🏦 Economy/Policy
• India–EU FTA targeted by January 💹
Negotiations are in the final stretch, aiming to boost exports, manufacturing and market access.
Deal could significantly benefit auto, pharma and textiles sectors.
• Pharma SMEs set for steady FY26 growth 📈
Exports and resilient domestic demand expected to drive stable revenue expansion.
Improved margins likely due to better cost efficiencies and product mix.
• India’s marine exports rise 16% 💰
New Asian and Middle East markets offset weaker demand from the US.
Export diversification improving sector resilience and earnings visibility.
• Private corporate sales strengthen in Q2FY26 💹
RBI data shows broad-based recovery across manufacturing and services.
Indicates improving capex cycle and stronger balance sheets.
🏢 Companies
• Indian tyre makers enter global Top 20 📈
MRF ranked 13th, Apollo 14th, JK Tyre 19th and CEAT 20th globally.
Reflects rising global competitiveness and growing export footprint.
• Bharat Electronics–Safran JV signed 🏦
Joint venture to manufacture advanced precision munitions in India.
Boosts defence indigenisation and strengthens BEL’s long-term order book.
• Bharti Airtel delivers strong Q2 performance 💹
Revenue grew 12% with notable market share gains.
ARPU improvement and data growth strengthened sector leadership.
🌍 Global/World
• Trade optimism rises on India–EU deal talks 📈
Global investors tracking progress as it signals stronger India–Europe capital flows.
Positive for multinational supply chains and India’s export sector.