BusinessLine Podcasts

As part of the businessline podcast – year-ender series, Sandeep Chordia, Chief Operating Officer of Kotak Securities, outlines SEBI's priorities in the capital markets. The discussion looks at enforcement trends, settlement cycles, derivatives regulation, SME listings, and the regulator's outlook for the year ahead.

Gold and silver hogged the limelight in 2025, hitting record highs amid global economic slowdown, geopolitical tensions, and currency fluctuations. In this episode of the Year-end podcast on commodities, Subramani Ra Mancombu speaks with Anindya Banerjee, Head of Currency and Commodity Research at Kotak Securities, to unpack the reasons behind this surge and explore what 2026 holds for precious metals. Will silver outshine gold again? Tune in for expert insights on trends, risks, and opportunities in the bullion market.

Get today's top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.

In this year-end special, businessline's Chitra Narayanan speaks with Dheeraj Sinha, Group CEO , FCB India (Now McCann), on the dramatic shifts reshaping advertising, from fragmented media and fading attention to influencer fatigue, consolidation, and changing ideas of creativity as 2026 nears.  Sinha unpacks why big-budget campaigns struggle to stand out, what brands misunderstand about a hyper-connected yet lonely Gen Z, and how the industry is moving through a phase of “storming, forming and norming” toward its next chapter.  (Host: Chitra Narayanan, Producer: Prethicshaa Gurumoorthy) 

Get today's top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.

India's oil and gas sector saw slower consumption growth, increased reliance on imported crude, pressure on gas infrastructure returns, and policy moves like the unified gas tariff in 2025. As part of the BusinessLine Podcast – Year-Ender Series, Rishi Ranjan Kala speaks to Prashant Vasisht, ICRA Vice President & Co-Group Head (Corporate Ratings) on sectoral challenges, recent achievements, and the road ahead for 2026.

Get today's top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.

2025 has been a turning point for AI and tech policy in India. In this year end podcast, businessline's Sindhu Hariharan speaks with Suraj Amonkar, Chief AI Research & Platforms Officer, Fractal Analytics, about how the IndiaAI Mission has accelerated the ecosystem — from GPU access and sovereign model development to AI governance and the rollout of the DPDP Act. Suraj reflects on why this year marks an inflection point for AI in India, and how Fractal has built on years of deep research to advance foundation models, reasoning systems, diffusion models and agentic AI. He also discusses the company's growing presence at top global AI conferences, its open-source work — including the Fathom model series and Kaleido diffusion models. The conversation looks ahead to 2026, examining how the IndiaAI Mission could enable larger, more ambitious models and what that means for India's role in global AI research and deployment.

Get today's top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.

In this episode of the BL year-end podcast on clean tech, Businessline's M Ramesh speaks to Disha Agarwal, senior programme lead at the Council on Energy, Environment and Water (CEEW), and Dr Vaibhav Chaturvedi, senior fellow at CEEW, on India's climate and energy story in 2025. They discuss record renewable energy additions, falling costs, and the growing role of battery storage, alongside persistent challenges related to land, grids, and transmission. The conversation also examines India's national adaptation plan, the development of domestic compliance carbon markets, and the implications of Europe's carbon border tax for Indian firms, providing a grounded assessment of India's climate action and its future direction. Here's what they had to say.

