ensure removal of ORS from product labels and brand names.
  • Piyush Goyal launches UPI in Qatar, boosting India-Qatar digital ties.
  • Government extends Unified Pension Scheme (UPS) choice deadline to 30th November.
  • RBI keeps repo rate unchanged at 5.5% for second consecutive time; raises GDP growth forecast for
    current FY to 6.8%; lowers inflation forecast to 2.6%.
  • RBI launches incentive scheme for banks to return ₹67,000 crore unclaimed deposits.
  • Banks move to continuous cheque clearing, funds in hours from October 4.
  • Mutual fund houses stop lump-sum investments in silver ETF FoFs.
  • India, Saudi Arabia discuss investment opportunities, economic integration.
  • India-EFTA Trade and Economic Partnership Agreement (TEPA) comes into effect.
  • India witnesses record Navratri sales in a decade amid GST reforms.
  • Jerome Powell-led FOMC cuts key interest rates to 3.75-4.00%.
  • US reduces tariffs on China to 47% after President Donald Trump–Xi talks in Busan.
  • US and Japan sign key agreements on trade and critical minerals.
  • US President Donald Trump imposes additional 10% tariff on Canadian imports amid trade tensions.
  • Trump inks deals on trade, critical minerals with Southeast Asian partners.
  • US President Trump announces 25% tariff on all imported medium and heavy-duty trucks.
  • China greenlights rare earth exports for 4 Indian companies.
  • UK sanctions 90 entities, including India’s Nayara Energy, to cut Putin’s oil trade.
  • US imposes new sanctions on Russia’s top oil firms Rosneft and Lukoil to pressure peace talks.
  • India Post resumes all international services to US after temporary suspension.
  • China’s US exports drop in September, while global shipments hits a 6-month high.
  • India gets six-month waiver on U.S. sanctions against Chabahar.
  • ADB, World Bank sign $3 billion exposure exchange deal to boost lending for developing nations.
  • India’s auto deals hit $4.6 billion in Q3, driven by outbound M&A, EV growth.
  • Hero MotoCorp makes its debut in Italy.
  • Ford announces plan to revive Chennai plant with ₹3,250 crore investment.
  • Jaishankar, Ram Mohan Naidu Kinjarapu Meet Airbus and IndiGo Executives to Boost Civil Aviation.
  • IndiGo signs contract with Airbus to confirm order for 30 more A350-900 aircraft.
  • HAL, Russia’s UAC sign MoU for production of civil aircraft SJ-100 in India.
  • L&T signs pact with US co to build MALE drones for Indian armed forces.
  • Ola becomes first Indian automaker to get govt certification for in-house developed ferrite motor.
  • Ola launches first ‘non-vehicle’ product ‘Shakti’.
  • US permits Nvidia to export chips worth billions to UAE amid Donald Trump’s AI diplomacy.
  • Google launches Gemini Enterprise AI platform for business clients.
  • Andhra Pradesh clinches $10 billion Google investment.
  • EY, Microsoft launch free ‘AI Skills Passport’ to train India’s youth.
  • Email accounts of 12 lakh central government employees shift to Zoho platform.
  • Facebook picks 30% in AI venture of Reliance; two companies to invest ₹855 crore.
  • NVIDIA expands collaboration with Fujitsu to build infrastructure to accelerate AI implementation.
  • Elon Musk’s xAI launches AI-powered Grokipedia database to replace Wikipedia.
  • Mehli Mistry to exit Tata Trusts as 3 trustees vote against reappointment.
  • Former British PM Rishi Sunak joins Microsoft, Anthropic in advisory roles.

Q2 Results

  • ICICI Bank Q2 PAT rises 5% YoY to ₹12,359 crore, NII grows 7%.
  • HDFC Bank Q2 Standalone net profit rises 11% YoY to ₹18,641 crore; NII witnesses 5% growth.
  • Axis Bank Q2 Net profit drops 26% YoY to ₹5,090 crore; asset quality deteriorates.
  • Yes Bank Q2 Net profit rises 18% YoY to ₹654 crore, asset quality remains steady.
  • PNB Q2 Net profit rises 14% YoY to ₹4,904 crore.
  • Kotak Mahindra Bank Q2 Net profit falls 3% to ₹3,253 crore, NII up 4% at ₹7,311 crore.
  • Federal Bank Q2 profit drops 9.51% to ₹992 crore as provisions rise.
  • TCS Q2 Cons PAT rises 1.4% YoY to ₹12,075 crore, ₹11 per share dividend declared.
  • HCL Tech Q2 net profit flat at ₹4,235 crore; declares ₹12 interim dividend.
  • Tech Mahindra Q2 net profit falls 4.5% to ₹1,195 crore; declares interim dividend of ₹15.
  • Infosys Q2 Profit jumps 13% YoY to ₹7,364 crore, revenue up 9% to ₹44,490 crore.
  • Wipro Q2 Cons PAT rises 1.2% YoY to ₹3,246 crore.
  • Reliance Industries posts 10% profit rise on energy, digital growth; Jio Q2 Profit rises 13% to ₹7,375 crore.
  • Hyundai Motor India Q2 Net profit rises 14% to ₹1,572 crore, revenue up 1% to ₹17,461 crore.
  • Maruti Suzuki Q2 Profit up 8% at ₹3,349 crore, revenue jumps 13% to ₹40,139 crore.
  • Avenue Supermarts net profit increased 4% in Q2FY26 to ₹684.85 crore.
  • Eternal, Zomato parent’s PAT plunges 63% YoY to ₹65 crore, revenue soars 183% to ₹13,590 crore.
  • SAIL reports 32% rise in profit after tax for H1 FY26; revenue crosses ₹52,600 crore.
  • Swiggy Q2 net loss widens to ₹1,092 crore, revenue rises 54%.
WORLD INDICES
Indices 31-Oct 30-Sep % 1M 01-Jan % since Jan
BSE 83939 80268/td>

4.57% 78,507 6.92%
NSE 25722 24611 4.51% 23,743 8.34%
DOW 47563 46398 2.51% 42,544 11.80%
NASDAQ 23725 22660 4.70% 19,311 22.86%
FTSE 9717 9350 3.92% 8,173 18.89%
Nikkei 52411 44933 16.64% 39,895 31.37%
Hang Seng 25907 26856 -3.53% 20,060 29.15%
Straits Times 4429 4300 2.99% 3,788 16.92%
Shanghai 3955 3883 1.85% 3,352 17.99%
USD 88.77 88.77 0.00% 85.64 3.65%
Euro 102.76 104.31 -1.49% 88.59 16.00%
GBP 116.68 119.34 -2.23% 107.72 8.32%
Yen/100INR 0.58 0.60 -4.05% 0.54 6.21%
Gold 121284 116434 4.17% 77,118 57.27%
Silver 148399 143890 3.13% 88,532 67.62%
Crude Brent $ 64.77 66.42 -2.48% 74.79 -13.40%
Crude Nymex $ 60.98 62.74 -2.81% 71.89 -15.18%
NIFTY SECTORAL INDICES
Sectors BANK NIFTY CNX IT CNX AUTO CNX FMCG CNX PHARMA
31-Oct 57,776 35,712 26,810 56,209 22,175
30-Sep 54,636 33,655 26,542 54,711 21,454
% 1M 5.75% 6.11% 1.01% 2.74% 3.36%
01-Jan 51,061 43,373 23,140 57,018 23,460
% since Jan 13.15% -17.66% 15.86% -1.42% -5.48%

INDIAN TRADE
Exports in ($ Bn) 36.38
Imports ($ Bn) 68.53
FDI 7304
Government Bond 10Y 6.54%
GDP YoY 7.80%
Inflation Rate 1.54%
Forex Reserves ($ Mn) 6,95,360
IIP % 0.70%
INSTITUTIONAL TRADING ACTIVITY
Particulars FII (Rs. crore) MF (Rs. crore)
Equity 18,636 20,196
Debt 3,615 (37)
Total 1 M 22,251 20,158
Total Since Jan (1,47,051) (57,581)
Equity (1,30,832) 4,13,270
Debt (16,219) (4,70,851)

General News

  • C.P. Radhakrishnan sworn in as 15th Vice President of India.
  • General Anil Chauhan’s tenure as CDS extended till May 2026.
  • PM Modi encourages citizens to choose swadeshi during festive season.
  • PM Modi and Xi discuss trade and security at SCO summit, aim to repair relations.
  • SCO nations condemn Pahalgam terror attack; demand perpetrators and sponsors be brought to justice.
  • PM Modi holds bilateral talks with Russian President Vladimir Putin in Tianjin.
  • PM Modi holds delegation-level talks with Singapore PM Lawrence Wong.
  • Mauritius PM Navinchandra Ramgoolam arrives on eight-day visit to India.
  • PM Modi speaks to French President Macron; discusses efforts to bring early end to war in Ukraine.
  • Trilateral talks between India, Iran & Armenia aimed at developing areas of mutual interest held in Tehran.
  • India, Canada NSAs hold talks in New Delhi to boost security cooperation.
  • Jaishankar-Rubio hold third in-person meeting this year.
  • Jaishankar holds high-level UNGA meet to boost Global South collaboration.
  • India unveils roadmap to strengthen nuclear deterrence, drone warfare capabilities.
  • Rajnath Singh approves Defence Procurement Manual 2025 to streamline revenue procurement.
  • Indian Navy commissions INS Aravali to strengthen its information and communication infrastructure.
  • India successfully tests Intermediate Range Agni-Prime Missile from rail-based Mobile launcher system.
  • Indian Air Force bids farewell to MiG-21 Aircraft in Chandigarh after six decades of service.
  • EC streamlines counting of postal ballots to reduce delays & enhance clarity.
  • Centre releases ₹342 crore 15th Finance Commission Grant for rural bodies in Tamil Nadu and Assam.
  • Bihar CM Nitish announces transfer of ₹802 crore to 16.4 lakh workers’ accounts on Vishwakarma Puja.
  • PM Modi transfers ₹10,000 each to 75 lakh women under Bihar’s ‘Mukhyamantri Mahila Rojgar Yojana’.
  • Protests held in Ladakh demanding Sixth Schedule Status and Constitutional Safeguards for Tribal Areas.
  • Centre, Manipur govt, Kuki-Zo groups sign agreement; NH-2 to be opened.
  • Assam government approves SOP to expel illegal migrants under 1950 Expulsion Act.
  • Kerala Assembly passes resolution against implementation of SIR in the state.
  • Kerala on alert as ‘brain-eating amoeba’ kills 21.
  • BRS leader Kavitha announces quitting party, MLC post after being suspended for ‘anti-party activities’.
  • D Raja re-elected CPI General Secretary for third term despite Kerala opposition.
  • BJP appoints Dharmendra Pradhan as election in-charge of Bihar, Bhupendra Yadav for West Bengal.
  • 40 killed in stampede at actor-politician Vijay’s rally in Tamil Nadu’s Karur district.
  • Telangana’s Bathukamma festival creates two Guinness World Records.
  • Heavy rainfall causes significant flooding in J&K, Himachal Pradesh, Punjab and Uttarakhand.
  • India receives above-average monsoon rains for second straight year.
  • SC refuses to stay Waqf Law; puts on hold certain provisions of Waqf Amendment Act 2025.
  • Supreme Court-appointed SIT gives clean chit to Vantara.
  • Cabinet approves 5,023 MBBS & 5,000 PG Seats in govt medical colleges at ₹15,034 crore.
  • NIRF Ranking 2025: India rankings out for 17 categories, IIT Madras tops in overall category.
  • Malayalam actor Mohanlal honoured with Dada Saheb Phalke Award 2023.
  • Netanyahu agrees to Trump plan to end Israel’s war on Gaza.
  • Qatar joins U.S. and Israel in trilateral mechanism after Gaza plan.
  • 26 Western Allies pledge to deploy troops in Ukraine after war ends.
  • Russian President Putin and North Korean leader Kim meet for bilateral talks in Beijing.
  • Pakistan PM Sharif, Army Chief Munir meet US President Donald Trump at White House.
  • Trump signs proclamation imposing annual $100,000 fee on H-1B visas.
  • Trump signs order creating $1 million US ‘gold card’ visa, pitches $5 million ‘platinum card’.
  • Charlie Kirk, prominent Conservative activist, dies after shooting at Utah Campus.
  • Trump issues warning based on unproven link between Tylenol and Autism.
  • U.S., South Korea and Japan open joint air and naval exercise.
  • Nepal withdraws ban on social media after violent youth protests; PM K.P. Sharma Oli resigns.
  • Sushila Karki sworn in as Nepal’s first woman Prime Minister.
  • French govt collapses as PM loses confidence vote, Macron’s close ally Sebastien Lecornu named new PM.
  • UK PM announces British citizens, permanent residents will have to produce mandatory digital ID.
  • Iran & IAEA announce agreement on resuming nuclear inspections.
  • Pakistan, China agree to work closely on CPEC 2.0 as PM Sharif meets Chinese Premier.
  • Saudi Arabia, Pakistan sign mutual defence pact treating attack on one as attack on both nations.
  • Japanese PM Shigeru Ishiba quits to avert split in party over recent poll loss.
  • Albania appoints world’s first AI-generated minister to fight corruption.
  • Amit Shah inaugurates India’s largest sports complex in Ahmedabad’s Naranpura.
  • Apollo Tyres secures Indian cricket team’s jersey sponsorship until 2027.
  • Former Delhi captain Mithun Manhas set to become new BCCI president.
  • Asia Cup: India beat Pakistan in final, refuse to accept trophy from Naqvi.
  • Australia wins 3 match Women’s ODI series against India 2-1.
  • Smriti Mandhana breaks women’s ODI world record after fastest Indian ton against Australia.
  • Ex-BCCI president N Srinivasan appointed as chairman of CSK ahead of IPL 2026.
  • Vaishali wins FIDE Women’s Grand Swiss for the second consecutive time, qualifies for 2026 candidates.
  • US Open Tennis: Aryna Sabalenka retains women’s singles title; Carlos Alcaraz wins second US Open title.

