India’s stock markets witnessed a notable decline as investor sentiment was dampened by potential U.S. tariffs on Indian crude oil imports and persistent pressure on blue-chip stocks. Key indices such as the BSE Sensex and NSE Nifty slipped, reflecting apprehension over external geopolitical risks and domestic corporate performance. Analysts indicate that the tariff threat, coupled with subdued earnings in major sectors, contributed to heightened volatility. While some mid-cap and defensive sectors showed resilience, the broader market sentiment was cautious.

Former U.S. President Donald Trump has hinted at imposing tariffs on India in response to its continued imports of Russian crude oil, sparking fresh tensions in trade relations. Trump’s comments come amid ongoing debates in Washington about energy geopolitics, sanctions enforcement, and global oil markets. Analysts suggest that such measures, if implemented, could have significant implications for India’s energy security, crude pricing, and bilateral trade.

Gold and silver prices witnessed a notable rebound this week, fueled by geopolitical tensions in Venezuela and mixed economic data from the United States. Safe-haven demand surged as uncertainty in Venezuela raised fears of supply disruptions, while softer-than-expected U.S. inflation and employment indicators provided additional support for precious metals. Analysts suggest that these developments highlight the continued sensitivity of the gold and silver markets to global political events and macroeconomic indicators.

Waaree Energy Storage has raised Rs. 1,003 crore in fresh capital, marking a significant milestone for India’s rapidly evolving renewable energy ecosystem. The fundraise underscores growing investor confidence in energy storage as a critical pillar of the country’s clean energy ambitions. The capital is expected to strengthen Waaree’s balance sheet, expand manufacturing capacity, and support technology upgrades amid rising demand for grid-scale and commercial storage solutions.

The Indian rupee weakened to 90.28 against the US dollar, reflecting sustained pressure from global economic uncertainty, rising demand for the greenback, and cautious investor sentiment. The decline comes amid persistent strength in the US currency, volatile crude oil prices, and uneven capital flows into emerging markets. While domestic fundamentals remain relatively stable, external factors continue to dominate near-term currency movements.

HDFC Asset Management Company has launched a Rs 2,500-crore private credit fund, marking a significant step in the evolution of India’s alternative investment landscape. The fund is designed to tap into the growing demand for structured credit solutions as traditional bank lending tightens and mid-sized enterprises seek flexible financing. By focusing on secured, yield-generating opportunities, the initiative underscores rising investor appetite for private credit as an asset class.

India’s Mission 100 Million Jobs represents one of the most ambitious employment-generation initiatives in the country’s modern economic history. Designed to address rising workforce participation and demographic pressures, the mission focuses on creating sustainable jobs across manufacturing, services, infrastructure, digital platforms, and green industries. By aligning policy reforms, private investment, skill development, and entrepreneurship, the initiative aims to convert economic growth into measurable employment outcomes.

India’s digital asset ecosystem entered a more regulated phase in 2024–25 as 49 cryptocurrency exchanges completed registration with the Financial Intelligence Unit (FIU). The milestone reflects the government’s intent to bring virtual digital asset platforms firmly within the country’s financial surveillance framework. Mandatory registration strengthens anti-money laundering safeguards, enhances transaction transparency, and aligns crypto businesses with compliance standards followed by traditional financial institutions.

Sales of luxury electric vehicles (EVs) have shown a noticeable slowdown after recent changes to the Goods and Services Tax (GST) framework, signaling a pause in what had been a steadily accelerating segment of India’s auto market. Higher effective acquisition costs have tempered buyer enthusiasm, particularly among price-sensitive high-end consumers who had been weighing EVs against premium internal combustion models. While long-term fundamentals for electric mobility remain intact, the short-term impact of tax adjustments has altered purchase decisions and dealer sentiment.

Bharat Coking Coal Ltd. (BCCL), a key subsidiary of Coal India Ltd., is set to enter the capital markets with its initial public offering opening on January 9. The IPO marks a significant step in the government’s broader strategy to unlock value from state-owned enterprises and deepen domestic capital markets. BCCL’s listing is expected to draw strong interest from institutional and retail investors, given its strategic importance in India’s steel value chain and its established asset base.