15 Dec 2025

The Uttar Pradesh government has announced that NAFED will soon operationalise 50 urad procurement centres across 17 districts, allowing farmers to sell their produce at the minimum support price of INR 7,800 per quintal. The initiative is being rolled out under NAFED's Aatmanirbhar Dal Yojana, which focuses on direct procurement from farmers and removes middlemen from the process. Purchases are expected to begin shortly and will continue until January 29, 2026. Payments will be credited directly to farmers bank accounts within three working days. Registration is mandatory and can be completed through the e-Samridhi app or NAFED centres.Read more

15 Dec 2025

India and France have agreed on a major update to their three-decade-old tax treaty, introducing lower dividend tax for French companies with significant holdings in India while giving New Delhi wider authority to tax capital gains from French investors. The revised framework also removes France’s earlier most-favoured nation benefit, which had been a point of dispute after a key Supreme Court ruling. The changes aim to modernise the treaty, improve tax clarity and reduce litigation, while also addressing concerns around technical services taxation. The agreement is expected to be signed in the coming weeks once India’s cabinet clears it.Read more

13 Dec 2025

Tata Steel has approved a series of expansion and backward-integration plans to strengthen capacity, secure raw materials and widen its downstream product range. The plan includes raising Neelachal Ispat Nigam Ltd's capacity to 4.8 MTPA, developing a new Thin Slab Caster and rolling facility at Meramandali, and setting up a 0.7 MTPA Hot Rolled Pickling and Galvanising Line in Tarapur. The company also finalised a 50.01% stake purchase in Thriveni Pellets, signed an MoU with Lloyd Metals & Energy for mining and steelmaking opportunities, and advanced work on its low-carbon HIsarna technology.Read more

12 Dec 2025

Indian government bond prices rose after strong demand followed the RBI latest bond purchases and a global rally triggered by a US Federal Reserve rate cut. The 10-year benchmark yield eased to 6.61%, retreating from its highest level of the financial year. The RBI bought INR 500 billion worth of bonds at higher-than-expected prices and is set to conduct another similar purchase next week, supporting market sentiment. Global cues also helped, with US Treasury yields falling after the Fed 25-basis-point cut. Liquidity remains comfortable, though traders expect gradual tightening due to tax outflows. Overall, continued RBI support and global rate trends lifted demand for government securities.Read more

12 Dec 2025

Indian government bonds strengthened as the RBI’s bond purchases coincided with a global boost from the U.S. Federal Reserve’s rate cut. The 10-year yield fell to 6.6122% from its recent high, reflecting rising bond prices. The RBI purchased 500 billion INR in bonds and plans a similar purchase next week, with the possibility of including the 10-year 2035 bond in open market operations. Banking system liquidity remained stable but slightly lower than last week, and Indian OIS rates also eased, indicating renewed investor demand for government securities.Read more

11 Dec 2025

Adani Group plans to invest up to INR 12 lakh crore across India over the next six years, focusing on infrastructure, ports, mining, renewable energy and supporting technologies. Gautam Adani shared that the investment aligns with India’s drive for self-reliance and long-term growth. A major part of this plan includes the large renewable energy park coming up in Khavda, Gujarat, spread across 520 sq km and expected to generate 30 GW of clean power by 2030. The group also aims to strengthen its mining and materials business to support upcoming green-energy industries.Read more

11 Dec 2025

Citi Research expects India's Nifty 50 to rise 10% by the end of 2026, driven by rising consumer demand, rural spending, and signs of urban recovery. Indian equities have underperformed other emerging markets in 2025 despite brief record highs in November. Analysts say subdued earnings, higher tariffs, and limited AI-related growth are easing, while stable inflation and resilient GDP growth are expected to support the market. Citi forecasts strong Nifty earnings, a USD 20 billion balance of payments surplus, and the rupee at 91 per U.S. dollar, with sectoral opportunities in banks, telecom, and autos.Read more

10 Dec 2025

A new report by Bain - Company and Groww indicates that India's mutual fund AUM could exceed INR 300 lakh crore by 2035, supported by rising retail participation and strong digital adoption. Direct equity holdings are projected to reach INR 250 lakh crore, helped by a shift from speculative trading to long-term investing. The report found that mutual fund penetration across households may double to 20 per cent in the next decade. Younger investors, women and smaller cities are driving steady growth, while regulatory measures and digital platforms continue to strengthen overall market participation.Read more

10 Dec 2025

Guwahati is rapidly emerging as Northeast India's commercial hub, driven by strategic location advantages, strong market fundamentals, and transformative infrastructure projects. JLL's report highlights projected office stock growth of 80 per cent by 2027, declining retail vacancies, and limited industrial availability as key investment drivers. Major projects like the Guwahati Ring Road, North Guwahati Bridge, airport expansion, and Dighalipukhuri Flyover are expected to boost connectivity and unlock development potential. The city's skilled talent pool, affordable living costs, and expanding urban facilities further strengthen its position as a regional real estate and business hotspot.Read more

09 Dec 2025

India's latest battery storage bids have dropped to record-low levels, raising questions about whether these projects can be built and operated safely or profitably. Industry experts say the aggressive pricing trend may lead to low-quality technology, stalled execution, and increased safety risks, especially in high-temperature regions. While the country has tendered 83 GWh of storage capacity since 2021, only 36 GWh has been awarded so far, leaving a major gap compared to its long-term requirement. Analysts also noted that some winning bidders are attempting to sell projects for a premium rather than developing them, adding to concerns about viability.Read more