📊 Economy / Policy 🏦
• 📈 Sensex and Nifty hit fresh record highs 💹📊
Reflects strong investor sentiment ahead of key GDP data and earnings visibility 💰
• 🏦 India’s Q2 FY26 GDP growth expected at ~7.5% despite tariff pressures, says Union Bank 💹
Indicates sustained economic momentum compared to last year 📈
• 📊 Investors closely tracking India’s Q2 GDP release today; consensus growth seen at ~7.3% 💹
High print could further support equities and cyclical sectors 💰
• 🏢 REIT sector market cap crosses ₹1 trillion; analysts see 10x growth by 2029 📈
Signals rising institutional interest in commercial real estate assets 💹
🏢 Companies 💼
• 🍽️ India’s food services market projected to cross $125 bn by 2030, led by organised players 💹📈
Positive long-term outlook for listed food delivery and restaurant chains 💰
• ⚡ Zomato’s quick-commerce arm Blinkit received ₹600 crore capital infusion 💹
Funds to aggressively expand dark store network and improve delivery density 📈
🌍 Global / World 🌐
• 🌏 India’s strong GDP and market highs being watched globally as a key emerging market growth signal 💹
Sustained growth can drive higher foreign portfolio inflows and global fund interest 📊