2026 India equity outlook of fund managers: What if ChatGPT, Meta AI, Gemini, DeepSeek and Claude wrote them instead As 2026 outlooks arrive, fund managers once again use familiar language — constructive, selective, disciplined and long term. Five AI models were asked to replicate this exercise, producing views that prioritise reassurance over clear forecasts.The exercise shows a consistent pattern: acknowledge risks, avoid binary calls and return to the same conclusion — stay invested, remain selective and maintain SIP discipline. Read more here Why small-cap funds test investor patience despite SIP discipline Small-cap funds have attracted a surge in retail participation, but they come with deeper drawdowns, longer phases of underperformance and higher volatility than mid- and large-cap funds. While SIPs can soften the impact over time, they do not eliminate extended periods of weak returns, making patience and a long investment horizon essential for investors. Read more here Why women farmers are India's most underserved borrowers and how loans can change that? Women form a large share of India's agricultural workforce but remain marginal borrowers because limited land ownership and systemic barriers restrict access to formal credit. New collateral-free and simplified lending models are expanding access, helping women manage farm needs, smooth incomes and build financial resilience when credit is provided responsibly. Read more here Delhi intensifies GRAP-IV crackdown as over 600 non-compliant industries face closure Delhi has intensified GRAP Stage IV enforcement, conducting over 3,000 inspections and initiating closure or sealing action against more than 600 non-compliant industrial units. Alongside this, vehicular checks have surged, with nearly 17,000 vehicles inspected in three days, over 12,000 challans issued and close to 1,500 vehicles impounded as authorities target all major pollution sources. Read more here (Research: Shakthi, VO: Siddharth Mathew Cherian)

A member of SEBI (Securities and Exchange Board of India) board will be asked to disclose any interest even that of his family member, while participating in the decision making, under a new proposed Bill -The securities markets code, 2025. Also, the market regulator will have to transfer its surplus to the government. The proposed law, once enacted, will replace the Securities Contracts (Regulation) Act, the Securities and Exchange Board of India Act, 1992 and the Depositories Act, 1996. Now, the Bill will be examined by a select committee before taken for consideration and passage. The Code further seeks to strengthen investor protection, promote investor education and awareness, and ensure effective and time-bound redressal of investor grievances. Moving on to the aviation sector…The Competition Commission of India (CCI) on Thursday initiated proceedings against IndiGo under the provisions of the Competition Act, 2002 for recent flight disruptions across various routes. According to a CCI communique, based on an “initial assessment” of the disruption in the aviation sector, proceedings will be initiated under the anti-competition law. What this means is that the Commission has formed a prima facie opinion about evidence of a market disruption caused by IndiGo's market dominance, to warrant a formal probe. The will follow a formal inquiry by the Director-General, which has the power to summon executives, record statements and demand internal company documents or mails. From aviation, let's turn to technology and manufacturing…India's newly-established semiconductor manufacturing units have begun production of commercial chips, marking a major milestone in the country's efforts to build a domestic electronics and manufacturing ecosystem, a top government official said on Thursday. Speaking on the sidelines of an event, S Krishnan, Secretary, Ministry of Electronics and Information Technology (MeitY) said that India's semiconductor programme was moving steadily towards full commitment under its first phase.Next, some big leadership changes in telecom…Bharti Airtel on Thursday said Shashwat Sharma, currently the CEO Designate, is all set to assume charge as Managing Director and CEO of the telco with effect from January 1, 2026. The board of India's second-largest telecom company has also greenlit the appointment of Vice Chairman and MD Gopal Vittal as Executive Vice Chairman from January 1, 2026, for five years, subject to the shareholders' approval. The board cleared the appointment of Chief Financial Officer Soumen Ray as Group Chief Financial Officer and Akhil Garg as Chief Financial Officer (Airtel India), effective January 1, 2026. Finally, a major development in Parliament…The Lok Sabha Speaker on Thursday passed the Viksit Bharat Guarantee for Rozgar and Ajeevika Mission (Gramin) (VB-G RAM G) Bill, 2025 that replaces the 20-year-old Mahatma Gandhi National Rural Employment Guarantee Act (MGNREGA) amid tearing of the copies of the bill by opposition members.

High operating costs have long posed a challenge for Indian airlines, and the weakness of the rupee has exacerbated the issue. India is a highly competitive and price-sensitive market. Yet Indian airlines and airports continue to invest in growth and adopt new technologies and solutions to improve efficiency. As part of tbusinessline's year-end podcast, Aneesh Phadnis speaks to Sumesh Patel, President for the Asia-Pacific region at SITA, a specialist in air transport communications and information technology, to discuss the outlook for Indian aviation. (Host: Aneesh Phadnis, Producer: Siddharth MC)

Your Thursday morning business and economy update Rural jobs revamp, regulatory scrutiny, and IBC reform momentum.