Business News

  • GST on everyday items lowered to 5% bracket; health and life insurance premiums reduced to zero.
  • GST slashed on small cars, 2Ws, 3Ws, CVs; new rates to be effective from September 22.
  • Govt increases GST on exploration, production of oil and gas to 18%.
  • Govt allows manufacturers to revise MRP on unsold stock due to GST rate changes.
  • Nirmala Sitharaman launches Goods and Services Appellate Tribunal; to start hearing cases from Dec.
  • Cabinet approves ₹69,725 crore package to transform India’s shipbuilding, maritime sector.
  • PM Modi inaugurates ₹8,070 crore Bairabi-Sairang rail line, Mizoram gets first rail link.
  • India-Bhutan rail links costing ₹4,033 crore announced.
  • PM Modi launches BSNL’s swadeshi 4G network from Odisha, commissions 97,500 towers.
  • BSNL partners with Department of Posts to boost telecom access in remote areas.
  • Jyotiraditya Scindia launches UPI–UPU integration project in Dubai.
  • Govt makes cybersecurity audits mandatory for crypto exchanges.
  • Indian Army awards ₹30,000 crore tender to BEL for ‘Anant Shastra’ air defence.
  • MoD inks ₹62,370 crore deal with HAL to purchase 97 LCA Mk1A aircraft.
  • Tata Advanced Systems opens India’s first overseas defence manufacturing unit in Morocco.
  • Centre unveils draft Civil Drone Bill 2025, proposes strict rules on safety, insurance.
  • India marks milestone in semiconductor mission with pilot line chips.
  • Cabinet approves incentive scheme to promote Critical Mineral Recycling.
  • PM inaugurates ₹5,000 crore bamboo-based ethanol plant in Assam’s Numaligarh.
  • Sarbananda Sonowal announces ₹80 lakh crore investment to transform India’s maritime sector by 2047.
  • India’s Fisheries department teams up with FAO to strengthen Blue Port infrastructure.
  • Ministry of Commerce and Industry Reopens Application Window for PLI Scheme on White Goods.
  • PM Modi lays foundation of India’s largest 2,500 MWh battery storage project in Rajasthan.
  • India, ADB ink $126 million loan pact to boost sustainable tourism in Uttarakhand.
  • Inland Speed Post (document) tariff revised with OTP, online payment features.
  • RBI sets premature redemption price for SGB 2019-20 Series-X at ₹10,905 per gram.
  • RBI approves Yes Bank board changes as SMBC prepares stake acquisition.
  • Infosys board approves ₹18,000 crore share buyback, its largest to date.
  • Daily cap for person-to-merchant payments via UPI raised to ₹10 lakh in key sectors from September 15.
  • PhonePe gets final RBI nod to operate as online payment aggregator.
  • India, UAE review progress of CEPA, agree to expand bilateral trade to $200 billion by 2030.
  • Piyush Goyal holds talks with Russia’s Deputy PM Dmitry Patrushev on trade, industry.
  • India’s first European trade pact with EFTA to come into effect from October 1.
  • US cuts tariff on Japanese cars to 15%; Korean autos still face 25% levy.
  • Trump imposes 100% duty on imported branded or patented pharma products unless made in US.
  • Additional 25% tariff on heavy trucks 50% on kitchen cabinets and vanities 30% on upholstered furniture.
  • China gives up developing-country treatment in bid to boost WTO in face of Trump tariffs.
  • Russia’s Gazprom, China National Petroleum Corporation sign agreement to increase gas supplies.
  • US President Trump asks EU to slap 100% tariff on countries, including India for buying Russian oil.
  • EU sanctions on Nayara Energy hits access to non-Russian oil for second consecutive month.
  • US Fed cuts rates by 25 bps, signals two more cuts this year.
  • BOJ keeps benchmark rate unchanged at around 0.5%.
  • China keeps lending rates unchanged for a fourth straight time.
  • GST fuels Maruti Suzuki, Tata, Hyundai to hit record sales on Navratri Day 1.
  • US-Japan deal: Donald Trump signs executive order cutting Tokyo auto tariffs to 15%.
  • Centre issues guidelines for rollout of 72,300 EV charging stations under PM E-DRIVE.
  • Ola Electric achieves 1 million production milestone; rolls out special edition RoadsterX+.
  • Tata Motors receives NCLT approval for demerger of passenger and commercial vehicle businesses.
  • Britain pledges $2 billion loan guarantee for Tata’s Jaguar Land Rover.
  • L&T to formally exit Hyderabad Metro rail; state govt to take over.
  • Mark Zuckerberg & Apple’s Tim Cook pledge to invest ‘$600 billion’ in US at Trump’s White House dinner.
  • TCS wins 5-year Vodafone Idea deal to transform business systems with AI.
  • Nvidia to invest $100 billion in OpenAI for next-gen AI infrastructure.
  • Microsoft reduces Israel’s access to cloud, AI products over reports of mass surveillance in Gaza.
  • Hospitals’ body AHPI, Star Health to restore cashless services at member hospitals from October 10.
  • SEBI clears Gautam Adani, group companies in Hindenburg case; rules allegations not established.
  • TCS inks pact with C-DAC to develop India’s sovereign cloud ecosystem.
  • Zupee launches Studio short video platform after RMG ban in India
  • Trump signs executive order approving TikTok Deal with majority US ownership.
  • Zoho’s Arattai messaging app explodes with 100x traffic surge amid nationalistic push.
  • iPhone 17 goes on sale globally as Apple faces China rivals and AI doubts.
  • Amazon completes Axio acquisition, secures direct lending license in India.
  • Myntra launches B2B e-commerce for business customers.
  • Oyo renames parent entity Oravel Stays to Prism to unify global brands.
  • MakeMyTrip partners with Zomato to offer on-train meal delivery across 130+ stations.
  • Swiggy completes ₹2,400 crore Rapido stake sale, transfers Instamart to subsidiary.
  • Warren Buffett’s fund exits BYD after a 17-year investment that grew over 20-fold in value.
  • NCLT approves merger of Star Television Productions with Jio Star.
  • RBI clears reappointment of R Gandhi as Yes Bank Chairman till 2027.
  • Ex-Finance Secretary Ajay Seth takes charge as Chairman of IRDAI.
  • HCLTech appoints Amitabh Kant as independent director.
  • IndiGo onboards Amitabh Kant as additional director after getting security approval.
WORLD INDICES
Indices 30-Sep 29-Aug % 1M 01-Jan % since Jan
BSE 80268/td>

79810 0.57% 78,507 2.24%
NSE 24611 24427 0.75% 23,743 3.66%
DOW 46398 45545 1.87% 42,544 9.06%
NASDAQ 22660 21456 5.61% 19,311 17.34%
FTSE 9350 9187 1.78% 8,173 14.41%
Nikkei 44933 42718 5.18% 39,895 12.63%
Hang Seng 26856 25078 7.09% 20,060 33.88%
Straits Times 4300 4270 0.71% 3,788 13.53%
Shanghai 3883 3858 0.64% 3,352 15.84%
USD 88.77 88.20 0.65% 85.64 3.66%
Euro 104.31 102.96 1.31% 88.59 17.75%
GBP 119.34 118.74 0.51% 107.72 10.79%
Yen/100INR 0.60 0.60 0.10% 0.54 10.70%
Gold 116434 103780 12.19% 77,118 50.98%
Silver 143890 120250 19.66% 88,532 62.53%
Crude Brent $ 66.42 67.48 -1.57% 74.79 -11.19%
Crude Nymex $ 62.74 64.01 -1.98% 71.89 -12.73%
NIFTY SECTORAL INDICES
Sectors BANK NIFTY CNX IT CNX AUTO CNX FMCG CNX PHARMA
30-Sep 54,636 33,655 26,542 54,711 21,454
29-Aug 53,656 35,181 24,961 56,142 21,804
% 1M 1.83% -4.34% 6.34% -2.55% -1.60%
01-Jan 51,061 43,373 23,140 57,018 23,460
% since Jan 7.00% -22.41% 14.71% -4.05% -8.55%

INDIAN TRADE
Exports in ($ Bn) 35.10
Imports ($ Bn) 61.59
FDI 7304
Government Bond 10Y 6.50%
GDP YoY 7.80%
Inflation Rate 2.07%
Forex Reserves ($ Mn) 7,02,570
IIP % 1.10%
INSTITUTIONAL TRADING ACTIVITY
Particulars FII (Rs. crore) MF (Rs. crore)
Equity (14,902) 41,362
Debt 2,993 (50,999)
Total 1 M (11,909) (9,637)
Total Since Jan (1,65,169) (77,871)
Equity (1,45,443) 3,87,994
Debt (19,726) (4,65,865)

