🏦 Economy / Policy
• Over 40% of India’s exports to the US already attract zero duty, according to government data, limiting incremental tariff benefits 💹
• Finance Minister said global headwinds may turn into tailwinds for foreign inflows as macro stability improves 📈
• World Bank noted two decades of fiscal rules have failed to curb rising debt in several Indian states, flagging fiscal risks 📊
• Budget 2026 reinforces decarbonisation and clean-energy supply chains as core policy priorities ⚡🌱
• India is planning energy diversification after the US trade deal on Russian oil imports, signalling a shift in sourcing strategy 🛢️
• India’s Russian crude imports fell 12% in January from December, reflecting evolving energy dynamics 📉
• RBI may pivot to buying dollars to rebuild forex reserves, say analysts, amid currency and flow management needs 💰
• India’s corporate bond market is emerging as a key national financing channel, said NSE CEO, highlighting deepening capital markets 📊
• Russia signalled readiness for closer cooperation with India in hydrocarbons trade despite evolving geopolitical dynamics 🛢️
• Commerce Minister assured Parliament that agriculture and dairy interests remain protected in the US trade deal 🌾
🏢 Companies / Sectors
• Indian IT stocks declined as rapid adoption of agentic AI tools signalled potential disruption to traditional service models 💻📉
🌍 Global / World
• Alphabet indicated 2026 capital expenditure could double as cloud and AI demand accelerates 📈
• Amazon plans to deploy AI to speed up TV and film production, signalling deeper tech integration in media content creation 🎬🤖