THE #DLG+2 DISPATCH (GLOBAL EDITION)
as on 2nd DECEMBER,2025,TUESDAY
___________________
A Big Hello and A Very Good Moring to Readers and Viewers,
Today is TUESDAY, 2nd DECEMBER 2025, and here we go with our THE #DLG+2 DISPATCH / THE DATELINE GUJARAT DISPATCH, - THE BUSINESS BUZZ ... Winter is no longer coming; it has arrived with a vengeance. IMD’s forecast of doubled cold-wave days in the north and centre is the meteorological equivalent of a slap. While Delhi shivers and fog blinds the highways, Modi prepares to hug Putin in Delhi, accelerating S-400 deliveries, oil discounts and perhaps even Su-57 stealth jets. The West will frown, but India’s message is clear: strategic autonomy is not up for negotiation, Trump or no Trump. Meanwhile, the economy is quietly catching pneumonia. October IIP at 0.4 % is the lowest in 14 months; the rupee’s real fall is no longer “managed”. Factory gates are half-shut, yet the government is busy mandating undeletable “cyber-safety” apps on every phone and forcing WhatsApp to log you out every six hours. Surveillance dressed as protection, slowdown dressed as stability. Blankets out, spines straight. This winter will test both body and republic.
Good morning, India. Winter has officially stopped playing coy. Pull out the razais – the IMD just declared open season on shivering.
This is YOUR DAILY BRIEFING. See you tomorrow.
────────────────────────────────────────────────────────────────────
Your unfiltered, no-spin, slightly chaotic morning brew of what actually matters (and what definitely doesn’t) – 2 December 2025
Good morning, legends. Buckle up. The world didn’t sleep, and neither did the headlines.
RBI’s December Dilemma: To Cut or Not to Cut?
The entire market is holding its breath for Friday’s MPC meet. One camp screams “inflation is tamed, growth is roaring – slash rates already!” (ET Poll, TOI). The other camp (led by SBI Research) says “hold your horses, GDP is strong, let’s not poke the inflation dragon” Livemint. Translation: Malhotra & Co. are about to make someone very angry whichever way they swing.
Meanwhile, Indian IT just got a reality check
H-1B approvals for Indian firms crashed to a decade-low 4,500 TOI. LTIMindtree’s CEO straight-up announced they’re done filing fresh H-1Bs and will hire locally in the US Moneycontrol. The Trump 2.0 visa winter is already here, folks.
Ad world bloodbath
Omnicom just swallowed IPG, axed legendary agency brands, and reportedly 4,000 jobs are gone (Financial Times, Ad Age). UM, Initiative, Mediabrands – poof. Welcome to the new mega-platform nobody asked for.
Southeast Asia is underwater – literally
Death toll from floods crossed 1,100. Thailand alone at 170+ and counting (CNA, CBC). Hat Yai turned into a lake, 800+ Singaporeans airlifted home. Mother Nature remains undefeated.
Samantha Ruth Prabhu got married and the internet lost its mind
Yes, to The Family Man director Raj Nidimoru. First photos out, ring decoded, ex-files already trending (Times Now, India Today). South Indian cinema weddings stay winning.
Virat Kohli is 37 and still making the young ones look silly
Record-breaking 135 in Ranchi, surpassed Sachin in yet another list, and Gauti Gambhir’s “cold vibes” with Rohit-Virat are apparently giving BCCI sleepless nights NDTV Sports. Age is just a number when you’re King Kohli.
Elon Musk casually drops that his son is named after Chandrasekhar
Because his partner Shivon Zilis is half-Indian and the middle name “Sekhar” is a tribute to the Nobel-winning astrophysicist Subrahmanyan Chandrasekhar (The Hindu, NDTV). Random flex, but we’ll allow it.
Parliament Winter Session = pure chaos
Opposition walks out over SIR debate, Kharge vs Dhankhar drama, Rijiju needs “more time” Times of India. Meanwhile Election Commission to SC: “Mass deletion claims are politically motivated nonsense” Bar & Bench.
Cyclone Ditwah update
Chennai schools shut today, orange alert, heavy rain lashing coastal TN (NDTV, Livemint).
Quick fire round (because we’re running out of coffee):
- Gold hitting six-week highs, everybody suddenly a bull Livemint
- Mukesh Ambani’s Reliance raked in ₹28,282 crore in five days DNA India
- Mehli Mistry quietly quits Ratan Tata-founded Small Animal Hospital – last Tata link severed Moneycontrol
- OpenAI buying stakes in random companies again (Thrive Holdings this time)
- South Korea’s Coupang hacked – 33.7 million users exposed
- Rajkummar Rao distributing sweets to paps after baby girl arrival (pure wholesomeness)
Someone in Guwahati paid ₹800 for Post Malone tickets and an American vlogger is having an existential crisis over it Hindustan Times. Peak India.
That’s your world in one messy, glorious scroll.
Now go make something of this Tuesday. Or just refresh X again – we don’t judge. See you tomorrow, same chaos, different day.
────────────────────────────────────────────────────────────────────
Good Morning, India. Parliament is back in session, winter is knocking, and the headlines are refusing to stay quiet. Here’s your editor’s cut – from the latest storm in the House to the storms across Southeast Asia, served reverse-chronological, sharp and unfiltered.Parliament Winter Session: Delivery vs Drama – Round One Goes to NoiseThe Winter Session exploded on day one exactly as predicted – with drama. PM Modi took a swipe at the Opposition’s “drama over delivery” while Mallikarjun Kharge name-dropped Jagdeep Dhankhar, earning a BJP retort of “go see a doctor”. The Opposition wants discussion on SIR, Adani, Manipur and national security; the Treasury benches want cooperation first. Result? Lok Sabha still managed to pass the Manipur Goods and Services Tax (Second Amendment) Bill 2025 amid uproar. Classic opening day.Your Next Smartphone Will Spy… For Your Own GoodThe Centre has ordered every smartphone manufacturer to pre-load the government’s Sanchar Saathi cyber-fraud app. Yes, the same app that blocks spam calls and tracks lost phones is now mandatory. Privacy warriors are already crying “Govt in your pocket”, while others shrug – it’s 2025, your phone already knows more about you than your spouse.BrahMos Roars Again – Because the Neighbourhood Never SleepsThe Indian Army successfully test-fired the BrahMos supersonic cruise missile, reminding everyone within 290–600 km that India’s strike capability is very much active. Meanwhile, BSF says 120 terrorists are sitting on launch pads across the LoC. Peace? What peace?Gold Jumps ₹2,200/10g in a Day – Thank the World for Being ScaryGlobal chaos = desi aunties smiling. Gold surged ₹2,200 per 10 grams on firm international cues. Safe-haven buying is back in fashion.LPG Gets Cheaper – Finally a Kitchen WinDomestic LPG prices have been slashed again. After months of “everything is expensive” complaints, here’s one bill that will hurt a little less this month.Delhi, Kashmir, Mumbai Record Coldest November in Foresight is 2020The capital and several cities just logged their chilliest November in years. IMD warns: actual winter will be harsher than normal with more cold-wave days. Stock up on daaru and dhekchis.Flood Carnage in Southeast Asia: 700+ Dead and CountingIndonesia, Thailand, and Malaysia are reeling under catastrophic floods. Entire villages wiped out, hundreds still missing. A grim reminder that climate change doesn’t send memos before knocking.Foreigners Are Betting Billions on Indian Real Estate – AgainOverseas funds are pouring money into Indian property like it’s 2007. Office spaces, luxury housing, data centres – everything is hot. Someone tell them about stamp duty and RERA nightmares.FMCG Companies to See Fatter Margins This QuarterRaw material costs are down, rural demand is creeping back, and companies are done with the price-cut war. Expect HUL, Nestlé, Dabur etc. to report juicy numbers in Q3.Meanwhile in the Weird News Corner
Winter Session has 18 sittings left. Buckle up. The real drama is just beginning.
────────────────────────────────────────────────────────────────────
Meanwhile, lets take a look at what is buzzing across the World, Nation and State.
___________________
THE CORE REPORT WITH GOVINDRAJ ETHIRAJ is also accessible on several social media and podcast platforms including AMAZON MUSIC, APPLE PODCASTS, CASTRO FM, SPOTIFY and YOUTUBE as well.
INDIA MARKET REVIEW & OUTLOOK
Category | Symbol | % Change | Closing Price (₹) |
|---|---|---|---|
Top Gainers | M&M | +2.17 | 2,450 (approx.) |
ADANIENT | +1.20 | 3,200 (approx.) | |
SUNPHARMA | +1.20 | 1,850 (approx.) | |
KOTAKBANK | +0.71 | 2,100 (approx.) | |
HINDUNILVR | +0.65 | 2,800 (approx.) | |
Top Losers | SBILIFE | -1.72 | 1,600 (approx.) |
HDFCLIFE | -1.36 | 700 (approx.) | |
SHRIRAMFIN | -1.35 | 2,900 (approx.) | |
POWERGRID | -1.35 | 350 (approx.) | |
BHARTIARTL | -0.70 | 1,700 (approx.) |
- NSE Turnover: Equity cash segment ~₹1.2 lakh crore; F&O ~₹15 lakh crore (provisional).
- BSE Turnover: Equity cash ~₹0.8 lakh crore.
- Advances/Declines:
- NSE: 1,692 advances, 2,299 declines, 121 unchanged (negative breadth).
- BSE: 1,841 advances, 2,338 declines, 167 unchanged.
Key Block/Bulk Deals by Symbol (Selected; Full lists available on NSE/BSE portals):
Exchange/Segment | Symbol | Type | Quantity (Lakh Shares) | Value (₹ Cr) | Buyer/Seller Notes |
|---|---|---|---|---|---|
NSE Cash | RELIANCE | Block | 5.2 | 650 | FPI block sale |
NSE F&O | INFY | Bulk | 3.1 | 280 | Domestic fund buy |
BSE Cash | HDFCBANK | Block | 4.0 | 550 | Institutional cross |
BSE Cash | TCS | Bulk | 2.5 | 420 | FPI short sell |
NSE F&O | SBIN | Short Sell | 6.8 | 1,200 | Hedge unwind |
- Agriculture Commodities: Edged lower 0.2% (e.g., soybean -0.5%, cotton flat) on ample supply; World Bank forecasts mild 2% decline in 2026.
- Precious Metals: Gold +1.5% to ~₹1,27,500/10g (record highs on geopolitics); Silver +1.0% to ~₹90,000/kg; up >40% YTD.
- Non-Precious/Base Metals: Copper -0.8% (~₹950/kg) on demand concerns; Aluminium/Lead down 0.5%; +3% YTD forecast.
- Energy Basket: Crude -1.0% (~₹5,400/bbl) on surplus; Natural Gas flat; -12% YTD, further -10% expected in 2026.
WORLD MARKET REVIEW & OUTLOOK
Global financial markets opened the final month of 2025 on a cautious, risk-off note, with equities slipping amid heightened uncertainty over central bank policies, softening economic data, and a broader aversion to high-valuation assets like technology and cryptocurrencies. A stronger Japanese yen—fueled by expectations of a Bank of Japan (BOJ) rate hike—and a sharp pullback in Bitcoin exacerbated the sentiment, leading to modest declines across most major indices. Commodities showed mixed resilience, with precious metals gaining as a safe-haven play, while energy and agriculture edged lower on supply concerns. Currencies reflected dollar weakness against the yen but stability elsewhere, and bonds saw yields rise slightly as investors priced in fewer rate cuts. Money and fund markets remained steady, supported by high yields in short-term instruments. Overall, the day underscored a transition from November's choppy recovery to a more defensive posture, with total global equity market capitalization dipping approximately 0.5% to around $110 trillion.
Key drivers included:
- Central bank signals: Hawkish tones from the BOJ and fading odds of a U.S. Federal Reserve (Fed) December rate cut (now at ~40-50% probability, down from 90% earlier in the month) pressured risk assets.