General News

  • Parliament adjourned sine die; Lok Sabha passed 12 bills, Rajya Sabha 14 amid Opposition protests.
  • PM announces slew of initiatives from ramparts of Red Fort to embrace Aatmanirbhar Bharat.
  • Maharashtra Governor CP Radhakrishnan named NDA’s Vice Presidential candidate; Sudershan Reddy, former SC judge, is Opposition’s pick.
  • Vice President election to be held on Sept 9, result on same day.
  • PM Modi attends 15th India-Japan Annual Summit in Tokyo.
  • SCO summit: PM Modi in China after 7 years; Xi Jinping to host over 20 world leaders including Putin.
  • PM Modi speaks with Zelensky, urges for peaceful resolution of Russia conflict.
  • PM Modi & Brazilian President Lula discuss strengthening India-Brazil strategic partnership via call.
  • India-New Zealand hold inaugural defence strategic dialogue to strengthen bilateral cooperation.
  • NSA Ajit Doval meets Russian President Vladimir Putin in Moscow; Russian President to visit India soon.
  • S Jaishankar holds meeting with his South Korean counterpart, Cho Hyun to deepen bilateral cooperation.
  • Indian & Australian Army Chiefs discuss defence cooperation, regional stability in New Delhi.
  • India receives final batch of Airbus C-295 aircraft ahead of schedule in Spain.
  • Cabinet approves ₹67,000 crore project for production of 97 improved Tejas Mk1A jets.
  • India successfully test-fires Agni-5 intermediate range ballistic missile.
  • India, France set to join hands to build engines for indigenous stealth jet.
  • Indian Navy commissions the advanced stealth frigates Udaygiri and Himgiri at Visakhapatnam.
  • IAF retires fighter jet, MiG-21 after decades of service.
  • Rajnath Singh & Yogi Adityanath inaugurate Defence Equipment & Drone Unit in NOIDA, UP.
  • ISRO completes first integrated parachute test for Gaganyaan crew module.
  • Cabinet approves extension and restructuring of PM SVANidhi Scheme till 2030.
  • Cabinet approves ₹6,520 crore outlay for Pradhan Mantri Kisan Sampada Yojana.
  • UIDAI partners with Starlink for seamless Aadhaar-based customer verification.
  • President appoints Manipur Governor Ajay Kumar Bhalla as Governor of Nagaland.
  • PM Modi inaugurates and lays foundation stones for projects worth ₹5,200 crore in Kolkata.
  • PM inaugurates, lays foundation stone of development projects worth around ₹13,000 crore in Bihar.
  • Supreme Court directs ECI to publish names, reasons for excluding 65 lakh electors from Bihar draft roll.
  • EC issues notices to around 3 lakh people in Bihar over suspected citizenship.
  • Bihar Cabinet reserves 85% of teaching jobs for natives ahead of polls.
  • Rahul Gandhi begins 16-day voter Adhikar Yatra across 23 districts.
  • Delhi CM launches ‘Delhi Ko Koode Se Azadi’ campaign to clean every street, market.
  • Maharashtra government inks MoUs worth ₹42,000 crore ahead of local polls.
  • Tamil Nadu unveils State Education Policy, counters NEP with two-language system.
  • Uttarkashi cloudburst: Several feared missing as flash floods sweep away buildings in Uttarakhand.
  • J&K cloudburst kills at least 40, over 100 missing.
  • Mohan Bhagwat emphasizes self-reliance, calls for voluntary global trade at RSS centenary.
  • Supreme Court modifies earlier directive, allows release of strays from Delhi shelters after immunisation.
  • Satyapal Malik, former J&K Governor, Former Jharkhand CM Shibu Soren and Nagaland Governor and former BJP leader L. Ganesan passed away.
  • National Awards 2025: SRK and Vikrant Massey win Best Actor, Ranu Mukerji bags Best Actress Award.
  • Israel’s security cabinet approves PM Benjamin Netanyahu’s proposal to occupy Gaza.
  • Trump says Zelenskyy can decide to end war, rules out reclaiming Crimea.
  • Israel launches first phase of Gaza city ground offensive amid global concerns and ceasefire push.
  • Putin-Trump Alaska Summit ends without deal on Ukraine conflict.
  • US President Trump urges Ukraine to seek deal with Russia.
  • Pentagon blocks Ukraine from using US long-range missiles to strike Russia.
  • Zelenskyy seeks talks with Trump, European leaders on slow progress of peace efforts with Russia.
  • National Guard takes control in Washington, DC, after US President declared ‘criminal emergency’.
  • President Donald Trump names close aide Sergio Gor as next US ambassador to India.
  • White House names Jim O’Neill as replacement for director of US CDC.
  • Taiwan reports surge in Chinese military activity.
  • North Korea tests newly improved air defence missiles.
  • Iran’s Supreme National Security Council approves formation of new defence council.
  • France, Germany & UK trigger 30-day process to reimpose UN sanctions on Iran over its nuclear program.
  • Australia and Japan sign largest-ever defence deal, Australia to acquire 11 advanced stealth frigates.
  • Pakistan Army chief Asim Munir delivers ‘nuclear threat’ from US soil.
  • Former Sri Lankan President Ranil Wickremesinghe arrested over alleged misuse of state funds.
  • Sports Minister Mansukh Mandaviya unveils India’s first-ever Mondo Track.
  • Govt announces formation of task force to formulate sports goods manufacturing policy.
  • Cabinet approves India’s 2030 Commonwealth Games bid, names Ahmedabad as ideal host.
  • First Khelo India Water Sports Festival held at Dal Lake; 500 athletes from 36 states and UTs participate.
  • India Asia Cup: 15-man squad announced; Gill named vice-captain.
  • Rajeev Shukla takes over as BCCI chief on interim basis as Binny steps down.
  • Rahul Dravid steps down as head coach of Rajasthan Royals.
  • Cheteshwar Pujara retires from all forms of Indian cricket.
  • Ravichandran Ashwin announces retirement from IPL.
  • Pakistan Cricket Board issues ‘blanket ban’ on future participation in WCL.
  • Roger Federer returns after 3 years; to play in Shanghai Masters 2025.

Business News

  • Income Tax Act 2025 gets President’s assent; will be effective from 1st April 2026.
  • GoM approves Centre’s GST rate rationalisation proposal, backing the proposed two-slab structure.
  • Cabinet approves Gaming Bill making online betting punishable.
  • India suspends booking of all categories of mail for US.
  • PM Modi flags off Maruti’s ‘made-in-India’ EV, to be exported to over 100 countries.
  • Rajnath Singh lays foundation stone for ₹1,800 crore BEML Rail Hub in Madhya Pradesh.
  • FASTag annual pass launched; ₹3,000 for 200 highway trips; applies at NH and NE toll plazas.
  • Ashwini Vaishnaw inaugurates Optiemus’ tempered glass factory entailing ₹870 crore investment.
  • Govt extends Export Obligation Period to provide relief to textile exporters.
  • National Waterway-57 operationalised on Assam’s Kopili river, maiden cargo flagged off.
  • India’s GDP grows to a five-quarter high of 7.8% in first quarter of FY 2025-26.
  • RBI keeps repo rate steady at 5.5%, maintains neutral stance amid global uncertainty.
  • RBI to Introduce same day cheque credit system from Oct 4; within 3 hours from Jan 3, 2026.
  • ICICI Bank lowers min balance requirement to ₹15,000 from ₹50,000.
  • Yes Bank stake sale to Sumitomo gets RBI nod.
  • RBI grants AU Small Finance Bank a universal license, first in a decade.
  • NSDL, JSW Cement make their market debuts.
  • SC halts coercive action against owners of 10-year-old diesel, 15-year-old petrol vehicles in Delhi-NCR.
  • Renault Group acquires full ownership of Chennai plant, plans large expansion in India.
  • Tata Motors and DIMO launch 10 new commercial vehicles in Sri Lanka, mark 65 years of partnership.
  • Tesla opens showroom in Delhi Aerocity, EV deliveries to begin by September.
  • Mahindra Logistics launches mobility service Alyte for urban commuting.
  • Ather Energy announces Battery as a Service model for its e-scooters to increase customer base.
  • India, China agree to resume direct flights, update air services agreement after bilateral talks.
  • HPCL signs 10-year LNG deal with ADNOC Gas.
  • Indian Oil signs MoU with Air India for supply of sustainable aviation fuel.
  • Abu Dhabi signs agreement with IOC to provide one million tonnes of LNG per year.
  • US President signs executive order raising tariffs on 68 countries & EU.
  • Trump hits India with additional 25% tariff over Russian oil.
  • India, Eurasian Economic Union sign terms of reference to begin FTA negotiations.
  • China agrees in principle to resume trade with India through Shipki-La in Kinnaur, Himachal Pradesh.
  • Trump threatens new tariffs on countries that tax tech companies.
  • Pakistan to get first U.S. oil shipment as Cnergyico seals import deal.
  • Iran moves to remove zeros from plunging national currency.
  • LTIMindtree wins ₹800-crore PAN 2.0 project from CBDT to overhaul taxpayer services.
  • DoT announces ₹47,000 crore capex plan to strengthen BSNL’s network.
  • BSNL partners Ericsson, Nokia, Qualcomm and Cisco to boost 5G, AI, and digital skills.
  • Starlink receives license to launch satellite internet service in India.
  • US agency approves OpenAI, Google, Anthropic for federal AI vendor list.
  • Nvidia, AMD agree to pay 15% of Chinese AI chip revenues to US for export licenses.
  • RIL AGM 2025: Reliance Jio IPO set for mid-2026 debut; platform crosses 500 million users.
  • RIL launches AI unit ‘Reliance Intelligence’ with Google, Meta as strategic partners.
  • CBI books Anil Ambani’s RCOM for ₹2,000-crore bank fraud, searches premises.
  • UPI records all-time high in July with 1,947 crore transactions worth ₹25.1 lakh crore.
  • Chinese Group Ant Financial exits Paytm, sells 5.84% stake for ₹3,980 crore.
  • Paytm unit gets RBI ‘in-principle’ nod for online payment aggregator business.
  • Dream11, MPL, PokerBaazi shut real-money games after Online Gaming Bill.
  • Winzo unveils short-video platform ‘ZO TV’ after shutting real-money gaming services.
  • Yes Bank shareholders approve extension of CEO Prashant Kumar’s tenure till April 2026.
  • Gautam Adani exits key managerial role at Adani Ports.
  • Anant Ambani makes debut as RIL Executive Director at 2025 AGM.

Q1 Results

  • SBI Q1 Net profit rises 12% to ₹19,160 crore, NII at ₹41,072 crore.
  • Federal Bank Q1 Net profit falls 15% on-year to ₹862 crore.
  • Tata Motors Q1 Profit plunges 63% YoY to ₹4,003 crore, revenue down 2.5%.
  • HAL reports Q1 net profit at ₹1,377 crore, a 4.4% YoY decline, revenue rises 11% to ₹4,819 crore.
  • Ashok Leyland Q1 net profit rises 13% to ₹594 crore, revenue up 1.5% at ₹8,725 crore.
  • LIC Q1 Net profit rises 5% to ₹10,987 crore, net premium income up 5%.
  • Bharti Airtel Q1 net profit rises 43% YoY to ₹5,948 crore.
  • Bajaj Auto Q1 Cons profit jumps 14% YoY to ₹2,210 crore; revenue rises 10% to ₹13,133 crore.
  • ITC Q1 Net profit remains flat at ₹4,912 crore; revenue up 15% at ₹20,911 crore.
  • Biocon Q1 revenue rises 15%, net profit falls 95% on high base effect.
  • HPCL Q1 Profit skyrockets 548% to ₹4,110 crore on improved margins.
  • ONGC Q1 net profit drops 10% YoY to ₹8,024 crore on lower oil prices.
  • IOC Q1 Net profit more than doubles to ₹5,689 crore, revenue up 1% to ₹2.19 lakh crore.
  • Vodafone Idea net loss widens to ₹6,608 crore, average revenue per user up by 15% to ₹177.
WORLD INDICES
Indices 29-Aug 31-Jul % 1M 01-Jan % since Jan
BSE 79810 81186 -1.69% 78,507 1.66%
NSE 24427 24768 -1.38% 23,743 2.88%
DOW 45545 44131 3.20% 42,544 7.05%
NASDAQ 21456 21122 1.58% 19,311 11.11%
FTSE 9187 9133 0.60% 8,173 12.41%
Nikkei 42718 41070 4.01% 39,895 7.08%
Hang Seng 25078 24773 1.23% 20,060 25.01%
Straits Times 4270 4174 2.30% 3,788 12.73%
Shanghai 3858 3573 7.97% 3,352 15.10%
USD 88.20 87.60 0.68% 85.64 2.99%
Euro 102.96 100.15 2.81% 88.59 16.23%
GBP 118.74 115.89 2.46% 107.72 10.23%
Yen/100INR 0.60 0.58 2.64% 0.54 10.58%
Gold 103780 97713 6.21% 77,118 34.57%
Silver 120250 109206 10.11% 88,532 35.83%
Crude Brent $ 67.48 71.80 -6.02% 74.79 -9.77%
Crude Nymex $ 64.01 69.40 -7.77% 71.89 -10.96%
NIFTY SECTORAL INDICES
Sectors BANK NIFTY CNX IT CNX AUTO CNX FMCG CNX PHARMA
29-Aug 53,656 35,181 24,961 56,142 21,804
31-Jul 55,962 35,302 23,656 55,812 22,771
% 1M -4.12% -0.34% 5.52% 0.59% -4.25%
01-Jan 51,061 43,373 23,140 57,018 23,460
% since Jan 5.08% -18.89% 7.87% -1.54% -7.06%

