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Indias massive household gold holdings, worth $3.8 trillion, far exceed decades of FDI inflows. Redirecting even part of this unproductive wealth through proposed procurement and gold-bond schemes could ease trade deficits, boost capital formation, and lessen dependence on foreign investment.

ADIAs India equity portfolio rose just 0.7% in FY26, though 13 stocks gained and seven surged 2070%. Several holdings fell sharply, while CMS Info Systems and M B Engineering were new additions.

Sberbanks launch of a Nifty 50-linked mutual fund gives Russian investors direct access to Indian equities. Experts say the move can expand global capital inflows, enable similar partnerships with BRICS and other regions, and deepen India-Russia financial cooperation.

Meeshos Rs 5,421 crore IPO allotment will be finalised Monday after massive 81.76x subscription. With a 42% GMP and record retail participation, investors now await listing on December 10.

Wakefit raised Rs 580 crore from anchor investors at the top price band, with domestic mutual funds taking over half the book. Strong institutional demand boosts confidence ahead of its Rs 1,288 crore IPO opening on December 8.

Gold surged over 60% in 2025 on geopolitical risks, a weaker dollar and strong safe-haven demand. The World Gold Council sees 2026 playing out through moderately bullish, strongly bullish or bearish scenarios, shaped by global growth, Fed policy, and shifting investor behaviour.

Indias building products sector is stabilizing with stronger consumption, healthier pipelines, lower input volatility, and rising premiumization. Demand across wood panels, sanitaryware, tiles, and paints is improving as real estate, renovation cycles, and distribution networks strengthen, supporting a more sustained medium-term upcycle.

The crypto market is shifting from speculation to institutional-grade structure, driven by Bitcoins treasury use, rapid tokenisation, and coordinated global regulation. Indias maturing investor base and expanding access accelerate the need for clearer frameworks and safer, compliant participation in 2026.

The rupees plunge beyond 90 highlights India-specific pressures from FPI outflows, trade deficits and dollar demand. The slide threatens higher imported inflation, costlier commodities and wider external imbalances, even as domestic growth remains resilient amid global uncertainty.

The RBI survey found that fewer households now anticipate price increases across key segments such as food, non-food items, housing, household durables, and services.

Pramod Gubbi of Marcellus Investment Managers expects Indias IT sector to recover in 2026 as valuations turn attractive and global rate cuts revive tech spending. He sees earnings momentum improving across consumption, healthcare and lenders, supported by domestic stimulus and stable flows.

The U.S. dollar dipped as traders anticipated a Federal Reserve rate cut next week, with nearly 90% probability priced in. Soft labor data and dovish central bank remarks fueled expectations for reductions. Meanwhile, the yen firmed on speculation the Bank of Japan might raise rates this month.

Oil prices climbed to a two-week high, fueled by anticipated U.S. Federal Reserve rate cuts boosting economic growth and energy demand. Geopolitical tensions involving Russia and Venezuela also contributed to the rise. Investors are closely watching trade talks and potential supply disruptions from these key oil producers.

Gold prices climbed Friday amid strong expectations of a U.S. Federal Reserve rate cut next week, while silver reached a record high. The market anticipates a 25-basis-point cut, driven by dovish Fed commentary and recent economic data. This sentiment weakened the dollar, benefiting gold.

European shares closed the week with modest gains as investors digested a U.S. inflation report reinforcing expectations for a Federal Reserve rate cut next week. Autos, retail, and technology stocks led the gains, while Swiss Re and oil and gas lagged. Citigroup set a positive 2026 target for the STOXX 600.

Global shares advanced Friday as U.S. economic data reinforced expectations of a Federal Reserve rate cut next week, weakening the dollar and boosting gold. Wall Street indices closed higher, marking a second consecutive week of gains, with technology and communication services sectors leading. European markets remained largely unchanged, securing a modest weekly increase.

