Gold is poised for continued strength, acting as a safe haven against global turmoil. HSBC highlights robust demand from central banks and retail investors, driven by economic and geopolitical uncertainties. Despite a recent dip from record highs, the precious metal has stabilized, with expectations of further gains fueled by potential US Federal Reserve rate cuts

India and Israel are restarting Free Trade Agreement negotiations after a decade-long pause, with a focus on tariff reductions and future cooperation in technology and defense. While merchandise trade remains modest, the real opportunity lies in strategic collaborations in areas like defense manufacturing and precision agriculture.

Afghanistan has invited Indian companies to invest in its vast, untapped mineral resources, including gold and lithium, estimated to be worth $1 trillion. While Indian industry leaders acknowledge the potential, they stress the need for thorough geological surveys and infrastructure development before committing to projects.

The Indian rupee faced renewed pressure, nearing a record low of 90 against the US dollar due to portfolio outflows and trade deal doubts. While the rupee rebounded slightly on Monday following central bank intervention and dipping crude prices, key economic data releases this week will be closely watched.

Union Minister Piyush Goyal’s Israel visit underscored India’s growing global reliability. Discussions focused on a phased Free Trade Agreement, leveraging Israel’s agricultural innovations for mutual growth. The successful trip, marked by strong industry and government interest, has initiated structured trade negotiations, signaling a new era in bilateral relations.

The government is considering allowing global tenders for essential patented medicines, including treatments for obesity, cancer, and diabetes, to address shortages in India. This move aims to ensure timely access to critical drugs for central healthcare agencies like the armed forces and ESIS, potentially expanding exemptions from domestic sourcing rules.

Consumer goods makers are delaying price hikes despite rising production costs, fearing government action after recent GST reductions. Companies across sectors like autos and electronics are holding prices steady, seeking clarity from authorities. This cautious approach aims to boost consumption and avoid potential regulatory scrutiny.

Indian equity markets anticipate a volatile week, influenced by upcoming domestic economic data like Q2 GDP and industrial production, alongside global market trends and foreign investor actions. Analysts suggest potential profit-booking if the rupee weakens, while also noting supportive domestic conditions and resilient flows. Investors will closely monitor US cues and trade developments for market

The Finance Ministry is revisiting the merger of Oriental, National, and United India Insurance companies following their financial recovery. This move revives a 2018 proposal aimed at boosting efficiency. Alongside this, the government is assessing options for privatizing a general insurer and plans to raise the FDI cap in the insurance sector to 100%.