In this episode of the BusinessLine Podcast – Year-Ender Series, Amiti Sen is joined by Biswajit Dhar, trade expert and former Professor at Jawaharlal Nehru University, to explore how India has navigated the geopolitically turbulent waters of 2025 and the impact on its international trade. Highlighting India's approach to strategic autonomy, “India has actually signalled that it is going to look after its own interests, very much in the way that President Trump has signalled to the rest of the world that he is concerned about US interests and little else,” says Professor Dhar. He further stresses the importance of this strategic positioning as countries move away from mutual interdependence. “In today's world, these kinds of mutual interdependence seem to have gone out of the window... every country will have to look at its own strategic interests, and India has done this,” Dhar adds. The conversation also touches on India's growing number of Free Trade Agreements (FTAs) and its emphasis on diversifying trade partners, especially with the Global South. He advocates for stronger ties with developing nations, explaining, “Most of these countries have similar interests as ours... in critical areas like intellectual property and other issues such as standards, where the developing countries' standards are much more aligned with India's,”. Looking ahead to 2026, Professor Dhar underscores the importance of prioritising partnerships with Africa and Central Asia, where India's interests are best served. (Host: Amiti Sen; Producer: Siddharth MC)

Your Wednesday morning business and economy update Rupee slides, rural jobs reboot, and record IPL bids.

Your Tuesday morning business and economy update Trade surge, rural jobs overhaul, and major investment moves.

Your Monday morning markets and industry update IPOs, crude oil, aviation, and food systems

1.India among nations hit as Mexico raises import duties up to 50% On December 10, Mexico's Senate approved tariff hikes of up to 50% next year on imports from China and several other Asian countries, aiming to bolster local industry despite opposition from business groups and affected governments. The proposal, passed earlier by the lower house, will raise or impose new duties of up to 50% from 2026 on certain goods such as autos, auto parts, textiles, clothing, plastics and steel from countries without trade deals with Mexico, including China, India, South Korea, Thailand and Indonesia. The majority of products will see tariffs of up to 35%. The import duty on cars will rise to 50 per cent from 20 per cent, dealing a significant blow to India's largest vehicle exporters to Mexico including Volkswagen, Hyundai, Nissan and Maruti Suzuki. 2.Microsoft deepens India bet with AI tie-ups and 200,000 Copilot licenses across top IT firms, and CEO Satya Nadella develops his own cricket app  Microsoft Chairman and CEO Satya Nadella has announced partnerships with four Indian IT companies — Cognizant, Infosys, TCS, and Wipro. Each company will deploy over 50,000 Microsoft Copilot licenses, collectively surpassing 200,000 licenses, and setting a new benchmark for enterprise-scale AI adoption. On a side note, Satya Nadella, a die-hard cricket fan, has been spending his free time coding and designing his own app that he used to analyze the centuries-old game. He talked about combining two of his passions when he designed a Deep Research AI app over Thanksgiving. He then used it to select a team of all-time greats in Indian test cricket, for starters. “The system produced consensus areas, debates, reasoning chains, everything. It was fantastic,” Nadella said during a company event in Bangalore. “I wanted to get a job on the Copilot team.” Nadella is meeting business and political leaders in India this week.  3.IndiGo to give travel vouchers worth ₹10,000 to affected passengers  IndiGo on Thursday said it will offer travel vouchers worth ₹10,000 to passengers impacted by flight disruption on December 3-5. These can be used for any future IndiGo flight in 12 months. The travel vouchers will be in addition to compensation payable under government norms. Directorate General of Civil Aviation norms require airlines to pay compensation of ₹,5000-10,000 to passengers whose flights are cancelled within 24 hours of departure time.  The announcement comes a day after Delhi High Court asked why the airline was not paying compensation. The court also questioned the government for its failure to prevent the chaos. 4.Prada to launch ‘Made in India' Kolhapuri chappals after backlash Prada will make a limited-edition collection of Kolhapuri chappals in India inspired by India's traditional footwear -Kolhapuri sandals, selling each pair at around  $930(₹84,000), turning a backlash over cultural appropriation into a collaboration with Indian artisans. The Italian luxury group plans to make 2,000 pairs of Kolhapuri chappals in the regions of Maharashtra and Karnataka under a deal with two state-backed cooperative bodies.

