Economy &amp; Markets

The consumer lens / Economy & Markets

Original illustration separating a gold import bill from jewellery-counter demand.

India’s gold import bill falls 27.3%. What does that tell us?

The April–September bill dropped to $19.27 billion after a sharp duty increase. The dollar total alone cannot show how much less gold Indians bought, or how much the tax change caused.

Makhana Mornings15 October 20263 min read

Follow the money / Economy & Markets

Original illustration tracing proposed IPO proceeds towards planned debt repayment.

Jio sets IPO price band with debt repayment in focus

The offer opens on October 21 at ₹1,065–₹1,119 a share. Its fresh-issue structure and planned use of proceeds explain what the listing could change inside the business.

Makhana Mornings15 October 20263 min read

The explainer / Economy & Markets

Editorial illustration of proposed connections between banking, insurance and investments.

What Fairfax wants to build around IDBI Bank

The ₹52,878 crore proposal could connect banking, insurance and investment services. Each part still has its own path to completion.

Makhana Mornings15 October 20264 min read

The explainer / Business & Brands

Editorial illustration connecting Indian manufacturing, engineering and vehicle production.

Hyundai’s $15.5 billion India plan: watch where the work goes

The big opportunity runs through engineering teams, component suppliers and export orders. The headline investment figure is only the starting point.

Makhana Mornings15 October 20264 min read

The explainer / Economy & Markets

Editorial illustration distinguishing factory dispatches, showroom demand and the buyer.

India’s auto boom is heading for a tougher comparison

Record vehicle dispatches and strong showroom demand point to a busy market. The next few months will reveal how much momentum survives a higher base.

Makhana Mornings15 October 20264 min read

Illustration showing India’s distributed economic growth across specialised regional cities and industrial clusters

Makhana Mornings!18 May 20264 min read

India’s economic map is changing faster than most people realise

Learn why India’s next growth story may come from specialised regional cities rather than just metros

Illustration showing India’s transition from physical gold ownership to Electronic Gold Receipts and digital gold investing

Makhana Mornings!18 May 20264 min read

India is trying to modernise its oldest obsession: gold

Learn how Electronic Gold Receipts could reshape gold investing taxation and transparency in India

Illustration showing India’s urban infrastructure crisis including water stress congestion and collapsing city systems

Makhana Mornings!17 May 20265 min read

India’s real political crisis may be its collapsing cities

Learn why India’s urban infrastructure challenge could become more important than electoral politics itself

Illustration showing rising fuel costs and inflation pressures spreading across the Indian economy

Makhana Mornings!16 May 20264 min read

India’s inflation problem is no longer just about food

Learn how the Iran war and energy shock are beginning to ripple across India’s economy

Gold bar chained with arrows showing economic factors like rising rates and inflation

Makhana Mornings!1 May 20263 min read

Gold is falling even as inflation fears rise

Learn why higher oil prices are pushing gold down instead of up

Fuel pump with unleaded gas price and digital chart showing increasing global oil price trend

Makhana Mornings!1 May 20263 min read

Oil shock hits India but consumers are still being protected

Learn how rising global oil prices are increasing costs but not at the fuel pump

Worried woman examining a hospital bill for $25,340.50 while holding an insurance card

Makhana Mornings!30 April 20263 min read

More insurance, higher bills and India’s health model is cracking

Learn why rising coverage is not reducing costs for patients

Rusty cracked oil barrel with OPEC+ and UAE labels beside a desert oil field and export route map

Makhana Mornings!29 April 20264 min read

UAE exits OPEC and the oil market just got unpredictable

Learn how the UAE’s exit from OPEC+ could reshape oil prices during a global conflict

Environmental impact of Iran conflict showing air pollution land damage and oil spills across the Middle East

Makhana Mornings!28 April 20264 min read

The war in Iran is damaging ecosystems far beyond the battlefield

Learn how the conflict is quietly reshaping air land and sea across the region

Makhana Mornings!28 January 20263 min read

Silver ratios are being misread and 1:8 is not history

Gold to silver ratios depend on what you measure money, markets, or mining.

Makhana Mornings!26 January 20263 min read

India opens the gates as EU trade deal reshapes cars, jobs, and power

A long awaited India EU free trade pact is set to cut tariffs, boost labour exports, and redraw strategic ties.

A modern hospital room featuring a patient bed, medical monitors, and a large display screen showing patient data and medical graphics.

Makhana Mornings!26 January 20263 min read

India’s healthcare rethink: Can prevention finally beat costly hospital care?

As Budget 2026 nears, health leaders want India to stop treating late and start detecting early.

Makhana Mornings!1 December 20254 min read

India’s Economy Just Hit 8.2 Percent Growth but the Tariff Storm Is Closing In

Record growth, record low inflation and a manufacturing soft patch put the RBI in a tough spot ahead of its December meeting.

