🏦 Economy / Policy
• US 30-year Treasury yield crossed 5.19%, reinforcing the global “higher-for-longer” interest-rate environment 🌍📊
• Rating agencies warned that the West Asia crisis and adverse weather conditions could moderate India’s FY27 growth outlook 📉
• Maharashtra signed nuclear MoUs worth 25,400 MW, nearly tripling India’s current atomic power capacity ambitions ⚛️📈
• India’s peak power demand touched a record 260 GW, reflecting rising industrial and cooling demand ⚡📊
• RBI is expected to keep the repo rate unchanged at 5.25% through FY27, according to India Ratings 🏦
• Union Bank report warned that Brent crude above $100 is acting as an “energy tax” on India, risking CPI inflation moving above 4% 🛢️⚠️
• Analysts estimate every $10 rise in crude could materially widen India’s current account deficit and increase inflationary pressures 📉
• Centre is likely to extend the India Semiconductor Mission 2.0 tenure to 12 years, signalling long-term policy commitment 💻📈
🏢 Companies / Sectors
• Fuel price hikes may create near-term pressure on food delivery and quick-commerce businesses due to rising logistics costs 📦📉
• Governance concerns continue to weigh on Tata Group stocks, with market value erosion reportedly crossing ₹10 lakh crore since Sept 2024 📊
• Meta has begun another round of layoffs as Mark Zuckerberg accelerates AI-related investments 🤖📉
🌍 Global / World
• Rupee hit a record low amid persistent US–Iran tensions and rising global inflation fears 💱⚠️
• PM Modi and Italy’s PM Meloni said India–Italy ties are entering a decisive phase with unprecedented momentum in cooperation 🌍🤝
• Google launched Gemini 3.5 along with a proactive AI agent platform, intensifying competition in the global AI race 🤖📈
• US nuclear industry is closely tracking implementation of India’s SHANTI Act for potential collaboration opportunities ⚛️🌏