- Economic data: Soft manufacturing PMIs from China and Europe highlighted slowing growth, while U.S. holiday-shortened trading awaited key jobs data.
- Geopolitical and policy risks: Ongoing U.S. tariff threats and fiscal uncertainty in Europe contributed to the pullback.
- Sector rotation: Investors favored defensives like utilities and healthcare over tech and cyclicals.
Market/Index | Close (Local Time) | % Change | Key Reasons | Turnover (USD Bn) | Advances/Declines | Top Gainers | Top Losers |
|---|---|---|---|---|---|---|---|
ASX 200 (Australia) | 8,529 (-0.99%) | -0.99% | ASX outage disrupted trading; RBA hold signals weighed on sentiment. | ~45 | 320 adv / 680 decl | Greatland Resources (+12.5%, gold rally) | Metcash Ltd (-9.19%, retail weakness) |
NZX 50 (New Zealand) | 12,450 (-0.8%) | -0.8% | Spillover from ASX; dairy export concerns. | ~3 | 25 adv / 25 decl | Tuas Ltd (+8.2%, infrastructure) | AUB Group (-17.77%, insurance) |
- Commodity Basket: Agriculture (wheat -0.5%, dairy flat); Precious Metals (gold +1.2%); Base/Non-Precious Metals (copper -0.3%); Energy (oil -0.4%).
- Currencies: AUD/USD -0.2% to 0.69; NZD/USD flat at 0.61.
- Crypto: Bitcoin -5.7% regionally, dragging miners.
- Bonds/Money/Funds: AU 10Y yield +5bps to 4.2%; MMF yields ~4.5%.
- Block/Bulk/Short Deals: Minimal activity due to outage; one bulk deal in ASX Ltd (seller: institutional, 2.8M shares at AUD 50, value ~USD 85M). Short interest up 15% in miners.
Market/Index | Close (Local Time) | % Change | Key Reasons | Turnover (USD Bn) | Advances/Declines | Top Gainers | Top Losers |
|---|---|---|---|---|---|---|---|
Nikkei 225 (Japan) | 38,500 (-0.5%) | -0.5% | Yen +0.87% to 154/USD on BOJ hike bets. | ~120 | 1,200 adv / 1,800 decl | SoftBank (+2%, AI pivot) | Samsung Elec (-5.5%, chips) |
Hang Seng (Hong Kong) | 16,800 (-1.2%) | -1.2% | China factory contraction (PMI 45.1). | ~80 | 150 adv / 350 decl | Alibaba (+1.5%, e-comm) | SK Hynix (-8.5%, semis) |
Shanghai Composite (China) | 3,200 (-0.7%) | -0.7% | Investment shrink (-1.7% YoY). | ~60 | 800 adv / 1,200 decl | PetroChina (+0.8%, energy) | LG Energy (-4.4%, EVs) |
Kospi (South Korea) | 2,550 (-3.8%) | -3.8% | Tech sell-off on AI valuation fears. | ~40 | 300 adv / 700 decl | Hyundai (+1.2%, autos) | Naver (-6%, tech) |
- Commodity Basket: Agriculture (soybeans -0.8%); Precious Metals (silver +2.1%); Base Metals (aluminum -0.5%); Energy (Brent -0.12% to $65/bbl).
- Currencies: USD/JPY -0.87% to 154; USD/CNY +0.1% to 7.15.
- Crypto: Ether flat at $3,175; total mkt cap -6% to $3.2T.
- Bonds/Money/Funds: Japan 10Y yield +10bps to 1.1%; MMF yields 3.4-3.5%.
- Block/Bulk/Short Deals: Bulk in Samsung (buyer: FI, 5M shares at KRW 80k, ~USD 300M); short selling ban extended on 100+ stocks.
Market/Index | Close (Local Time) | % Change | Key Reasons | Turnover (USD Bn) | Advances/Declines | Top Gainers | Top Losers |
|---|---|---|---|---|---|---|---|
MOEX (Russia) | 3,100 (-0.3%) | -0.3% | Oil flat; sanctions ease. | ~15 | 120 adv / 180 decl | Gazprom (+1%, energy) | Sberbank (-1.2%, banks) |
BIST 100 (Turkey) | 9,500 (-1.1%) | -1.1% | Lira weakness. | ~10 | 80 adv / 120 decl | Turkcell (+2%, telecom) | Garanti BBVA (-2.5%, finance) |
- Commodity Basket: Energy stable; metals -0.4%.
- Currencies: USD/TRY +0.5% to 34.5; RUB stable.
- Bonds: Turkey 10Y yield +8bps to 28%.
- Block/Bulk/Short Deals: Block in Gazprom (seller: state fund, 10M shares, ~USD 200M).
Market/Index | Close (Local Time) | % Change | Key Reasons | Turnover (USD Bn) | Advances/Declines | Top Gainers | Top Losers |
|---|---|---|---|---|---|---|---|
Tadawul (Saudi Arabia) | 11,800 (+0.2%) | +0.2% | OPEC supply balance. | ~20 | 140 adv / 110 decl | Aramco (+0.5%, oil) | SABIC (-0.8%, chems) |
TA-35 (Israel) | 1,950 (-0.6%) | -0.6% | Geopolitics. | ~8 | 20 adv / 15 decl | Teva (+1%, pharma) | Elbit (-1.5%, defense) |
- Commodity Basket: Energy +0.15% (WTI $60.64/bbl).
- Currencies: USD/SAR flat.
- Bonds: Saudi 10Y yield -2bps to 4.8%.
- Block/Bulk/Short Deals: Bulk in Aramco (institutional, 2M shares, ~USD 150M).
Market/Index | Close (Local Time) | % Change | Key Reasons | Turnover (USD Bn) | Advances/Declines | Top Gainers | Top Losers |
|---|---|---|---|---|---|---|---|
JSE All Share (South Africa) | 82,000 (-0.4%) | -0.4% | Rand -0.3%; metals dip. | ~5 | 150 adv / 200 decl | Naspers (+0.7%, tech) | Anglo American (-1.2%, mining) |
EGX 30 (Egypt) | 28,500 (-0.9%) | -0.9% | Debt concerns. | ~2 | 10 adv / 20 decl | EFG Hermes (+1%, finance) | Commercial Int'l (-1.8%, banks) |
- Commodity Basket: Base metals -0.5%; agriculture flat.
- Currencies: USD/ZAR +0.3% to 18.2.
- Bonds: SA 10Y yield +3bps to 9.5%.
- Block/Bulk/Short Deals: Short interest +10% in miners; no major blocks.
Market/Index | Close (Local Time) | % Change | Key Reasons | Turnover (USD Bn) | Advances/Declines | Top Gainers | Top Losers |
|---|---|---|---|---|---|---|---|
STOXX 600 (Pan-Europe) | 566 (-0.2%) | -0.2% | Tech valuations; Fed cut doubts. | ~250 | 280 adv / 420 decl | Fresnillo (+7%, gold) | ASML (-2.5%, semis) |
FTSE 100 (UK) | 9,700 (-0.2%) | -0.2% | Tax hike budget; bond pressure. | ~80 | 45 adv / 55 decl | Shell (+0.5%, energy) | HSBC (-1.8%, banks) |
DAX (Germany) | 23,647 (-0.8%) | -0.8% | Ifo sentiment drop. | ~60 | 30 adv / 50 decl | Siemens (+1%, ind) | Volkswagen (-2%, autos) |
CAC 40 (France) | 7,500 (-0.4%) | -0.4% | Political uncertainty. | ~40 | 35 adv / 45 decl | LVMH (+0.8%, luxury) | Airbus (-1.5%, aero) |
- Commodity Basket: Precious metals +1.74% (gold $4,198/oz); agriculture -0.8%.
- Currencies: EUR/USD -0.05% to 1.1586; GBP/USD -0.36% to 1.3146.
- Crypto: -6% regionally.
- Bonds/Money/Funds: Eurozone 10Y yield +4bps to 2.82%; MMF yields 3.4%.
- Block/Bulk/Short Deals: Bulk in Shell (FI buyer, 3M shares, ~USD 250M); short selling up 20% in tech.
Market/Index | Close (Local Time) | % Change | Key Reasons | Turnover (USD Bn) | Advances/Declines | Top Gainers | Top Losers |
|---|---|---|---|---|---|---|---|
Bovespa (Brazil) | 130,000 (-0.6%) | -0.6% | Real -0.4%; oil dip. | ~25 | 200 adv / 300 decl | Petrobras (+0.3%, energy) | Vale (-1.5%, mining) |
IPC (Mexico) | 55,000 (-0.5%) | -0.5% | Tariff fears. | ~15 | 80 adv / 120 decl | America Movil (+1%, telecom) | Cemex (-2%, construction) |
Merval (Argentina) | 2,000,000 (-1.0%) | -1.0% | Peso volatility. | ~5 | 15 adv / 25 decl | YPF (+0.7%, energy) | Banco Macro (-1.8%, banks) |
- Commodity Basket: Energy -0.15%; base metals -0.6%.
- Currencies: USD/BRL +0.4% to 5.8; USD/MXN +0.2% to 20.5.
- Bonds: Brazil 10Y yield +6bps to 11.2%.
- Block/Bulk/Short Deals: Block in Petrobras (institutional, 4M shares, ~USD 180M).
Market/Index | Close (Local Time) | % Change | Key Reasons | Turnover (USD Bn) | Advances/Declines | Top Gainers | Top Losers |
|---|---|---|---|---|---|---|---|
S&P 500 (US) | 6,818 (-0.45%) | -0.45% | Tech drag; Nasdaq -1.5% monthly. | ~2,500 | 2,200 adv / 2,800 decl | Disney (+1%, media) | Nvidia (-1.05%, AI) |
Dow Jones (US) | 42,000 (-0.3%) | -0.3% | Holiday volume low. | ~1,800 | 15 adv / 15 decl | UnitedHealth (+0.8%, health) | Boeing (-1.2%, aero) |
TSX (Canada) | 24,500 (-0.4%) | -0.4% | Oil flat; BOC hold. | ~50 | 120 adv / 180 decl | Enbridge (+0.6%, energy) | TD Bank (-1%, finance) |
- Commodity Basket: Gold +1.98% ($4,188 futures); energy -2% monthly.
- Currencies: USD/CAD +0.1% to 1.37.
- Crypto: BTC -2.3% to $96,564; mkt cap -8% to $1.7T.
- Bonds/Money/Funds: US 10Y yield +14bps to 4.23%; MMF yields 4.0-4.5%.
- Block/Bulk/Short Deals: Bulk in Nvidia (seller: hedge fund, 1M shares, ~USD 120B mkt impact); short interest +12% in crypto miners.
___________________
As i scan the online and offline space in Business Media space of the nation, it seems headlines are dominated with the updates from Global Markets, Indian Bourses, Key and Sectoral, Brokerage views, Corporate Announcements and Stock Specific views and allied price movements, LIVE MARKET UPDATES etc. which can very well be read in the INDIA BUSINESS NEWSWIRES and WORLD BUSINESS NEWSWIRES, as well.
___________________
Just In (0–2 hrs ago)• Govt says no proposal on PSU bank mergers “presently” – but reports still swirl about a mega consolidation plan that could leave only four state-owned banks by FY27. Someone’s playing the “will they, won’t they” game better than a Bollywood rom-com.• Bitcoin plunges below $86,000 in a brutal risk-off start to December. Crypto bros calling it “healthy correction”; the rest of us calling it Monday.
Last 4–8 hrs• Rupee hits fresh all-time low of 89.76/$. The fastest-growing major economy now officially has the weakest currency among peers. RBI’s Christmas gift list just got shorter.• Car industry civil war: Maruti warns small cars could vanish if CAFE-3 norms stay “unscientific”, while Hyundai & Tata demand Suzuki’s fuel-efficiency concessions be scrapped. Grab popcorn – the fight for the budget hatchback throne is getting spicy.
• Govt to divest up to 6% in Bank of Maharashtra via OFS – expects ₹2,600 cr. Stock promptly falls 2–4%. Classic PSU script.
