π Economy π¦ Companies π Markets
Author: anilravi.nair
Daily Business Briefs (August 26, 2025)
Economy πΉπ Markets ππ Companies π¦π° Policy/Regulation π’
Defence : Second Tejas Mk1A Order Gets Final Nod π
The Cabinet Committee has approved a βΉ62,000 crore deal to procure 97 more Tejas Mk1A fighter jets, marking a significant expansion of Indiaβs indigenous combat fleet. Key Points Investor Take Bottom LineThe…
Chinaβs Stock Market: A Big Market, But Not Serving Investors
Despite its massive size, China’s $11 trillion stock market offers poor returns, encourages saving over spending, and fails to inspire investor confidence β posing a challenge for both political leaders. Key Points…
HP Bets Big on India Manufacturing π
HP plans to double its India-based production under the governmentβs PLI 2.0 scheme, aiming for a 35% capacity scale-up in the coming years. Key Points Investor Take
Indiaβs Chip Market to Hit $100B by 2032 ππ
Indiaβs semiconductor market is set to triple in size by 2032, driven by electronics, EVs, and AI-led demand. Key Points Investor Take Bottom LineIndiaβs chip story is a strategic long game, with…
Ethanol-Blended Petrol: Boon or Burden? π
π India is pushing ethanol-blended petrol to cut oil imports and emissions, but the policy has both upsides and risks. Key Points Investor Take
π° Daily Investor’s Brief – 25 Aug 2025
π Economy & Policyπ° Govt may roll out βΉ25,000 cr support package for exporters under EPM scheme, spread across 6 years.π Indiaβs pharma exports rose 5.2% YoY in Q1 FY26 to \$7.57…
π Daily Investors Brief β 23 Aug 2025
π EconomyπΉ GST Council Meet: Moving towards a 2-rate GST structure (5% & 18%) to simplify compliance and potentially boost consumption.π IndiaβBrazil Ties: Both nations deepen trade in agriculture and energy, aiming…
Indiaβs Factory Cluster Push: Turning Tariff Pain into Opportunity π
The government is planning large factory clusters and reforms to reduce tariff shocks and strengthen Indiaβs manufacturing base. Key Points Investor Take Bottom LineIndia is using tariff pressure as a catalyst to…
