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Indian Sector Specific News:

A) BFSI:

1) RBI Puts Limits on Bank Investments in AIFs

  • From January 1, 2026, banks, NBFCs, cooperative banks, and financial institutions can invest only up to 10% in any Alternative Investment Fund (AIF) scheme; together, all such entities can invest only up to 20% of the fund’s size.
  • If these limits are crossed, the RBI has made it mandatory for full provisioning (i.e., keeping aside the entire amount as a potential loss). This move is aimed at reducing risks from growing exposure to private funds like private equity, credit, and real estate AIFs.
  • Source: The New Indian Express
2) Banking, NBFC & Gas Disputes to Be Heard at Lok Adalats in Delhi

  • Delhi L-G has approved treating services by banks, NBFCs, and gas supply firms as public utility services, allowing their disputes to be resolved by permanent Lok Adalats instead of regular courts.
  • This move aims to offer faster, low-cost, and more accessible justice to individuals—especially those who can't afford long legal battles—similar to how electricity-related issues are already handled.
  • Source: The New Indian Express
3) NSE Awaits Sebi Nod on Settlement Applications Amid IPO Buzz
  • NSE has filed two settlement applications with Sebi related to the colocation and dark fibre cases and is awaiting approval. It maintains that it has strong legal grounds to contest past penalties, except for ₹100 crore already adjusted in earlier filings.
  • Despite past regulatory hurdles delaying its IPO since 2016, retail investor interest in NSE’s unlisted shares has skyrocketed—its shareholder base jumped nearly 4x in just three months amid growing IPO excitement.
  • Source: Economic Times
4) SEBI Fines Rs 10 Lakh in Insider Trading Case Linked to HDFC Merger
  • Sebi penalised Rupesh Satish Dalal HUF for insider trading ahead of the HDFC–HDFC Bank merger, accusing them of using unpublished merger details to profit from call options in both stocks.
  • The investigation found links between Dalal’s family and a Deloitte employee involved in the merger valuation, with Sebi calling the misuse of such sensitive information a clear violation of market rules.
  • Source: Moneycontrol

B) Automobile:

1) Tata Motors May Acquire Italy's Iveco for $4.5 Billion: Report

  • Tata Motors is reportedly in advanced talks to buy Italian truck maker Iveco for $4.5 billion, which would be its biggest deal ever and the Tata group’s second-largest after Tata Steel’s Corus acquisition in 2007.
  • Board meetings are expected to happen on July 30, with an official announcement likely the same day. Iveco confirmed it's in talks with two parties, and the deal could reshape Tata’s global commercial vehicle play.
  • Source: Moneycontrol

C) FMCG:

1) Early Rains Dampen FMCG Sales; Q1 Volume Growth Slows to 3.9%

  • FMCG volume growth dropped to 3.9% in Q1 FY26 as early rains hit demand for beverages and summer-related products, affecting companies' seasonal sales momentum.
  • While urban demand remained steady, rural markets saw sharper weakness. Companies expect recovery ahead, backed by easing inflation and a normal monsoon forecast.
  • Source: ET Bureau

D) Agriculture

1) 1,522 Mandis Linked to e-NAM; ₹4.4 Lakh Crore Trade Recorded

  • As of June 30, 2025, 1,522 mandis have joined the e-NAM platform, enabling ₹4.4 lakh crore worth of trade across 12.03 crore metric tonnes and 49.15 crore units of various commodities. Over 1.79 crore farmers and 4,518 FPOs are now registered on the platform.
  • The government is promoting e-NAM with training, digital access, and inter-state trading support. Presently, 238 commodities are listed for online auction, with new ones regularly added upon State request.
  • Source: Press Information Bureau (PIB)
2) India’s Agri Exports Touched $51.9 Billion in FY25; Government Pushes for More

  • India exported agricultural and allied products worth $51.9 billion in 2024–25, with the government aiming to boost this further through infrastructure, innovation, and value-added product development.
  • APEDA supports exporters via its Financial Assistance Scheme (FAS), covering export infrastructure, quality improvement, and market development to enhance India’s global agri-trade presence.
  • Source: Press Information Bureau (PIB)
3) Govt Pushes for Self-Reliance in Edible Oils via Atmanirbhar Oilseeds Abhiyan
  • Through the National Mission on Edible Oils–Oilseeds (NMEO-OS), the government is promoting domestic production of key oilseeds like mustard, groundnut, soybean, and sunflower, while improving oil extraction from secondary sources like cottonseed and rice bran.
  • ICAR has developed 432 high-yielding varieties over 11 years and is running research and seed distribution programs; over 600 value chain clusters now provide free seeds, training, and post-harvest support to farmers across 10+ lakh hectares.
  • Source: Press Information Bureau (PIB)

E) Energy:

1) Reliance, ONGC & BP Ink Pact for Oil Exploration in Saurashtra

  • Reliance Industries has signed a joint operating agreement with ONGC and BP for exploring a 5,454 sq. km block in the Saurashtra Basin, awarded under India’s Hydrocarbon Exploration and Licensing Policy (HELP).
  • ONGC will lead operations in Block GS-OSHP-2022/2, with the trio aiming to assess and develop the region’s offshore hydrocarbon potential through coordinated exploration efforts.
  • Source: Economic Times
2) India Sees Surge in Oil & Gas Exploration, Says Petroleum Minister Puri

  • Petroleum Minister Hardeep Singh Puri said India is witnessing a fresh wave of oil and gas exploration, especially offshore, after opening nearly 1 million sq. km of former 'No-Go' areas in 2022, including deepwater zones in the Andaman basin.
  • Since 2015, 172 hydrocarbon discoveries have been made—62 of them offshore—as ONGC and OIL ramp up exploration, including ultra-deepwater drilling based on promising seismic data.
  • Source: Economic Times

Indian Economy and Government Initiatives:

  • The government has paused the National Retail Trade Policy, choosing to implement targeted reforms through existing initiatives like ONDC and the Traders’ Welfare Board.
  • Despite higher defense spending post-Operation Sindoor, the government will retain its ₹14.82 lakh crore borrowing target for FY26 to prevent market disruptions.
  • India’s aggressive FTA push is expected to dent customs revenue growth, prompting a shift towards export-led growth, tax reform, and strategic tariff planning to maintain fiscal resilience.

Indian Stock Market Update:

  • On F&O expiry day, the Sensex rose 144 points to close at 81,481, while the Nifty ended at 24,850, up 34 points amid market volatility.
  • Gains in IT, FMCG, and capital goods supported the market, while media, auto, PSU banks, and realty sectors declined; L&T, Tata Consumer, and Maruti were top gainers.

Bonus Briefs:

  • US-China trade relations are critically shaping global economic trends in 2025, especially impacting crude oil prices, with Brent crude showing heightened sensitivity to negotiations.
  • The ECB has paused rate cuts as inflation concerns persist amid global tariff tensions, affecting both Asian and European economies.
  • China’s Q2 GDP grew 5.2%, helping lift energy prices, while US immigration policies have kept unemployment steady at 4.1% with modest wage growth.



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