💹 Economy / Policy
– 🏦 RBI MPC meet begins today; focus on repo rate stance and inflation outlook.
– 🌱 Maharashtra overtakes Tamil Nadu in renewable energy capacity, boosting India’s green shift.
– 📊 EY lifts India’s GDP forecast to 6.7% for FY26; advises diversifying export markets.
– 💵 Rupee hits fresh closing low at 88.76/$ on heavy outflows and strong dollar demand.
– 🚘 GST 2.0 keeps passenger vehicle inventory at minimum September levels, say analysts.
– 🇮🇳🇺🇸 Trade talks strain as India refuses US push to curb Russian oil imports.
📈 Equity Markets
– 🇮🇳 Nifty slipped marginally 0.08% to just under 24,650 after early gains faded; Sensex also range-bound.
– 🏦 PSU Banks outperformed, sector index up 1%+ despite weak broader market.
– 🌍 US markets ended last week positive; European and Asian peers opened higher this week.
– 🌎 Global equities start the week firm, with optimism from US, Europe, and Asia markets.
🏦 Companies
– 👨💻 TCS layoffs trigger anxiety among employees amid sector slowdown.
– 📱 Zoho’s Arattai app tops India’s App Store, challenging global messaging players.
– 🤖 Anthropic rolls out Claude Sonnet 4.5 with stronger coding and improved AI reasoning.
🌍 Global / World
– 🎥 Trump announces 100% tariff on foreign movies, impacting global studios.