China–US Rare Earths: China’s magnet exports dipped in Nov but overall supplies normalised. India Impact: Pushes global diversification, supporting India’s critical minerals and EV supply chain ambitions. Stock: IREL (India). US Tariff Delay: One-year delay on furniture tariffs. India Impact: Short-term relief for Indian MSME exporters; margins supported. South Korea Exports: Strong YoY growth signals healthy global electronics demand. India Impact: Positive for Indian EMS and component makers. Tide Investment: ₹6,000 cr investment over five years. India Impact: Boosts fintech, SaaS jobs and SME digitisation. Singapore GDP: Manufacturing-led growth beat expectations. India Impact: Supports Indian intermediate exports and PLI sectors. India GST (Dec): Collections rose 6.1% YoY, driven by imports. India Impact: Fiscal stability intact; domestic demand still soft. Commercial LPG Hike: Prices up ₹111/cylinder. India Impact: Cost pressure for hospitality and food services. Higher Sin Taxes: Increased duties on tobacco & pan masala. India Impact: Revenue positive, margin negative. Stock: ITC (near-term overhang). Diesel to LNG Shift: Potential $1 bn annual import savings. India Impact: Boost for gas infrastructure. Stock:

GAIL

PETRONET

. RBI on NBFC Borrowings: FX risk flagged. India Impact: Higher hedging costs, improved financial stability.

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