Amazon to invest over $35 billion in India till 2030 across its businesses E-commerce major Amazon on Wednesday said it will make fresh investments of over $35 billion across all its businesses in the country till 2030. These investments will focus on business expansion as well as driving digitisation and export growth. It added that it plans to create one million additional job opportunities and deliver AI benefits to 15 million small businesses and Indian consumers. According to Amazon, Since 2010, the company has invested nearly $40 billion in India and has enabled over $20 billion in cumulative e-commerce exports, reports Meenakshi Verma Ambwani. H1B visa interviews of thousands of applicants in India cancelled triggering outrage Pre-scheduled interviews of thousands of H-1B visa applicants slated for later this month in India have been abruptly postponed by several months apparently to scrutinise their social media posts and online profiles. Some of the applicants, whose visa appointments were scheduled next week, have received e-mails from US immigration authorities informing that their interviews are being pushed back as late as May next year. The mass cancellation of scheduled interviews of the H-1B visa applicants in view of the enhanced vetting measures is set to result in significant delays in their return to the US. The rescheduling of the interviews is for all applicants who were previously given appointments from December 15 onwards. Most of them were already in India and are now unable to return to the US pending their new interview dates since they don't have a valid H1B visa to travel back to the US for their jobs. DGCA summons IndiGo CEO Pieter Elbers to explain mass flight cancellations India's aviation safety regulator has summoned IndiGo's Chief Executive Pieter Elbers on Thursday to present facts related to the recent mass cancellation of flights.  The Directorate General of Civil Aviation (DGCA) has directed the airline's Chief Executive to present comprehensive data and updates relating to the recent operational disruptions. Elbers has been instructed to submit a complete report and appear before the DGCA on December 11, 2025. Sluggish growth in own tax revenue of most large States in FY26 At a time when GST rates have been lowered and states don't receive GST compensation cess either, the own tax revenue (OTR) of states becomes more significant. businessline analysis of OTR data from CAG shows that the growth of this revenue has been sluggish for some of the top states in FY26. Gujarat's OTR for April–October 2025 has grown by about 13 per cent over last year. This is the highest increase among the 10 biggest states in India (by GDP). Growth of OTR in some of the larger states such as Tamil Nadu, Uttar Pradesh, Andhra Pradesh and Madhya Pradesh was anaemic, below 5 per cent. Only four of the ten large states have crossed half of their budgeted own tax collections by October 2025, reports Sindhu Hariharan.