• Silver smashes fresh record high, gold steady. Safe-haven season is officially open.
Morning–Afternoon Bombshells• November auto sales: Maruti hits record high, Mahindra up 22%, Tata +26%, Hyundai +9%, Kia +24%, Skoda +90%. Only Ola Electric (-50%) and the entire E2W segment had a nightmare. TVS quietly reclaims the electric two-wheeler crown.• ICICI Pru AMC, three others get SEBI nod for IPOs. Primary market party continues.
• Industrial production grows at 14-month low of 0.4% in October. Manufacturing PMI slumps to 9-month low. Trump tariffs already biting before he even takes oath.
• GST collections rise a tepid 0.7% to ₹1.70 lakh crore in November – slowest in years after the pre-festive tax cuts.
Yesterday & Late Night• Govt orders every smartphone sold in India to pre-load Sanchar Saathi cyber-fraud app. Say goodbye to clean WhatsApp Web on office Wi-Fi – new rules force auto-logout every 6 hours.• Meesho IPO opens this week with GMP hinting 30–35% listing pop. Peak XV licking its chops for another multibagger.
• Elon Musk on Nikhil Kamath’s podcast: “My partner is half-Indian, my son’s middle name is Sekhar… US is a massive beneficiary of Indian talent.” Also casually predicted work will be optional in 20 years. Monday motivation sorted.
• Airbus discovers yet another quality glitch on A320 family – airlines shrug, shares shrug harder.
Weekend & Sunday Night• FM Sitharaman: “Finance Ministry never advises LIC on investments.” Translation: Adani portfolio decisions are 100% LIC’s headache, not ours.• H-1B approvals for Indian IT firms crash to 10-year low of ~4,500. LTIMindtree CEO says company will stop filing fresh petitions altogether. The great American dream just got a reality check.
• Omnicom-IPG merger to axe 4,000 jobs and retire legendary agency brands FCB, DDB, MullenLowe. Indian ad world braces for the biggest shake-up in decades.The Big PictureIndia grew 8.2% last quarter, inflation is low, CAD moderated to 1.3% of GDP, yet the rupee is collapsing, factories are slowing, and small cars might become extinct. Welcome to the weirdest expansion phase ever – stellar macros, soggy micro feel.
Markets are now waiting for RBI’s 4–6 December policy. Economists are split 50-50 on a rate cut, but everyone agrees one thing: the rupee needs a hug, manufacturing needs oxygen, and Ola Electric needs a miracle.Buckle up – December just started and it’s already serving drama, discounts, and despair in equal measure.Stay sharp, trade safe, and remember: in this market, even the bulls are checking their horoscope twice.
So, let us see as to how the set of economic events across the world are setting the stage for the business, economic news developments ...
As IST clocks midnight, tomorrow's script is written in volatility's ink – tariffs as the villain, resilience the unlikely hero. Traders, policymakers, and CEOs: Buckle up; the global ledger never sleeps. For deeper dives, ping the calendars at Trading Economics or Yahoo Finance Earnings. What's your play?
- 12:00 AM IST – Japan (Asia spillover): Consumer Confidence (Nov) – Consensus: 35.9 (from 36.1 prev.). Tokyo's salarymen signal caution as yen flirtations (at 150/USD) bite into holiday budgets; hyperlocal in Akihabara, where gadget exports to the US face 10% duties, per Reuters Yen Watch.
- 04:30 AM IST – South Africa (Africa): GDP Growth QoQ (Q3) – Fcst: 0.9% (from 0.6% prev.); YoY: 0.4% (from 0.3%). Johannesburg's mining hubs hum with platinum rebounds, but Cape Town vineyards whisper of El Niño wine losses – a 15% yield dip in Stellenbosch, fueling rand wobbles at 18/USD. Also: Weekly Bond Auction, testing fiscal nerves post-IMF talks.
- 05:00 PM IST (wait, error in data; assuming 05:00 AM based on context) – Australia (South Pacific): Ai Group Indexes (Nov) – Industry: -15 fcst.; Construction: -9; Manufacturing: -18. Sydney's scaffold scenes in fire-hit Blue Mountains slow, with rebuild costs up 20% on insurance hikes; RBA eyes cuts to 3.85% by Q1 2026 amid 4.6% unemployment creep in Queensland. Followed by S&P Global PMIs (Composite: 52.6 fcst.; Services: 52.7) – services shine in Melbourne cafes, offsetting factory frosts.
- 05:00 AM IST – Euro Area (Europe): Inflation Flash (Nov) – YoY: 2.1% fcst. (from 2.0%); Core: 2.5%; MoM: -0.3%. Frankfurt's biergartens bask in ECB's dovish glow (25bps cut bets to 2.75% by March), but Paris patisseries fret sugar tariffs hiking costs 8%. Unemployment: 6.3% steady; CPI Flash: 129.4 pts.
- 05:30 AM IST – Germany (Europe): 2-Year Schatz Auction – Yield probe amid Berlin auto layoffs (VW shifts idle on US EV duties).
- 06:00 AM IST – Italy (Europe): PPI (Oct) – MoM: 0.4% fcst.; YoY: 0.8%. Milan factories pivot to green steel, dodging EU carbon taxes.
- 07:00 AM IST – Mexico (Latin America/North America): Business Confidence (Nov) – 49 fcst. (from 50.2). Monterrey maquiladoras nearshore amid USMCA reviews, but Tijuana border delays spike 30% on tariff previews.
- 07:00 AM IST – Brazil (Latin America): Industrial Production (Oct) – MoM: -0.1% fcst. (from 0.4%); YoY: 0.7% (from 0.2%). São Paulo's soy silos overflow, but Mato Grosso farmers curse US ag floods; IPC-Fipe Inflation MoM (Nov): 0.2%.
- 07:30 AM IST – Japan (Asia): S&P Global PMIs (Nov) – Composite: 52.0 fcst.; Services: 53.1. Nagoya's auto lines contract (PMI ~49.5 implied), yen at 155/USD clashing with 60% China tariff threats – hyperlocal idles in Osaka electronics, per Nikkei Asia Pulse.
- 07:30 PM IST (data cross-check: likely 07:30 AM IST for SG): Singapore (Asia): S&P Global PMI (Nov) – 57.1 fcst. Resilient chips buoy Marina Bay traders.
- 08:00 AM IST – Singapore (Asia): SIPMM Manufacturing PMI (Nov) – 50.3 fcst. Jurong industrial parks eye ASEAN trade pacts amid US slowdowns.
- No major Eurasia drops – Moscow CPI sticky at 8.5% YoY lingers from November; St. Petersburg queues lengthen on sanction bread hikes. Istanbul retail (5.2% YoY fcst. pending) braces lira at 35/USD.
- 11:15 PM IST (data anomaly; assuming 11:15 AM IST): Saudi Arabia (Middle East): Riyad Bank PMI (Nov) – 60.6 fcst. Riyadh's NEOM digs accelerate despite OPEC+ cuts, Chinese inflows fueling 8% Dubai home pops; hyperlocal Jeddah dates dodge tariff proofs.
- Noon IST – OECD Economic Outlook Release – Global projections (world GDP ~3.0% 2025 fcst.), spotlighting Asia's 4.9% clip vs. Europe's 0.9% slog; Luiz de Mello webinar at 2:00 PM IST dissects LAC tariffs.
- 02:00 AM IST (cross-day; afternoon context): UK (Europe): Nationwide House Prices (Nov) – MoM: 0.2% fcst. (from 0%); YoY: 1.7% (from 1.4%). London's tube-commuters stretch for mortgages, unemployment at 4.3% biting Essex suburbs.
- 02:45 AM IST – France (Europe): Budget Balance (Oct) – €-164.0B fcst. Paris fiscal squeezes echo EU-wide.
- 03:00 AM IST – Spain (Europe): Unemployment Change (Nov) – -17.0K fcst. (from 17.1K). Madrid's youth job fairs buzz with green tech gigs.
- 03:40 AM IST – Euro Area (Europe): ECB Buch Speech – Dovish tones on 2.4% inflation in Frankfurt halls.
- 04:00 AM IST – Italy (Europe): Unemployment Rate (Oct) – 6.2% fcst. (from 6.1%). Rome's gig economy strains.
- 07:30 PM IST (likely 3:00-4:00 PM IST adj.): Australia GDP (Q3) – QoQ: 0.6% fcst. (from 0.7%); YoY: 2.2%. Wellington's wool farmers (NZ spillover) eye RBNZ's 2.25% rate thaw, but Auckland rains chill retail at 1.0% YoY flat; hyperlocal Kiwi thrift in rainy burbs, unemployment to 5.5%. China PMIs (08:45 PM IST, but early Asia): Caixin Services 51.9 fcst.; Composite 51.7 – Guangdong hubs halve EU orders on carbon taxes.
- 10:00 AM IST – US (North America): Fed Bowman Speech – Supervision vibes amid tariff tempests.
- 10:10 AM IST – US: RCM/TIPP Optimism (Dec) – 48.5 fcst. (from 44.2). Detroit diners gauge Big Three resilience.
- 06:00 PM IST – South Korea (Asia): GDP Final (Q3) – QoQ: 1.2%; YoY: 1% fcst. Busan shipyards delay LNG on US steel duties.
- 04:30 PM IST – US: API Crude Oil Stocks (Wk Nov 28) – Change probe; Texas rigs hum despite 50% import tweaks.
- Post-5:00 PM IST (BMO/Pre-Market EST, ~7:30 PM IST+): Earnings Kickoff – Bank of Nova Scotia (Canada, North America): EPS 1.84 fcst. Toronto branches test immigration curbs' loan chill. Signet Jewelers (US): 0.29 EPS; holiday bling vs. wallet woes. United Natural Foods (US): 0.40 EPS; grocery chains stock tariff-proof shelves. Village Super Market (US): EPS n/a; suburban carts fill amid 2% inflation ease.
- ~9:00 PM IST+ (AMC EST): Tech Torrent – CrowdStrike (CRWD, US/Global): 0.94 EPS; cyber surges but Mexico snags loom, $100B export hit risk. Marvell Tech (MRVL): 0.74; semis buoy Taiwan (52.0 PMI implied). Pure Storage: 0.58; data hoards in Silicon Valley. Okta: 0.76; identity plays amid AI boom. GitLab: 0.20; dev tools for Manila coders. Box: 0.31; cloud content vs. China slumps. American Eagle (AEO): 0.46; mall teens thrift in tariff era. Asana: 0.06; work mgmt. for Bogotá remote crews. Zenvia (Brazil/Latin America): 0.09; comms tech in São Paulo. Leslie's (US): 1.31; pool supplies for Cali backyards. Couchbase: -0.03; databases dodge drag.
- Overnight/Pre-Dawn IST (BMO Tokyo/Madrid): Fast Retailing (Uniqlo, Japan/Asia): ¥320B rev fcst.; yen plays offset China risks (Dec 2 Tokyo, 4:00 AM IST next day). Inditex (Zara, Spain/Europe): €1.47B profit; fast fashion weathers EU duties (2:00 PM IST Madrid, but earnings window).
So, how are the sectoral news developments across the world and news-geographies shaping the global business news landscape ...
- North America (Mexico, US, Canada)
- Caribbean & Latin America
- Middle East
- Europe
- EurAsia & Russia
- Africa
- Asia
- South Pacific (Australia–New Zealand)
Wars inch toward new fronts. Democracies strain. Floodwaters rise. Popes plead. Strongmen scheme. Children die at birthday parties. A squirrel steals a man’s lunch and the internet melts. Somewhere an 18-year-old girl is drowned by her own family for wanting to live freely, while another continent quietly begins to split in two.
No spin. No sugar-coating. Just the raw feed of human events on December 2, 2025. Stay alert. The world isn’t waiting.
So, how are the sectoral news developments across the Nation (India) shaping the business news landscape of the nation ...
The winter session of Parliament has begun with the usual fireworks, but beneath the noise, several longer-term fault-lines — economic offenders, border security, digital surveillance, and electoral integrity — are becoming sharper.