INDIAN TRADE
Exports in ($ Bn) 37.24
Imports ($ Bn) 64.59
FDI 7173
Government Bond 10Y 6.60%
GDP YoY 7.80%
Inflation Rate 1.55%
Forex Reserves ($ Mn) 6,90,720
IIP % -2.70%
INSTITUTIONAL TRADING ACTIVITY
Particulars FII (Rs. crore) MF (Rs. crore)
Equity (28,840) 55,376
Debt 6,863 (49,888)
Total 1 M (21,978) 5,488
Total Since Jan (1,42,369) (64,664)
Equity (1,21,558) 3,36,314
Debt (20,811) (4,00,978)

General News

  • Vice President Jagdeep Dhankhar resigns citing health reasons; President Murmu accepts resignation.
  • Five Rajya Sabha members including 3 nominated MPs take oath.
  • Parliament passes Bills of Lading Bill 2025 aims to simplify legal framework for shipping documents.
  • Opposition protests in Parliament against Bihar’s Special Intensive Revision of electoral rolls.
  • President appoints Governors for Haryana, Goa and a Lt. Governor for Ladakh.
  • Amit Shah lays foundation for India’s first national cooperative university in Gujarat.
  • President’s rule in Manipur extended for another six months amid ongoing ethnic tensions.
  • India, Brazil sign six key pacts with focus on terror, trade, and tech.
  • India, Namibia sign 4 MoUs to deepen economic partnership by exploring new areas of cooperation.
  • PM Modi visits Ghana, Trinidad, Argentina, Brazil & Namibia to deepen global South ties.
  • PM Modi was on 4-day visit to UK, Maldives; trade deal, diplomatic reset in focus.
  • India, Maldives sign 6 MoUs in multiple sectors; extends ₹4,850 crore line of credit.
  • Jaishankar and US Defence Secretary Pete Hegseth discuss plans for new 10 year framework.
  • Jaishankar meets Chinese President Xi Jinping, apprises him of recent development in bilateral ties.
  • Govt clears acquisition proposals for military goods worth ₹1.05 lakh crore.
  • DRDO hands over 6 indigenous radiation monitoring systems to Indian Navy.
  • Army gets first batch of Apache helicopters from U.S.
  • Three terrorists involved in Pahalgam terror attack killed during Operation Mahadev.
  • ISRO-NASA Collaborative Satellite NISAR launched successfully from Sriharikota.
  • President Murmu presents 78 Swachh Survekshan awards; Indore bags ]cleanest city’ for 8th year in row.
  • Aam Aadmi Party quits I.N.D.I. Alliance.
  • Modi becomes India’s second-longest-serving PM in consecutive terms, surpasses Indira Gandhi.
  • Trade unions went on daylong strike against govt policies; over 25 crore workers joined the strike.
  • Centre sets up panel on Polavaram project, inter-state water issues between Telangana & Andhra Pradesh.
  • PM Modi lays foundation, inaugurates ₹7,200 crore projects in Bihar’s Motihari.
  • PM Modi announces massive ₹5,400 crore infra boost for Bengal; Focuses on gas, rail projects.
  • Bihar SIR concludes across all 243 poll-bound assembly constituencies.
  • PM releases commemorative coin honouring Emperor Rajendra Chola.
  • Axiom-4 crew return: Shubhanshu Shukla-piloted SpaceX Dragon makes successful splashdown.
  • BRICS leaders gather in Rio for 17th Summit.
  • 1st round of indirect ceasefire talks between Israel & Hamas in Qatar ends without any agreement.
  • Netanyahu’s coalition is rattled as ultra-Orthodox party announces exit over military draft law.
  • Israel bombs Gaza’s only Catholic church sheltering elderly and children.
  • UK, France and Canada recognise Palestinian statehood defying US-Israel backlash.
  • Iran suspends cooperation with IAEA, criticises UN watchdog’s silence over US attacks on nuclear facilities.
  • Ukraine’s PM Shmyhal resigns as part of major government reshuffle.
  • Russian peninsula rocked by 8.8 magnitude earthquake, causes tsunami in US, Japan.
  • Trump pulls US out of UN cultural agency UNESCO for second time.
  • Elon Musk announces new political party ‘America Party’.
  • Pakistan Air Force chief visits US; first trip by a serving officer in a decade.
  • EU nations agree on 18th round of Russia sanctions over Ukraine war.
  • Pakistan, EU agree to boost cooperation in security and counter-terrorism.
  • French President Macron announces £6.5 billion in extra military spending in next two years.
  • European Court rules Russia responsible for shooting down MH17, killing 298 passengers.
  • Dalai Lama insists process to find his successor must follow traditional Tibetan Buddhist practices.
  • Bangladesh ex-PM Sheikh Hasina formally indicted in crimes against humanity case.
  • China starts building world’s largest dam on Brahmaputra in Tibet.
  • Pakistan, Uzbekistan, Afghanistan ink trilateral rail agreement to connect region via Kabul & Logar.
  • Japan ruling coalition loses Upper House majority; PM Ishiba vows to stay amid growing resignation calls.
  • Russia becomes 1st country to recognise Taliban govt of Afghanistan.
  • Thailand launches airstrikes on Cambodia after border clashes.
  • Cabinet approves National Sports Policy 2025 as the country eyes Olympics bid.
  • Divya Deshmukh trumps Koneru Humpy to clinch maiden FIDE Women’s WC title.
  • World Champion D Gukesh wins rapid title at Grand Chess Tour 2025 at Zagreb in Croatia.
  • ICC appoints Sanjog Gupta as its new CEO.
  • IND-W vs ENG-W: India women seal ODI series win in England; wins T20 series 3-2.
  • IND vs ENG: England leads 5 match Test series 2-1.
  • Gill surpasses Virat Kohli for most Test runs as captain against England.
  • Wimbledon 2025: Jannik Sinner and Iga Swiatek clinch their maiden Wimbledon title.

Business News

  • Cabinet approves Employment Linked Incentive Scheme to create jobs in manufacturing sector.
  • Union Cabinet approves a four-lane highway section to facilitate easy access to Rameswaram.
  • India allocates additional ₹10,000 crore to support deep tech sector.
  • Cabinet clears PM Dhan-Dhaanya Krishi Yojana with annual outlay of ₹24,000 crore.
  • Nirmala Sitharaman discusses strategic partnerships with BRICS Finance Ministers in Rio de Janeiro.
  • Amit Shah launches National Cooperative Policy 2025, calls cooperative sector base of economy.
  • Defence Ministry inks ₹2,000 crore contract with BEL for radars.
  • Indian Navy signs pact with BEL to boost maritime domain awareness and coastal security.
  • Centre issues advisory allowing use of personal bikes for ride-hailing.
  • Government reduces toll charges by up to 50% on national highways with bridges, tunnels.
  • Nirmala Sitharaman inaugurates infrastructure projects worth ₹1,087.81 crore in Meghalaya.
  • Nitin Gadkari inaugurates India’s second longest cable-stayed bridge in Karnataka.
  • PM lays foundation stone, inaugurates development works worth ₹4,800 crore in Thoothukudi.
  • India uncovers 8.5 mt of rare earth reserves amid China export curbs.
  • India signs long-term fertilizer supply agreements with Saudi Arabia.
  • India secures zero duty on 95% farm goods exports in UK trade deal.
  • Ashwini Vaishnaw launches ‘RailOne’ app as one-stop platform for all passenger services.
  • Overage vehicle fuel ban in Delhi-NCR to be enforced from November 1.
  • HD Kumaraswamy inaugurates SAIL office in Dubai; strengthens India-UAE steel and trade ties.
  • NPCI International adds 13 more banks in UPI-PayNow linkage to ease remittances.
  • RBI bars pre-payment charges on transfer of floating rate loans for individual borrowers.
  • Canara Bank withdraws ‘fraud’ tag on Reliance Communications’ loan account.
  • Jio Financial Services, Allianz Group seal deal for 50:50 reinsurance joint venture.
  • MobiKwik arm secures SEBI license to operate as stockbroker, clearing member.
  • HDB Financial services, Indiqube Spaces, Smartworks Coworking Spaces make their market debut.
  • Trump imposes 25% tariff on India plus penalty for Russia trade.
  • India and UK sign historic Free Trade Agreement, set to boost annual trade by $34 billion.
  • India, Brazil set $20 billion trade goal, ink 6 cooperation deals.
  • US, EU finalise trade deal imposing 15% tariff on most European goods.
  • Donald Trump imposes 35% tariff on Canadian imports to US, effective August 1.
  • Trump announces tariffs of 30% on Mexico and the European Union.
  • Trump announces trade deal with Japan with 15% reciprocal tariff.
  • US and Pakistan strike trade deal to develop oil reserves.
  • US Fed leaves rates unchanged despite Trump’s pressure, with two governors dissenting.
  • Appellate Tribunal finds Chanda Kochhar guilty of ₹64 crore bribery in ICICI Bank-Videocon loan case.
  • ED summons actors & influencers for promoting illegal betting apps on social media platforms.
  • Tesla debuts in India with experience centre in Mumbai; launches Model Y.
  • Maruti Suzuki and DPIIT sign MoU to propel auto & mobility startup innovation in India.
  • Elon Musk’s Starlink receives India’s final regulatory nod for launch.
  • Perplexity teams up with Airtel to access India, a month after Google’s free Gemini push.
  • Tata Electronics, Bosch sign pact for electronics, semiconductor production.
  • Trump Administration launches AI action plan to make US ‘AI Export Powerhouse’.
  • Tesla, Samsung sign $16.5 billion chip supply deal.
  • Bharti Airtel incorporates subsidiary Airtel Money Limited.
  • Donald Trump signs cryptocurrency bills into law, hails it as ‘good for dollar’.
  • US defense department awards contracts to Google, Musk’s xAI.
  • Microsoft shuts down operations in Pakistan after 25 years.
  • Reliance Retail acquires century-old Kelvinator brand to boost consumer durables push.
  • Kolhapuri chappals get QR code as govt moves to protect craft.
  • Govt names ex-Finance Secretary Ajay Seth as new IRDAI chairman for 3 years.
  • IndiGo appoints Amitabh Kant as non-executive director on board.
  • Priya Nair named Hindustan Unilever MD & CEO; to succeed Rohit Jawa.
  • Gita Gopinath to return to Harvard as professor after historic IMF tenure.