Microsoft commits USD 17.5 billion investment in India: CEO Satya Nadella Microsoft plans to invest USD 17.5 billion (around Rs 1.58 lakh crore) in India to help build infrastructure, skills, and sovereign capabilities needed for the country's AI future, CEO Satya Nadella said on social media platform X. “To support the country's ambitions, Microsoft is committing USD17.5B—our largest investment ever in Asia—to help build the infrastructure, skills, and sovereign capabilities needed for India's AI-first future,” Nadella said on X after meeting Prime Minister Narendra Modi. Microsoft, in a statement, said the company plans to invest USD 17.5 billion in India over the next four years (2026-2029) to drive AI diffusion at a population scale. This comes on top of Microsoft's earlier commitment of USD 3 billion announced in January 2025 Govt cuts IndiGo's flight schedule by 10 per cent: Civil Aviation Minister K Rammohan Naidu The Civil Aviation Minister has asked for a 10 per cent cut in planned IndiGo flights to help restore order at India's biggest airline, which cancelled thousands of flights nationwide after failing to plan for tighter safety regulations. Posting a picture of IndiGo CEO Pieter Elbers, sitting with folded hands in front of him, Minister Ram Mohan Naidu, in a post on X, said that the airline management was summoned to the ministry to provide an update. The curtailment is double of what the sector regulator DGCA had ordered on Monday. JioHotstar to invest ₹4,000 crore for South Indian content push Streaming service JioHotstar has announced that it will be investing ₹4,000 crore over the next five years to strengthen South India's creative economy. Sushant Sreeram, Head – SVOD Business & Chief Marketing Officer at JioStar, said the investment forms part of a broader collaboration with the Tamil Nadu government. He said that “As part of this vision, JioHotstar will invest ₹4,000 crore to nurture creators, strengthen the production ecosystem and build a pipeline of stories that are ready for India and ready for the world,” On December 9, JioHotstar formalised a Letter of Intent with the Government of Tamil Nadu in the presence of the Chief Minister, MK Stalin. SBI to hire around 16,000 people each fiscal, open 200-300 branches in FY26: Chairman India's largest lender State Bank of India (SBI) will hire 16,000 employees in current financial year and will hire a similar number of employees each fiscal to aid its business expansion plans and beef up its customer service, chairman CS Setty told businessline in an interaction. The bank also intends to fill “white spaces” by opening 200-300 branches this fiscal, he said. The employee hiring and physical network expansion moves are in-line with the lender's plan to double its business size to ₹200 lakh crore in 6-7 years from ₹100 lakh crore in Q2FY26, report Piyush Shukla and K Ram Kumar.

A Crisis Management Group (CMG) of IndiGo officials, set up on December 4, is meeting daily to monitor the ongoing disruption. A sufficient number of pilots, fewer flights and better preparation helped Air India to implement the new flight duty time norms. According to sources, Air India initiated the process to configure crew rostering software two-three months before the November 1 deadline and rolled out the changes a fortnight before the deadline, writes Aneesh Phadnis. As IndiGo airline flight cancellations continue, Indian Railways is witnessing full occupancy in special trains it has deployed, particularly from metro cities. The Railways are operating 89 special trains across different destinations in the country to ease the plight of commuters impacted by flight cancellations, writes Aroosa Ahmed. According to agency reports, the Directorate General of Civil Aviation-appointed panel investigating the flight disruptions at IndiGo is likely to summon the airline's CEO Pieter Elbers and Chief Operating Officer Isidre Porqueras on Wednesday as part of the ongoing probe. Union Civil Aviation Minister Ram Mohan Naidu addressed the ongoing IndiGo crisis in Rajya Sabha, saying the issues faced by passengers were linked to the airline's internal crew rostering and operational planning, and not the Aircraft Maintenance and Scheduling System (AMSS). The Aviation Minister emphasised that “there will be no compromise on safety”. 2. IDBI Bank stake sale expected to bridge part of tax shortfall With the strategic sale of IDBI Bank entering the final phase, the government is expected to factor in proceeds of over ₹32,000 crore in the Union Budget's math for fiscal year 2025-26. Top Finance Ministry officials said all regulatory clearances are now in place and the strategic disinvestment of IDBI Bank is likely to be completed soon, writes Shishir Sinha. 3. Trump Media to invest ₹1 lakh crore in Hyderabad's Bharat Future City over 10 years Trump Media has announced an investment of ₹1 lakh crore in Bharat Future City, a new city being built on the outskirts of Hyderabad, according to Jayesh Ranjan, Special Chief Secretary, Government of Telangana. The US firm will invest over the next 10 years. 4.Intel products for local markets to be manufactured at Tata Electronics' Fab Tata Group and Intel Corporation will explore manufacturing and packaging of Intel products for local markets at Tata Electronics' upcoming Fab and OSAT (Outsourced Semiconductor Assembly and Test) facilities. The two companies will collaborate for advanced packaging in India and focus on consumer and enterprise hardware enablement and semiconductor and systems manufacturing to support India's domestic semiconductor ecosystem.