Latest developments first (reverse chronological):
- Fugitive economic offenders back in spotlight: The government revealed that 15 declared Fugitive Economic Offenders, including Vijay Mallya, Nirav Modi and Mehul Choksi, together looted ₹58,000 crore from public-sector banks (News18, The Hindu, Times of India). Only about a third has been recovered or attached so far. With the economy showing early signs of moderation (CAD down to $12.3 bn in Q2), the message is clear: tolerance for white-collar flight is over.
- Privacy storm over Sanchar Saathi: The Centre has directed all smartphone makers, including Apple, to pre-install the government’s Sanchar Saathi citizen-safety app pointer. Critics call it another step toward mandatory state surveillance tools on every phone; supporters say it is essential for tracing lost devices and blocking IMEI fraud. Either way, India’s digital-privacy debate just got louder.
- Cyclone Ditwah aftermath: Heavy rain continues in Tamil Nadu and Andhra; schools and colleges shut in Chennai and neighbouring districts (Hindustan Times, The Hindu). PM Modi called Sri Lankan President Dissanayake to offer continued relief support after the same system devastated northern Sri Lanka.
- Rubaiya Sayeed kidnapping case breakthrough: 36 years later, CBI arrested an absconder in Srinagar linked to the 1989 abduction of the then J&K CM’s daughter (Hindustan Times, NDTV). The arrest reopens memories of the dark early phase of Kashmir militancy and Yasin Malik’s role.
- Terror launch pads reactivated: BSF says Pakistan has rebuilt 69–72 launch pads along the LoC since Operation Sindoor, with 120 terrorists waiting to infiltrate (The Indian Express, Times of India). Winter infiltration attempts usually rise; expect heightened alert in Jammu.
- GPS spoofing confirmed at seven airports, including Delhi and Chennai (NDTV Profit, The Hindu). Civil aviation authorities are rolling out new air-traffic messaging systems and audits — a reminder that electronic warfare is no longer limited to border areas.
- Winter Session chaos in Rajya Sabha: Mallikarjun Kharge vs Jagdeep Dhankhar saga continued with heated exchanges over the former V-P’s “sudden exit” (The Hindu, Times of India). Opposition walked out demanding immediate debate on the Special Intensive Revision (SIR) of electoral rolls.
- SIR controversy refuses to die: Election Commission extended the deadline again (now 11 Dec), filed affidavit in Supreme Court calling mass-disenfranchisement claims “highly exaggerated” and “politically motivated” (Live Law, The Hindu). Meanwhile, tragic suicides of BLOs in Uttar Pradesh over “SIR stress” have put the EC on the defensive.
- Digital arrest scams: Supreme Court handed CBI a “free hand” and asked states to transfer all such cases to the agency (Live Law, NDTV). A rare instance of the apex court directly unleashing central probe on cyber-fraud syndicates.
- Red Fort blast probe widens: NIA raided multiple locations in J&K and UP linked to the arrested Kashmiri suspects (The Hindu, NDTV).
- Defence showcase: Indian Army successfully combat-tested BrahMos supersonic cruise missile (The Hindu, India Today). Comes days ahead of the Modi–Put間で summit where S-400 deliveries and BrahMos-II (Mach 8) cooperation may figure.
- Labour codes & tobacco cess: Government tabled bills for higher excise/cess on tobacco and pan-masala products and moved toward region-specific floor wages under the new labour codes (Financial Times, Moneycontrol).
- National Herald ghost returns: Fresh FIR against Gandhis; Congress calls it vendetta, BJP says law taking its course (The Hindu, NDTV).
- Weather whiplash: Delhi AQI crosses 300 again, Supreme Court questions sole blame on stubble-burning Hindustan Times; IMD forecasts harsher winter for northwest and central India; Bengaluru dips to 13 °C (American expats in shock); fresh snow at Zojila.
- Regional flashes: 49 Bangladeshis repatriated from Odisha; Aligarh wedding “beef” row; Maharashtra woman marries dead boyfriend’s corpse in caste-honour killing aftermath; Hyderabad school attendant caught on camera brutally assaulting nursery girl; third student suicide this year at KIIT Bhubaneswar.
- Economic offenders vs recovering banks
- Privacy vs state security
- Electoral integrity vs opposition distrust
- Pakistan-sponsored terror vs military readiness
- Climate extremes from cyclones to cold waves
One thing is certain: the next fortnight in Parliament will shape the political weather for the entire year ahead. Stay tuned — and keep warm.
So, now let us have a bird's eye view on how are the news developments across the State of Gujarat in India [which happens to be the home-state of DATELINE GUJARAT (#DLG+2)] is shaping the news landscape of the state, which is one of the economic engines of the nation ...
In short, while the rest of the country argues about politics as usual, Gujarat is too busy making movies that earn ₹100 crore, building utility tunnels, merging giant companies, busting cannabis farms, curing epilepsy for free, and training the next generation of AI engineers.
If this is what the first day of December looks like, 2025 might just belong to the Lion State. Again.
Last, but not least and as important as food, water, clothing and internet the four basic human needs are, is weather, so let us take a look at what are the weather cocks indicating and scan the important headlines across the world in weather space ...
From Sumatra's scholarly summons to Scotland's soggy sentinels, this cascade of crises compels contemplation: Are we spectators or architects of this aqueous anarchy? As 2025 unfolds under ever-darker clouds, the timeline tells a tale of urgency—heed it, or hold your breath for the next breaker. The rains may relent, but the reckoning? That's just beginning.
- South Pacific (New Zealand-Australia): Mild summer conditions with partly cloudy skies and light showers in Auckland (high 22°C/72°F); Sydney saw warm, dry weather (high 26°C/79°F). No major disruptions.
- Asia: Heavy rains and flooding from Cyclone Ditwah remnants in SE Asia (e.g., Sri Lanka/Indonesia highs ~28°C/82°F, with 100+ mm rain); drier in E Asia (Tokyo high 12°C/54°F).
- EurAsia: Mixed; mild in Central Asia (Moscow high 0°C/32°F, light snow), cooler in W Russia with flurries.
- Middle East: Warm and dry across region (Dubai high 25°C/77°F, sunny).
- Africa: Heavy rains in E/Central (e.g., Kenya/Nigeria highs ~30°C/86°F, 50 mm precip); dry in S Africa (Cape Town high 24°C/75°F).
- Europe: Cold snap in W (London high 11°C/52°F, drizzle); below-average in E (Berlin high 4°C/39°F, cloudy).
- Latin America: Variable; heavy rain in Colombia (Bogotá high 18°C/64°F); dry in Andes (Lima high 22°C/72°F).
- Caribbeans: Widespread heavy rains (25-100 mm, highs ~28°C/82°F), flooding risks in Haiti/Jamaica.
- Northern America (Mexico-US-Canada): Wintry mix in US Midwest/NE (Chicago high -1°C/30°F, light snow); mild in Mexico (Mexico City high 22°C/72°F); cold in Canada (Toronto high 2°C/36°F).
- Arctic/Antarctic: Arctic below avg (sea ice low, temps -20°C/-4°F); Antarctic warm anomalies (-5°C/23°F avg).
- India: Dry post-monsoon (Delhi high 24°C/75°F); Gujarat mild/dry (Ahmedabad high 29°C/84°F).
- South Pacific (New Zealand-Australia): Partly cloudy easing to showers in NZ (Auckland high 20°C/68°F); sunny/warm in Australia (Sydney high 25°C/77°F).
- Asia: Lingering showers in SE (highs ~27°C/81°F); cooling in E (Tokyo high 10°C/50°F).
- EurAsia: Light snow in W Russia (Moscow high -2°C/28°F); stable elsewhere.
- Middle East: Sunny/warm (Dubai high 24°C/75°F).
- Africa: Continued heavy rain E/Central (highs ~29°C/84°F); mild dry S (Cape Town high 23°C/73°F).
- Europe: Chilly with drizzle W (London high 10°C/50°F); snow risks E (Berlin high 3°C/37°F).
- Latin America: Rains ease in N (Bogotá high 19°C/66°F); stable dry S (Lima high 21°C/70°F).
- Caribbeans: Heavy showers persist (highs ~27°C/81°F, flood watch).
- Northern America (Mexico-US-Canada): Snow/mix US central (Chicago high -2°C/28°F); mild Mexico (Mexico City high 21°C/70°F); cold Canada (Toronto high 1°C/34°F); polar vortex tease Arctic (-25°C/-13°F).
- Arctic/Antarctic: Persistent cold Arctic (-22°C/-8°F); mild Antarctic (-4°C/25°F).
- India: Dry/clear (Delhi high 23°C/73°F); Gujarat sunny/mild (Ahmedabad high 28°C/82°F).
Any communication from Government of India can be accessed by clicking the respective communications websites which is Press Information Bureau (PIB) Website.
In case, if you wish to read and refer, the Previous Edition of THE #DLG+2 DISPATCH / THE DATELINE GUJARAT DISPATCH, click here ..
To avail our full-fledged content and news coverage services on assignment-to-assignment or on case-to-case basis, you may please visit my professional website, https://himanshubhayani.com, which show-cases my work-portfolio comprising of content and news-coverage assignments in print, television, newswire services, SaaS and digital news media platforms, as well in-depth detailing about the content and news services provided by me, as well the detailing on how to avail content and news coverage services, using https://himanshubhayani.com / https://datelinegujaratnews.com.
Stay Tunned and Connected.
Yours Truly,
-Sd-
_____________________________
HIMANSHU RAMNIKBHAI BHAYANI
https://himanshubhayani.com
Independent Journalist @ #DLG+2
https://datelinegujaratnews.com
BUSINESS NEWSWIRES
Geopolitical shifts, economic volatility forcing
government CIOs to rapidly adjust priorities for 2026: Gartner
The Stamford-based analyst firm reveals high expectations
for both AI and other key technologies as government leaders focus on building
a more productive workforce next year. Global public sector CIOs
(excluding U.S) are reassessing vendor relationships amid global
uncertainty. geopolitical tensions, digital sovereignty concerns
1 hour ago — The Hindu
Business
Glenmark Pharma plant completes
U.S. FDA inspection sans observation
1 hour ago —
The Hindu Business
Lupin gets U.S. FDA nod for
biosimilar
1 hour ago —
The Hindu Business
NMDC iron ore output 11% higher in
Nov., sales rise 4%
1 hour ago —
The Hindu Business
India’s CAD moderates to $12.3
billion in Q2
1 hour ago —
The Hindu Business
India’s PE/VC investments rose to USD 5.3 billion in
October 20251
hour ago — Economic Times
Govt. dispenses with committee nod
for exploration, geological reports for coal, lignite blocks
The Coal Ministry estimates this would help in early
operationalisation of the block
1 hour ago — The Hindu
Business
'LIC Made Adani Investments As Per
SOP, No Ministry Interference': N Sitharaman
Finance Minister Nirmala Sitharaman on Monday said her ministry
does not issue advisory or directions to Life Insurance Corporation of India
(LIC) regarding its investment decisions.
2 hours ago — NDTV Business
'Big Short' fame Michael Burry
targets Tesla after slamming AI valuations
Michael Burry, the investor famous for "The Big
Short," has labeled Tesla "ridiculously overvalued," citing
significant shareholder dilution and Elon Musk's potentially trillion-dollar
pay package. He noted Tesla's stock trades at a much higher multiple than the
S&P 500, a bearish stance he has held before.
3 hours ago — Economic
Times
GST benefits propel November auto
wholesales
Most of the top auto companies reported over 20% growth YoY
indicating robust performance
3 hours ago — The Hindu
Business
Mahindra posts 22% rise in November SUV sales3 hours ago —
The Hindu Business
Sai Parenteral acquires stake in
Australian pharma firm for ₹125 crore
3 hours ago —
The Hindu Business
98.39% of the ₹2000 banknotes by
far returned: RBI
3.5 hours ago —
The Hindu Business
Sebi to simplify offer document
summary to encourage informed investor feedback
Markets regulator Sebi is looking to rationalise and simplify the
offer document summary to encourage informed investor feedback and reduce
reliance on unverified tips, its chairman Tuhin Kanta Pandey said on Monday.
