🏦 Economy / Policy
• India and the EU are pushing toward the so-called “mother of all trade deals”, signalling renewed momentum in FTA talks 💹
• European Union has suspended GSP export benefits, likely impacting India’s shipments across labour-intensive sectors ⚠️💰
• Budget 2026: Exporters seek fixes for the inverted duty structure and lower taxes to restore competitiveness 🏦
• Budget 2026 is expected to sharpen the semiconductor push to position India as a chip hub by 2032 💻📈
• India’s installed power capacity has risen 36% in five years, with 2025 seeing record renewable additions, says RBI ⚡📈
• Power tariffs may shift to index-linked monthly pass-through under NEP 2026, improving viability for utilities and generators 📊
• RBI reaffirmed India as the fastest-growing major economy despite global headwinds, citing strong domestic demand 💹
🏢 Companies / Markets
• Q3 results in focus: IndiGo profit plunged 77% to ₹549 crore, Bandhan Bank fell 52% YoY; JSW Steel and BPCL report today 📉
• LIC demerger proposals face criticism, with experts warning of risks to India’s insurance system and financial stability 🛡️⚠️
• Madhya Pradesh government signed an MoU with DP World to boost logistics infrastructure and investment 🏗️📈
• Record $32 billion was raised via overseas syndicated loans in 2025, reflecting strong global appetite for Indian corporates 📈
🌍 Global / World
• US President Trump sued JPMorgan and CEO Jamie Dimon for $5 billion, alleging “debanking”, escalating tensions with Wall Street ⚖️
• Canada PM Mark Carney is likely to visit India to revive CEPA trade talks and deepen economic ties 🌍🤝
• EAM Jaishankar met EU envoys, pushing for stronger trade and security cooperation with Europe 🌐
• IMF raised 2026 global GDP growth to 3.3%, citing AI-led investments offsetting tariffs; Goldman sees 2.8% global growth 📊
• UNCTAD projects global inflation easing to 3.1%, though elevated prices continue to erode household incomes 🌍
• Datanomics shows UAE continues to dominate bilateral trade flows with India, underscoring Gulf-centric diversification trends 💹