News & Impact on India –
Record Surge in IPO OFS
OFS collections hit ₹7.96 lakh crore.
Impact: Strong liquidity, promoter exits dominate, limited fresh capital.
India–US Trade Pact Progress
Two-phase tariff + structural deal.
Impact: Boosts exports, market access, tech/services investments.
Fiscal Consolidation May Slow
FY27 deficit likely 4.1–4.2%.
Impact: More room for capex and welfare; long-term debt caution.
Capital-Market Industry Wants Lower STT
Push to reduce cash-market STT.
Impact: Better retail participation, deeper equity liquidity.
₹210-Cr Critical Raw Materials Programme
Supports battery minerals, semicon and EV value chain.
Impact: Reduces import reliance, supports Make-in-India.
US–Saudi $1T Deal
Massive US-bound investment.
Impact: Competition for global capital; stable ties support oil prices.
US Jobless Claims Rise
Softening labour data.
Impact: Increases Fed cut probability → positive for FII flows & INR.
China Youth Unemployment Still High
At 17.3%.
Impact: India gains edge as alternative manufacturing hub.
EU Aluminium Scrap Restrictions
Export controls planned.
Impact: Higher input costs for Indian recyclers; push for domestic sourcing.
Microsoft–Nvidia–Anthropic AI Alliance
Massive cloud + AI infra expansion.
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