News Headlines 26 November 2025
New Labour Codes May Reduce Unemployment by 1.3% and Boost Consumption: SBI Research
India’s newly implemented Labour Codes could reduce unemployment by up to 1.3% over the medium term, potentially generating 77 lakh new jobs, according to an SBI Research report. With a national saving rate of around 30%, the reforms could also deliver a consumption boost of ₹66 per person per day, adding up to nearly ₹75,000 crore.
India Set for Multi-Year Infrastructure Super-Cycle; Infra Stocks Outperform Nifty 50: Report
India is entering a long-term infrastructure super-cycle, with the Nifty Infrastructure Index delivering 2x the returns of the Nifty 50 over the past three years, according to a Smallcase report. The market size of infrastructure equities could nearly double to ₹25 lakh crore by 2030, driven by strong government spending, revival in private capex, PLI schemes, and global supply-chain shifts.
India’s PC Market Hits Record High in Q3 2025 With 4.9 Million Shipments: IDC
India’s PC market posted its best-ever quarter in Q3 2025, with shipments rising 10.1% YoY to 4.9 million units. All categories—desktops, notebooks, and workstations—registered strong growth, with workstations leading at 14.2%. AI-enabled notebooks saw massive 126.5% growth, boosted by discounts and festive promotions.
Indian Businesses Show Strong Trade Confidence; 77% See Greater Policy Clarity: HSBC Report
A new HSBC India report shows rising confidence among Indian businesses in navigating global trade, with 77% saying they now have greater clarity on trade policy impacts. Nearly 80% expect policy changes to benefit their operations over the next two years.
BHIM App Launches ‘UPI Circle Full Delegation’
NPCI BHIM Services Limited has introduced UPI Circle Full Delegation on the BHIM app, enabling users to authorise trusted family members, staff, or dependents to make UPI payments from their account within a monthly limit of ₹15,000, without requiring real-time approvals.
India to Cross $4 Trillion GDP in FY25, Says Chief Economic Advisor
CEA V. Anantha Nageswaran said India’s GDP will cross the $4 trillion mark in the current financial year. He highlighted that strong growth is essential amid global geopolitical uncertainty and emphasised alignment between economic development and environmental commitments.
Gold Surges as BofA Predicts Prices Could Hit $5,000 by 2026
Gold prices rose after Bank of America forecast an average of $4,538 per ounce in 2026, with potential to hit $5,000. Global spot prices touched $4,175 per ounce as markets priced in a higher probability of a US Fed rate cut.
Household Net Financial Assets Rise to ₹9.9 Lakh Crore in FY25
Household net financial assets grew to ₹9.9 lakh crore (6% of GDP) in FY25, up from 5.3% in FY24, according to RBI data. Liabilities declined sharply, reflecting reduced borrowing amid slow credit growth and tighter rules on unsecured loans.
DoT’s Sanchar Saathi Helps Recover Over 50,000 Lost Mobile Phones in October
The DoT’s Sanchar Saathi platform helped recover over 50,000 lost or stolen phones in October 2025, taking total recoveries beyond 7 lakh. Karnataka and Telangana crossed 1 lakh recoveries each.
ICRA Cuts FY26 Power Demand Growth Forecast to 1.5–2% Amid Weak Consumption
ICRA revised India’s FY26 power demand growth to 1.5–2% due to weak consumption, early monsoon impact, and high base effect. Despite this, capacity addition is expected to hit 45–50 GW, driven mainly by renewables.
SEBI Proposes Easier Process for Issuing Duplicate Securities Certificates
SEBI has proposed raising the simplified documentation limit for duplicate securities from ₹5 lakh to ₹10 lakh. Below ₹10 lakh, investors will need only a single affidavit-cum-indemnity bond, with all duplicate certificates issued in demat form.
India’s M&A Market Grows 37% in 2025, Shows Strong Investor Confidence: EY Report
M&A activity grew 37% to $26 billion across 649 deals between January and September 2025, led by mid-sized transactions, domestic consolidation, and favourable policy support. July 2025 alone recorded $11.8 billion in deals.
India’s GCC Sector Sees Rising Attrition and High Salary Premiums as Competition Intensifies
India’s GCC ecosystem is becoming more competitive, with high attrition and rising salary premiums for AI and ML talent. The country hosts over 1,700 GCCs employing 1.9 million people, with revenues expected to reach $100 billion by 2030.
India Announces Two New Air Freight Corridors with Afghanistan to Boost Trade
India launched two new air freight corridors linking Kabul with Delhi and Amritsar to strengthen trade ties. Both nations will appoint Commercial Representatives and form a Joint Chamber of Commerce and Industry.
Government Launches Nayi Chetna 4.0 Campaign to Boost Gender Equality and Women’s Empowerment
The government launched Nayi Chetna 4.0, a national campaign promoting gender equality and women’s empowerment. It focuses on safe mobility, women’s economic participation, and community action against gender-based violence.
Adani Enterprises Opens ₹24,930 Crore Rights Issue at 24% Discount
Adani Enterprises has opened its ₹24,930 crore rights issue priced at ₹1,800 per share. The funds will support expansion in airports, data centres, green hydrogen, roads, mining, and digital ventures, and also help repay debt.
Delhi-NCR Tech Funding Rises to $2.4 Billion in 2025, Driven by Strong Late-Stage Deals: Tracxn
Delhi-NCR startups raised $2.4 billion in the first nine months of 2025. Late-stage funding jumped 77%, though seed and early-stage rounds declined significantly.
IEPFA to Hold ‘Niveshak Shivir’ in Jaipur on Dec 6 to Help Investors Resolve Unclaimed Dividend & Share Issues
IEPFA will conduct a Niveshak Shivir in Jaipur on December 6 to resolve pending claims related to unclaimed dividends and shares through a single-window setup involving company representatives and RTAs.
India’s Data Centre Capacity Set to Double by FY28 with ₹55,000–60,000 Crore Investment: Crisil
Crisil estimates India’s data centre capacity will double to 2.3–2.5 GW by FY28, supported by investments worth ₹55,000–60,000 crore. Annual revenue of third-party operators may reach ₹20,000 crore.
Sitharaman Calls for Simpler, More Transparent Corporate Governance
Finance Minister Nirmala Sitharaman urged for simpler and more user-friendly corporate governance processes. She proposed digital dashboards and clearer communication of legal requirements as India moves toward Viksit Bharat 2047.
