💹 **Economy / Policy** – Fed poised for first rate cut in years; Powell may announce 25–50 bps move at today’s FOMC. – RBI likely to cut 25 bps each in Oct…
Author: anilravi.nair
📊 Daily Business Briefs – 16 Sept 2025
💹 Economy / Policy 📈 Equity Markets 🏦 Companies 🌍 Global / World
📊 Daily Business Briefs – 15 Sept 2025
**💹 Economy / Policy** • Govt to roll out **ALMM for solar wafers by June 2028**, if domestic capacity hits 15 GW. • **U.S. producer prices fell in Aug**, strengthening bets on…
🌏 India’s Rare Earth Investment Wave: Can It Build the Next Strategic Resource Hub?
India’s Strategic Position and Policy Push India is now accelerating rare earth element (REE) investments—a space critical for EVs, wind turbines, defense, mobile chips, and semiconductors. With ~8% of global REE reserves,…
🚜 India’s ₹13,000 Crore Push for Construction Equipment Manufacturing: A Game-Changer?
Key Features of the ₹13,000 Crore Incentive Plan Strategic Rationale and Benefits Market Potential & Outlook Key Beneficiary Companies Summary India’s ₹13,000 crore incentive scheme for construction equipment is poised to be…
📘 Investment Playbook Through Market Cycles
1. Introduction Markets move in cycles, swinging between fear, disbelief, optimism, and euphoria. A disciplined investor recognizes these phases, adapts allocation, and positions for both wealth creation and capital preservation. This playbook…
FIIs Retreat, DIIs Rise – A New Power Balance in Indian Equities
In 2025, Indian equity markets are witnessing a historic inflection point: Foreign Institutional Investor (FII) ownership has fallen to a decadal low, while domestic money—mutual funds, insurers, pension funds, and retail—has decisively…
Made-in-India Semiconductor Chips – The Silent Revolution
Semiconductors are the “oil of the digital economy”—powering everything from smartphones to fighter jets. For India, the “Make in India” semiconductor push is more than industrial policy; it’s a strategic bet on…
India’s Defence-Tech Opportunity: From UAVs to Indigenisation
India’s Technology Perspective & Capability Roadmap (TPCR) 2025 has laid out an ambitious plan: over 670 UAVs to be inducted across the Army, Navy, and Air Force over the next 15 years….
China’s EV Tech Goes Global: “China Inside” Strategy
What’s happening Global automakers like Audi, Volkswagen, Toyota, Ford, and Renault are fast-tracking electric vehicle (EV) launches using Chinese EV platforms, batteries, and software. This trend is being called a “China Inside”…