🌍 Economy & Policy
- Earnings Outlook: India faces its steepest earnings downgrade in recent years, with analysts trimming FY26 growth estimates.
- Private Capex: SBI warns FY26 private investment may fall below FY25 levels, pressured by US tariffs.
- India–Russia Trade: Both nations target a 50% jump to \$100 bn trade as ties with US sour.
- Rajya Sabha Bill: Upper House clears legislation to ban online money games, citing social and financial risks.
- China Move: China halts US soybean purchases, turning to costlier Brazilian imports amid geopolitical tensions.
💡 Opinion/Regulation
- SEBI Oversight: Market regulator mulls longer-tenor derivative products to deepen markets.
- Finfluencer Scrutiny: SEBI raids Avadhut Sathe over alleged market manipulation, stepping up crackdown on finfluencers.
🚢 Sectoral Moves
- Maritime Push: Shipping Ministry plans ₹25,000 cr Maritime Development Fund plus another ₹25,000 cr fund for shipbuilding clusters in 3–6 months.