📊 Economy / Policy 🏦
• 🚨 India reopened tourist visas for Chinese citizens after a 5-year freeze 💹📈
Signals easing of bilateral travel restrictions, positive for tourism and services sector 💰
• 🏦 REITs to be gradually included in market indices 💹
May improve liquidity and institutional participation in real estate investment trusts 📊
• ⚖️ Four new Labour Codes to come into effect, covering ~40 crore workers 💹
Long-term impact on formalisation, productivity and corporate compliance costs 📈
• 📤 Board of Trade to meet Tuesday to discuss export-boosting strategies 💰
Policy focus on improving global competitiveness and trade growth momentum 📊
🏢 Companies 💼
• 🛍️ Tier II & III cities driving new retail expansion wave, says report 💹📈
Strong growth opportunity for FMCG, fashion and organised retail players 💰
• ☀️ India’s solar module sector faces shake-up due to overcapacity risk, says ICRA 💹
Potential pressure on margins and consolidation among manufacturers 📉
• ⚡ India enters global top 3 in quick commerce, behind China and the US 💹
Highlights strong growth for last-mile delivery and e-commerce logistics firms 📈
🌍 Global / World 🌐
• 🌏 Global supply chains may feel tech and solar pricing shifts as India’s overcapacity concerns rise 💹
Could affect international module prices and trade flows 📊