3.5 hours ago — Economic
Times
Nvidia takes $2 billion stake in
chip design software maker Synopsys, shares drop
Nvidia has invested $2 billion in chip design software maker
Synopsys, securing a significant stake and expanding a multi-year partnership.
This collaboration aims to jointly develop new tools for AI-driven product
design across various industries. The deal strengthens Synopsys' position,
while Nvidia seeks to leverage its influence in the AI compute market.
3.5 hours ago — Economic
Times
LIC raises stake in Cipla
3.5 hours ago —
The Hindu Business
Ahead of Market: 10 things that
will decide stock market action on Tuesday
Markets hit fresh record highs before slipping into mild losses
as pharma and financial weakness offset support from autos and IT. Analysts
flagged consolidation, cautious sentiment and key support levels despite strong
GDP data, while global cues remained weak.
4 hours ago — Economic
Times
Market Trading Guide: Buy Paytm,
Bank of Baroda and 2 more stocks on Tuesday for up to 13% gains
Nifty reversed from its lifetime high and closed lower despite
strong GDP data, signalling extended consolidation. Analysts expect sideways
movement with mild bearishness and highlight KPIT, Bank of Baroda, Paytm and
Rico Auto as potential trading opportunities based on technical setups.
4 hours ago — Economic
Times
Foreign Direct Investments rise
18% to $35.18 billion in April-September; inflows from U.S. double
Investments from overseas during the April-September period of
the previous fiscal stood at $29.79 billion
4.5 hours ago — The Hindu
Business
US stocks open lower ahead of
Fed's Powell's speech, manufacturing data
Wall Street's main indexes opened lower on Monday as investors
stood on the sidelines ahead of fresh economic data and a closely watched
speech from Federal Reserve Chair Jerome Powell to gauge the central bank's
policy decision later this month.
5 hours ago — Economic
Times
Rupee closes at record low of
89.55 amid unwinding of RBI's short positions
The rupee sank to a record 89.79 intraday and closed at 89.55
despite heavy RBI intervention. Stop-loss triggers, offshore position
unwinding, importer demand and uncertainty over the India–US trade deal added
pressure, though the RBI is seen defending the 90 level.
5 hours ago — Economic
Times
ICICI Prudential AMC, Powerica, 2
others secure Sebi nods to launch IPOs
Sebi has approved IPO proposals of ICICI Prudential AMC,
Powerica, Annu Projects and Technocraft Ventures, allowing them to proceed
after DRHP review. The issues include OFS, fresh equity, and large fundraising
across asset management, power, EPC and infrastructure sectors.
5 hours ago — Economic
Times
India’s next economic leap will be
harder than the breakthrough movement of 1991, says Montek Singh Ahluwalia
“India’s reform challenges are now qualitatively different from
the early liberalisation phase, which mainly required persuading bureaucrats,
while today’s problems cut across federal politics, climate pressures,
technology disruptions, and global geopolitical fragmentation,” Montek Singh
Ahluwalia
5.5 hours ago — The Hindu
Business
Govt to sell up to 6% stake in
Bank of Maharashtra, aims to garner Rs 2,600 crore
The government will divest up to 6% of its stake in Bank of
Maharashtra through an Offer for Sale, aiming to raise approximately Rs 2,600
crore. This move will help the bank meet the minimum public shareholding norm
of 25%, bringing the government's stake below 75%.
5.5 hours ago — Economic
Times
Bank Of Baroda, Mahindra &
Mahindra among 9 stocks that hit 52-week highs & gained up to 14% in a
month
Nine BSE 100 stocks climbed to their 52-week highs, touching
their best levels in a year. Such breakouts are seen as bullish signals,
indicating strong momentum.
6 hours ago — Economic
Times
Bajaj Finance to sell 2% stake in
Bajaj Housing Finance in block deal: Report
Bajaj Finance may offload a 2% stake in Bajaj Housing Finance
via a block deal at a 9% discount. The stock remains oversold despite solid Q2
profit, revenue and NII growth, following a weak post-listing performance.
7 hours ago — Economic
Times
India bonds skid to over two-month
low on rupee slide, rate-cut doubts
Indian government bonds slipped on Monday, with the benchmark
note closing at its lowest in more than two months, as robust economic growth
data dimmed rate-cut hopes and as a tumbling rupee added to the pressure.
7 hours ago — Economic
Times
Gainers & Losers: Lenskart,
Wockhardt among 6 stocks that were in focus on Monday
India’s strong 8.2% Q2 GDP briefly lifted markets to new highs
before pharma and financial weakness dragged indices lower. Lenskart, Hyundai,
Wockhardt, Hindustan Zinc, Max Healthcare and Whirlpool saw major action driven
by earnings, sales updates and sector sentiment.
7.5 hours ago — Economic Times
Industrial output growth at
13-month low of 0.4% in October
The factory output, measured in terms of the Index of Industrial
Production (IIP), had expanded by 3.7% in October 2024
8 hours ago — The Hindu
Business
Rupee falls 8 paise to close at
89.53 against U.S. dollar
Forex traders said the sustained weakness in the rupee is
primarily attributable to a widening trade deficit, the delayed India-U.S.
trade deal, and limited central bank intervention.
8 hours ago — The Hindu
Business
Commodity Radar: Gold may rise by
another Rs 2,400/10 gram this week. Rupee, risk-off sentiments remain triggers:
LKP Securities
Gold prices surged on Monday amid global risk-off sentiment and
a weakening rupee, with analysts expecting another Rs 2,400 rise this week. LKP
Securities says fundamentals remain strong, supported by softer dollar index,
Fed uncertainty, and persistent rupee depreciation. Technical charts also
signal continued bullish momentum with the buy-on-dips strategy intact.
8 hours ago — Economic
Times
Tata Motors shares rise 4% after
impressive November sales. Check details
Tata Motors’ commercial vehicle business surged on strong
November sales, posting 29% YoY growth driven by broad-based domestic and
export demand. Robust Q2 performance and expectations of continued momentum in
construction, infrastructure and mining sectors boosted investor sentiment.
8.5 hours ago — Economic
Times
Hyundai Motor India shares rise 4% on robust November
sales. Check details8.5 hours ago —
Economic Times
Maruti warns small cars face
wipeout if emission norms turn ‘unscientific’
Maruti Suzuki’s Executive Director of Corporate Affairs took a
swipe at Tata Motors and Mahindra for calling the proposed weight-based
emission exemptions “arbitrary”
8.5 hours ago — The Hindu
Business
Jitendra Sriram on why earnings
stability, not euphoria, will drive the next leg of India’s rally
India’s markets hover near record highs as earnings stabilise
and macro indicators strengthen. Baroda BNP Paribas MF’s Jitendra Sriram says
financials, pharma, and power utilities will lead the next leg of the rally,
while FII selling is set to ease as valuations improve. With GDP strong and
policy turning supportive, broader market sentiment is poised to improve in
2025.
8.5 hours ago — Economic
Times
Broader upside ahead; midcaps, NBFCs and autos to lead
next market leg: Nirav Sheth8.5 hours ago —
Economic Times
Midcap's 27% slump in 2025 so far
is a dip-buying opportunity. Know why this brokerage sees 37% upside
Despite a 27% decline in 2025, Anand Rathi sees Premier Energis
as a strong buy, projecting 37% upside. Growth is driven by high-efficiency
solar lines, plant consolidation, technology upgrades, and diversification into
inverters and storage. Robust execution, R&D, and sector tailwinds support
revenue and margin expansion.
9 hours ago — Economic
Times
Need to further expand footwear
business to boost exports: President Murmu
President Droupadi Murmu, addressing the convocation ceremony of
Footwear Design and Development Institute, said huge opportunities are there
for the businesses in the fast growing sports and non-leather sectors
9 hours ago — The Hindu
Business
Rupee hits all-time low, holds
above 90/USD mark with central bank help
The Indian rupee slid to a record low on Monday, pressured by
maturing non-deliverable forward positions alongside a persistent bearish pall
on the currency as India remains the among the few major economies without a
trade deal with U.S.
9 hours ago — Economic
Times
Market Wrap: Sensex settles 65 pts
lower, Nifty flat after hitting fresh peaks
India's robust 8.2% Q2 GDP growth initially propelled markets to
record highs, with the Nifty and Sensex touching new peaks. However, a late
pullback, led by pharma and financial stocks, saw indices close with marginal
losses. Despite the dip, auto and IT sectors provided some support, with HDFC
Bank and Bajaj Finance being notable decliners.
9 hours ago — Economic
Times
10 Midcap stocks trading below
their industry average PE; potentially undervalued
Top 10 NSE Midcap stocks with PE ratios below their industry
averages, including LIC Housing Finance, Bank of India, Hindustan Petroleum,
ACC, and Petronet LNG, may signal potential undervaluation or growth concerns.
9.5 hours ago — Economic
Times
Temasek-backed Atomberg is said to
plan $200 million India IPO
Temasek-backed Atomberg Technologies is reportedly considering a
Mumbai IPO to raise approximately $200 million. The Indian consumer electronics
firm, also backed by Steadview Capital and Jungle Ventures, is in early
discussions with investment banks. This potential listing, which could include new
shares and secondary sales, is anticipated as early as next year, capitalizing
on India's strong IPO market.
9.5 hours ago — Economic
Times
GST collection rises at slower
pace of 0.7% to ₹1.70 lakh cr in November
Gross Goods and Services Tax (GST) collection was over ₹1.69
lakh crore in November 2024
9.5 hours ago — The Hindu
Business
European shares decline after
November's gains as industrial stocks weigh
European shares slipped on Monday, with defence stocks and
planemaker Airbus weighing down industrials, as a wave of risk-averse sentiment
swept markets after gains in November.
9.5 hours ago — Economic
Times
MV Electrosystems files draft
papers for Rs 290-cr IPO
MV Electrosystems, which manufactures electrical and power
electronics equipment for railway rolling stock, has filed preliminary papers
with markets regulator Sebi to raise Rs 290 crore through its initial public
offering (IPO).
9.5 hours ago — Economic
Times
LIC uses Cipla’s dip as entry
point, raises stake by 2% to 7.05%
LIC increased its stake in Cipla to 7.055% by acquiring 2.03%
shares between July 17 and November 27. The purchase comes as Cipla trades near
key SMAs, posts modest Q2 growth, and gains a ‘Buy’ rating from Sharekhan.
9.5 hours ago — Economic
Times
Elon Musk says AI & robotics
will drive almost all value and names the stocks he sees winning
Elon Musk told Zerodha’s Nikhil Kamath that AI and robotics will
drive nearly all future economic value, with companies leading these
technologies set to dominate in the long term. Asked which firms beyond his own
are best positioned, Musk highlighted Google for its foundational AI work and
Nvidia for its crucial role in powering the ecosystem.
9.5 hours ago — Economic
Times
Rupee at lifetime low despite GDP
boost. Is a steeper decline on the cards?
The Indian Rupee hit a record low of 89.73/$ in early December,
despite strong 8.2% GDP growth in Q2 FY26. Weak FPI inflows, rising imports,
trade deal uncertainty, and global risk sentiment have driven depreciation.
Analysts expect INR to trade with a downward bias in the near term.
10 hours ago — Economic
Times
Prove Age, Impose Penalties: How
Australia Plans Its U-16 Social Media Ban
Australia will soon ban under-16s from the likes of Facebook and
TikTok, a world-first move of huge interest to all those worried about the
harms of social media.
10 hours ago — NDTV Business
Mid- and small-cap slide a big
buying opportunity: Manish Sonthalia
Veteran investor Manish Sonthalia views the current mid- and
small-cap stock correction as a prime accumulation phase, comparing it to the
post-Covid crash opportunity. He advises investors to carefully select IPOs and
focus on rate-sensitive sectors, IT, capital markets, and bullion, while
avoiding overvalued capital goods, railways, and defense stocks.
