**💹 Economy/Policy** – Advance tax collection rose **3% YoY**, while net direct tax collection turned positive in September. – India examining implications of **US withdrawal of Chabahar port exemptions**, says MEA. –…
📊 Daily Business Briefs (19 Sept 2025)
**💹 Economy/Policy** – CEA says US penal tariffs on Indian goods may lapse post **Nov 30**, easing export worries. – Net direct tax collections turn **positive in Sept** after four months, signalling…
📊 **Daily Business Briefs – 18 Sept 2025**
💹 **Economy / Policy** – India-EU FTA talks progress: agri-dairy sensitivities accepted; auto, liquor, visa issues remain. – Auto industry seeks govt intervention as China magnet supplies remain disrupted. 📈 **Equity Markets**…
📊 **Daily Business Briefs – 17 Sept 2025**
💹 **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…
📊 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…