🌍 Economy & Policy
- China–India Reset: Both nations signal cautious cooperation, easing tensions and eyeing trade opportunities.
- GST Reforms: Govt may exempt life & health insurance from GST, while SBI projects GST 2.0 rationalisation could boost consumption by ₹1.98 lakh crore.
💡 Opinion
- Global Markets: US tech stocks continue to slide, dragging Nasdaq lower amid valuation concerns.
🏢 Companies
- Bharat Forge: Expands aggressively into defence manufacturing, riding on govt’s Make in India push.
- Apple: iPhone exports from India jumped sharply in H1 2025, reinforcing India’s role as a key manufacturing hub.
- RVNL: Awards ₹85 crore surveillance project to Provigil for enhancing security across Southern Railway stations.
- Natco Pharma: Launches generic Bosentan in US, expanding its footprint in pulmonary arterial hypertension treatment.
- Ashok Leyland: Shares in top gear on strong margin outlook and optimism over possible GST cuts for autos.