Makhana Mornings!27 November 20254 min read

India’s Fintech Reset Is Here and Three Big Moves Show What Comes Next

Paytm’s aggregator approval, PayU’s return to profit and a lending ecosystem shift signal a new phase of compliance driven, trust first growth.

Makhana Mornings!27 November 20254 min read

Rural India Is Quietly Powering a Microfinance Comeback

Fresh data shows a sharp rise in rural demand, better repayments and early signs of asset quality improvement across the microfinance sector.

Makhana Mornings!27 November 20254 min read

Apple’s Big Fight in India Just Turned Into a 40 Billion Dollar Question

Apple is challenging India’s new antitrust penalty rule that lets regulators fine companies on global turnover, not Indian revenue.

Makhana Mornings!27 November 20255 min read

Can India’s Markets Climb Higher After Record Highs Already

J P Morgan sees Nifty 50 near thirty thousand by end twenty twenty six as rate cuts, tax relief and domestic money power the next leg.

Makhana Mornings!26 November 20254 min read

Mumbai’s Weekend Escape Is Quietly Becoming a Wealth Strategy

A staycation boom is reshaping how Mumbai’s wealthy travel, invest, and plan for the future.

Makhana Mornings!21 November 20254 min read

SEBI Pushes to Bring REITs Into Major Indices and Unlock Liquidity

India’s market regulator is preparing big changes that could transform how REITs and InvITs raise capital and attract investors.

Makhana Mornings!21 November 20254 min read

Bitcoin’s Wild Swing Reminds Everyone Why Crypto Never Stays Quiet

After touching a record one hundred twenty six thousand dollars, Bitcoin has tumbled nearly thirty percent in weeks.

Makhana Mornings!20 November 20254 min read

Aadhaar Is Getting A Privacy Upgrade And This One Actually Matters

UIDAI is preparing a new app that lets users share identity details offline, selectively, and without exposing their Aadhaar number.

Makhana Mornings!20 November 20255 min read

Foreign Money Returns As India’s Markets Flirt With New Highs Again

Sensex and Nifty are back near record levels, powered by foreign inflows, strong IT gains, and resilient domestic demand.

Makhana Mornings!18 November 20254 min read

Gold Prices Slide Just As India’s Gold Hunger Blows Up Its Trade Gap

A stronger dollar and fading Fed rate cut hopes push gold lower, even as India posts a record trade deficit driven by a surge in gold imports.

Makhana Mornings!18 November 20254 min read

Punjab Farmers Are Quietly Rewriting North India’s Pollution Story

A growing shift from burning crop stubble to recycling it into biogas, fertiliser, and cardboard is offering a real path to cleaner air.

Makhana Mornings!17 November 20254 min read

India’s Data Rules Just Got Real and Industry Cannot Pretend Anymore

The DPDP Rules 2025 push India into a consent driven digital economy and give companies an 18 month runway to fix their data practices.

A visual collage showing India and Canada collaborating on clean energy, featuring wind turbines, solar panels, mining equipment, and critical mineral rocks with both national flags in the background against a sunset.

Makhana Mornings!14 November 20254 min read

India and Canada are quietly rebuilding ties through minerals, clean energy, and strategy

After two years of diplomatic chill, India and Canada have restarted trade engagement with a focus on critical minerals, clean energy, AI, and long-term supply chain partnerships.

India is rewriting its seed laws after fifty years and farmers are watching closely

The Agriculture Ministry has released the draft Seeds Bill 2025 and is seeking public feedback before finalizing a major regulatory overhaul.

India’s export engine is quietly rewiring itself and the world is underestimating it

Across textiles, electronics, petroleum, marine goods, agriculture, and services, India’s exports are shifting from legacy dependence to diversified momentum.

India’s biggest broker is quietly funding the backbone of global open source

Zerodha’s FLOSS fund is redefining how Indian companies support the digital infrastructure the world depends on.

India records sharpest inflation drop in years as GST cuts cool prices

Retail inflation fell to 0.25 percent in October, the lowest in the current CPI series, as GST rate cuts and easing food prices lifted hopes of a softer monetary policy stance.

Makhana Mornings!12 November 20255 min read

India’s market regulator prepares sweeping reforms as transparency push and investor optimism lift sentiment

SEBI’s new chairman outlines faster foreign investor access, trading reforms, and stronger governance standards amid renewed confidence in Indian markets.

Makhana Mornings!12 November 20254 min read

India’s urban traffic mess needs more than bike taxis, it needs partnerships

As Bengaluru battles congestion and bike taxi bans, new policy signals in Maharashtra hint at a bigger rethink for India’s urban mobility future.

Makhana Mornings!12 November 20253 min read

How to Turn Everyday Shopping Into a Systematic Savings Habit

From impulse buys to intentional bargains, everyday shoppers are learning to turn their spending into a predictable savings system.

Illustration showing India’s housing market steadily growing from 2020 to 2047 with rising buildings, cranes, and infrastructure, depicting projected 5 to 10 percent annual price appreciation based on the CII and Colliers report.