Q1 Results

  • ICICI Bank Q1 Net profit rises 15.5% YoY ₹12,768 crore; NII up 11%.
  • HDFC Bank Q1 net profit jumps 12% to ₹ 18,155 crore; special dividend and 1:1 bonus shares approved.
  • Kotak Mahindra Bank Q1 PAT falls 7% YoY to ₹3,282 crore, NII up 6% to ₹7,259 crore.
  • Axis Bank Q1 Standalone PAT falls 4% YoY to ₹5,806 crore, NII remains flat at ₹13,560 crore.
  • RBL Bank Q1 profit slumps 46% to ₹200 crore on higher provisions.
  • PNB Q1 Net profit slumps 49% YoY to ₹1,675 crore on higher tax expenses; asset quality improves.
  • Infosys Q1 Profit rises 9% YoY to ₹6,921 crore, revenue up 8% to ₹42,279 crore.
  • TCS Q1 Cons PAT up 6% YoY at ₹12,760 crore; ₹11 per share dividend declared.
  • HCLTech Q1 Net profit drops 9.7% to ₹3,843 crore; revenue rises 8.1% to ₹30,349 crore.
  • Tech Mahindra Q1 Cons PAT surges 34% YoY to ₹1,141 crore, revenue rose 2.7% to ₹13,351 crore.
  • Wipro Q1 Cons PAT rises 11% YoY to ₹3,330 crore; dividend declared at ₹5/share.
  • Maruti Suzuki Q1 Cons PAT rises marginally to ₹3,792 crore, revenue jumps 8% YoY.
  • Hyundai India Q1 PAT falls 8% to ₹1,369 crore on weaker sales.
  • IndiGo Q1 Net Profit drops 20% to ₹2,176.3 crore; revenue up 4.7% to ₹20,496.3 crore.
  • HUL Q1 profit rises 5.6% to ₹2,756 crore, revenue increased by 5.1% to ₹16,514 crore.
  • Reliance Industries Q1 PAT jumps 78% YoY to ₹26,994 crore; Jio Q1 PAT grows 25%; ARPU rises to ₹208.
  • Adani Enterprises Q1 Profit falls 50% YoY to ₹734 crore, revenue declines 14% to ₹21,961 crore.
  • Vedanta Q1 consolidated net profit at ₹3,185 crore declines 11.7% year on year.
  • L&T Q1 Net profit jumps 30% to ₹3,617 crore; order inflow hits record ₹94,453 crore.
  • Sun Pharma Q1 Net profit declines 20% to ₹2,279 crore; revenue up 9% to ₹13,851 crore.
  • Zomato parent, Eternal, reports 90% YoY profit fall to ₹25 crore despite 70% revenue jump.
  • Swiggy Q1 Loss widens to ₹1,197 crore, revenue soars 54%.
  • Ola Electric Q1 loss widens to ₹428 crore, revenue drops 50%.
WORLD INDICES
Indices 31-Jul 30-Jun % 1M 01-Jan % since Jan
BSE 81186 83606 -2.89% 78750 3.12%
NSE 24763 25517 -2.95% 23749 4.27%
DOW 39410 39189 0.56% 37689 4.56%
NASDAQ 17632 17208 2.47% 15342 14.93%
FTSE 8171 8146 0.30% 7685 6.33%
Nikkei 40382 40147 0.58% 33764 19.61%
Hang Seng 17700 17698 0.01% 17047 3.84%
Straits Times 3278 3265 0.40% 3201 2.41%
Shanghai 2954 2970 -0.53% 2962 -0.27%
USD 83.45 83.52 -0.08% 83.23 0.26%
Euro 91.19 89.95 1.38% 91.24 -0.05%
GBP 107.36 106.87 0.46% 106.02 1.26%
Yen/100INR 59.13 0.60 -0.81% 61.02 -3.10%
Gold 60734 61751 -1.65% 61900 -1.88%
Silver 76094 76558 -0.61% 72091 5.56%
Crude Brent $ 85.60 81.50 5.03% 77.10 11.04%
Crude Nymex $ 69.40 65.40 6.10% 71.80 -3.34%
NIFTY SECTORAL INDICES
Sectors BANK NIFTY CNX IT CNX AUTO CNX FMCG CNX PHARMA
31-Jul 52,366 35,202 39,546 51,812 22,701
30-Jun 53,246 36,502 40,132 51,844 22,039
% Mth -1.65% -3.56% -1.46% -0.06% 3.00%
01-Jan 46,000 43,776 31,746 51,116 23,574
% since Jan 6.90% -18.61% 24.55% 1.36% -3.70%

INDIAN TRADE
Exports ($ Bn) 35.14
Imports ($ Bn) 53.92
FDI 8803
Government Bond 10Y 6.31%
GDP YoY 7.40%
Inflation Rate 2.10%
Forex Reserves ($ Mn) 6,95,490
Rupee YoY 3.20%
INSTITUTIONAL TRADING ACTIVITY
Particulars FII (Rs. crore) MF (Rs. crore)
Equity (18,570) 46,514
Debt (11,857)
Total 1 M (30,854) 34,657
Equity (66,563) 2,78,248
Debt 39,650
Total since Jan (27,577) (3,45,453)

General News

  • Govt issues gazette notification to conduct India’s 16th census.
  • Monsoon session of Parliament scheduled from July 21 to August 12.
  • Election Commission revises voter list for bypolls, first time in two decades.
  • India has never accepted mediation, will never accept it: PM Modi to US President Trump.
  • India refuses to sign SCO joint statement for not explicitly addressing concerns over Pakistan-sponsored
    terrorism.
  • Rajnath meets Chinese counterpart; calls for solving complex issues under structured roadmap.
  • PM Modi meets UK Foreign Secretary David Lammy; calls for united global action against terrorism.
  • Ajit Doval holds discussions with Chinese FM Wang Yi and Russia’s Security Council Dy Secretary in Beijing.
  • Jaishankar meets Central Asian Foreign Ministers; signs cooperation programs, discusses trade.
  • India-Croatia sign 4 MoUs on Agriculture, Culture, Technology, Hindi Chair at Zagreb University.
  • Defence Ministry clears ₹2,000 crore contracts under emergency procurement for counter-terror
    operations.
  • Indian Army conducts trials of next-gen defence technologies under simulated operational conditions.
  • Government sets target of ₹3 lakh crore defence production by 2029.
  • Indian Navy commissions INS Arnala, first in ASW-SWC series.
  • BJP observes ‘Samvidhan Hatya Diwas’ on 50th anniversary of Emergency declaration.
  • Lalu Prasad re-elected as RJD’s national president.
  • Axiom-4 Mission with India’s Shubhanshu Shukla, 3 others lifts off from Florida.
  • ISRO conducts first-ever rocket launch test in Uttar Pradesh’s Kushinagar.
  • Supreme Court probe confirms misconduct, seeks removal of Justice Varma in cash haul case.
  • Parag Jain appointed as new RAW Chief, succeeds Ravi Sinha.
  • International Yoga Day: Guinness record set with over 3 lakh people participating at Visakhapatnam event.
  • PM Modi inaugurates world’s highest Chenab rail bridge, Anji cable-stayed bridge in J&K.
  • PM Modi flags off Katra-Srinagar Vande Bharat Express trains.
  • President Murmu promulgates ordinance to amend J&K Reservation Act, implements 85% in Ladakh,
    excluding 10% EWS.
  • Govt to provide ₹25 crore for 2060 houses damaged by Pakistani shelling in border areas.
  • Delhi CM Rekha Gupta launches ‘Air Pollution Mitigation Plan 2025’; flags off 100 electric buses.
  • Maharashtra makes hindi default but not mandatory in primary classes.
  • Kailash Mansarovar Yatra 2025: First batch flagged off, five years after Covid-19 outbreak.
  • India records 9% above-average June rainfall as monsoon arrives early.
  • Record rainfall followed by floods and landslides batter Northeast India
  • Govt launches Operation Sindhu to evacuate Indian nationals from Iran.
  • Air India plane crashes near Ahmedabad airport; kills 241 people aboard the aircraft and 19 on the ground.
  • Ex-Gujarat CM Vijay Rupani among 169 Indians, 53 Britishers onboard.
  • G7 summit held in Canada with focus on trade, wars in Ukraine, Gaza, Israel, Iran.
  • Israel’s Netanyahu survives opposition bid to dissolve parliament.
  • US joins Israel in precision airstrikes on Iran’s nuclear facilities.
  • Trump announces total ceasefire between Iran and Israel.
  • Iranian parliament committee approves general plan to suspend cooperation with IAEA.
  • Netanyahu declares ‘historic’ victory while US intel reports Iran nuclear sites not destroyed.
  • Ukraine says Russia launched the biggest overnight drone bombardment of the war.
  • Russia celebrates Russia Day amid claims of one million military casualties in Ukraine.
  • Volodymyr Zelenskyy and Donald Trump meet at NATO summit.
  • Russia launches biggest aerial attack on Ukraine since start of war.
  • Protests intensify in Los Angeles after Trump deploys hundreds of National Guard troops.
  • US President order banning citizens of 12 countries from entering United States comes into force.
  • US President Donald Trump hosts Pakistan Army chief Asim Munir for lunch.
  • U.S. resumes visas for foreign students but demands access to social media accounts.
  • Judge puts temporary hold on Trump’s latest ban on Harvard’s foreign students.
  • Germany’s former foreign minister Baerbock elected UNGA President.
  • India abstains from UNGA resolution urging permanent ceasefire in Gaza.
  • NATO members agree to spend 5% of their GDPs on defence & security.
  • India, Canada agree to restore High Commissioners, trade talks and other dialogues snapped over Nijjar
    killing.
  • Bangladesh’s Muhammad Yunus announces polls in April 2026.
  • North Korean leader Kim Jong-un pledges unconditional support to Russia in Ukraine conflict.
  • China, Hong Kong national security authorities launch first publicly known joint operation.
  • Neeraj Chopra reclaims world number 1 rank in javelin throw, Arshad Nadeem placed fourth.
  • IPL 2025 Final: 18-year wait ends as RCB lift maiden IPL trophy.
  • Suryakumar Yadav crowned Most Valuable Player of the Season; Prasidh Krishna claims the Purple Cap.
  • Sai Sudharsan wins the Orange Cap and Emerging Player of the Year Award.
  • ICC Hall of Fame 2025: MS Dhoni, Hayden, Graeme Smith among 7 inducted ahead of WTC final.
  • WTC final: South Africa ends 27-year drought of major ICC title.
  • Sachin Tendulkar-James Anderson unveil trophy for India vs England test series.
  • England chases down 371 runs to beat India in series opener at Headingley.
  • Rishabh Pant reaches career-high 7th in ICC Test rankings.
  • Magnus Carlsen clinches seventh Norway Chess title; Gukesh finishes third.
  • French Open: Carlos Alcaraz defends crown in longest-ever final; Coco Gauff clinches first title.
  • FIFA Club World Cup 2025 kicks off in the United States with 32 teams from across six FIFA
    confederations.

