🏦 Economy / Policy
• Government has formed a panel under SBI leadership to assess risks linked to AI platform Mythos, focusing on data security, systemic risk and regulatory safeguards 💹
• Amid the West Asia crisis, 5.27 lakh PNG connections have been gasified since March, supporting cleaner fuel adoption and reducing LPG dependence 📈
• Policy focus remains on energy resilience, AI governance and infrastructure acceleration amid global uncertainty 💰
🏢 Companies / Sectors
• Quick commerce in India has doubled annually over the past two years and is projected to reach $65–70 billion by 2030, driven by urban demand and logistics scale-up 🏦
• Power transmission sector is set for a FY27 turnaround after five weak years, with a ₹7.6 trillion opportunity pipeline 📊
• Adani Green plans to invest ₹15,000 crore in BESS, taking FY27 capex to ₹45,000 crore, with Rajasthan emerging as a key hub 📈
🌍 Global / World
• J.P. Morgan has upgraded Taiwan and technology to overweight while cutting India to neutral amid AI-led capital rotation and stagflation concerns 🌏
• Global investors are favouring AI beneficiaries and export-driven markets while tracking inflation and growth risks 💹