Makhana Mornings!6 November 20255 min read

Steady growth or slow bubble? India’s housing market divides opinion

A new report by CII and Colliers projects 5 to 10 percent annual housing price appreciation over the next few years, with sales expected to more than double by 2047, but experts are split on…

Illustration representing SEBI’s regulatory balance with a golden bull on a keyboard featuring “IPOs” and “Mutual Funds” keys, symbolizing India’s market dynamics and SEBI’s stance on valuations and fee reforms.

Makhana Mornings!6 November 20253 min read

SEBI draws a line on valuations but opens the door on brokerage fees

While SEBI refuses to step into IPO pricing debates, the regulator signals flexibility on brokerage fee caps for mutual funds, reflecting a nuanced approach to market oversight.

Line chart showing India’s services PMI from 2008 to 2025, illustrating steady expansion above the 50 mark with brief dips in 2020 and 2025, based on HSBC and S&P Global data.

Makhana Mornings!6 November 20252 min read

India’s services sector slows but stays strong as price pressures ease

October’s services PMI dipped to a five-month low of 58.9, but easing inflation and steady demand signal a resilient economy heading into the festive season.

Illustration showing India’s dual financial momentum with rising bank credit and strong regulatory recognition by FATF, representing balance between growth and governance.

Makhana Mornings!6 November 20254 min read

India’s banks are lending fast. Its regulators are earning trust even faster.

India’s financial system is moving in two directions at once. Credit is booming at home while credibility is strengthening abroad. Together, they reveal an economy that is stretching and…

Makhana Mornings!6 November 20253 min read

MSCI gives India a boost as Paytm and three others join its global index

MSCI’s quarterly review adds Paytm, Fortis Healthcare, GE Vernova T&D, and Siemens Energy India to its Global Standard Indexes, attracting an estimated 1.46 billion dollars in inflows.

an electronic board in Tokyo displaying the Nikkei index down by over 1,100 points, reflecting Asia’s market plunge after Wall Street CEOs warned of a possible correction.

Makhana Mornings!5 November 20253 min read

Did Wall Street just burst Asia’s tech bubble?

Asian markets plunged in their sharpest fall in seven months after Wall Street CEOs warned of inflated valuations and a possible correction.

Digital illustration of India’s innovation ecosystem showing technology circuits and light patterns symbolising domestic intellectual property creation and ownership.

Makhana Mornings!4 November 20254 min read

India’s Innovation Engine Races Ahead, but the Battle for IP Ownership Intensifies

As global capability centres and AI firms expand, experts warn that India must retain intellectual property value to secure its innovation dividend.

Young Indian professionals planning early retirement, reflecting higher IRIS scores and growing focus on financial and health preparedness.

Makhana Mornings!4 November 20254 min read

India’s Retirement Readiness Reaches New High as Young Earners Embrace Early Planning

Half of urban Indians now start saving for retirement early, with the national IRIS Index score rising to 48, signaling growing health and financial awareness.

Reserve Bank of India headquarters in Mumbai symbolising the RBI’s intervention to stabilise the rupee and manage liquidity through potential bond purchases.

Makhana Mornings!4 November 20254 min read

RBI’s Rupee Defense Drains Liquidity, Fuels Bond Purchase Expectations

The central bank’s dollar sales to stabilize the rupee are tightening liquidity and prompting calls for open market support.

Gold bars and silver coins placed beside a dollar note as prices fall due to stronger currency and easing US-China tensions in November 2025.

Makhana Mornings!4 November 20253 min read

Gold and Silver Prices Fall as Dollar Strengthens and Trade Tensions Ease

Precious metals retreat as easing US-China tensions reduce safe-haven demand and the dollar gains strength.

Illustration of India’s UPI network showing market dominance by PhonePe and Google Pay, highlighting concentration risk in India’s digital payments ecosystem.

Makhana Mornings!30 October 20253 min read

Fintech Industry Warns of Growing Monopoly in India’s UPI Network

With PhonePe and Google Pay handling over 80 percent of UPI payments, the India Fintech Foundation has called for immediate policy action to prevent systemic risks.

Image showing a jewelry shop and an investor tracking gold prices, representing India’s shifting gold demand from consumption to investment amid high prices.

Makhana Mornings!30 October 20253 min read

Gold Demand Drops 16 Percent in India as High Prices Push Buyers Away

Despite a decline in physical demand, investment interest in gold surged as Indians sought safety amid global volatility.

Indian software developers and MSME entrepreneurs driving the growth of India’s trillion-dollar digital economy.

Makhana Mornings!30 October 20253 min read

India’s Software Firms Are Quietly Powering the Next Trillion-Dollar Boom

Homegrown software players are rising from exporters to ecosystem builders, positioning India as both the world’s tech supplier and its own biggest customer.

SEBI proposes linking mutual fund fees to performance and reducing brokerage costs, aiming to improve transparency, lower investor expenses, and align fund manager incentives with long-term investor returns.

