🏦 Economy/Policy
• Indian rupee breaches 91-mark for first time 🏦📉
INR weakened to 91.01/USD amid FII sell-offs and global uncertainty.
Currency pressure persists despite RBI liquidity support.
• RBI boosts liquidity injection to ₹1.5 lakh Cr 💹🏦
Move ahead of year-end tax outflows with continued OMO bond purchases.
Supports banking system liquidity and rate transmission.
• SEBI to review 11 major regulatory proposals 📊💹
Includes broker regulation overhaul, MF expense ratio revamp and closing auction.
Signals tighter market structure and transparency push.
• Cabinet clears sweeping nuclear sector reforms ⚛️🏦
Opens nuclear energy to private investment.
Insurance FDI cap of 74% also removed to attract global capital.
• Ethanol producers face overcapacity risk 🛢️📉
Blending programme slowdown impacts capacity utilisation.
May pressure margins and capex plans.
🏢 Companies
• India IPO pipeline tops ₹2.5 lakh Cr for 2026 💰📈
Large listings expected including Reliance Jio, Flipkart and PhonePe.
Indicates strong capital market depth and investor appetite.
🌍 Global/World
• Trump orders blockade of Venezuelan oil 🚢🛢️
Escalation raises global supply disruption concerns.
Supports crude price volatility outlook.
• India–China trade momentum improves 📦📈
Outbound shipments surge to $12.22 bn during Apr–Nov period.
Reflects resilient demand despite geopolitical frictions.
• India, Jordan target $5 bn bilateral trade 🤝💹
Five-year roadmap aims to double trade volumes.
Positive for exports and regional economic ties.