Business News

  • Gross GST collections double in 5 years to record ₹22.08 trillion in FY25.
  • Private sector business activity rises to 14-month high in June: PMI data.
  • Government to discontinue Bharat brand products as food prices stabilise.
  • Gadkari announces plans for aerial pods, e-buses to ease traffic woes.
  • Piyush Goyal discusses India-EFTA Trade Agreement during Switzerland visit
  • Centre amends rules on mining of rare earths as global demand soars.
  • India, China discuss rare earth curbs amid auto industry concerns.
  • Govt launches ₹2.3-crore startup programme to fast-track rooftop solar installation.
  • Government clears ₹417-crore electronics manufacturing cluster in Uttar Pradesh under EMC scheme.
  • Gujarat rolls out electronics policy to draw investment of ₹35,000 crore.
  • Govt to launch FASTag-based annual pass of ₹3,000 for private vehicles from August 15.
  • Railways to hike fares from July 1; introduces mandatory e-Aadhaar authentication for tatkal tickets.
  • DRDO transfers 9 defence technologies to 10 Indian firms to expand defence manufacturing base.
  • Govt relaxes SEZ norms for manufacturing chips, electronic components.
  • India’s first maritime NBFC-Sagarmala Finance Corporation launched.
  • RBI cuts repo rate by 50 bps to 5.5%, reverses stance to ‘neutral’.
  • ₹2,000 notes worth ₹6,181 crore still in circulation: RBI.
  • Central Bank acquires 25.18% stake in Future Generali India Life Insurance.
  • CCI okays Bain Capital’s proposal to acquire stake in Manappuram Finance.
  • SEBI approves NSE’s expiry to Tuesday, BSE to Thursday.
  • Aditya Birla Lifestyle shares list at ₹167.75 post demerger.
  • Leela Palaces parent firm Schloss Bangalore, Oswal Pumps among others make their market debut.
  • Jio BlackRock gets SEBI nod for broking and clearing services.
  • ADB approves $800 million package for Pakistan despite concerns raised by India.
  • EU agrees to set aside ‘energy and raw material’ talks with India for now.
  • Sri Lanka, China ink MoUs to boost trade partnership.
  • Trump announces US-China trade deal on rare earths, student visas, and tariffs.
  • US and UK announce a trade deal, but steel imports are still being negotiated
  • India imposes five-year anti-dumping duties on select imports from China, Taiwan, Russia.
  • India, Italy agree to enhance agriculture and energy cooperation, investments.
  • US, G7 allies agree on tax framework, scrap ‘discriminatory’ clause.
  • US Fed keeps interest rates unchanged for 4th time amid elevated inflation.
  • China holds key lending rates steady in June despite economic headwinds.
  • Siemens-led consortium wins ₹4,100 crore contract for bullet train signalling, telecom work.
  • Dassault Aviation partners with Tata to manufacture first-ever Rafale fighter aircraft fuselage in India.
  • Bharat Forge inks MoU with French company Turgis Gaillard for unmanned aerial vehicles.
  • Hindustan Aeronautics wins bid to privatise India’s small satellite launch rockets.
  • Airbus wins contract to provide infrared protection on German Air Force aircraft.
  • IndiGo, Delta, Air France-KLM, Virgin Atlantic announce partnership.
  • CAQM bans new petrol, diesel 2-wheelers & LCVs for aggregators in NCR from Jan 2026.
  • Maruti Dzire is first sedan in India to get 5-star BNCAP safety rating.
  • Volvo Cars picks HCLTech as supplier for engineering services.
  • TVS Motor partners with Kadam Mobility to deploy 500 electric three-wheelers across India.
  • Tesla launches new ‘Robotaxi’ service in Texas.
  • Hyundai exits Ola Electric, Kia trims stake in ₹6.89 billion EV sell-off.
  • World’s largest container ship MSC Irina docks at India’s Vizhinjam Port, receives grand water salute.
  • Larsen & Toubro bags water infra contracts worth ₹1,000-2,500 crore from Rajasthan govt.
  • Andhra Pradesh partners with Nvidia to set up AI university, train 10,000 students.
  • BEL, Tata Electronics ink pact to boost India’s semiconductor self-reliance.
  • Microsoft rolls out Copilot Vision for Windows.
  • OpenAI wins $200 million contract with U.S. military.
  • DoT urges state governments to use BSNL and MTNL for enhanced data security.
  • Starlink, Amazon ink first satellite broadband pacts in India ahead of spectrum allocation.
  • Honeywell signs pact with NTPC Green to explore sustainable aviation fuel production.
  • Adani Total Gas, Reliance’s Jio-bp partner to offer each other’s fuels in select outlets.
  • No entry for Ola, Uber under aggregator rules, Goa CM assures taxi unions.
  • Bike-taxi platforms halt services in Bengaluru as HC ban order takes effect.
  • Swiggy enters concierge segment, launches new app Crew.
  • Govt cracks down on dark patterns, gives e-commerce firms 3-month audit deadline.
  • Delhivery gets CCI nod to acquire majority stake in Ecom Express for ₹1,400 crore.
  • Apple unveils biggest cross-platform software redesign at WWDC 2025.
  • Foxconn sends 97% of India iPhone exports to U.S. as Apple tackles Trump’s tariffs.
  • Amitabh Kant steps down as G20 Sherpa, joins Fairfax as senior advisor.
  • Rajiv Memani takes over as new CII President.
  • TVS Motor promotes MD Sudarshan Venu as Chairman effective August 25.
WORLD INDICES
Indices 30-Jun 30-May % 1M 01-Jan % since Jan
BSE 83606 81451 2.65% 78,507 6.49%
NSE 25517 24751 3.10% 23,743 7.47%
DOW 44095 42270 4.32% 42,544 3.64%
NASDAQ 20370 19114 6.57% 19,311 5.48%
FTSE 8761 8772 -0.13% 8,173 7.19%
Nikkei 40487 37965 6.64% 39,895 1.49%
Hang Seng 24072 23290 3.36% 20,060 20.00%
Straits Times 3964 3895 1.79% 3,788 4.66%
Shanghai 3444 3347 2.90% 3,352 2.76%
USD 85.61 85.57 0.05% 85.64 -0.04%
Euro 100.86 96.94 4.05% 88.59 13.86%
GBP 117.64 115.28 2.04% 107.72 9.21%
Yen/100INR 0.60 0.59 0.22% 0.54 9.85%
Gold 96907 94790 2.23% 77,118 25.66%
Silver 105704 96996 8.98% 88,532 19.40%
Crude Brent $ 62.78 66.78 6.37% 74.79 -10.71%
Crude Nymex 65.17 60.79 7.21% 71.89 -9.35%
NIFTY SECTORAL INDICES
Sectors BANK NIFTY CNX IT CNX AUTO CNX FMCG CNX PHARMA
30-Jun 57,313 38,950 23,873 54,884 22,039
30-May 55,750 37,322 23,326 55,283 21,442
% 1M 2.80% 4.36% 2.34% -0.72% 2.78%
01-Jan 51,061 43,373 23,140 57,018 23,460
% since Jan 12.24% -10.20% 3.17% -3.74% -6.06%

INDIAN TRADE
Exports in ($ Bn) 38.73
Imports ($ Bn) 60.61
FDI 8803
Government Bond 10Y 6.36%
GDP YoY 7.40%
Inflation Rate 2.82%
Forex Reserves ($ Mn) 6,97,940
IIP % -8.60%
INSTITUTIONAL TRADING ACTIVITY
Particulars FII (Rs. crore) MF (Rs. crore)
Equity 19,594 43,731
Debt (33) (27,717)
Total 1 M 19,561 16,014
Total Since Jan (96,167) (1,00,656)
Equity (68,824) 2,29,945
Debt (27,343) (3,30,601)

General News

  • Indian Armed Forces carry out “Operation Sindoor” against terrorists; 9 terror infrastructures destroyed in Pakistan & PoJK.
  • India, Pakistan hold DGMO-level talks; agree on no firing, troop reduction measures.
  • Indian Army’s air defence systems downed over 600 Pakistan drones during Operation Sindoor.
  • Army chief grants commanders ‘full authority’ to hit back at Pakistan’s ceasefire violations.
  • Operation Sindoor: Multi-party delegations engage in high-level discussions with global leaders.
  • Tiranga rallies held across the nation to honour national heroes and promote unity.
  • DRDO successfully tests maiden flight trials of Stratospheric Airship platform.
  • US approves sale of HawkEye 360 technology to India to boost the country’s surveillance capabilities.
  • India successfully tests homegrown ‘Bhargavastra’ counter-swarm drone system.
  • New Delhi, Islamabad directly negotiated: Jaishankar rebuts Trump’s claim of ceasefire mediation.
  • ISRO’s PSLV-C61 launch faces setback, loses EOS-09 satellite minutes after liftoff.
  • India launches world’s highest-resolution weather forecast system — Bharat Forecasting System.
  • President Droupadi Murmu awards 6 Kirti, 33 Shaurya Chakras for gallantry.
  • President Murmu confers Padma Awards to 69 eminent personalities at second Civil Investiture Ceremony.
  • India offers $200 million defence credit to Angola for military modernisation.
  • Rajnath Singh meets Japanese General Nakatani, discusses regional security, defence cooperation.
  • Jaishankar visits Netherlands, Denmark & Germany for high-level talks.
  • PM inaugurates India’s 1st semi-automated Vizhinjam International Deepwater Multipurpose Seaport.
  • PM Modi lays foundation for Amaravati’s revival, launches ₹58,000 crore projects in Andhra Pradesh.
  • Karnataka government begins statewide caste census for Scheduled Castes (SC).
  • PM Modi on two-day trip to Sikkim, UP, West Bengal; launches numerous development projects.
  • PM Modi inaugurates development projects worth around ₹24,000 crore in Gujarat’s Dahod.
  • Justice B.R. Gavai sworn in as Chief Justice of India.
  • UIDAI achieves major milestone with over 150 billion Aadhaar authentications.
  • National Herald Case: ED alleges Sonia, Rahul Gandhi benefited from ₹142 crore in ‘proceeds of crime’.
  • London High Court rejects Nirav Modi’s fresh bail plea in ₹13,000 crore PNB fraud case.
  • Cabinet approves ₹11,829 crore expansion of five IITs, 6,576 new seats added.
  • Universities cut ties with Turkish institutions following Turkey’s open support for Pakistan.
  • Kailash Manasarovar Yatra resumes after 5 years; 750 pilgrims selected via online draw.
  • Char Dham Yatra begins with opening of Gangotri, Yamunotri portals.
  • Govt declares 23rd September as Ayurveda Day.
  • World Health Assembly adopts historic pandemic agreement to strengthen global preparedness.
  • India, Thailand, Singapore see uptick in Covid cases; WHO urges vigilance.
  • Monsoon hits Kerala 8 days early; advances across India, triggering heavy rain in several states.
  • JeM chief Masood Azhar accepts death of 10 family members in Indian strike in Pakistan.
  • Pakistan PM Shehbaz Sharif expresses willingness for talks with India in Iran.
  • Pakistan, China agree to deepen trade, maintain close communication.
  • Balochs declare independence from Pakistan, urge UN to recognise ‘Democratic Republic of Balochistan’.
  • US approves up to $350 million in Ukraine F-16 training, support.
  • Putin hosts Victory Day parade to commemorate 80th anniversary of Soviet triumph over Nazi Germany.
  • Russia, Ukraine swap hundreds of prisoners in a major exchange after their first direct peace talks.
  • US, Ukraine sign deal granting Washington access to minerals in exchange for reconstruction fund.
  • Trump administration bars Harvard from enrolling international students.
  • Elon Musk steps down as DOGE head, quits Donald Trump cabinet.
  • US President Trump, Saudi Crown Prince sign $142 billion arms deal.
  • Israel and Hamas resume negotiations to end their ongoing war in Gaza.
  • UK and EU hail a new chapter as they sign fresh deals 5 years after Brexit.
  • Australian Prime Minister Anthony Albanese wins second consecutive three-year term.
  • Canadian Prime Minister Carney reshapes Canadian cabinet, taps Anita Anand as foreign minister.
  • Conservative leader Friedrich Merz sworn in as German chancellor.
  • North Korea, Russia begin building their first road link.
  • Singapore PM Lawrence Wong’s People’s Action Party secures landslide victory in general elections.
  • American Cardinal Robert Francis Prevost elected Pope, takes name Pope Leo XIV.
  • Hong Kong, Singapore on high alert as Covid-19 cases spike.
  • Khelo India Youth Games 2025 Ends; Maharashtra Tops with 158 Medals.
  • Rohit Sharma, Virat Kohli retire from Test Cricket.
  • IPL suspended for one week due to India-Pakistan conflict.
  • RCB reaches final of IPL 2025; Punjab Kings will take on Mumbai Indians in Qualifier 2.
  • Women’s tri-nation ODI series: India defeats Sri Lanka in the final to clinch title.
  • Women’s ODI team rankings: India closes in on second-placed England; Australia maintains dominance.
  • R Praggnanandhaa wins Superbet Chess Classic, his first Grand Chess Tour victory.
  • Badminton men’s singles, K. Srikanth finishes runner-up at Malaysia Masters.
  • French Open: Daniil Medvedev suffers shock first-round exit after defeat to Cameron Norrie.