Makhana Mornings!29 October 20254 min read

SEBI Proposes Performance-Linked Fund Fees, Sharp Cut in Brokerage Charges

India’s market regulator moves to make mutual funds fairer for investors by linking costs to performance and reducing brokerage fees, creating short-term challenges for AMCs but long-term…

At the 8th International Solar Alliance Assembly in New Delhi, India urged action-oriented solar cooperation as global renewable energy generation surpassed coal for the first time in 2025.

Solar Momentum Surges as Renewables Overtake Coal for the First Time

At the 8th International Solar Alliance Assembly in New Delhi, India called for action-oriented solar cooperation as global renewable energy generation surpassed coal in the first half of 2025.

Reliance Jio crossed 50 crore subscribers in September 2025, leading India’s telecom growth as BSNL outpaced Airtel in new mobile additions, according to the TRAI report, with India’s broadband base nearing one billion.

Jio Crosses 50 Crore Subscribers, Leads Telecom Growth in September

Reliance Jio added over 32 lakh mobile and 2.1 lakh wireline users in September 2025, while BSNL outpaced Airtel in new mobile additions, according to the TRAI report.

Golden rupee symbol statue inside the Reserve Bank of India (RBI) headquarters

India Plans to Allow Up to 49 Percent Foreign Investment in State-Run Banks

The government is considering doubling the FDI limit for public sector banks from 20 to 49 percent to attract global capital and bring regulations in line with private sector norms.

India’s business optimism dips 1.9 percent in Q4 2025 amid global uncertainty, while resilient domestic orders, low NPAs, and stable policy support sustain growth momentum.

Business Confidence Eases in Q4 as Global Risks Rise, Domestic Demand Holds Steady

Dun & Bradstreet’s Business Optimism Index falls 1.9 percent in Q4 2025 amid global uncertainty, but resilient domestic orders and policy support sustain India’s growth outlook.

India launches major financial reforms after 17 billion dollars in foreign investor outflows, easing lending and listing rules to attract capital and strengthen long-term investor confidence.

Makhana Mornings!27 October 20257 min read

India Accelerates Financial Reforms After $17 Billion Foreign Exit

As foreign investors pull record funds from Indian markets in 2025, new regulators ease lending rules, IPO timelines, and capital buffers to restore confidence, but deeper structural reforms…

RERA Real Estate Regulation and Development Act document with judge's gavel, symbolizing housing sector regulation and legal compliance in India.

Makhana Mornings!27 October 20255 min read

Homebuyers Demand Tougher RERA: Pre-Approval Vetting for Developers

With over 500,000 homes stuck in delayed projects worth ₹4.48 lakh crore, homebuyers’ association FPCE wants a “credit score” system for builders before they can launch new schemes.

Digital illustration of India’s manufacturing and supply chain network showing rare earth magnets, factories, and digital compliance icons, symbolizing India’s strategy to reduce import dependence and simplify business regulations.

Makhana Mornings!17 October 20255 min read

India’s New Strategy: Cutting Import Dependence and Simplifying Business

As a rare earth magnet shortage threatens global supply chains, Assocham unveils a two-part strategy to reduce reliance on single nations and make doing business in India easier for global…

Map illustration showing oil shipments from Russia to India with flags and energy icons, symbolizing tensions over crude imports and U.S.-India trade relations.

Makhana Mornings!17 October 20254 min read

Confusion Over India’s Russian Oil Cuts: Washington Says Halved, New Delhi Says Business as Usual

The U.S. claims India has cut Russian oil imports by half, but domestic refiners and data show no sign of slowdown as trade tensions rise.

Indian shipyard building a large commercial vessel with cranes and dry dock, representing India’s shipbuilding scale up toward 2047.

Makhana Mornings!17 October 20253 min read

India’s Shipbuilding Ambition: From 1% to Top Five by 2047

With 7,500 km of coastline but under 1 percent of global output, India is backing a maritime industrial push with Rs 70,000 crore and sweeping reforms.

Credit card illustration showing cryptocurrency to rupee conversion for real world payments in India.

Makhana Mornings!17 October 20253 min read

Cred3.Cards: The Crypto to Cash Bridge India Has Been Waiting For

A reloadable card that turns Bitcoin into groceries, ad spend, and flight tickets, finally solving crypto’s usability problem.

Medicine bottle and stethoscope symbolising pharmaceutical safety crisis after toxic cough syrup deaths in 2025 in India.

Makhana Mornings!17 October 20256 min read

India’s Pharmaceutical Reckoning: When Cough Syrup Becomes Poison

After 24 children died from toxic cough syrup, India is finally enforcing WHO standards, but the cost of delay has been devastating.

Electric car charging at a futuristic station with digital icons representing battery health, AI, and sustainability trends in 2025.

Makhana Mornings!17 October 20254 min read

The EV Insurance Shift: What Drivers Need to Know in 2025

From battery protection to AI claims, electric vehicle insurance is getting a futuristic overhaul.