Kick off your Monday with the latest from India's business and market news! We cover IndiGo's mass flight cancellations and DGCA scrutiny, HD Hyundai's $2B shipyard project in Tamil Nadu's Thoothukudi, and potential accounting irregularities at Kaynes Technology flagged by the Beneish M-Score. Stay updated on Nifty, Sensex, and Bank Nifty rebounds, midcap and smallcap trends, and key stock market movements. Tune in for insights on aviation, manufacturing, finance, and investment opportunities in India.

Welcome to The Morning Report brought to you by Renil S Varghese — your quick dive into the top stories shaping the business world today. Fast, insightful, and to the point. Check out the top news for the day!

In this episode of the Current Account Podcast, host Piyush Shukla talks with Abizer Diwanji , founder at Neostrat Advisors about the RBI's latest policy changes, including M&A financing, ECL implementation, and banking sector consolidation. They discuss how these moves impact Indian banks, corporate growth, and risk management, providing insights into the future of India's financial landscape.  Diwanji also talks about the RBI's proposed ECL norms, corporate governance at banks and consolidation in Indian banking sector.  Diwanji goes on to explain how banks will need to adjust their strategies, build capacity for new financing models, and improve governance to handle larger-scale operations. The conversation highlights the potential for larger, more efficient banks and the role of domestic and foreign capital in shaping India's economy.  Indian banks are opening up to M&A financing for the first time, recognizing that industry consolidation will create larger corporations, driving significant financing needs, with private equity likely to rely more on onshore funds than offshore, says Abizer Diwanji , founder at Neostrat Advisors. (Host: Piyush Shukla,  producer: Prethicshaa Gurumoorthy)

Welcome to The Morning Report brought to you by Renil S Varghese — your quick dive into the top stories shaping the business world today. Fast, insightful, and to the point. Check out the top news for the day!

Welcome to The Morning Report brought to you by Renil S Varghese — your quick dive into the top stories shaping the business world today. Fast, insightful, and to the point. Check out the top news for the day!

Welcome to The Morning Report brought to you by Renil S Varghese — your quick dive into the top stories shaping the business world today. Fast, insightful, and to the point. Check out the top news for the day!

Your Monday morning markets brief Mid-caps, small-caps, asset allocation & the global AI wave

Get today's top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.

Get today's top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.

Kick off your Tuesday with India's key updates: Supreme Court proposes a $570-million settlement for fugitive Sandesara brothers, Bollywood icon Dharmendra passes away at 89, banks consider criminal record checks to reduce lending risks, and Delhi's labour courts stay stalled as new labour codes await implementing Rules. Catch today's top legal, business, finance, and entertainment news in one quick briefing.

Start your Monday with top business news: Justice Surya Kant becomes CJI, Cognizant–Infosys legal battle escalates, and Nifty, Sensex, and Bank Nifty hold their uptrend as FPIs keep buying. Midcaps and smallcaps test key supports.

Tune into your Friday news brief Markets, tech, courts & defence

Tune into your mid-week news brief Courts, defence, ports & policy shifts

Tune into your Wednesday morning update Aviation, trade winds & the global tech stage On today's episode: The Centre proposes a ₹30,000 crore expansion of the UDAN scheme to boost regional air connectivity. India and the US move closer to a balanced bilateral trade agreement as tariff talks intensify. Bengaluru kicks off its 28th Tech Summit, uniting global innovators under the theme “Futurise.” Sugar exports get a lift with a 15-lakh-tonne clearance for 2025–26, as calls grow to raise the minimum selling price.

