India’s electronics sector is experiencing significant growth, driven by new free trade agreements and supportive government policies. Industry leaders anticipate a surge in exports to $120 billion by March 2026, with ambitious long-term targets. Reforms, skilling initiatives, and new manufacturing projects are strengthening domestic capabilities and integrating India into global value chains.

India’s economy is poised for robust growth, with projections indicating a 7.5% expansion in Q2 FY26. This surge is fueled by increased investment, recovering rural demand, and the positive impact of GST rationalization. Strong performances in services and manufacturing, alongside a significant rise in consumption indicators, signal a broad-based economic uplift.

India’s aviation sector anticipates modest domestic passenger growth of 4-6% in 2025-26, despite earlier disruptions like cross-border tensions and an air tragedy. International traffic is set for a stronger 13-15% surge.

A National Foundation for American Policy report argues that H-1B visa restrictions, including a new $100,000 fee, are counterproductive. The report highlights that H-1B holders are highly skilled professionals earning substantial salaries, not cheap labor, and that limiting these visas could drive jobs and innovation abroad.

India’s IPO market has seen a surge in applications, driven by the allure of listing gains rather than long-term investment. Despite the frenzy, over half of IPOs offer minimal gains, with successful allotments resembling a lottery. This pursuit of quick profits has become a national obsession, rewarding randomness over reasoned analysis.

Economic secretary Anuradha Thakur urged the financial sector to embrace disintermediation, analyze trends, and channelize financial flows smoothly. She highlighted shifts in savings and credit, emphasizing the need for collective thinking to ensure finance reaches MSMEs and low-income households, fostering distributional equity.

Fitch Ratings predicts India’s state-run oil companies will weather new US sanctions on Russian energy giants and EU bans on refined products. While OMCs are expected to comply, some may still process Russian crude via non-sanctioned routes, potentially securing discounts and protecting margins.

Stock market recommendations: Sudeep Shah of SBI Securities highlights City Union Bank and Belrise Industries as top stock picks for the week of November 17, 2025. Nifty and Bank Nifty are showing strong bullish momentum, with Nifty eyeing 26500 and Bank Nifty targeting 60200.

Retail inflation in October has hit its lowest level since 2013 – the time that this series of CPI inflation started. At the start of 2025, the repo rate stood at 6.5% – and as the end of the year approaches, it has come down by a full 100 basis points! Where will the easing

Gold and silver prices retreated on Monday following hawkish remarks from US Federal Reserve officials, dampening hopes of an imminent rate cut. This sentiment shift pulled bullion prices lower after a strong rally last week. Traders are now awaiting crucial US economic data, particularly the non-farm payrolls report, for further policy cues.