Gold prices surged to a fresh record of Rs 1,41,500 per 10 grams in Delhi, driven by strong global cues and heightened investor caution. The rally reflects growing demand for safe-haven assets amid geopolitical tensions, fluctuating currency markets, and expectations of monetary policy shifts by major central banks.

Lodha Developers delivered a strong performance in the third quarter, reporting a 25% increase in sales as residential demand remained resilient across key urban markets. The growth was driven by sustained buyer interest in mid-income and premium housing, supported by stable interest rates, improving consumer confidence, and faster project execution. The company benefited from healthy bookings, higher average realizations, and steady momentum in ongoing launches.

Global crude oil markets are navigating a complex interplay of supply constraints, geopolitical dynamics, and evolving demand patterns. Analysts project oil prices to stabilize around USD 50 per barrel by June 2026, driven by moderating consumption growth, strategic production adjustments by key exporters, and emerging energy transition trends. This forecast reflects both short-term market corrections and medium-term structural shifts, offering insight for investors, policymakers, and industry stakeholders.

Reliance Industries Ltd. (RIL), India’s diversified conglomerate, witnessed a 5% decline in its share price as broader market indices retreated. The dip reflects a combination of sector-wide volatility, profit-booking by investors, and global macroeconomic concerns affecting energy and technology stocks. Despite strong fundamentals across RIL’s petrochemicals, telecom, and retail businesses, short-term sentiment pressures triggered the sell-off.

Trent Ltd., one of India’s leading retail chains, saw its shares decline 8% after releasing its latest revenue report, which fell short of market expectations. Analysts attribute the underperformance to slower same-store sales growth, muted consumer spending, and increased operational costs. Despite expansion in newer formats and digital channels, the revenue growth did not match investor forecasts, triggering a sharp market reaction.

India’s economy is projected to grow at a robust 6.9% in fiscal year 2026-27, according to India Ratings and Research (Ind-Ra). The forecast reflects strong domestic consumption, sustained investment, and policy-driven support for infrastructure and manufacturing. Services, particularly IT and financial sectors, are expected to contribute significantly, while private consumption remains resilient amid moderating inflation. Ind-Ra highlights that fiscal prudence, favorable demographics, and targeted reforms will underpin growth momentum.

Dell Technologies is deepening its commitment to India as a key growth market, betting on rising enterprise demand, the emergence of AI-powered personal computers, and a broader retail footprint. The company sees India as a strategic hub amid global shifts in technology spending, with businesses accelerating digital transformation and consumers upgrading devices. By aligning product innovation with local market needs, Dell aims to strengthen its position across commercial and consumer segments.

Insurance-focused fintech firm Turtlemint is preparing to enter the public markets with an initial public offering estimated at around Rs 2,000 crore, signaling growing confidence in India’s digital financial services ecosystem. The proposed listing reflects the company’s rapid scale-up, expanding distribution network, and increasing adoption of technology-led insurance solutions. Market participants view the move as part of a broader trend of fintech companies seeking capital to strengthen balance sheets, invest in technology, and accelerate growth.

India’s automobile retail sector delivered a solid performance in 2025, recording a 7.71% year-on-year growth, according to industry data from dealer bodies. The expansion reflects resilient consumer demand, improved supply chains, and sustained interest across passenger vehicles, two-wheelers, and commercial segments. Easing inflation, better financing availability, and steady economic activity supported vehicle purchases throughout the year. While urban demand remained stable, rural markets showed renewed momentum, aided by improving incomes and infrastructure spending.

India’s fast-moving consumer goods (FMCG) sector is expected to witness a gradual but meaningful acceleration in growth, according to the latest Worldpanel assessment. The outlook reflects improving rural demand, easing inflationary pressures, and a shift in consumer spending toward both essentials and discretionary categories. Volume-led growth is likely to replace the price-driven expansion seen over the past year, as household confidence stabilizes and purchasing power improves. While urban markets remain resilient, rural India is emerging as the key growth driver.