Business News

  • Govt closes FY22–25 asset monetisation programme slightly short of target at ₹5.8 lakh crore.
  • Finance Ministry unveils draft ‘climate taxonomy’ document to aid clean energy investment.
  • Govt launches Depot Darpan, Anna Mitra& Anna Sahayata apps for PDS.
  • CCEA hikes MSP for 14 Kharif crops for Marketing Season 2025-26.
  • Cabinet approves continuation of interest subvention scheme for farmers.
  • Rising North East Investors Summit 2025 gets investment proposals of ₹4.3 lakh crore.
  • DPIIT inks pact with Global Energy Alliance for People and Planet to support climate-tech start-ups.
  • PM Modi lays foundation stone for city gas distribution project in West Bengal’s Alipurduar.
  • RBI relaxes norms for FPIs investing in corporate debt securities through general route.
  • GST mop-up rise 12.6% to record-high at ₹2.37 lakh crore in April.
  • Commercial LPG price slashed by ₹14.50, ATF prices cut by 4.4%.
  • Last date of filing ITR extends from 31st July to 15th September 2025.
  • RBI Board approves record dividend transfer of over ₹2.68 lakh crore to Central govt for 2024-25 fiscal.
  • SEBI limits equity derivatives expiry to Tuesdays and Thursdays for all bourses.
  • BEML hands over ₹45 crore dividend to Defence Ministry.
  • Ather Energy, Aten Papers and Foam, Borana Weaves, Victory Electric Vehicles International and Belrise
    Industries make their market debuts.
  • Japan’s SMBC acquires 20% stake in Yes Bank for $1.6 billion
  • IndusInd Bank’s internal audit finds ‘unsubstantiated balance’ of ₹595 crore.
  • IDFC First Bank shareholders reject resolution to allow board seat to Warburg Pincus arm.
  • RBI makes it mandatory to report digital lending apps in CIMS portal from May 13.
  • SEBI mandates e-book mechanism for private debt securities above ₹20 crore.
  • Federal Reserve keeps interest rate unchanged amid uneconomic concerns, flags inflation risk.
  • Pakistan receives second tranche worth $1 billion under extended fund facility from IMF.
  • Trump announces trade deal with UK as tariffs continue to spark economic uncertainty.
  • US and China agree to drastically roll back tariffs in major trade breakthrough.
  • India, Maldives sign 13 MoUs to implement projects under Indian grant assistance.
  • China, Pakistan agree with Kabul to expand CPEC to Afghanistan.
  • US President extends EU tariff talks deadline to July 9 amid threat of 50% duties.
  • Pakistan imposes port ban on Indian ships after New Delhi’s import blockade.
  • PM Modi inaugurates 103 Amrit stations across 18 states under ₹1,100 crore plan.
  • India unveils first 9000 HP locomotive with regenerative braking, eyes global market.
  • Telangana govt clears ₹8,528 crore investment by Hyundai in Zaheerabad.
  • Bajaj Auto acquires controlling stake in KTM in €800 million deal.
  • Civil aviation ministry gives in-principle nod for airports in Rajasthan, Odisha.
  • Govt revokes security clearance of Turkish ground handling firm Celebi Airport Services.
  • India extends airspace ban on Pakistani aircraft till June 23.
  • SpaceX’s Starship crashes as onboard leak triggered uncontrollable spinning.
  • Cabinet clears ₹3,706 crore HCL-Foxconn semiconductor plant in UP’s Jewar.
  • Reliance Infra clears ₹3,300 crore debt in FY25, standalone net debt to banks and FIs at ‘zero’.
  • IBM and TCS to deploy India’s largest Quantum Computer in Andhra Pradesh.
  • Google unveils new AI video tool Flow along with Veo 3 at Google I/O 2025.
  • Centre launches PLI scheme for 11 pharmaceutical products.
  • Starlink gets nod for satellite internet services in India, LoI issued by DoT.
  • Dixon Technologies partners with NxtCell to manufacture Alcatel smartphones in India.
  • Trump urges tech firms including Samsung to make electronics in US, else face tariff pressures.
  • HCLTech joins European Commission’s Artificial Intelligence Pact.
  • Vedanta gets NCLAT relief on demerger plan.
  • Karnataka promulgates Ordinance for providing security to platform-based gig workers.
  • President Trump imposes 100% tariff on films produced outside US.
  • Warren Buffett steps down from Berkshire Hathaway; Greg Abel to take over as CEO by year-end.
  • Bill Gates pledges to donate 99% of fortune, shut Gates Foundation by 2045.

Q4 Results

  • Tata Motors PAT falls 51% YoY to ₹8,470 crore; to pay ₹6/share as final dividend.
  • M&M Q4 net profit up 22% to ₹2,437 crore, revenue rises 24% YoY; declares dividend of ₹25.30.
  • Hyundai Motor Q4 Cons PAT drops 4% YoY to ₹1,614 crore, revenue rises marginally to ₹17,940 crore.
  • Hero MotoCorp net profit rises 6% to ₹1,081 crore, firm announces dividend of ₹65 per equity share.
  • Ather Energy Q4 loss narrows to ₹234.4 crore on higher revenue of ₹676 crore.
  • Ola Electric Q4 losses double to ₹870 crore; revenue plummets 62%.
  • PNB Q4 net profit rises 50% to ₹4,642.9 crore, revenue up by 13%.
  • LIC Q4 Net profit jumps 38% to ₹19,013 crore, insurer declares ₹12 dividend.
  • BHEL Q4 Net profit rises 3% to ₹504 crore; revenue jumps 9% YoY to ₹8,993 crore.
  • ONGC posts 20% decline in Q4 net profit at ₹8,856 crore, declares dividend of ₹1.25/share.
  • ITC Q4 net profit at ₹19,562 crore on exceptional gain, ₹7.85 final dividend announced.
  • Sun Pharmaceutical Industries Q4 Profit sinks 19% to ₹2,153.9 crore.
  • IRCTC Q4 Cons PAT jumps 26% YoY to ₹358 crore, revenue up 10% at ₹1,269 crore.
  • Bharti Airtel Q4 Adjusted PAT soars 77% YoY to ₹5,223 crore; ₹16/ share dividend declared; ARPU at ₹245.
  • IndiGo Q4 Net profit rises 62% to ₹3,073 crore on healthy demand for air travel.
  • Adani Enterprises Q4 PAT surges 752% YoY to ₹3,845 crore on exceptional gain.
  • Eternal Q4 PAT tanks 78% YoY to ₹39 crore on higher expenses, revenue jumps 64%.
  • Swiggy Q4 Net loss nearly doubles to ₹1,081 crore despite 45% YoY revenue jump to ₹4,410 crore.
WORLD INDICES
Indices 30-May 30-Apr % 1M 01-Jan % since Jan
BSE 81451 80242 1.51% 78,507 3.75%
NSE 24751 24334 1.71% 23,743 4.24%
DOW 42270 40669 3.94% 42,544 -0.64%
NASDAQ 19114 17446 9.56% 19,311 -1.02%
FTSE 8772 8495 3.27% 8,173 7.33%
Nikkei 37965 36045 5.33% 39,895 -4.84%
Hang Seng 23290 22119 5.29% 20,060 16.10%
Straits Times 3895 3833 1.62% 3,788 2.83%
Shanghai 3347 3279 2.09% 3,352 -0.13%
USD 85.57 84.49 1.28% 85.64 -0.08%
Euro 96.94 96.01 0.96% 88.59 9.43%
GBP 115.28 112.38 2.58% 107.72 7.02%
Yen/100INR 0.59 0.59 0.71% 0.54 9.61%
Gold 94790 94611 0.19% 77,118 22.92%
Silver 96996 94561 2.58% 88,532 9.56%
Crude Brent $ 62.78 61.05 2.83% 74.79 -16.06%
Crude Nymex 60.79 58.17 4.50% 71.89 -15.44%
NIFTY SECTORAL INDICES
Sectors BANK NIFTY CNX IT CNX AUTO CNX FMCG CNX PHARMA
30-May 55,750 37,322 23,326 55,283 21,442
30-Apr 55,087 35,795 22,308 56,445 21,772
% 1M 1.20% 4.27% 4.56% -2.06% -1.52%
01-Jan 51,061 43,373 23,140 57,018 23,460
% since Jan 9.18% -13.95% -0.80% -3.04% -8.60%

INDIAN TRADE
Exports in ($ Bn) 38.49
Imports ($ Bn) 64.91
FDI 5938
Government Bond 10Y 6.60%
GDP YoY 6.24%
Inflation Rate 3.16%
Forex Reserves ($ Mn) 6,92,720
IIP % 2.70%
INSTITUTIONAL TRADING ACTIVITY
Particulars FII (Rs. crore) MF (Rs. crore)
Equity 21,445 48,887
Debt (8,498) (80,122)
Total 1 M 12,947 (31,234)
Total Since Jan (1,04,636) (1,07,606)
Equity (83,414) 1,79,837
Debt (21,222) (2,87,443)

General News

  • PM Modi chairs high level security meeting with Defence Minister & top officials in wake of Pahalgam terror attack.
  • India suspends Indus Waters Treaty, shuts Attari Border in strong response to Pakistan.
  • Govt convenes all-party meeting in New Delhi over Pahalgam terror attack.
  • India retaliates as Pakistan violates LoC ceasefire after Pahalgam attack.
  • Both Houses of Parliament adjourned sine die; Budget session concludes.
  • Lok Sabha registers 118% productivity during the Budget Session; Rajya Sabha stood at 119%.
  • Cabinet approves caste census in upcoming population census.
  • Parliament clears Waqf Amendment Bill with 128 members voting in favour and 95 against it.
  • Immigration and Foreigners Bill gets president’s assent, becomes law.
  • Centre approves ₹1,280 crore disaster aid for Bihar, Himachal, Tamil Nadu & Puducherry.
  • Centre releases over ₹4,200 crore to Andhra for Amaravati capital project.
  • Indian Navy signs deal for design & development of medium-speed marine diesel engine.
  • India signs deal with France to procure 26 Rafale Marine fighter Jets.
  • ISRO achieves milestone as its SpaDex mission successfully completes 2nd satellite docking.
  • India sends second batch of BrahMos missiles to Philippines, strengthening Indo-Pacific security.
  • PM Modi attends 6th BIMSTEC Summit; describes forum vital platform for promoting global good.
  • India-Sri Lanka sign agreements in defence, energy & trade sectors.
  • India and Saudi Arabia sign 4 MoUs; agreed to expand the India-Saudi Arabia Strategic Partnership.
  • India-Japan discuss ways to sustain secure maritime environment conducive for inclusive growth.
  • India & Thailand ink 6 agreements in various fields during bilateral talks between PM Modi and Thai PM Shinawatra.
  • President Droupadi Murmu embarked on two-nation state visit to Portugal and Slovakia.
  • PM Modi inaugurates India’s 1st vertical lift sea bridge in Rameswaram on Ram Navami.
  • India launches first indigenous hydrogen fuel cell inland waterway vessel under the Harit Nauka initiative in Tamil Nadu’s Thoothukudi.
  • President Murmu presents Padma Awards 2025 at Civil Investiture Ceremony-I at Rashtrapati Bhavan.
  • MA Baby elected CPI(M) General Secretary, Prakash and Brinda Karat step down from party’s central committee.
  • Naveen Patnaik re-elected BJD president for record 9th term.
  • AIADMK, BJP seal deal for 2026 Tamil Nadu Assembly elections.
  • Andhra kicks off ₹65,000 crore Amaravati project, invites PM Modi for launch.
  • Telangana government reverses its decision to demolish the Kancha Gachibowli site, to develop it into one of the world’s largest eco-parks.
  • Justice B R Gavai appointed as next Chief Justice of India.
  • SC declares Tamil Nadu Governor’s reservation of 10 bills to President as ‘illegal and erroneous’.
  • President should decide on bills reserved for her consideration by Governors within three months: SC.
  • ED files chargesheet against Congress leaders Sonia Gandhi & Rahul Gandhi in National Herald case.
  • 26/11 Mumbai terror attack key accused Tahawwur Rana remanded to NIA custody for 18 days.
  • Belgium police arrest fugitive diamond trader Mehul Choksi.
  • Centre assures SC of temporary suspension on key Waqf Provisions.
  • Pope Francis, first Latin American pontiff, dies at 88; Former ISRO Chairman Dr K Kasturirangan passes away at 84.
  • US President Trump accuses Zelensky of prolonging Russia-Ukraine war.
  • North Korea confirms sending troops to support Russia in Ukraine.
  • UK steps up Ukraine aid as Western allies rally to secure arms, ammunition.
  • Hamas rejects ceasefire offer as far-right Israeli lawmakers call for escalation in Gaza.
  • US to withdraw 600 troops from Syria, leaving fewer than 1,000 to help counter IS militants.
  • Harvard rejects Trump administration demands, gets hit by $2.3 billion funding freeze.
  • Trump administration backtracks on revoking student visas.
  • Canada Elections: PM Carney’s Liberal Party declares victory; Conservative leader Poilievre concedes defeat.
  • Bangladesh, Pakistan hold Foreign Office Consultation after 15 years.
  • Saudi Arabia bans visas for 14 countries, including India, ahead of Hajj.
  • Maldives bans entry of Israelis in ‘resolute solidarity’ with people of Palestine.
  • Japan’s population declines for 14th consecutive year as aging crisis deepens.
  • Sourav Ganguly re-appointed as Chairperson of ICC men’s cricket committee.
  • IPL 2025: Royal Challengers Bengaluru (RCB) are leading the points table with 14 points.
  • Vaibhav Suryavanshi becomes youngest centurion in IPL history.
  • Kohli becomes first batter to score 1000 boundaries in tournament.