10.5 hours ago — Economic
Times
This multibagger pharma stock
rockets 15% after USFDA’s historic approval for antibiotic drug Zaynich
The US FDA has accepted Wockhardt’s New Drug Application for
Zaynich, its first-in-class antibiotic. This marks the first-ever acceptance of
an NDA for a New Chemical Entity from an Indian pharma company, representing a
major regulatory breakthrough.
10.5 hours ago — Economic
Times
Rate-sensitive sectors poised to
drive next leg of earnings growth in FY26: Manish Sonthalia
Indian equity markets have reached a new peak after a long wait.
However, this record high does not reflect the entire market. Midcap and
smallcap stocks are still lagging behind. Liquidity issues, driven by a surge
in IPOs, are impacting these segments. Experts anticipate rate-sensitive
sectors to drive future growth as India moves towards a lower interest rate
cycle.
10.5 hours ago — Economic
Times
US market rally supported by fundamentals, despite high
valuations: Vincent Nichols10.5 hours ago —
Economic Times
Meesho, Aequs & Vidya Wires
IPOs open this week. GMP indicates up to 35% listing gains
Three mainboard IPOs — Meesho, Aequs, and Vidya Wires — open
this week with strong grey market premiums indicating potential listing gains
of 17–35%. Meesho and Aequs lead with over 30% GMP, while Vidya Wires also
shows solid investor interest despite its smaller issue size.
11 hours ago — Economic
Times
Airbus says most A320 jets
affected by recall now modified
Airbus said it was working with airline customers to support
modifications on the remaining aircraft to return them to service
11 hours ago — The Hindu
Business
Euro zone yields edge up,
ultra-long end of German curve steepens
Euro area government bond yields edged up on Monday as investors
looked to U.S. Treasuries for direction, while the ultra-long end of the German
curve hovered near its steepest levels in over six years.
11 hours ago — Economic
Times
Japanese property giants deepen
their push into a booming Indian market
Japanese real estate developers are wading further into a tricky
Indian market and more of their peers are expected to get their feet wet, drawn
by rising rents in a rapidly growing economy as well as low construction costs.
11 hours ago — Economic
Times
ATF price hiked by 5.4%,
commercial LPG rates cut
Indian Oil Corporation, Bharat Petroleum and Hindustan Petroleum
revise Aviation Turbine Fuel and Liquefied Petroleum Gas prices on the first
day of every month based on international benchmarks and the exchange rate
11.5 hours ago — The Hindu
Business
Smallcaps still overvalued,
midcaps lead earnings momentum: Nischal Maheshwari
India's robust GDP growth fuels expectations of an RBI interest
rate cut, with experts citing favorable macro conditions. Despite strong real
GDP, nominal growth remains a concern, prompting calls for immediate easing.
Equity markets show uneven breadth, with midcaps outperforming lagging
smallcaps. The banking sector is poised for a strong phase, while IPO
valuations remain stretched despite improving profitability.
11.5 hours ago — Economic
Times
Amid Crackdown On Online
Platforms, 1 Sector Booms: Selfie-Based Age Checks
As governments crack down on online platforms from social
networks to porn sites, business is booming for one sector offering AI age
checks based on selfies.
11.5 hours ago — NDTV Business
FIIs returning, DIIs rotating:
Sunil Subramaniam says mid & smallcaps poised for a comeback
Sunil Subramaniam sees a shift in market leadership, with DIIs
poised to rotate toward midcaps, smallcaps, and lagging sectors. FIIs may
accelerate inflows on improving earnings and attractive relative valuations. He
expects a revival in private capex, strong prospects in industrials and PSU
banks, and a potential boost from the upcoming Budget through incentives and
PPP-driven projects.
11.5 hours ago — Economic
Times
12 Multibaggers: FIIs and
MFs-backed stocks deliver over 25% gains in both quarters of FY26
The report highlights 21 high-performing Indian stocks in FY26
with over 25% gains in the first two quarters, attracting strong FII and MF
investments. Twelve stocks have more than doubled, while eight gained 66–99%.
Key performers include Cupid, Rossell Techsys, Lumax Industries, and Tilaknagar
Industries, with details on quarterly gains and institutional holdings.
12 hours ago — Economic
Times
Hindustan Zinc shares gain 3% as
silver surge lifts sentiment; up for fifth day
Hindustan Zinc shares rose on Monday, marking a fifth
consecutive day of gains, driven by record-high silver prices and robust
investor interest. As India’s sole listed silver producer, the company stands
to benefit from industrial demand, Fed rate cut expectations, and untapped
valuation potential relative to global peers.
12 hours ago — Economic
Times
Meesho's losses cast a shadow on
its IPO. Should investors be worried about the earnings future?
Meesho, India's largest e-commerce platform by orders, is
preparing for its IPO. The company has achieved significant growth by focusing
on value shoppers in smaller Indian towns. Despite this success, Meesho
continues to report substantial losses. Investors are weighing these losses
against the company's strong market position and future growth potential.
12 hours ago — Economic
Times
India's manufacturing sector
activity falls to 9-month low in November on softer rise in sales, production:
PMI
The seasonally adjusted HSBC India Manufacturing Purchasing
Managers’ Index (PMI) fell from 59.2 in October to 56.6 in November,
highlighting the slowest improvement in operating conditions since February
12 hours ago — The Hindu
Business
RBI likely steps in to support
rupee as it sinks to record low: Traders
The Indian rupee hit a record low against the U.S. dollar on
Monday, falling to 89.7575 and nearing the 90 level. Traders reported that the
central bank likely intervened to support the currency, with one describing the
intervention as "mild for now".
12 hours ago — Economic
Times
Silver soars to record Rs
1,78,649. What powered the rally and how close is Rs 2 lakh target?
Silver futures on MCX hit a new record on Monday, with March
2026 contracts touching ₹1,78,649 per kg. The surge follows strong recent
momentum and aligns with global gains driven by Fed rate-cut expectations,
dollar weakness, and rising safe-haven demand.
12 hours ago — Economic
Times
Will AI-driven volatility continue
to shape US market sentiment this week?
AI-driven volatility is expected to remain a key force in
shaping U.S. market sentiment this week as investors weigh AI profitability
concerns, tech stock swings, and shifting Fed rate-cut expectations.
12.5 hours ago — Economic
Times
2026 Oil Outlook: Will OPEC+ cut
again to support prices?
OPEC+ is expected to stay cautious in 2026 as sanctioned supply,
peace talks, and uncertain inventories cloud the global oil outlook and may
prompt further output cuts to support prices.
13 hours ago — Economic
Times
Rupee hits record low of 89.73 vs
USD amid weak flows, trade deal woes
The Indian rupee hit a new low against the dollar, despite
strong economic growth figures. Unfavorable trade and portfolio flows, coupled
with the absence of a U.S.-India trade deal, are pressuring the currency.
Economists suggest a "calibrated" depreciation is necessary to offset
these challenges, as foreign investors continue to withdraw funds from
equities.
13 hours ago — Economic
Times
Commodity playbook: How treasury
reopening, firm dollar, and Fed signals are shaping the road ahead
Global commodities face heightened volatility as the US
Treasury’s reopening, a firm dollar, and uncertain Fed rate-cut timing shape
price trends. Strong yields and dollar strength are pressuring crude, gold, and
base metals, while potential 2026 rate cuts and easing geopolitical risks could
revive demand across key commodity segments.
13.5 hours ago — Economic
Times
Paytm shares jump over 3%,
extending fourth straight day of gains. Here's why
Paytm shares rose sharply on Monday, extending their fourth
straight session of gains after One97 Communications announced full ownership
of three key group companies. One97 Communications has secured full ownership
of Foster Payment Networks, Paytm Insuretech and PFSL by acquiring the
remaining 9.99%, 67.55% and 51.22% stakes. With this, all three firms are now
wholly owned subsidiaries.
13.5 hours ago — Economic
Times
Aequs IPO GMP surges to 35% ahead
of launch on December 3; check issue size and other key details inside
Aequs will open its Rs 921.81-crore IPO on December 3, with grey
market premiums surging to about 35%, indicating strong investor appetite.
Priced at Rs 118–124 per share, the issue includes a fresh offering and OFS.
Despite widening losses, pre-IPO institutional interest and strong aerospace
manufacturing capabilities support sentiment.
13.5 hours ago — Economic
Times
Meesho IPO: How the women-powered
platform left Amazon and Flipkart chasing discounts
Meesho has emerged as India’s largest e-commerce marketplace by
tapping millions of value-conscious shoppers in small towns. Built on low
prices, unbranded goods and a zero-commission model, it now dominates non-metro
India, driving massive user and order growth while Amazon and Flipkart race to
catch up in the hinterland.
13.5 hours ago — Economic
Times
India bonds fall as doubts over
rate cut grows ahead of RBI meet
Indian government bonds saw a decline on Monday. Traders
adjusted positions ahead of the Reserve Bank of India's policy decision.
Stronger-than-expected economic growth data for the July-September quarter has
clouded the outlook for interest rate reductions. The benchmark 10-year yield
increased. Market participants are now debating the timing of the next rate
cut.
13.5 hours ago — Economic
Times
US equity markets: Largecaps stay
strong, smallcaps eye alpha opportunities, says Vincent Nichols
Strategist Vincent Nichols sees smallcaps as a strong complement
to largecap tech, potentially adding alpha as interest rate cuts continue.
While largecap tech fundamentals remain robust, a shift could favor smallcaps,
though timing is uncertain. Nichols also noted that while tech capex is strong,
a digestion period is likely in the medium term.
13.5 hours ago — Economic
Times
RBI’s dovish tilt softens yields,
but long-end pressures persist: October 2025 fixed income outlook
Indian bond yields softened in October. The Reserve Bank of
India's dovish stance lowered expectations for interest rates. Inflation
dropped significantly, boosting sentiment. However, the longer end of the bond
market faced pressure. Foreign investors showed strong interest in Indian debt.
The RBI is expected to conduct Open Market Operations to manage liquidity and
stabilize yields.
14 hours ago — Economic
Times
Reliance’s 4th monetisation wave:
Is Ambani’s $80 billion post-Covid capex about to pay off in 2026?
Reliance Industries is entering its fourth major monetisation
cycle, aiming to unlock returns from nearly $80 billion invested since Covid.
Analysts expect strong cash-flow growth driven by 5G leadership, data centres,
refining, and new energy expansion — without increasing leverage.
14 hours ago — Economic Times
Stock markets: Which way will the
wind blow in 2026?
Markets that moved sideways through 2025 may see a shift in 2026
as FIIs potentially return, supported by currency stability, cooling AI trade,
and improving earnings visibility. While a 2024-style rally is unlikely, a
balanced mix of momentum and value is expected, creating strong bottom-up
opportunities across broader markets.
14 hours ago — Economic
Times
Sensex, Nifty hit fresh lifetime
highs in early trade
ITC, Bajaj Finance, Titan and Tech Mahindra were the laggards.
14 hours ago — The Hindu
Business
Godrej Properties buys 5 acre land
in Hyderabad to build Rs 4,150 cr worth housing project
Godrej Properties has acquired a 5-acre land parcel in
Hyderabad's Neopolis, Kokapet, through an e-auction for a premium residential
project. This development is projected to generate approximately Rs 4,150 crore
in revenue. The company continues its expansion in the Hyderabad market, aiming
to strengthen its presence in this high-potential region.
14 hours ago — Economic
Times
Godrej Properties shares in focus on emerging as highest
bidder for 5-acre land in Hyderabad14 hours ago —
Economic Times
Rupee trades in narrow range
against U.S. dollar in early trade
The dollar index, which gauges the greenback’s strength against
a basket of six currencies, was 0.02% lower at 99.44
14 hours ago — The Hindu
Business
Bitcoin dips under $86,000 with
risk-off sentiment driving early December slide
Bitcoin dropped sharply on Monday amid a broad risk-off move
that erased $140 billion from the crypto market. Ethereum and major altcoins
tumbled sharply, while analysts noted heavy liquidations, weakening technicals,
and macro uncertainty. Still, experts say the decline appears more like a
leverage flush-out than a structural breakdown.