Illustration of global megatrends shaping investment opportunities through technology, sustainability, and innovation.

Makhana Mornings!17 October 20253 min read

Investing in Tomorrow: The Rise of Megatrend Driven Portfolios

From AI to clean energy, long term global shifts are redrawing the investment playbook.

SEBI building with financial crime icons and headline 'Insider Trading Crackdown'.

Makhana Mornings!16 October 20253 min read

Sebi Cracks Down on Insider Trading in IEX Shares, Seizes Rs 173 Crore in Illegal Gains

India’s market regulator bars eight entities and exposes insider trading linked to a major policy decision on power exchange reforms.

Professional investor studying a printed playbook document with IPO checklist, valuation scales, and business growth charts, depicting a traditional approach to IPO success in the Indian stock market.

Makhana Mornings!14 October 20253 min read

The Smart Investor’s Playbook for IPO Success

A professional guide to due diligence, valuation discipline, and strategy for navigating India’s IPO boom.

Illustration in blue theme showing EPFO 3.0 concept with bold title, digital withdrawal via ATM card and mobile, smiling people accessing provident fund, and icons for retirement fund, security, and online features.

Makhana Mornings!14 October 20253 min read

EPFO Simplifies Withdrawals and Launches Vishwas Scheme Under Major 3.0 Overhaul

The Central Board of Trustees merges thirteen withdrawal rules into three categories, cuts service time to twelve months, and launches new digital reforms for thirty crore members.

Stack of coins with a small plant sprouting, surrounded by investment milestones like start, saving, discipline, goal, and success, symbolizing systematic investment plan (SIP) for long-term wealth creation.

Makhana Mornings!13 October 20253 min read

How to Invest in SIPs for Long-Term Goals

A disciplined approach to wealth creation through systematic investing can help you achieve financial milestones with ease.

Indian factory with wind turbines, solar panels, and reduced emissions showing sustainable industrial transformation and climate action compliance.

Makhana Mornings!10 October 20252 min read

India Sets First Legally Binding Emission Targets for Heavy Industries

A landmark step in India’s low-carbon transition brings accountability to high-emission sectors.

Makhana Mornings!9 October 20253 min read

Razorpay, NPCI, and OpenAI Launch Agentic Payments Pilot to Enable UPI Inside ChatGPT

The future of commerce is conversational as AI and UPI converge in a first-of-its-kind pilot.

Futuristic AI fintech illustration showing a robot assistant holding a digital credit card, gold coins stacked, and a bank building displayed on a smartphone screen, symbolizing digital payments and financial technology

Makhana Mornings!9 October 20253 min read

Finance Minister Urges Fintech's to Strengthen Risk Systems Against AI Misuse

At the Global Fintech Fest, Nirmala Sitharaman calls for a balance between innovation and trust.

Farmer in northern India managing stubble burning in agricultural field with heavy smoke, highlighting air pollution and farm fire challenges during winter season

Makhana Mornings!8 October 20253 min read

Centre Urges Northern States to Step Up Farmer Awareness on Stubble Management

With winter approaching, the focus shifts to curbing farm fires and improving air quality in North India.

Makhana Mornings!8 October 20253 min read

Indian Economy Holds Steady as Trade Strategy Reorients for Global Shifts

Dun & Bradstreet sees resilience in India even as external pressures rise.

Illustration of India's RBI-backed digital rupee launch showing digital currency, blockchain elements, Indian tricolor, and mobile payments.

Makhana Mornings!7 October 20253 min read

India to Launch RBI-Backed Digital Currency, Says Piyush Goyal

A major step toward a digital-first economy as India prepares to roll out its central bank digital currency.

India map with climate icons, insurance shield, and government payout symbols for climate-linked insurance.

Makhana Mornings!7 October 20253 min read

India Explores Nationwide Climate-Linked Insurance Scheme

The government is in early discussions to create a parametric insurance model for quick payouts during extreme weather events.

Investor distracted by instant gratification items delaying long-term investing due to present bias.

Makhana Mornings!6 October 20253 min read

Why Investors Delay Investing: The Effect of Present Bias

How the human tendency to choose instant comfort over long-term gain quietly erodes wealth creation.

Indian family holding a term life insurance policy with a prominent 0% GST sign, symbolizing affordable coverage after GST 2.0 reform and the message ‘Secure your family’s future’

Makhana Mornings!6 October 20253 min read

GST 2.0 Removes 18% GST on Term Insurance Premiums

Insurance just became more affordable. Here is how 0% GST could reshape financial planning for millions.

Portrait of four prominent Indian business leaders in the hurun rich list 2025

Makhana Mornings!2 October 20253 min read

Mukesh Ambani tops Hurun India Rich List 2025 as Shah Rukh Khan joins billionaire club

Ambani reclaims the top spot, Roshni Nadar rises as India’s richest woman, and Zepto founders become the youngest billionaires.

