IPO & Markets: IPO activity rebounded in 2025 with ~₹40,000 crore raised (+35% YoY), boosting wealth creation, retail participation and making India a preferred tech listing hub. Trade & FTAs: India–New Zealand FTA offers zero-duty access and $20 bn FDI; India–Canada trade talks set to resume. This supports exports (pharma, textiles, IT), FDI inflows and trade diversification. Macro Data Reset: New CPI (2024=100) and revised GDP/IIP from 2026 will improve inflation tracking, policy accuracy and global credibility. Manufacturing Push: Foxconn’s rapid scale-up in Bengaluru highlights strong momentum in Make in India, job creation and electronics export growth. Capital Flows: Net FDI nearly doubled to $6.2 bn, signalling improving investor confidence and supporting rupee stability. Industrial Trends: Core sector growth turned positive but remains uneven, with infra-linked segments like cement relatively stronger. Global Risks: Tighter US immigration rules may impact Indian IT staffing, while China–EU trade tensions create selective export opportunities. Yen volatility could influence FII flows. Related stocks:

DIXON

TCS

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