*Financial news* 
Source: Leading newspapers
 *Compiled by RUDRA SHARES* 
Vande Mataram
Tuesday, 27 January 2026

*Global Economy & Central Banks*
• Fed to hold rates as political storm intensifies around Powell
• Morgan Stanley, BofA see more in best carry rally since 2009
• Oil market's watchmen at loggerheads on 2026 outlook
• India and EU set to 'shape the global order' today
• Global headwinds replace inflation as top worry for economists ahead of FY27 Budget: MC Poll

*Budget, Policy & Public Finance*
• Mines ministry proposes partial lease execution to speed up production from auctioned blocks
• From deficit to debt: FY27 budget signals a new era for fixed income markets
• Union Budget 2026: Payment companies push for bigger subsidy, return of MDR
• Union Budget 2026: Markets eye tax relief, subsidies and incentives for affordable housing segment
• India's semiconductor sector eyes Budget 2026 for execution push

*Banking, NBFCs & Financial Services*
• Home loans to drive business in coming quarters: IIFL Finance MD
• India is still a structural overweight: BlackRock’s Samara Cohen on markets, AI and investor participation
• Budget no catalyst; earnings growth key for equities in 2026, says Naveen Kulkarni
• Shriram Finance to redraw business plan in FY27; to focus on new vehicles

*Automobiles & Auto Components*
• Commercial vehicle sales set to hit a new milestone in FY26 amid replacement demand after tax rationalisation
• Renault entering new phase of growth in India with Duster re-launch: CEO
• 2026 Renault Duster unveiled in India, prices due in March as pre-bookings open
• Too early to say small car demand will sustain GST cuts: Ceat MD & CEO
• India-EU FTA duty cuts could boost luxury car market, says BMW India

*Power, Energy & Renewables*
• MP government to sign three agreements for generating 4,000 MW of thermal power
• HPCL bets big on renewables and biofuels to meet 2040 net-zero target
• Waaree Renewable to buy 55% in Associated Power Structures for ₹1,225 crore

*Technology, AI & Digital*
• Microsoft rolls out next generation of its AI chips, takes aim at Nvidia's software
• HFCL begins largest deployment of indigenously made network routers for BharatNet
• Pine Labs partners with UAE-based Wio Bank for tech infrastructure
• SaaS major Zoho launches ERP platform to tap SME market in India

*Consumer, Retail & Lifestyle*
• Baby formula trouble strikes again as French giant joins Nestle and others
• Puma makes a $1.8-billion sprint to a Chinese sportswear giant
• PVR INOX says 4700BC sale will not dent F&B revenues, sees big upside from Marico deal
• Marico to buy majority stake in popcorn brand 4700BC from PVR INOX

*Pharma & Healthcare*
• Sun Pharma, Cipla recall products in the US over manufacturing issues: USFDA

*Aviation & Aerospace*
• Boeing says strong demand for Dreamliner in India, expects more orders

*Cement, Capital Goods & Infrastructure*
• Union Budget 2026: Cement could be an indirect beneficiary of housing and infrastructure push
• Union Budget 2026: Market expects continuity in core infrastructure-led capex to support capital goods sector
• PropEquity parent firm ties up with Cambridge for real estate school

Jai Hind
Rudra Hai to Mudra Hai
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