📊 Economy / Policy 🏦
• 🇮🇳 RBI Governor Sanjay Malhotra expressed confidence on a positive India–US trade deal 💹📈
Signals policy stability and improved trade outlook, supportive for export-driven sectors 💰
• 📈 India Inc. returned to double-digit profit growth in Q2FY26, led by mid & small caps 💹
Earnings revival expanding beyond Nifty, improving broader market sentiment 📊
🏢 Companies 💼
• 🛢️ Reliance stopped importing Russian crude; refiners shifted to US, Middle East, and West Africa 💹
Supply diversification for Dec–Jan demand, reduces geopolitical risk exposure 📈
• ☁️ TCS and TPG announced a $1B investment partnership in data centre arm HyperVault 💰
Strengthens digital infrastructure and long-term cloud growth strategy 🚀
• 🍎 Apple’s India sales growth slowed to a 6-year low of 18% 📉
Indicates moderation in premium smartphone demand despite strong market presence 💹
🌍 Global / World 🌐
• 🛢️ Global crude trade flows shifting as India increases sourcing from the US and West Africa 💹
Could impact pricing dynamics and regional refining margins 📈