1. 7%+ Growth Expected Despite Global Risks:
Finance Minister Nirmala Sitharaman stated on December 6 that strong fundamentals like consumer spending will drive at least 7% GDP growth in FY26, up from RBI’s 7.3% forecast. Reforms in taxes and labour rules cushion against US tariffs and inflation, supporting resilient 8.2% Q2 expansion.
2. ADB Raises FY26 GDP Outlook to 7.2% on Domestic Strength:
On December 9, ADB revised forecasts amid 8.2% Q2 surge, crediting consumption and exports despite US tariffs widening CAD. This reinforces India’s role in 5.1% Asia-Pacific growth, with PLI schemes mitigating risks for sustained investment.
3. Domestic Defence Production Hits Record ₹1.51 Trillion:
Defence Minister Rajnath Singh announced on December 7 that India’s defence manufacturing has reached ₹1.51 trillion in FY25, marking a shift from import dependency to exporter status. This milestone, driven by indigenisation efforts like Positive Indigenisation Lists covering 5,500+ items, boosts self-reliance, creates jobs, and supports GDP growth amid global supply chain risks.
4. Top Indian Arms Makers Explore Joint Ventures in Russia
On December 9, executives from firms like Adani Defence and Bharat Forge held meetings in Moscow to discuss manufacturing spares for MiG-29 jets and air defence systems. This could enhance India’s defence exports but risks straining Western ties, impacting foreign investments and technology transfers essential for sector growth.
5. IndiGo Ordered to Cut 10% of Flights Amid Pilot Crisis
IndiGo has been directed by the government to reduce its domestic winter schedule by 10% following over 2,000 flight cancellations caused by pilot rostering issues. The disruptions affected nearly 5.87 lakh passengers and resulted in ₹570 crore in refunds.
6. MNRE Confirms No Pause on Clean Energy Funding, Focus on Solar Manufacturing:
On December 7, the ministry clarified no advisory to halt financing, reaffirming policy support for solar hubs amid $8,658 crore investments in Defence Industrial Corridors. This sustains ₹11.21 lakh crore capex in Budget 2025-26, driving 8-9% infra-led growth despite global supply risks.
7. Amazon to Invest $35 Billion in India by 2030, Boosting Expansion and AI Initiatives
Amazon announced plans to invest over $35 billion in India across its businesses by 2030, bringing its total investments since 2010 to $75 billion, making it the country’s largest foreign investor. The funds will support business expansion, AI-driven digitisation, exports, and job creation. Since 2010, Amazon has invested $40 billion in India and facilitated more than $20 billion in cumulative e-commerce exports.
8. Mutual Funds Cross ₹80 Lakh Cr Milestone
India’s mutual fund industry crossed the ₹80 lakh crore AUM mark in November 2025, driven by steady equity inflows, rising hybrid participation, and strong ETF demand. With 26 lakh new folios added, investor sentiment remained upbeat amid supportive global cues and the Fed’s latest rate cut.
9. OPEC Maintains Strong 2026 Oil Demand Outlook
OPEC has reaffirmed its bullish oil demand forecast for 2026, projecting a 1.4 million bpd increase driven by solid global economic growth. The cartel expects a balanced market next year, even as non-OPEC+ supply rises mainly from Latin America, Canada, and the U.S.
10. Gold, Silver Hit Multi-Month Highs
Gold surged to its highest level in over a month after the U.S. Federal Reserve’s quarter-point rate cut weakened the dollar, making bullion more attractive for investors. Spot gold reached $4,280 per ounce, while U.S. February futures rose 2.1% to $4,313. Silver outperformed, hitting a record high, driven by strong momentum in precious metals despite inflation concerns and Fed signals.
11. Mamaearth Expands Into Men’s Grooming Market
Honasa Consumer, the parent of Mamaearth, has acquired a 95% stake in BTM Ventures—maker of Reginald Men—for ₹195 crore, marking its entry into the men’s grooming segment. HSBC remains cautious, noting no immediate value addition despite the strategic expansion.
12. Mexico Imposes Heavy Tariffs on Asian Imports
Mexico has announced steep tariffs of up to 50% on imports from India, China, and several Asian nations. The move will significantly impact Indian exporters, especially automakers, who dominate India’s shipments to Mexico. The revised duties may reshape trade dynamics across key sectors.