14.5 hours ago — Economic
Times
Rupee wavers as blockbuster
economic growth wrangles with persistent outflows
The Indian Rupee began December on a quiet note. Strong GDP
figures did not boost the currency. Importer demand for dollars and outflows
from foreign investors pressured the Rupee. The Reserve Bank of India is
expected to hold interest rates steady. State-run banks intervened as the Rupee
neared an all-time low. Asian currencies showed mixed movements.
14.5 hours ago — Economic
Times
Meesho IPO: GMP hints at strong
listing. Check price band, financials - Should you bid?
Meesho’s Rs 5,421-crore IPO is drawing strong interest, with GMP
indicating a possible 40% listing premium. Backed by improving fundamentals,
rising user growth, and a defensible value-ecommerce position, analysts see
medium-term potential despite near-term profitability risks. The IPO opens on
December 3.
14.5 hours ago — Economic
Times
BOJ hints at December rate hike as
Ueda signals policy shift
15 hours ago —
Economic Times
Asian Paints Share Price Live Updates: Asian Paints holds
a six-month beta of 0.7235.15 hours ago —
Economic Times
Hindalco Share Price Live Updates: Hindalco's beta
indicates potential for price swings15 hours ago —
Economic Times
Silver prices touch an all-time
high, gold follows with a Rs 900/10 gm rally
Gold and silver futures opened strongly on Monday. Gold February
futures rose Rs 879, while silver March futures hit a new peak, gaining Rs
3,639. A weaker dollar, anticipated U.S. Federal Reserve rate cuts, and a
depreciating rupee fueled this rally. International gold prices saw a slight
dip from recent highs, while silver reached a record high.
15 hours ago — Economic
Times
GAIL among 7 F&O stocks that
saw sharp rise in futures open Interest
7 stocks surged in the NSE F&O pack, contributing to a total
increase in open interest of over 5% as compared to the previous trade.
15 hours ago — Economic
Times
Sensex, Nifty hit new highs as
D-Street cheers Q2 GDP print; banking index scales 60K level
India's benchmark indices, Nifty and Sensex, surged to fresh
all-time highs, propelled by a stronger-than-expected 8.2% GDP growth in the
second quarter. Nifty Bank also hit a record, with broad market gains
reflecting renewed confidence in domestic demand amidst uneven global cues.
15.5 hours ago — Economic
Times
M&M Financial among 4 stocks
that witnessed 5-year swing high breakouts
Mahindra & Mahindra Financial Services, Aditya Birla
Capital, GMR Airports, L&T Finance, markets news
15.5 hours ago — Economic
Times
NCC shares in focus after winning
orders worth Rs 2,792 crore worth in November
NCC shares may be in focus on December 1 after the company
announced fresh orders worth Rs 2,792.43 crore in November 2025. This includes
a major Rs 2,062.71 crore order disclosed on November 25 and three additional
contracts totalling Rs 530.72 crore. The new wins span the buildings, water and
transportation divisions, strengthening NCC’s monthly order inflow.
15.5 hours ago — Economic
Times
Waaree Energies shares in focus after securing 140 MW
solar module order15.5 hours ago —
Economic Times
Motilal Oswal Financial Services
among 5 stocks that closed above VWAP
When the closing price rises above the VWAP, it indicates that
the stock closed higher than the average price at which it was traded
throughout the day, with the average weighted by trading volume.
15.5 hours ago — Economic
Times
Abbott India, SRF and 3 other
stocks showing bullish RSI upswing
“RSI trending up” indicates that the Relative Strength Index
(RSI) is rising, suggesting strengthening momentum in the stock’s price.
15.5 hours ago — Economic
Times
Smallcaps poised for breakout as
liquidity improves, says Helios Capital’s Samir Arora
Helios Capital’s Samir Arora says India’s market has already
turned, with smallcaps set to rally as FII selling eases. His new ₹470-crore
smallcap fund signals renewed investor appetite. Arora remains bullish on
selective new-age IPOs, Paytm, and Zomato, and expects broader market
participation as largecaps stabilise and liquidity improves across segments.
16 hours ago — Economic
Times
Easy re-rating phase behind us but
valuation froth gone: Devarsh Vakil
Markets are consolidating as the easy re-rating cycle ends, with
future gains driven by earnings traction. Early signs of revival are visible,
suggesting a shift towards an earnings-led market. Investors need discipline
and selectivity as valuations cool, offering opportunities in quality stocks.
16 hours ago — Economic
Times
Japan's Nikkei falls as JGB
yields, yen rise on rate-hike bets
Japan's Nikkei index tumbled Monday, breaking a winning streak
as government bond yields surged and the yen strengthened. Speculation of a
December interest rate hike by the Bank of Japan, fueled by Governor Ueda's
remarks, drove these market shifts. While most sectors declined, banks saw
significant gains on the rate hike anticipation.
16 hours ago — Economic
Times
India’s largest bank SBI sees
shares soar 25% in 2025. Can it continue to deliver in 2026?
State Bank of India is experiencing one of its strongest years,
with its stock up 25% in 2025, outpacing private peers. Analysts see targets of
Rs 1,100 and above as achievable, driven by healthy demand, improving asset
quality, and strong net interest margins. The bank's scale and financial
strength position it for continued growth and investor appeal.
16 hours ago — Economic
Times
What the Airbus scare tells us
about modern infrastructure
A story that explores how bursts of solar radiation can endanger
the systems that keep our hyper-connected world running.
16 hours ago — Finshots
Sterling and Wilson Renewable
Energy shares in focus on massive order from Adani Green Energy
Sterling and Wilson Renewable Energy secured a significant Rs
1,381 crore order from Adani Green Energy Limited for a solar project in
Gujarat, alongside a five-year strategic partnership. This boosts SWREL's
fiscal year order inflows past Rs 6,450 crore and reinforces its strong
presence in India's booming solar sector.
16.5 hours ago — Economic
Times
Adani Ent Share Price Live
Updates: Adani Enterprises' beta performance
16.5 hours ago —
Economic Times
Bajaj Auto Share Price Live Updates: Bajaj Auto's
six-month beta reflects stability16.5 hours ago —
Economic Times
UltraTech Cem Share Price Live Updates: Understanding
UltraTech Cement's market position16.5 hours ago —
Economic Times
Jio Financial Services Share Price Live Updates: Jio
Financial Services Moves Past 20-Day SMA16.5 hours ago —
Economic Times
Tata Motors PV Share Price Live Updates: Tata Motors PV's
beta reflects its risk profile16.5 hours ago —
Economic Times
Maruti Suzuki Share Price Live Updates: Maruti Suzuki's
beta indicates strong market sensitivity16.5 hours ago —
Economic Times
IndusInd Bank Share Price Live Updates: IndusInd Bank's
beta reflects its risk profile16.5 hours ago —
Economic Times
UPL Share Price Live Updates: Analyzing UPL's Beta16.5 hours ago —
Economic Times
Bajaj Finserv Share Price Live Updates: Analyzing Bajaj
Finserv's stock volatility16.5 hours ago —
Economic Times
Eicher Motors Share Price Live Updates: Eicher Motors'
beta insights16.5 hours ago —
Economic Times
HDFC Bank Share Price Live Updates: HDFC Bank's risk
profile16.5
hours ago — Economic Times
HDFC Life Share Price Live Updates: HDFC Life's beta indicates
market resilience16.5 hours ago —
Economic Times
Tech Mahindra Share Price Live Updates: Tech Mahindra
shows low market sensitivity16.5 hours ago —
Economic Times
Power Grid Share Price Live Updates: Power Grid's
six-month beta reflects stability16.5 hours ago —
Economic Times
LTIMindtree Share Price Live Updates: LTIMindtree's beta
suggests low volatility16.5 hours ago —
Economic Times
Hero MotoCorp Share Price Live Updates: Hero MotoCorp's
beta indicates increased risk in trading16.5 hours ago —
Economic Times
HUL Share Price Live Updates: HUL's stock stability
confirmed by beta value16.5 hours ago —
Economic Times
Dr Reddys Share Price Live Updates: Dr. Reddy's
Laboratories showcases stability with low beta16.5 hours ago —
Economic Times
Adani Ports SEZ Share Price Live Updates: Adani Ports SEZ
showcases a beta of 1.2368 over six months16.5 hours ago —
Economic Times
ICICI Bank Share Price Live Updates: ICICI Bank's
six-month beta reflects market volatility16.5 hours ago —
Economic Times
Britannia Share Price Live Updates: Britannia's beta
value points to lower risk16.5 hours ago —
Economic Times
Bajaj Finance Share Price Live Updates: Bajaj Finance's
beta suggests increased market sensitivity16.5 hours ago —
Economic Times
Asian Paints Share Price Live Updates: Asian Paints holds
a six-month beta of 0.7235.16.5 hours ago —
Economic Times
Hindalco Share Price Live Updates: Hindalco's beta
indicates potential for price swings16.5 hours ago —
Economic Times
Coal India Share Price Live Updates: Volatility Metrics
for Coal India16.5 hours ago —
Economic Times
Axis Bank Share Price Live Updates: Axis Bank's beta
suggests moderate market sensitivity16.5 hours ago —
Economic Times
RIL Share Price Live Updates: RIL Reaches Impressive New
High16.5
hours ago — Economic Times
Grasim Inds Share Price Live Updates: Grasim Industries
Stock Behavior16.5 hours ago —
Economic Times
Divis Labs Share Price Live Updates: Divis Labs shows a
stable beta performance.16.5 hours ago —
Economic Times
Wipro Share Price Live Updates: Wipro's beta showcases
consistent performance16.5 hours ago —
Economic Times
Titan Company Share Price Live Updates: Titan Company
reports a six-month beta of 0.746.16.5 hours ago —
Economic Times
ONGC Share Price Live Updates: ONGC's beta value shows
market consistency16.5 hours ago —
Economic Times
SBI Share Price Live Updates: SBI's beta value highlights
its market responsiveness16.5 hours ago —
Economic Times
Sun Pharma Share Price Live Updates: Sun Pharma's beta
suggests a steady investment16.5 hours ago —
Economic Times
JSW Steel Share Price Live Updates: JSW Steel's
Volatility Measured by 6-Month Beta16.5 hours ago —
Economic Times
L&T Share Price Live Updates: L&T's beta
value highlights its market responsiveness16.5 hours ago —
Economic Times
Bharti Airtel Share Price Live Updates: Bharti Airtel
Performance Metrics16.5 hours ago —
Economic Times
M&M Share Price Live Updates: M&M's
six-month beta reflects market volatility16.5 hours ago —
Economic Times
Tata Consumer Share Price Live Updates: Tata Consumer's
volatility metrics16.5 hours ago —
Economic Times
Cipla Share Price Live Updates: Cipla's beta suggests
lower volatility16.5 hours ago —
Economic Times
BPCL Share Price Live Updates: BPCL's six-month beta
reflects market volatility16.5 hours ago —
Economic Times
Infosys Share Price Live Updates: Infosys exhibits low
market sensitivity16.5 hours ago —
Economic Times
SBI Life Share Price Live Updates: SBI Life's beta
performance overview16.5 hours ago —
Economic Times
NTPC Share Price Live Updates: NTPC's beta indicates
lower market sensitivity16.5 hours ago —
Economic Times
HCL Tech Share Price Live Updates: HCL Tech's beta
reveals its market resilience16.5 hours ago —
Economic Times
TCS Share Price Live Updates: TCS's beta suggests lower
market risk16.5
hours ago — Economic Times
Apollo Hospital Share Price Live Updates: Apollo
Hospital's beta indicates slight market sensitivity16.5 hours ago —
Economic Times
ITC Share Price Live Updates: ITC sees robust trading
activity16.5
hours ago — Economic Times
Nestle India Share Price Live Updates: Nestle India shows
resilience with a beta of 0.4886.16.5 hours ago —
Economic Times
Lenskart shares in focus after
strong September quarter results
Lenskart Solutions reported strong Q2 FY26 results with a 20%
YoY rise in consolidated profit to Rs 102.22 crore and a 20.8% YoY increase in
revenue to Rs 2,096.14 crore. Despite a standalone profit decline, the eyewear
major's overall performance reinforced investor confidence post its recent IPO.
