Business Standard reports that India now holds 34,600 tonnes of gold, valued at over three times the current equity holdings. This reinforces the country’s long-term preference for physical assets even as digital and equity investments expand. Meanwhile, the Delhi government is planning to double its two-wheeler EV subsidies to accelerate green mobility adoption under its new electric policy.

Policy updates and corporate moves shape domestic landscape

The proposed Electricity Bill 2025 aims to streamline industrial tariffs and attract investment in energy-intensive sectors. In legal developments, Asian Paints has approached the Supreme Court regarding the Competition Commission’s probe into Grasim, while private and multinational firms continue to invest in India’s expanding digital and industrial ecosystem. Tide, a UK-based fintech, has committed ₹6,000 crore investment and 800 new jobs over the next five years.

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Other notable headlines include China tightening chip import checks, Intel starting advanced chip production in Arizona, and Sona Comstar partnering with Germany’s NEURA Robotics to develop humanoid platforms. These cross-border developments illustrate how semiconductor and automation trends are redefining manufacturing strategies across continents.

Economic Times reports that the organised gold loan market could reach ₹15 lakh crore by March 2026, supported by rising gold valuations and formalisation of lending channels. Meanwhile, SBI is set to return to rupee debt issuance after a year-long pause, signalling confidence in stable borrowing costs. The paper also notes India’s sovereign AI model, expected by February, which could strengthen the country’s technological autonomy.

Additional stories include leadership transitions at Castrol India and Oyo-parent PRISM, alongside real estate investment surges. Equity inflows into Indian real estate rose 48% year-on-year in Q2 FY26, as per CBRE data, even as private equity allocations moderated amid global uncertainty.

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Mint highlights a continued thrust toward AI and telecom expansion. TCS has opened an AI hub and design studio in the UK to support new-age digital engineering, while Ericsson will now manufacture all telecom gear sold in India locally. In parallel, AMFI’s September report revealed a 9% month-on-month decline in equity mutual fund inflows, underscoring market consolidation following record highs earlier this year.

Investor Takeaway: Indian-Share-Tips.com Nifty Expert Gulshan Khera, CFP®, who is also a SEBI Regd Investment Adviser, observes that the convergence of policy reforms, AI infrastructure, and capital market shifts signals a diversified opportunity cycle. Strategic investors should monitor sectors where government support, global supply chain realignment, and digital adoption intersect for sustainable growth themes.