Economy / Policy
• India’s solar capacity reached ~129–132 GW as renewable additions hit 20.1 GW in the first five months of FY26, a 123% YoY surge, tracking toward a 35+ GW full-year target. ☀️📈
• Union Budget 2026–27 is expected to allocate a record ₹1.3 trillion for rail infrastructure, improving capex visibility and supporting upside for railway-linked stocks ahead of the announcement. 🚆💹
Companies
• HAL maintained an order book exceeding ₹2 lakh crore, with progress on indigenous platforms including Tejas fighter, Prachand helicopter and HTT-40 trainer, driving defense sector earnings upgrades. 🛡️📊
• TCS announced a $6–7 billion investment to build 1 GW data center capacity over 5–7 years, positioning for a hyperscaler demand wave as India’s data center capacity targets 1,800 MW by 2026. 🧠🏢
Global / World
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