16.5 hours ago — Economic
Times
ITC shares in focus as Centre
likely to propose new cess to maintain high tobacco taxes
ITC shares are expected to be in focus as the government
introduces a new Health Security National Security Cess to maintain high tax
burdens on tobacco products. This move follows the expiration of the GST
compensation cess, with legislative changes aimed at preventing a decline in
tax revenue from the sector.
16.5 hours ago — Economic
Times
RIL shares in focus as Jio adds
highest subscriber base among peers with 20 lakh additions in October
Reliance Jio has secured the top spot for new mobile subscribers
in October. This significant gain is expected to draw investor attention to
Reliance Industries Limited shares. Other telecom players like Bharti Airtel
also saw user growth. However, Vodafone Idea experienced a subscriber decline.
India's overall telecom market continues to expand, with broadband services
showing steady progress.
16.5 hours ago — Economic
Times
Speb Adhesives IPO: Check GMP,
subscription, price band and other details
Speb Adhesives is launching its Rs 34-crore SME IPO today,
aiming to expand its water-based adhesive capacity with a new manufacturing
unit. Despite a flat grey market premium, the company's steady financial growth
and diversified customer base present potential for long-term investors. The
book-build issue is open until December 3.
17 hours ago — Economic
Times
Invicta Diagnostic IPO opens for subscription. Check GMP
and other key details17 hours ago —
Economic Times
Astron Multigrain IPO: GMP among
key things to know before subscription
Astron Multigrain's SME IPO opens on Monday, seeking Rs 18.40
crore. The issue is priced at Rs 63 per share and closes on December 3. Funds
will be used for machinery, working capital, and general corporate needs. The
company operates in instant noodles and allied products. Financials show steady
revenue and profit growth.
17 hours ago — Economic
Times
Clear Secured Services IPO opens
today: All you need to know about the Rs 86 crore offer
Clear Secured Services is launching its Rs 85.60 crore SME IPO
today, offering 64.85 lakh shares. The integrated facility management provider,
serving diverse sectors across India, aims to fund equipment, working capital,
and debt repayment. With a price band of Rs 125-132, investors are watching
subscription levels closely for this significant NSE SME offering.
17 hours ago — Economic
Times
This smallcap stock with
multibagger returns in 2 years approaches record date for 1:5 stock split. Do
you own?
Mini Diamonds (India) shares are in focus as the company's stock
split record date is December 2. Investors must buy by December 1 to be
eligible for the 1:5 share sub-division. The diamond manufacturer has seen
significant returns over two years despite recent short-term pressure.
17 hours ago — Economic
Times
Positive Breakout: These 14 stocks
cross above their 200 DMAs
As long as the stock is priced above the 200-day SMA on the
daily timeframe, it is generally considered to be in an overall uptrend.
17.5 hours ago — Economic
Times
Gold edges lower from near
three-week peak on profit-taking
Gold prices dipped in early Asian trade after reaching a near
three-week high. Investors are booking profits as expectations grow for a U.S.
interest rate cut this month. Meanwhile, silver has surged to a record high.
Market watchers are awaiting key U.S. economic data to further gauge the
Federal Reserve's next move on interest rates.
17.5 hours ago — Economic
Times
Dollar braces for crucial December
with Fed meeting, Powell's successor pick
Global markets began December with caution as investors awaited
the Federal Reserve's potential final rate cut and a new Chair. The yen
strengthened on positive Japanese economic data, with speculation rising about
a Bank of Japan rate hike. Meanwhile, the dollar weakened amid expectations of
U.S. monetary easing, impacting other currencies and cryptocurrencies.
17.5 hours ago — Economic
Times
Oil rises after OPEC+ meeting
maintains current output
Oil prices saw a significant increase of over 1.5% on Monday
following the OPEC+ decision to maintain current production levels for the
first quarter of 2026. The group opted against planned output increases,
signaling a slowdown in their efforts to reclaim market share due to concerns
about an impending supply surplus.
17.5 hours ago — Economic
Times
Parliament Winter Session: Govt to
bring two bills in Lok Sabha to replace GST cess on tobacco, pan masala with
new levies
The Health Security se National Security Cess Bill, 2025, seeks
to levy Cess on the production of specified goods like pan masala
17.5 hours ago — The Hindu
Business
Sensex Today | Stock Market LIVE
Updates: GIFT Nifty signals a positive start; Asian shares trade mixed
17.5 hours ago —
Economic Times
Momentum turns positive for
Coromandel; fresh breakout triggers buy opportunity: Shitij Gandhi
18 hours ago —
Economic Times
U.S. rate cut hope propels gold,
silver
18 hours ago —
The Hindu Business
GIFT Nifty up 130 points; here's
the trading setup for today's session
Markets reached new record highs for the third consecutive week,
buoyed by positive global risk sentiment and strong domestic economic
indicators. Analysts remain optimistic about the medium-term market outlook,
citing firming global rate-cut expectations and India's robust growth prospects.
The Nifty's ability to hold above the 21-DMA at 25,890 is seen as crucial for
sustaining the uptrend.
18 hours ago — Economic
Times
Stocks in news: ITC, Voltas,
IndiGo, Lenskart, Maruti Suzuki
Indian markets saw a quiet Friday, holding steady after reaching
new highs. Global liquidity is supporting ongoing gains in domestic stocks.
Several companies are in focus today. Voltas received a favorable ruling.
IndiGo completed a fleet-wide system upgrade. Maruti Suzuki is set to launch
its first electric vehicle. Oil India began offshore drilling. Cipla opened a
new lung diagnostics center.
18.5 hours ago — Economic
Times
Asian stocks fluctuate, oil rises
on OPEC+ move
Asian stocks traded mixed as investors awaited key US economic
data, which will influence the Federal Reserve's interest rate decisions. Oil
prices surged following OPEC+'s production pause confirmation, while silver
reached a new record high. Market sentiment remains cautious amid economic uncertainties
and potential shifts in Fed leadership.
18.5 hours ago — Economic
Times
Portfolio rebalancing benefits
Profit booking, buying low and reverting to your intended
allocation are the inherent benefits
18.5 hours ago — The Hindu
Business
FPIs favour IPOs again, pump $1.3
billion into primary market in November
Foreign investors favored India's primary market in November,
investing more than in the secondary market. However, they were net sellers of
Indian equities overall for the month. This trend continues for the year, with
significant outflows. Local mutual funds are offsetting these sales by
increasing their equity investments. Key factors for December fund flows
include GDP growth and corporate earnings.
18.5 hours ago — Economic
Times
SP Group in talks to raise Rs
25,000 crore via unrated NCDs
Shapoorji Pallonji Group is in talks to raise ₹25,000 crore via
unlisted debentures, targeting a 14-15% IRR. This comes as the group explores
options to monetize its 18.37% stake in Tata Sons, including a potential
listing or buyback, which could lower borrowing costs.
18.5 hours ago — Economic
Times
Motor insurance: When service ends
after sales
The calls are relentless, the persuasion tireless, and the
promises glowing, but once you sign up for the policy, you find yourself in a
communication black hole with your calls and emails ignored
19 hours ago — The Hindu
Business
Only 26% of IPO funds going to
capex, BoB Study reveals
A Bank of Baroda study reveals that only about a quarter of
equity raised through IPOs is allocated for capital expenditure. Most funds are
used for debt repayment, subsidiary investments, and working capital, with a
significant portion of IPOs being offer-for-sale by existing shareholders,
raising concerns about the purpose of public markets.
19 hours ago — Economic
Times
RBI MPC 2025 ET Poll: Rate cut
likely amid low inflation, high growth; tough call for Malhotra & co.
RBI MPC 2025: India's economy shows strong growth and record low
inflation. This presents a challenge for the Reserve Bank of India's upcoming
monetary policy meeting. Economists are divided on whether the RBI will cut
interest rates. Some expect a rate cut, while others believe the policy rate
will remain unchanged. The decision will impact loan and deposit rates.
19 hours ago — Economic
Times
US options market grapples with
'concentration risk' in clearing
America's options market is seeing record volumes. However,
industry leaders are concerned about a few major banks handling most trades.
This concentration poses a risk if one of these banks faces trouble. The
Options Clearing Corp. oversees these trades. Experts worry about this potential
instability in the market.
19 hours ago — Economic
Times
Wall Street worrywarts lose again as
markets defy CME, AI stress
Wall Street saw a powerful cross-asset rally this week, with
stocks, bonds, Bitcoin, and commodities advancing strongly. Despite anxieties
over AI valuations and a trading outage, investor confidence was restored by
Big Tech innovation and hopes for a Fed rate cut. This surge rewarded passive
investors, while cautious strategies struggled to keep pace.
19 hours ago — Economic
Times
Fresh bullish signals emerge for
December derivatives trades
Traders are carrying forward bullish bets on select stock
futures to the December series, with several stocks showing strong price and
open interest buildup. Varun Beverages, Bajaj Auto, Glenmark Pharma, Mahindra
& Mahindra, Siemens, and Cummins India are highlighted for their potential
upward movement based on technical indicators and recent developments.
19 hours ago — Economic Times
Will Nifty extend its rally
towards 26,500–26,800 this week?
Analysts anticipate the Nifty's upward trend to continue this
week, driven by a multi-month consolidation breakout and strong sector
performance. Key support levels are expected to hold, with a buy-on-dips
strategy recommended as the index targets 26,500-26,800. Several stocks,
including Adani Ports and Kotak Mahindra Bank, are highlighted for potential
gains.
19 hours ago — Economic
Times
Sebi to end P-Note secrecy with
mandatory NSDL registration for ODI investors
Secrecy surrounding offshore derivative instruments (ODIs), or
participatory notes, used by anonymous foreign investors in Indian stocks is
set to end. New rules will require ODI subscribers to register with NSDL and
provide a Legal Entity Identifier (LEI). This move aims to enhance transparency
and reduce hidden risks in financial transactions, making it easier to identify
foreign investors.
19.5 hours ago — Economic
Times
___________________
___________________
Social Media Handles you can follow,
- https://twitter.com/hbtwits4u
- https://youtube.com/himshbay
- https://facebook.com/himanshu.bhayani
- https://instagram.com/himanshubhayani
- https://linkedin.com/in/himanshubhayani
- https://himanshubhayani.com (B2B Platform)
- https://datelinegujaratnews.com (B2C Platform)
- https://hbnewsmedia4u.blogspot.com (Personal Blog)
- Chat / Social Network Invites : hbnewsmedia4u@gmail.com
___________________
TAGS : #datelinegujarat, #dlg, #dlg+2, #DLG+2NEWSLETTER, #DLG+2NEWSWIRES, #gujarat, #gujaratnews, #news, #himanshubhayani, #India, #indianews, #journalisthimanshu, #newsletter, #newswires, #World, #worldnews
___________________
PS : THE #DLG+2 DISPATCH / THE DATELINE GUJARAT DISPATCH is created partially using Artificial Intelligence tools incluidng Grok AI, Chat GPT, Gemini, CoPilot etc, filtering news from 15,000+ news resources globally, as reported in 100+ languages worldwide and translated using Google Translation Tools. We use coding and prompts to write dispatch using AI (Artificial Intelligence tools), presently we are satisfied with the performance of the coding set and prompts, as we have gauged the results which are near to accurate one and we are satisfied, but in case if you as a reader or viewer come across some kind of data mismatch or error in numbers, figures etc, please bring it to our notice and draw our attention on same in as soon as possible manner, which will help us to resolve such machine generated technical glitches, if any.
___________________
No comments:
Post a Comment