Indian markets saw a positive close on Friday. Investors are keenly watching for a Federal Reserve interest rate cut next week. Economic data released showed consumer spending rose and consumer sentiment improved. This has boosted hopes for a rate reduction. All eyes are now on the Fed meeting for policy hints.

India-Russia oil trade: Even Januarys low is well above pre-war levels. More importantly, according to traders and refiners, volumes could rebound as unsanctioned suppliers squeeze in and a vast number of new trading intermediaries appear.

In a bold strategy to boost economic resilience, the central bank is channeling a hefty sum into the banking system. By leveraging open market operations alongside dollar-rupee buy-sell swaps, an impressive 1.45 lakh crore will flow in to optimize liquidity and facilitate effective monetary transmission.

Friday saw a remarkable uptick in Indian stock markets as the Reserve Bank of India decided to lower interest rates by 25 basis points. This strategic decision, along with signals of continued easing, infused confidence into investors. The Nifty and Sensex indices experienced a solid recovery, pushing past previous weekly dips.

SpaceX is planning a major step towards going public. The rocket company aims for an initial public offering in the latter half of next year. This move could include its Starlink satellite internet service. This comes as SpaceX is reportedly kicking off a new share sale, potentially valuing it at $800 billion.

The Federal Reserve's upcoming meeting is set to be highly debated. Policymakers are divided on an expected interest rate cut. Investors are watching closely for signals on the Fed's future policy direction and internal dynamics. Economic data has eased fears of labor market deterioration, fueling rate cut expectations. The market anticipates a quarter-point cut.

The Reserve Bank of India has reduced the repo rate to boost economic growth. This move comes as India experiences strong GDP expansion and very low inflation. SBI Research suggests markets should act with maturity. The central bank has lowered its inflation forecast for the fiscal year.

The allocation under the Special Assistance to States for Capital Investment (SASCI) scheme may be raised to Rs 1.8-2 lakh crore for 2026-27 from Rs 1.5 lakh crore budgeted for the current fiscal.

The Reserve Bank of India cut its policy interest rate by a quarter-point, citing a 'Goldilocks' economy with low inflation and strong growth. The central bank also injected liquidity to ensure rate cuts reach consumers and addressed currency market movements. Inflation forecasts were lowered, and growth targets were raised.

Russia has ramped up its fertilizer exports to India, now commanding a staggering 26% of the subcontinents fertilizer imports. This surge contributes significantly to an economic alliance, with Russian fertilizers increasingly finding their place in BRICS nations. S

RBI Governor Sanjay Malhotra anticipates deposit rates will moderate, mirroring the central bank's 125 basis point policy rate reduction. He noted that real interest rates remain high despite nominal rate decreases, benefiting both borrowers and savers. Data shows a 105 basis point decline in weighted average domestic term deposit rates, though bankers suggest further reductions are limited.

India's central bank has responded to International Monetary Fund concerns about data and currency management. Reserve Bank of India officials stated that GDP and inflation estimates are accurate, with scope for improvement. They explained that data classifications are generally good, with national accounts receiving a lower grade due to an outdated base year.

HCL Capital Private Limited emerged as the largest acquirer of British American Tobacco's (BAT) stake in ITC Hotels, buying 14.58 crore shares for Rs 2,998 crore. Several other marquee investors also took significant stakes in the Rs 3,856 crore block deals. BAT stated the funds will aid its transition to a target leverage range.

India and the United States are actively discussing a trade agreement. Recent US tariff changes affect Indian exports. Visa policies are also a key discussion point. India emphasizes the importance of skilled talent mobility for both nations. The government is consulting with exporters to assess the impact of US measures. Engagement continues on matters of national interest.

Home-grown FMCG firm Dabur on Friday said it has received an observation letter with o adverse observations from the BSE over its Scheme of Amalgamation of Sesa Care.

The quick commerce platform has converted itself into a public company as it prepares for an initial public offering, changing its registered name from Zepto Private Limited to Zepto Limited through a special resolution passed by its shareholders.