Tune into your Tuesday morning update Energy, employment & leadership

Kick off your Monday with the latest from India's business world! Food inflation stays soft for now, Tamil Nadu takes the NEET Bill fight to the Supreme Court, and Nifty, Sensex, and Bank Nifty rebound with FPIs back in action. Gold and silver see choppy moves as US Fed rate hopes waver. Get today's top business news, market trends, key economic updates, and the latest on commodities, equities, and policy developments from India and around the globe.

In this episode of the Current Account podcast, host Piyush Shukla gets into an interesting conversation with Prakash Agrawal, Partner at Gefion Capital and former Senior Director & Head of Financial Sector Institutions at India Ratings & Research. We explore the future of Indian banking, foreign bank investments, regulatory trends, PSB mergers, IDBI privatisation, credit–deposit growth, and asset-quality outlook for FY25. Prakash Agrawal breaks down recent high-profile moves such as SMBC's stake in Yes Bank and Emirates NBD's proposed acquisition of RBL Bank, and what they signal about India's position as a global growth hotspot. He also discusses RBI's evolving stance on ownership, regulatory easing in the latest MPC, and whether India could be headed toward creating globally top-10 banks.

Get today's top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.

Get today's top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.

Get today's top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.

Get today's top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.

Hit the ground running this Monday! AI stocks slide, gold and silver wait for a breakout, and Nifty, Sensex, and Bank Nifty test key support. India's forex reserves stay near record highs despite a small dip. Get today's top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.

Union Finance Minister Nirmala Sitharaman emphasized the need for large, world-class banks in India, highlighting the government's plan to engage with the RBI and banks to achieve this goal. This aligns with the Modi government's vision of transforming India into a developed nation by 2047. Read more Ola Electric faces technology leak allegations South Korea's LG Energy Solution has accused Ola Electric of leaking “national core technology” in battery manufacturing. A former LG researcher allegedly transferred pouch-type lithium-ion battery production know-how to Ola Electric, though he claimed he was unaware of its confidential nature. Tiruppur exporters lose ₹12,000 crore orders due to US tariff Tamil Nadu's Tiruppur textile exporters have lost ₹12,000 crore in export orders following new US tariffs from August 27. While production has fallen by 30%, there have been no closures or job losses yet. The real impact is expected in 2026 if tariffs persist. ED summons Anil Ambani in RCom bank fraud case The Enforcement Directorate has issued fresh summons for Reliance Group chairman Anil Ambani on November 14 in connection with a ₹2,929-crore bank fraud and money laundering probe involving Reliance Communications and SBI. Ambani had previously been questioned in August. Kharif prices crash: Most crops sold below MSP in October Market data shows that nearly all major kharif crops in October sold below minimum support prices, except for paddy and jowar. Limited state intervention means most farmers have not benefited from MSP this season.

The Centre on Wednesday has released India AI Governance Guidelines with the goal of harnessing the transformative potential of artificial intelligence (AI) for inclusive development and global competitiveness, while addressing the risks it may pose to individuals and society. However, the government has maintained that it is not a legislation and it would not introduce any regulation, but added that existing regulations can be applied to address many of the risks. For instance, existing laws like information technology, data protection, consumer protection and statutory civil and criminal codes, etc, can be used to govern AI applications, reports S Ronendra Singh. IBM to cut thousands of jobs as focus shifts to AI, cloud software IBM on Tuesday announced layoffs affecting a low single-digit percentage of its global workforce, potentially impacting thousands. Sources told businessline that India is likely to be among the regions impacted. The country accounts for an estimated 30–35% of IBM's global workforce of over 270,000, making it one of the company's largest employee bases, reports Sanjana B. Bihar Election Phase 1: NDA-Mahagathbandhan duel plays on caste and welfarism A bipolar contest between the ruling National Democratic Alliance (NDA) and the opposing Mahagathbandhan has eclipsed prospects of the third hopeful — debutant Prashant Kishor's Jan Suraaj Party (JSP) — as Bihar prepares to vote in the first phase of polling in 121 constituencies spread across 18 districts on Thursday. The fate of Deputy Chief Ministers Samrat Choudhary and Vijay Kumar Sinha as well as Mahagathbandhan leader and chief ministerial candidate Tejashwi Yadav will be sealed in the first phase, reports Poornima Joshi. Russian crude oil flows uninterrupted to India, for now Russian crude oil imports by India were largely stable in October 2025, with cargoes growing almost 2.53 per cent M-o-M to around 1.62 million barrels per day (mb/d), as refiners maintained the momentum in line with rising domestic demand. In September, the Russian crude oil imports were at 1.58 mb/d, according to global real time data and analytics firm Kpler. The sustained flows from Moscow are also aiding Indian refiners in monetising the limited window of opportunity to sell diesel to the European Union (EU) before its January 21, 2026 deadline under latest sanctions comes into effect, writes Rishi Ranjan Kala. Relief for banks, homebuyers: ED–IBBI pact allows return of attached assets under PMLA In a major relief for banks and home buyers, assets of bankrupt companies and their promoters attached by the Enforcement Directorate (ED) under the Prevention of Money Laundering Act (PMLA) can now be restored to affected creditors, following the finalisation of a new standard operating procedure (SOP) jointly framed by the ED and the Insolvency and Bankruptcy Board of India (IBBI). That's a wrap for today's news. Check out the hindu businessline's website. Thank you for joining us. stay informed and stay ahead

