*Financial News* 
Source: Leading Newspapers
 *Compiled by: Rudra Shares* 
Vande Mataram
Monday, 12 January 2026

*Markets & Investments*
• Merger share swaps may trigger tax even without sale; Supreme Court ruling unsettles traders
• India’s risk-reward outlook remains reasonable but not exceptional, says Baweja
• Six IPOs worth over ₹2,000 crore lined up this week, with five scheduled for listing
• Global capital rotating from US markets to gold, silver and non-US equities, notes IKIGAI’s Pankaj Tibrewal
• Dalal Street outlook this week hinges on US and India inflation data, Q3 earnings and FII flows

*Banking, Finance & Regulation*
• Small finance banks plan to strengthen risk controls ahead of 2026
• RBI may inject additional liquidity to manage short-term interest rates
• Aditya Birla Sun Life resumes fresh overseas fund investments after a three-month pause
• RBI pushes for greater disclosure of NPAs, penalties and inspection findings; banks resist
• Budget 2026-27 may include legal amendments to speed up debt recovery
• Unlisted Indian companies’ debt levels fall to a 35-year low, CMIE data shows

*Broking & Capital Market Activity*
• Zerodha, Groww, Angel One and Upstox face pressure as retail trading activity weakens in 2025
• New demat account additions decline 33% in 2025 amid market volatility

*Energy, Oil & Power*
• Oil marketing companies may benefit while producers could face pressure in Q3
• NTPC plans a ₹10,000 crore coal-to-SNG project in Chhattisgarh
• Adani Group to invest ₹1.5 trillion in Kutch to expand energy and port capacity
• Toyota highlights multi-technology pathways as key to achieving energy security goals

*Corporate & Business Strategy*
• Trent to aggressively expand store presence across cities and towns as retail competition intensifies
• ITC faces concerns over tax impact and declining market share versus Godfrey Phillips
• Reliance pauses cell manufacturing plans after unsuccessful bid for Chinese technology
• Lodha Developers acquires five land parcels in Q3 for projects worth ₹34,000 crore
• Waaree focuses on acquisitions to scale operations and diversify amid rising competition

*Telecom & Technology*
• AGR reset significantly alters funding dynamics for Vodafone Idea
• Google partner Walmart and others to enable in-chat shopping via Gemini AI chatbot
• India targets manufacturing 3-nanometre chips by 2032, says Ashwini Vaishnaw
• India’s iPhone exports touch ₹2 trillion in CY25, a first since 2021

*Automobiles & Mobility*
• Two-wheeler industry projects 6–9% growth in 2026 driven by GST cuts and urban demand
• Volvo India signals shift toward an all-electric future as GST 2.0 boosts mild-hybrid demand
• Hatchback sales rebound as GST-led price reductions revive demand for small cars

*Trade, Infrastructure & Industry*
• Fresh US tariffs could significantly dent India’s goods exports
• Beverage companies rush to import cans as BIS delays disrupt domestic supply
• Highway developers oppose move to end arbitration, seek time-bound dispute resolution
• Strategic acquisitions via bankruptcy route rise amid land scarcity and competition

*Media & Advertising*
• Radio industry advertising revenues gather momentum in FY25

Jai Hind
Rudra Hai to Mudra Hai
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