*Financial News* 
Source: Leading newspapers 
 *Compiled by Rudra Shares* 
Vande Mataram 
Friday, 30 January 2026

*Politics & Governance*
• Congress asks ECI to probe and halt misuse of Form-7s
• Amit Shah to visit West Bengal ahead of polls, hold BJP core meet and rally in Barrackpore
• **NCP pushes Sunetra Pawar for cabinet, party roles amid merger talks
• Raj Thackeray calls Ajit Pawar a fearless, caste-free leader; says Maharashtra lost an exceptional administrator
• Tamil Nadu CM MK Stalin backs new UGC equity rules amid row, calls it delayed but welcome reform

*Economy & Macros*
• IIP growth surges to 7.8%, giving Budget room to tackle debt and boost employment
• Inflation likely just 20–30 bps higher under new CPI weights; food share to fall below 40%: SBI
• Foreign inflows must to put rupee on strong footing
• Move over equities, bonds are India’s next savings frontier
• Indian households’ financial savings strategy changes

*Banking, NBFCs & Insurance*
• MFIs need to strengthen credit assessment, curb stress
• Muthoot Finance raises $600 mn via overseas dollar bonds
• ACKO Life Insurance to exclusively focus on pure protection products
• Brokerages expect Vodafone Idea’s revival plan to hinge on bank loans

*Markets, Flows & Investments*
• FII/FPIs net buy Indian equities worth Rs 394 crore, while DIIs net bought Rs 2,634 crore on Jan 29
• Morgan Stanley buys 2.4% stake in Sunteck Realty, 0.8% shares in Manappuram Finance
• Happiest Minds founder Ashok Soota explores stake sale, taps banker to assess options
• Shapoorji Pallonji Group picks six investment banks for Rs 8,000-crore realty IPO

*Corporate & Business*
•BofA CEO Brian Moynihan sees India as a major growth engine, calls for more capital
• Wipro banks on consulting business for deeper client engagement
• Persistent Systems eyes expansion in Europe, to cut reliance on US market
• FMCG firm Dabur India likely to undertake price hikes for some brands

*Pharma & Healthcare*
• Bristol Myers moves Supreme Court to stop Zydus from selling biosimilar cancer drug
• Piramal Pharma flags early recovery signs in CDMO demand as Q3 loss widens

*Energy, Commodities & Metals*
• Gold rally cuts India’s consumption 11% in 2025; coin and bar demand rises: WGC
• Share of US crude in India’s imports rises to 8.1% during April–November
• Coal India, BCCL shares rise as govt designates coking coal as critical mineral
• Indian Oil eyeing Africa and Europe for petrochemical exports: CMD
• Venezuela opens oil industry to greater private investment

*Technology & Global Corporates*
• Big Tech results show investor demand for payoffs from heavy AI spending
• Oracle’s value halves from 2025 peak as AI caution rises

*Global Politics & Central Banks*
• US Fed holds rates steady; Budget 2026 to dictate RBI’s next moves
• Trump to announce Fed chair nominee next week
• Trump threatens 50% tariffs on Canadian aircraft sold to the US

*Aviation & Transport*
• Three days don’t define 20 years’: IndiGo CEO on 2025 flight chaos
• Air India orders 30 additional Boeing jets, taking total orders to 250

*Defence & Strategic Affairs*
India’s deep dive with a $10-billion submarine deal with Germany

Jai hind
Rudra Hai to Mudra Hai 
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