India

Rs 2.38 lakh crore defence approvals create a multi-year pipeline, led by Rs 65,000 crore helicopters and Rs 30,000 crore missile systems. Order inflows are likely to remain strong over FY27-FY29, though valuations remain elevated.

Financial Express

HAL vs BEL vs BDL: Which stock wins the Rs 2.38 lakh crore ‘modernisation’ race? ↗

?

Siemens Energy India, a newly listed power giant, is capitalizing on India’s rising energy demand with strong growth, a robust order book, 68% ROCE, and near-zero debt, despite premium valuations.

Financial Express

68% ROCE energy giant, near-zero debt: Is this ‘new’ stock set to dominate the sector? ↗

?

The Delhi Government has unveiled its draft Electric Vehicle Policy 2026–2030, setting aggressive deadlines for full electrification.

Financial Express

Delhi draft EV policy: Electrification drive from January 2027 ↗

?

India raises windfall tax on diesel to ₹55.5/litre and ATF to ₹42/litre with immediate effect, amid West Asia conflict and crude price surge.

Financial Express

Govt more than doubles diesel export duty to Rs 55.5/litre, ATF to Rs 42/litre ↗

?

Supreme Court rules DR cannot be lower than DA, calling it discriminatory. The verdict brings relief to pensioners and reinforces equality under Article 14.

Financial Express

DA-DR discrimination between employees and pensioners: Supreme Court’s big ruling — here’s what it means for retirees ↗

?

Oil rises, cash gushes—and shareholders get paid. Strong payouts ride the upcycle, but as capex rises, the real question is: how long can this dividend run?

Financial Express

Not Reliance, Not Adani: This debt-free energy giant offers a 4.2% dividend yield & Rs 2 lakh crore green pivot ↗

?

The RBI’s new draft guidelines for NBFC-Upper Layer (NBFC-UL) replace parametric scoring with a strict ₹1 lakh crore asset threshold.

Financial Express

Ambiguity over Tata Sons listing stays under RBI’s draft NBFC framework ↗

?

ONGC Chairman Arun Kumar Singh warned that reliance on Gulf energy can no longer be guaranteed, urging India to ramp up domestic oil exploration and expand strategic reserves amid the ongoing Strait of Hormuz disruption.

Financial Express

ONGC chief warns end of reliability on Gulf energy, says India must chase domestic oil ‘at any cost’ ↗

?

8⬆️