13. Centre Completes Migration to Zoho Platform
The government informed Lok Sabha that over 12 lakh official accounts have now successfully migrated to Zoho. The move ensures full ownership of data and intellectual property remains with the Centre, in line with contractual terms, strengthening digital security and administrative efficiency.
14. Adani Rights Issue Oversubscribed Strongly
Adani Enterprises’ ₹25,000-crore rights issue saw strong investor interest, receiving bids for 14.95 crore shares against 13.85 crore on offer. The oversubscription highlights renewed confidence among investors in the conglomerate’s expansion plans and long-term growth outlook.
15. SpaceX Targets Blockbuster 2026 IPO
SpaceX is preparing a 2026 IPO expected to raise well above $30 billion. With a targeted valuation nearing $1.5 trillion, the Elon Musk-led company could become one of the world’s most valuable publicly listed firms, rivaling Saudi Aramco’s historic debut.
16. CCI Approves IHC’s $1 Billion Sammaan Buy
India’s CCI has approved Abu Dhabi-based IHC’s $1 billion acquisition of a 43.46% stake in Sammaan Capital. This development follows IHC’s announcement in October that it would invest USD 1 billion to acquire a 43.46 per cent stake in the company.
17. Microsoft Announces ₹1.5 Lakh Crore AI Push
Microsoft CEO Satya Nadella announced a ₹1.5 lakh crore investment in India to accelerate AI innovation and infrastructure. The commitment follows his meeting with PM Narendra Modi and aims to boost cloud capacity, AI skilling, and digital transformation across key sectors.
18. Adani To Invest $75 Billion In Clean Energy
Gautam Adani announced over $75 billion in investments toward India’s energy transition over the next five years. Highlighting India’s low per capita electricity consumption, he emphasized the need for rapid expansion of renewable, green hydrogen, and sustainable energy infrastructure.
19. Germany Commits ₹13,000 Crore to India
Germany has pledged over ₹13,000 crore to support India’s green economy transition. The investment will be directed toward climate action, clean energy, and sustainable development through concessional loans, strengthening Indo-German cooperation in environmentally responsible growth.
20. Fino Payments Bank Secures SFB Licence
Fino Payments Bank has received the RBI’s in-principle approval to convert into a Small Finance Bank—becoming the first payments bank to achieve this milestone. The transition is expected to significantly strengthen its banking capabilities, product offerings, and long-term growth prospects.
21. Patanjali Signs MoU to Enter Russia
Patanjali Group has signed an MoU to enter the Russian market with its Ayurveda-based products while also promoting health and wellness tourism. The agreement, signed by Ramdev and Russian officials, aims to expand India’s traditional medicine footprint globally.
22. Sberbank Launches Nifty 50 Fund India
Russia’s Sberbank has launched a Nifty 50 mutual fund to reinvest its rupee surplus in India, providing Russian investors diversified exposure to 50 of India’s largest and most liquid companies, tapping into the country’s robust growth story.
23. Netflix Acquires Warner Bros for $82B
Netflix completes its $82 billion acquisition of Warner Bros, a 102-year-old entertainment giant, securing a vast content library that strengthens its competitive edge against rivals like Walt Disney and Paramount in the global streaming landscape.
24. Markets Finish the Week Slightly Lower; Large Caps to Remain in Focus
Indian markets ended the week on a softer note, with frontline indices posting mild declines even as the USD/INR pair climbed to fresh highs. The broader macro environment remains constructive, supported by recent RBI and Fed rate cuts, ongoing India–US trade negotiations, and heightened geopolitical engagement following the Russian President’s visit. Meanwhile, gold and silver touching all-time highs indicates a global shift toward safe-haven assets amid persistent uncertainty.
On the technical front, Bank Nifty continues to outperform, trading comfortably above its 20-, 50-, 100-, and 200-day moving averages, signalling sustained sectoral strength. Nifty, however, faces immediate resistance at 26,200–26,300, with major resistance positioned near 26,500. A meaningful and directional move in the broader market is likely only if Nifty breaks decisively above the 26,500 level.
Large-cap stocks continue to offer reasonable valuations, making them attractive for institutional and FII accumulation. In contrast, mid- and small-cap segments remain stretched, fragile, and vulnerable to continued volatility, warranting a cautious and selective investment approach.
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