SEBI launches validated UPI handles with secure @valid ID verification and SEBI Check tool on mobile, enhancing investor protection from payment fraud

Makhana Mornings!1 October 20252 min read

SEBI Launches Validated UPI Handles to Curb Payment Fraud

New “@valid” UPI IDs and SEBI Check tool aim to protect investors from fraudulent collections.

Illustration of Indian Supreme Court dome with national flag and Insolvency & Bankruptcy Code text on blue background

Makhana Mornings!1 October 20252 min read

India’s Insolvency Law Reduces NPAs as Regulators Eye Deeper Integration

IBC credited with cleaning bank balance sheets as regulators eye tighter integration with anti-money laundering laws.

RBI Governor delivers monetary policy update, Reserve Bank of India emblem in background, official address on interest rate decision October 2025

Makhana Mornings!1 October 20252 min read

RBI Holds Rates Steady Amid Tariff Uncertainty

Inflation is cooling, but global trade tensions keep RBI cautious.

Indian retail investors analyzing unlisted shares on smartphones and laptops, reviewing stock charts and growth metrics in a modern office setting.

Makhana Mornings!30 September 20253 min read

Retail investors catch up in unlisted shares

The once-exclusive market for unlisted shares is seeing growing retail participation as investors hunt for early exposure to potential future giants.

Graph showing orange upward arrow, Indian flag, and rising bar chart against global map background, symbolizing India's economic growth and resilience.

Makhana Mornings!30 September 20253 min read

ADB pegs India’s FY26 growth at 6.5 percent, warns on exports

The Asian Development Bank forecasts steady growth for India but cautions that US tariffs will pressure export momentum.

Makhana Mornings!30 September 20253 min read

RBI unlocks gold-backed credit while tightening liquidity

The RBI allows banks to extend working capital loans to manufacturers using gold as raw material and revises its liquidity framework to maintain market stability.

Infographic showing India's industrial output growth of 4% in August, featuring factories, upward arrow, and economic charts symbolizing steady economic improvement

Makhana Mornings!29 September 20252 min read

India’s Industrial Output Grows 4% in August

Index of Industrial Production shows steady YoY growth, offering a boost to economic sentiment.

Makhana Mornings!29 September 20252 min read

RBI Expected to Deliver 25 bps Booster Cut This Week

MPC begins deliberations today with policy decision due Wednesday amid easing inflation.

Makhana Mornings!26 September 20252 min read

India Opens Food Processing to Global Investors

Modi pitches India’s food sector as a global investment magnet.

Makhana Mornings!25 September 20253 min read

Reliance and Coca-Cola Bottlers Pledge ₹65,000 Crore for Food Processing

Mega investments announced at World Food India 2025 to build integrated food facilities.

Prime Minister Narendra Modi addresses the International Trade Show 2025, speaking on GST reforms and easing tax burden for citizens

Makhana Mornings!25 September 20252 min read

PM Modi Says Tax Burden Will Ease Further as Economy Strengthens

GST reforms are ongoing, promises greater savings for citizens.

Makhana Mornings!25 September 20252 min read

CRISIL to Acquire McKinsey’s PriceMetrix, Expands Wealth Management Analytics

Acquisition to strengthen CRISIL Coalition Greenwich’s global benchmarking capabilities.

Makhana Mornings!25 September 20252 min read

NSE Targets Public Listing Within 8–9 Months After SEBI Clearance

CEO Ashishkumar Chauhan outlines roadmap for long-awaited IPO.

Officials from the Ministry of Labour and Employment and Zepto holding signed MoU documents during a ceremony to enhance job opportunities through the National Career Service portal.

Labour Ministry and Zepto Sign MoU to Create Jobs

Quick commerce firm to post 10,000 jobs on National Career Service portal.

Aerial view of a modern shipyard with cranes, docked ships, and large industrial facilities, representing India’s focus on revitalising shipbuilding and maritime infrastructure.

Cabinet Clears ₹69,725 Crore Package to Boost Shipbuilding

Government aims to strengthen domestic shipyards and maritime ecosystem.

Futuristic digital illustration of a modern bank building surrounded by holographic financial icons, graphs, and technology interfaces, symbolizing the transformation of the BFSI sector.

BFSI Future Hinges on Anticipating Change, Not Just Reaction

Industry leaders stress foresight and resilience as BFSI transformation accelerates.

Aerial view of modern high-rise residential towers in Mumbai surrounded by dense urban development, highlighting India’s growing housing market.

Housing Sales Up 23% in August Despite Affordability Concerns

Nuvama report shows housing demand rising, but affordability pressures persist.

Asian Chemicals Forum 2025 to Spotlight Regulation and Sustainability

Global regulators and industry leaders to gather in Mumbai for chemical safety and sustainability talks.

Commerce and Industry Minister Piyush Goyal speaking at an event, addressing energy trade and India’s economic strategy.

