Good morning Vande Mataram
News Headlines from Leading Financial News Papers, Compiled by Rudra Shares
Friday, 08 August 2025
*Government & Policy*
* US tariffs may cost India’s electronics sector up to \$30 billion
* India must rethink self-reliance strategy amid global shifts
* India re-looks at US market access offer ahead of trade talks, keeps agri, dairy off table
* US tariff hike to 50% jolts Indian exporters as orders shift to rivals
* India faces potential 40–100 bps GDP growth hit from tariff hikes, says Client Associates' Himanshu Kohli
*Infrastructure & Railways*
* Indian Railways to ease lease policy with eye on e-commerce revenue
* Highway Infra IPO concludes with over 300 times subscription on final day of share sale
*Energy & Commodities*
* Industry sees boost from low green ammonia prices
*Healthcare & Medical Devices*
* Medical device firms sound the alarm over new steel standards
*FMCG & Beverages*
* Coca-Cola, Jubilant to step up focus on profitability, costs
*Banking & Finance*
* Weaver Services to buy Centrum Housing Finance for Rs 600 crore
* RBI plans penalty to make banks settle death claims fast
* RBI grants AU Small Finance Bank a universal license
*Corporate & M\&A*
* Tata & SP Group reignite exit talks after years: Chandrasekaran meets Mistry in first formal contact since 2016
* Sunil Mittal-led promoter entity eyes part stake sale in Bharti Airtel, launches mega \$1-bn block deal
*Insurance*
* General insurance sector reports muted growth in July
*Equity Markets & IPOs*
* NSDL shares hit 20% upper circuit, extend post-listing gains; m-cap above Rs 22,250 crore
* JSW Cement IPO subscribed 29% on first day of share sale
* Shreeji Shipping Global IPO to hit Dalal Street on August 19
* Video surveillance and biometric solutions provider Transline Technologies files IPO papers
* BLS Polymers plans to tap capital markets, files draft documents for IPO
*Technology & Telecom*
* RIL annual report: Jio plans global rollout of in-house tech after pan-India deployment
*Auto & Manufacturing*
* TCS to roll out wage hikes after announcing plans to cut 12,000 jobs
* Trump tariffs not a concern for Bajaj Auto, but rare earth magnet supplies still uncertain: Rajiv Bajaj
* Hero MotoCorp to stay within 14–16% margin band; near-term at lower end, says CFO
* Hero MotoCorp flags rare earth magnet shortage as industry-wide challenge, says Q2 production secured
*Market Activity & Regulations*
* Sebi moves policy for joint inspection of brokers by MIIs to cut down disruption, improve supervision
* Ease of doing business: SEBI proposes easier compliance norms for RAs, IAs
* SEBI proposes segregated structure for RTAs; suggests MCA to oversee services for unlisted firms
*Flows & Deals*
* FIIs net sell shares worth Rs 4,997 crore, DIIs net buy shares worth Rs 10,864 crore on August 7
* Bulk deals: Alibaba-backed Antfin offloads 1.46% stake worth Rs 4,097 crore in Eternal
Jai Hind
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