Financial News
Source: Leading newspapers
Compiled by RUDRA SHARES
Vande Mataram
Tuesday, 02 December 2025

*ECONOMY & POLICY*
• RBI Governor releases five-year National Financial Inclusion Strategy
• India’s CAD moderates to $12.3 billion in the September quarter: RBI
• Q2 GDP surprise lifts FY26 growth view, but December rate-cut expectations cool
• Govt likely to draw up a mega merger plan to reduce PSBs to four in FY27
• US confirms South Korea's 15% tariff rate, retroactive to November 1

*CAPITAL MARKETS & INVESTMENTS*
• High yields and RBI support could spur FPI flows into India’s debt
• FIIs net sell shares worth Rs 1,171 crore; DIIs net buy Rs 2,559 crore on December 1
• Rs 30,000 crore IPO pipeline set to energize Dalal Street in December
• SEBI disposes adjudication proceedings against Nuvama Wealth and Investment
• Sebi leadership opposes public disclosure of financial details
• Bulk deals: 360 ONE Special Opportunities Fund offloads 0.78% stake in Maple Infrastructure Trust
• Fed likely to remain cautious in December, not cut rates: Waterfield’s Vipul Bhowar

**BANKING & FINANCIAL SERVICES*
• LIC appoints Ramakrishnan Chander as Managing Director
• Govt to divest up to 6% stake in Bank of Maharashtra via OFS, targeting Rs 2,600 crore
• PSU banking stocks expected to remain in favour as probability of an RBI December rate cut increases
• Hybrid funds emerge as a low-volatility alternative to equity
• Union AMC expects India Inc earnings growth to rise to mid-teens; finds opportunities in consumption space
• Bajaj Finance to sell 2% stake in Bajaj Housing Finance to raise Rs 1,740 crore

**CORPORATE & INDUSTRY*
• Steel panel meets companies on import substitution for high-value products
• Amazon Now plans to open two new dark stores per day, aiming for 300+ by year-end
• With a Rs 7,000-crore war chest, Wipro Consumer looks to acquire regional brands
• Tesla yet to make a meaningful electric start in India
• Great wall of Indian regulation blocks Chinese electronics companies’ access to funding
• Chinese electronic majors reroute billions as India freezes easy capital flows
• ESR acquires 60 acres in Pune for a 1.35 million sq ft industrial park project
• Maruti and Tata clash over small-car concessions under new CAFE norms
• Lenskart claims market leadership in Singapore; launches 2-hour delivery service in the region

Jai Hind
Rudra Hai to Mudra Hai 
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