India Eyes Stronger Energy Trade Ties with US

Commerce Minister Piyush Goyal signals deeper US role in India’s energy security.

World Economic Forum Chief Economists’ Outlook infographic showing global economic slowdown risks and highlighting India as the fastest-growing major economy with key trade and policy challenges

WEF Flags Weak Global Growth in 2026; India Faces US Tariff Headwinds

Chief Economists’ Outlook warns of disruption despite India’s strong growth.

EPFO Adds 21 Lakh Net Members in July

Fresh enrolments point to sustained formal job creation.

Expansive ground-mounted solar power panels on Indian wasteland under bright sunlight, symbolizing India’s growing solar capacity and renewable energy goals by 2030

India’s Ground-Mounted Solar Potential Pegged at 3,343 GWp

MNRE report highlights vast opportunity using 27,571 sq km of wasteland.

Row of new cars decorated with colorful balloons at a dealership, symbolizing festive auto sales and rising consumer demand.

Auto Stocks Surge on Record Navratri Demand under New GST

Carmakers report bumper bookings as GST 2.0 cuts lift sentiment.

India's 2025 government divestment drive featuring state bank stake sales, green energy IPOs, rupee notes, and stock market charts

India to Sell Stakes in State Banks and Energy Units as Divestment Drive Accelerates

Government eyes ₹47,000 crore target with banking and green energy listings in focus.

Industrial plant in India representing core infrastructure sectors like steel, cement, and energy production.

Core Sector Growth Hits 13-Month High of 6.3 Percent in August

Coal, steel and cement drive recovery in infrastructure output.

Reserve Bank of India headquarters building with official RBI emblem in New Delhi.

Another 25 bps Rate Cut Best Option for RBI, Says SBI Study

Study argues for easing as inflation outlook stays benign.

Indian airport decorated for festive season with large crowd of travelers.

Festive Travel Demand Strong, But Industry Growth Stays Flat: Cleartrip

Gen Z and spiritual tourism drive bookings amid muted overall growth.

Goa Chief Minister sitting at his office desk with the Indian national flag placed in front.

Goa Cabinet Approves ₹2,500 Crore PPP Projects

Seven development initiatives cleared across heritage, tourism and logistics.

house-shaped keychain, representing home buying, real estate transactions, or property ownership.

Makhana Mornings!22 September 20253 min read

Housing Sales Fall for 10th Straight Quarter in Top Cities

Q3 sales dip 4 percent to just over one lakh units across India’s nine largest markets.

A large crowd celebrating with Indian flags raised high in the air on a city street, symbolizing a patriotic event or national festival.

India Marks Festival, Fiscal and Astronomical Convergence “Day of Sangam”

GST reform, Sharadotsav, equinox and a Swadeshi call align on one date.

Indian Finance Minister Nirmala Sitharaman

Sitharaman Urges India Inc to Invest and Expand Capacity

Finance Minister calls on industry to step up after reforms and policy support.

Realistic depiction of Jonnagiri gold mine project in Andhra Pradesh showing modern open-pit mining operations with drilling rigs, workers in safety gear, surrounding hilly landscape, and a processing plant in the background

India’s First Large Private Gold Mine Set to Begin Production in Andhra Pradesh

Deccan Gold Mines-backed Jonnagiri project to mark a new chapter in mining.

Climate-Driven Health Risks May Cost $1.5 Trillion by 2050: WEF

Rising illness and labour shortages threaten productivity across key sectors.

Vaishnaw Stresses Growth and Self-Reliance Amid Global Turbulence

Minister urges focus on economic strength to weather global storms.

AIFF Football House building with large soccer ball sculpture on rooftop, headquarters of All India Football Federation in India, modern architecture under clear sky.

AIFF Taps KPMG, ISL Clubs to Shape Commercial Rights Tender

Federation to consult all 13 ISL clubs before finalizing tender documents.

Business professionals collaborating around conference table in modern city office, representing multidisciplinary consultancy teamwork, innovative icons and digital strategy background.

Makhana Mornings!18 September 20252 min read

Government Proposes Multidisciplinary Consultancy Firms to Rival Global Giants

New partnership model aims to offer integrated professional services under one roof.

Minimalist insurance concept showing hand holding umbrella protecting figures, symbolizing digital insurance protection inspired by IRDAI's Bima Sugam platform.

Makhana Mornings!17 September 20252 min read

IRDAI Launches Bima Sugam Website, a Step Toward Insurance DPI

New platform aims to build India’s digital public infrastructure for insurance.

SEBI officials presenting at a conference to expand commodity derivatives market participation in India, showing charts and diverse investors in a business setting.

Makhana Mornings!17 September 20252 min read

SEBI Pushes to Broaden Participation in Commodity Derivatives

Regulator seeks government nod for banks, insurers, and pension funds to enter non-agri markets.

Wooden blocks spelling “GST” placed among stacks and scattered coins, symbolising India’s Goods and Services Tax and financial savings.

