*Financial News*
Source: Leading Newspapers
*Compiled by RUDRA SHARES* 
Vande Mataram
Monday, 11 May 2026

*Politics & Governance*
• PM Modi said Congress has become a “parasitic party” dependent on allies
• Yogi Adityanath’s Cabinet expansion sharpens BJP’s micro-caste strategy ahead of the 2027 Uttar Pradesh elections
• DK Shivakumar said there is no political instability in Karnataka and questioned PM Modi’s remarks
• PM Modi criticised TMC, alleging West Bengal was “shackled” by hybrid political vices
• Vijay reviewed the law and order situation in Tamil Nadu during his first meeting after taking oath as Chief Minister

*Infrastructure & Capital Expenditure*
• India cleared the path for large funds to bid directly for road projects
• Private sector capital expenditure surged 67% to ₹7.7 lakh crore, according to CII
• Coal India plans a ₹1 trillion capital expenditure push over the next five years

*Power, Energy & Utilities*
• NTPC will soon seek AEC approval for its first 1,400 MW nuclear power project
• Oil prices jumped as the US and Iran disagreed on a peace proposal
• Delhi may negotiate a VIP fast-pass arrangement for Indian ships affected by Hormuz traffic congestion

*Banking & Financial Services*
• CMS Info Systems secured a ₹400 crore contract to manage 6,000 HDFC Bank ATMs
• DMRC partnered with Airtel Payments Bank to launch RuPay NCMC cards
• Major banks urged RBI to reconsider the uniform forex exposure cap
• Gold loans are driving growth for Small Finance Banks amid weak microfinance asset quality
• Indian Bank CEO said banks may need to adapt to thinner margins as India becomes richer
• State Bank of India is focusing on MSME lending to maintain NIM above 3%

*Markets & Investments*
• India underperformed Asian peers amid weak earnings and valuation concerns
• Global uncertainty kept FPIs cautious, with ₹14,231 crore withdrawn in May
• Dalal Street investors will track US-Iran deal progress, Trump-Xi talks, inflation data, and Q4 earnings this week
• SEBI moved the Supreme Court against the SAT order in the Bombay Dyeing case
• India’s smallcap stocks entered bull market territory while midcaps neared similar levels

*Telecom & Digital Economy*
• Online gaming companies sought a clearer regulatory framework
• Reliance Jio IPO is expected to be entirely fresh issue funding with no OFS component

*Real Estate & Consumer*
• Godrej Properties aims for a 14% increase in pre-sales during FY27
• Titan Company remains unaffected by gold supply concerns as exchange programmes support sourcing
• Pidilite Industries indicated another price hike due to rising input costs linked to the West Asia conflict

*Sugar, Chemicals & Manufacturing*
• Balrampur Chini Mills raised ₹450 crore through equity funding for PLA and lactogypsum plants in Uttar Pradesh

*Global Affairs*
• Donald Trump criticised Iran over disagreements regarding the US peace proposal
• Trump warned that Iran “will be laughing no longer” amid fresh geopolitical tensions
• PM Modi urged companies to revive Covid-era work-from-home practices as the West Asia conflict impacts the global economy

Jai Hind
Rudra Hai to Mudra Hai
For more details:

https://www.rudrashares.com/cef