Industry leaders met with IT-BT minister Priyank Kharge regarding Outer Ring Road infrastructure issues. Concerns included metro connectivity, service roads, traffic, and telecom disruptions. Kharge assured prompt action and pledged Rs 450 crore for road upgrades. The government will also replicate this engagement model for other business corridors. Improved coordination among agencies is expected to speed up solutions.

Markets regulator Sebi has granted in-principle approval to the registration of 'Raajmarg Infra Investment Trust' (RIIT) as an Infrastructure Investment Trust (InvIT) and will get the final nod after it meets specific requirements during the next six months, an official statement said on Friday.

US stocks saw early gains Friday as investors awaited inflation data and anticipated a Federal Reserve interest rate cut. Netflix shares dipped after announcing an $83 billion acquisition of Warner Bros. Discovery, while Warner Brothers Discovery itself saw a slight increase.

Tenneco Clean Air India reported a 10% YoY profit rise to 150 crore and nearly 10% revenue growth in its first post-listing quarter. EBITDA margins stayed strong, while a 9,840-crore lifetime order book boosted long-term visibility despite sequential profit moderation.

A Cloudflare outage disrupted trading platforms including Zerodha, Groww and Angel One. Nithin Kamath apologised and highlighted risks of dependence on single infrastructure. Zerodha activated its independent WhatsApp-based Kite Backup system to help users exit positions during the downtime.

Britain's housing market slowed in November in both annual and monthly terms in the run-up to the government's budget, figures from mortgage lender Halifax showed on Friday.

Real estate industry bodies CREDAI and NAREDCO on Friday said RBI's move to cut repo rate by 25 basis points would lead to reduction in interest rates on home loans and boost housing demand.

The rupee closed little changed on Friday after the Reserve Bank of India cut policy rates, logging a quiet close to a week which saw the currency fall below 90 per dollar for the first time on worries about dwindling dollar inflows into the economy.

The RBI Governor in his MPC statement noted that a are goldilocks opportunity was provided in H1 2025-26 with solid growth and benign inflation.

Indian government bonds rallied on Friday after a policy interest rate cut and liquidity infusion measures, even as the 10-year benchmark note ended flat on profit taking and supply.

Indian companies can fill the void left by Western firms exiting Russia. Roscongress Foundation CEO Alexander Stuglev expressed optimism about this potential. India and Russia aim to boost bilateral trade to USD 100 billion by 2030. Sectors like pharmaceuticals, IT, and energy offer significant growth opportunities. Russian e-commerce platforms are being showcased to aid Indian small and medium businesses.

Markets extended gains after RBIs 25 bps rate cut, with financials, autos leading the rally. SpiceJet surged on IndiGo disruptions, while Kaynes Tech slid on governance concerns despite management clarification.

Fitch Ratings Alex Muscatelli says Indias GDP growth will stay strong despite softening high-frequency indicators, prompting a forecast upgrade to 7.4% for FY26. He expects growth to ease gradually to 6.2% by FY28 as inflation normalises, but reforms, strong investment outlook and supportive monetary policy will keep India among the worlds fastest-growing economies.

The Lok Sabha has approved the Health Security and National Security Cess Bill. This paves the way for the government to introduce a special cess. This cess will be imposed on pan masala manufacturing units. The bill's approval marks a significant step in the government's fiscal measures. This development is set to impact the pan masala industry directly.

Reserve Bank of India Governor Sanjay Malhotra anticipates deposit rates will decrease, mirroring falling bank lending rates. He noted that real interest rates are currently high for both borrowers and savers. Data shows a significant drop in deposit and lending rates following repo rate cuts.

Indian stock markets surged on Friday, with the Sensex and Nifty closing higher after the Reserve Bank of India's 25 basis point policy rate cut. Financial and auto stocks, keenly watching interest rate shifts, spearheaded the rally, reversing an earlier subdued trading session. The Sensex gained 447 points, while the Nifty 50 climbed 153 points, reflecting positive investor sentiment.