Makhana Mornings!17 September 20252 min read

GST Rationalisation Could Unlock ₹1.5 Lakh Crore for India’s Green Push

Lower GST rates may cut costs for renewable projects, boosting India’s 2030 energy target.

Flat illustration of income tax return filing with ITR document, calendar showing September 15, hourglass, and warning sign symbolizing portal glitches

Makhana Mornings!16 September 20252 min read

Government Extends ITR Filing Deadline After Glitches Hit Portal

Record 7.3 crore returns filed as portal struggles with last day traffic

Abstract illustration of smartphone with digital payment and finance icons surrounded by geometric shapes and circular regulatory symbol in blue palette

Makhana Mornings!16 September 20252 min read

RBI Issues New Guidelines for Regulating Payment Aggregators

New framework classifies aggregators into three categories effective immediately

Man adjusting oversized clock faces symbolizing India’s upcoming precise timekeeping project with ISRO and NPL for synchronized infrastructure

Makhana Mornings!16 September 20253 min read

India to Launch Precise Timekeeping Network with ISRO and NPL

Five sites to deliver real time Indian Standard Time for industry and technology

Stack of 999 fine gold bars weighing 1000 grams each, symbolizing gold investment, bullion trading, and precious metal markets.

Makhana Mornings!15 September 20252 min read

Gold Rally May Pause Ahead of US Fed Policy Decision

Bullion momentum strong but traders brace for consolidation.

Makhana Mornings!12 September 20252 min read

Infosys Clears Record ₹18,000 Crore Buyback

Board approves India’s largest IT share repurchase

Industrial plant with tall chimneys releasing thick smoke into the air against a clear blue sky, symbolizing carbon emissions from factories.

Govt to launch carbon capture utilisation and storage mission with incentives

NITI Aayog outlines 50–100 percent support as India balances coal and climate goals.

Illustration showing Prime Minister Narendra Modi and Union Minister Piyush Goyal with the Indian flag and map in the background. Modi is associated with the message “Call for self-reliant auto sector” and Goyal with “Focus on consumers.” Cars are placed in the foreground to represent the automobile industry.

PM Modi, Goyal call for self-reliant and consumer-focused auto sector; SIAM highlights affordability

Leaders and industry stress resilience, trust and GST-led growth at SIAM convention.

Illustration of a shopping basket with household items and MRP tags showing before-and-after GST cuts, inspected by a magnifying glass.

FinMin seeks MRP tracking on 54 items after GST cuts

CGST field offices asked to file monthly brand-wise reports from September 30.

Illustration showing a startup pitch restricted to accredited investors on one side, and foreign portfolio investors channeling funds into government bonds on the other.

Sebi tightens angel funds, eases FPI norms in sovereign debt

New AIF framework limits angel funds to accredited investors; FPIs in govt bonds get relief.

Illustration of Delhi Civic Centre with a digital portal merging factory licence and property tax icons, symbolizing ease of doing business.

Delhi integrates factory license process with property tax portal

MCD launches new system to simplify compliance for industrial units.

Makhana Mornings!10 September 20252 min read

Pilgrimage Travel in India Grows 19 Percent in FY25

MakeMyTrip sees rising bookings across 56 sacred destinations.

Makhana Mornings!10 September 20252 min read

C P Radhakrishnan Elected Vice President of India with Strong Mandate

NDA nominee secures 452 votes, defeating Opposition’s B Sudershan Reddy.

Makhana Mornings!10 September 20252 min read

Fitch Raises India’s FY26 GDP Forecast to 6.9%

Strong Q1 growth and resilient demand power India’s upgrade.

Makhana Mornings!8 September 20253 min read

GST 2.0 Drops: Two-Slab Simplicity, Essentials Go Tax-Free

India’s boldest tax reform since 2017 simplifies slabs, cuts costs, and primes demand. A cleaner GST regime kicks in Sept 22, reshaping bills from groceries to gadgets.

GST tax concept with Indian rupee symbol, tax document icon, and outline map of India representing Goods and Services Tax reforms

Makhana Mornings!3 September 20255 min read

GST Council Eyes Radical Two-Slab Overhaul, Mixed Impact on Essentials

India's indirect tax system could be about to get its biggest shake-up since the 2017 GST rollout. Meeting today, the GST Council is considering a bold overhaul: collapsing the current…

Infographic for September 2025 rule changes on shipping, cards, and compliance in India

Makhana Mornings!2 September 20253 min read

September rule changes kick in: shipping, cards, and compliance

September isn’t just about festive campaigns; it’s also a month of quiet operational resets. Three changes went live on September 1 that will directly affect how businesses ship, bill, and…

Makhana Mornings!2 September 20253 min read

Semicon 2.0: $18B projects underway, incentives rebooted

India’s semiconductor dream is no longer a glossy policy deck. With nearly $18 billion in projects underway and a revamp of the Design-Linked Incentive (DLI) program, the country has quietly…