Business News

  • Finance Minister interacts with pension fund managers, tech leaders in US; seeks collaboration on AI front.
  • PM Modi, US Vice President Vance discuss mutually beneficial India-US trade agreement.
  • Union Minister Piyush Goyal meets UK Trade Secretary in London.
  • Govt unveils ₹23,000 crore electronics components manufacturing scheme to boost domestic production.
  • Centre imposes 12% safeguard duty on steel imports to protect domestic industry.
  • Govt procures 100 lakh bales of cotton under MSP, pays ₹37,450 crore to 21 lakh farmers.
  • Centre procures 340,000 tonnes of tur so far under price support scheme.
  • Govt hikes excise duty on petrol, diesel by ₹2/ltr; retail prices unchanged.
  • India, Saudi Arabia agree to boost global oil market stability, clean energy cooperation.
  • PM Modi offers linking UPI with payment systems of BIMSTEC nations.
  • WPI inflation declines to 2.05% in March 2025; retail inflation eases to 67-month low of 3.34% in March.
  • IMF projects global growth of 2.8% in 2025 & 3% in 2026; cuts India growth forecast to 6.2% for FY26.
  • Piyush Goyal meets Starlink delegation, discusses tech & investment plans in India.
  • NHAI increases toll charges by 4-5% nationwide to fund highway expansion.
  • Karnataka cabinet clears gig workers welfare bill, proposes cess on Amazon, Uber, other platforms.
  • Karnataka transport minister orders implementation of HC directive to halt bike taxi services.
  • NSE revises criteria for listed SME companies to shift to main board.
  • ED to share data with Indian Cybercrime Coordination Centre to combat cybercrime.
  • RBI reduces repo rate by 25 bps to 6% from 6.25%, changes stance to accommodative.
  • PwC wraps up IndusInd Bank’s accounting review; forensic probe by Grant Thornton underway.
  • PB Fintech’s subsidiary PB Pay gets RBI nod to operate as online payment aggregator.
  • Trump announces 26% reciprocal tariff on India and retaliatory tariffs of up to 245% on Chinese imports.
  • US announces 90-day tariff pause for all but China.
  • G-7 central banks prepare first policy responses to Trump tariffs chaos.
  • ECB cuts interest rates to 2.25% amid slowing growth, trade tensions.
  • India’s exports register growth of 5.5% to hit record $820.93 billion in FY 2024-25.
  • US remains India’s largest trading partner for fourth consecutive year in 2024-25.
  • Paras Defence and Space Technologies inks pact with Israel’s MicroCon for drone camera supply.
  • MoD inks contract with BEL for EW suits & other kits for Mi-17 V5 copters.
  • India’s car exports hit record in FY25, Maruti leads the way.
  • Domestic passenger vehicle sales reach new peak in FY25, driven by SUV demand.
  • Elon Musk’s Tesla launched in Saudi Arabia; first showroom and service center opens in Riyadh.
  • M&M to acquire 58.96% stake in SML Isuzu for ₹555 crore at ₹650 per share.
  • India ends transshipment facility for Bangladesh after Yunus backs Chinese economic role near Northeast.
  • India’s largest cruise terminal, the Mumbai International Cruise Terminal, starts operations.
  • Adani Ports begins operations at Colombo West International Terminal.
  • Meta CEO Mark Zuckerberg testifies at landmark U.S. antitrust trial over WhatsApp, Instagram takeovers.
  • US Judge rules Google illegally monopolised online advertising.
  • Wipro unveils cloud car prototype, showcases AI-driven SDV tech in Bengaluru.
  • Infosys and Spark New Zealand form strategic IT partnership.
  • Apple fined $570 million and Meta $228 million for breach of EU law.
  • Govt raises stake in Vodafone Idea to 48.99% after converting ₹36,950 AGR dues.
  • Airtel and Nokia sign multi-year deal to speed up new 5G service delivery.
  • Jio signs deal to bring SpaceX’s Starlink internet to India after Airtel’s pact.
  • Nokia to upgrade Vodafone Idea’s optical network to enhance 4G services, support 5G rollout.
  • Alcatel restarts mobile phone sales in India.
  • Apple exports iPhones worth ₹20,000 crore in March, ₹1.5 lakh crore in FY25 ahead of US tariffs.
  • Tata inks $990.79 million loan to fund Britain’s biggest battery plant.
  • Toshiba signs MoU with Telangana to invest ₹562 crore in expanding manufacturing capacity.
  • Gensol faces government inquiry after ₹975 crore EV loan misuse.
  • Goldman Sachs buys Zomato stake as Kadensa exits position.
  • Zomato and Blinkit parent Eternal’s board clears plan to cap foreign ownership at 49.5%.
  • JioHotstar hits 200 million paid subscribers.

Q4 Results

  • HDFC Bank Q4 Net profit jumps 6.7% YoY to ₹17,616 crore; NII rises 10% to ₹32,070 crore.
  • ICICI Bank Q4 Net profit up 18% YoY at ₹12,630 crore; ₹11 dividend declared.
  • YES Bank Q4 Net profit jumps 63% YoY ₹738 crore, NII up 6% to ₹2,276.3 crore.
  • Axis Bank Q4 PAT flat at ₹7,117.5 crore, NII up 5.5%.
  • IDBI Bank Q4 Net profit surges 25% YoY to ₹2,072 crore; dividend declared at ₹2.10 per equity share.
  • TCS Q4 Net profit falls 1.69% YoY to ₹12,224 crore; ₹30 per share dividend declared.
  • Infosys reports Q4 PAT at ₹7,033 crore, ₹22/share dividend announced.
  • HCLTech Q4 Net profit rises 8% to ₹4,307 crore, firm declares ₹18 dividend.
  • Wipro Q4 PAT rises 26% YoY to ₹3,570 crore, revenue rose 1% to ₹22,504 crore.
  • LTIMindtree Q4 Net profit up 2.6% on-year to ₹1,128.5 crore; ₹45 per share dividend declared.
  • HUL Q4 PAT rises 4% YoY to ₹2,493 crore, revenue up 2% to ₹15,214 crore; declares ₹24 final dividend.
  • Nestle India Q4 profit falls 5% YoY to ₹885 crore, revenue up 4% to ₹5,504 crore; final dividend at ₹10.
  • Maruti Q4 net profit dips 1% to ₹3,911 crore; FY25 profit at ₹14,500 crore.
  • TVS Motor Q4 Net profit jumps 76% YoY to ₹852 crore; revenue up 17% to ₹9,550 crore.
  • Reliance Retail Q4 Net profit rises 30.4% to ₹3,519 crore; revenue up 16.3% at ₹78,622 crore.
  • Reliance Retail’s consumer business revenue hits ₹11,500 crore in FY25.
  • Adani Energy Solutions Q4 net profit jumps 79% to ₹647 crore, revenue rises 35% to ₹6,375 crore.
  • BPCL Q4 Net profit declines 24% to ₹3,214 crore, firm declares ₹5 dividend.
  • IOC Q4 Net profit jumps 152% QoQ to ₹7,265 crore; declares dividend of ₹3 per share.
  • Hindustan Zinc Q4 net profit jumps 47% to ₹3,003 crore, best-ever March quarter.
  • UltraTech Cement Q4 Net profit jumps 10% to ₹2,482 crore, firm declares ₹77.5 dividend.

WORLD INDICES
Indices 30-Apr 31-Mar % 1M 01-Jan % since Jan
BSE 80242 77415 3.65% 78,507 2.21%
NSE 24334 23519 3.46% 23,743 2.49%
DOW 40669 42002 -3.17% 42,544 -4.41%
NASDAQ 17446 17299 0.85% 19,311 -9.65%
FTSE 8495 8583 -1.02% 8,173 3.94%
Nikkei 36045 35618 1.20% 39,895 -9.65%
Hang Seng 22119 23120 -4.33% 20,060 10.27%
Straits Times 3833 3972 -3.52% 3,788 1.19%
Shanghai 3279 3336 -1.70% 3,352 -2.17%
USD 84.49 85.47 -1.15% 85.64 -1.34%
Euro 96.01 92.09 4.27% 88.59 8.39%
GBP 112.38 110.70 1.52% 107.72 4.33%
Yen/100INR 0.57 0.59 3.96% 0.54 8.83%
Gold 94611 88850 6.48% 77,118 22.68%
Silver 94561 100480 -5.89% 88,532 6.81%
Crude Brent $ 61.05 72.76 -16.09% 74.79 -18.37%
Crude Nymex 58.17 69.36 -16.13% 71.89 -19.08%
NIFTY SECTORAL INDICES
Sectors BANK NIFTY CNX IT CNX AUTO CNX FMCG CNX PHARMA
30-Apr 55,087 35,795 22,308 56,445 21,772
31-Mar 51,565 36,886 21,296 53,590 21,137
% 1M 6.83% -2.96% 4.76% 5.33% 3.01%
01-Jan 51,061 43,373 23,140 57,018 23,460
% since Jan 7.89% -17.47% -3.59% -1.00% -7.19%

INDIAN TRADE
Exports in ($ Bn) 41.97
Imports ($ Bn) 63.51
FDI 5471
Government Bond 10Y 6.60%
GDP YoY 6.20%
Inflation Rate 3.34%
Forex Reserves ($ Mn) 6,86,150
IIP % 3.00%
INSTITUTIONAL TRADING ACTIVITY
Particulars FII (Rs. crore) MF (Rs. crore)
Equity 6,190 15,985
Debt (12,909) (1,435)
Total 1 M (6,719) 14,549
Total Since Jan (1,16,691) (67,065)
Equity (1,05,033) 1,27,834
Debt (11,658) (1,94,899))