In today's episode DGCA looks at major ticket refund changes Air passengers may soon cancel or amend tickets without extra charges within 48 hours of booking, as the aviation watchdog proposes significant new refund norms. Airlines will also bear the onus of refunds for tickets booked through agents or portals. SBI Q2 net profit rises 10% State Bank of India reports a ₹20,160 crore profit for Q2, led by a one-time gain of ₹4,593 crore from its sale of a 13.18% stake in Yes Bank to Sumitomo Mitsui Banking Corp. Adani Enterprises' profit jumps 84% Adani Enterprises posts a strong ₹3,198 crore profit for Q2 FY26, boosted by a one-time gain of ₹3,583 crore. The company also plans to raise ₹25,000 crore through a rights issue. The gamechanger in Bihar polls The ongoing disbursement of ₹10,000 to women under the Mukhyamantri Mahila Rojgar Yojana may prove decisive in the Bihar elections. The scheme promises ₹2 lakh for women entrepreneurs and has already reached 1.5 crore beneficiaries. ChatGPT Go rolls out in India OpenAI launches ChatGPT Go which is now offering one-year free access to users during a limited-time promotional period, with enhanced features like image generation and file uploads. That's a wrap for today's news. Check out the hindu businessline's website. Thank you for joining us. stay informed and stay ahead

Tune into your Tuesday morning market catch-up In today's episode Vodafone Idea gets a lifeline:
The Supreme Court has allowed the government to consider full relief on Vodafone Idea's adjusted gross revenue dues — a major breather for the debt-laden telecom giant. Shares jumped nearly 10% after the news, as investors welcomed what could be a turning point for the struggling carrier. India rebalances its oil basket:
India's crude oil imports from Russia plunged nearly 29% in September after the U.S. imposed a new 25% tariff on Russian barrels. To offset the drop, India ramped up sourcing from Nigeria, Angola, and Türkiye — signaling a strategic diversification in its energy imports. ‘Jungle Raj' returns to Bihar's politics:
As Bihar heads to the polls on November 6, familiar shadows from its violent political past are back. Candidates with criminal records — including one campaigning from jail — dominate headlines, reviving memories of the state's turbulent 1990s, writes Poornima Joshi. A historic win for India's women in blue:
Under Amol Muzumdar's guidance, India clinched its first-ever ICC Women's ODI World Cup. For Muzumdar — once dubbed the “eternal next man in” — it's redemption after decades of being overlooked. Now, the big question: will this triumph finally revolutionize women's cricket in India?, writes Radheshyam Jadhav. That's a wrap for today's news. Check out the hindu businessline's website. Thank you for joining us. stay informed and stay ahead

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