*Macro & Policy Developments*
• SUVs surpass passenger cars in India’s export mix for the first time
• Fixed, lower transaction charges for power exchanges under consideration
• Banks seek stricter certification norms for overseas fund transfers
• Petrol retail outlets in India cross the 1-lakh mark, after the US and China
*Markets, Regulation & Flows*
• SEBI excludes ZCZP bonds and delisted stocks from account valuation
• Charges for basic service demat accounts may be reduced
• SEBI simplifies duplicate share issuance; threshold raised to ₹10 lakh
• Crypto and private credit entering mainstream may increase investor risk
• FPIs net sold ₹1,721 crore; DIIs net bought ₹2,381 crore
• Motilal Oswal expects steady market growth in 2026 post consolidation
*Banking & Financial Services*
• SFIO probes accounting discrepancies at IndusInd Bank
• IRFC refinances ₹10,000 crore World Bank loan for freight corridor
*M&A, PE & Strategic Investments*
• Bharti Enterprises and Warburg Pincus to acquire 49% stake in Haier India
• Hillhouse joins Temasek in race for up to 6% stake in Quest Global
• Premier Energies acquires 34% stake in Transcon Ind for ₹250 crore
• BP agrees to sell 65% stake in Castrol to Stonepeak for $6 billion
*Energy, Metals & Commodities*
• Reliance resumes crude oil purchases from Russia
• Nayara Energy delays Vadinar refinery maintenance amid sanctions
• Coal India board approves in-principle listing of two subsidiaries
• Hindustan Copper gains on higher copper prices after strong US GDP data
• Hindustan Zinc rises as silver rally continues
*Healthcare & Life Sciences*
• Apollo Hospitals gains after NSE clears demerger of pharmacy and digital health businesses
*Defence & Industrial Manufacturing*
• Bharat Dynamics jumps after Akash-NG system clears user evaluation trials
• Vikran Engineering wins ₹2,035 crore order
*Technology, Telecom & Electronics*
• Nasscom flags long-term talent risks in wage-weighted H-1B system
• Samsung seeks PLI extension; plans display manufacturing expansion
*IPO & Primary Market Update*
• Gujarat Kidney and Super Speciality IPO subscribed 5x; retail portion 19x
• Shyam Dhani IPO subscribed over 918x; GMP rises to 100%
• Groww and Lenskart to enter BSE LargeCap index
*Stock-Specific Highlights*
• VIP Industries rises after 26% equity changes hands in block deal
• IndiGo falls after government grants NOCs to two new airlines
• Cupid shares surge 10x in two years; promoter reduces pledge
Jai Hind
*Rudra Hai to Mudra Hai*
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