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03.01 / 00:05
markets IPO Platform Enterprise show stage reports The new hot spots: Enterprise tech and deeptech lead PE's next wave
Dear reader, as 2025, a year of global tumult and volatility, rolls by, Mint's reporters and columnists look around the corner on what is coming in 2026—to help you know what to expect and prepare for it. Tell us what you think at [email protected] volume at the growth stage and private equity level, in the $30-100 million range, has increased from last year, even as the number of mega deals (greater than $100 million) in the Indian market has decreased.
03.01 / 00:05
markets UPS Research Bill Experts Russian oil discount for Indian refiners jumps to $8 a barrel
Russian crude suppliers are now offering Indian refiners a higher discount of up to $8 a barrel, doubling since October after sanctions were announced on Rosneft and Lukoil, according to three people aware of the development. That could increase oil shipments from the non-sanctioned oil suppliers from the Eurasian nation, experts said.The discounts on Urals crude hovered around $2-4 a barrel after the 23 October US decision to impose sanctions on the two largest Russian crude suppliers, according to data from Finnish think tank Centre for Research on Energy and Clean Air (CREA).
02.01 / 15:15
markets security Mobile Analysis Trade show Updates Pulse of the Street: Markets roar into 2026, as metals, autos lead the charge
tax hike on cigarettes.Globally, Indian equities lagged their East Asian peers, with the South Korean and Taiwanese markets outperforming sharply, posting weekly gains of about 4% and 3%, respectively. The divergence was driven largely by valuation-led sector rotation and strong rallies in technology and semiconductor stocks in those markets, where India has limited representation, said Robin Arya, founder of GoalFi, a Securities and Exchange Board of India-registered corporate research analysis firm.
02.01 / 13:47
markets UPS Trade show consequences Updates In a first, MCX steals a march over NSE on silver, gold rally
₹93,929 crore. This surpassed NSE stock futures contracts' ADT of ₹72,515 crore, showed data from MCX and NSE.Interestingly, silver outshone gold at ₹41,370 crore ADT, contributing 44% to the overall MCX ADT, while gold at ₹32,426 crore accounted for 35% of the overall ADT.Even on a standalone basis, bullion futures ADT at ₹73,796 crore exceeded that of NSE stock futures turnover in December.A shortage in silver supply—expected at 800 million ounces against the demand of an estimated 1-1.2 billion ounces in 2026—and haven demand for gold amid US tariff-induced global economic uncertainty and geopolitical tensions drove the active MCX gold and silver futures' average price up 47% each year-on-year in the fiscal year through December (April-December, FY26).The average price of gold active futures jumped to ₹1.08 lakh per 10 gramme while that of silver active futures surged to ₹1.29 lakh per kilogramme, according to Bloomberg.
02.01 / 12:59
markets UPS Digital Platform Trade International Destinations From Africa to west Asia, India Post widens e-comm export map as US tariffs bite
planning to soften its stance on e-commerce rules for exports, as it considers allowing foreign direct investment (FDI) in inventory-based e-commerce models, but only for export purposes. India has about 165,000 post offices, including over 149,000 in rural areas and around 15,000 in urban centres.Currently, India’s FDI rules do not allow foreign-funded e-commerce companies to operate an inventory-based model, under which they own the goods sold on their platforms.
02.01 / 12:05
markets shooting Updates Trump warns Iran against shooting protesters
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02.01 / 10:55
BLOCK Reuters awards reports Courts Updates Mint Explainer | How Reliance’s disputes with government over KG-D6 gas output may be resolved by mid-2026
The KG‑D6 oil and gas block in the Bay of Bengal has been at the centre of two disputes involving its operator Reliance Industries, India’s most valuable company, after failing to live up to its potential. Reuters reported earlier this week that the Indian government is seeking a multi-billion-dollar compensation from the Mukesh Ambani-led company.
02.01 / 10:27
markets Racing security Actor Experts country Updates China and America must get serious about AI risk
AI superpowers can engage in constructive risk management even as they compete vigorously for AI leadership.Moreover, diplomats and experts from our two countries had also met earlier in 2024, in Geneva, for an extended session dedicated to AI risks. It was the first meeting of its kind, and though it didn’t produce any significant results, the very fact that it occurred was an important step, and both sides did manage to identify critical areas of risk that required further work.Now, as the momentum behind AI development and deployment, both civil and military, gathers pace, the US and China need to build on this foundation by pursuing sustained, senior-level diplomacy on AI risks, even as each strives for the lead in the AI race.
02.01 / 10:27
markets UPS Sustainability reports Updates Vodafone Idea’s relief plan buys time, not a turnaround
₹638 crore penalty order from the office of the additional commissioner, Central Goods and Services Tax, Ahmedabad. The company said it does not agree with the order and will pursue legal remedies.The disclosure came close on the heels of developments around its long-running adjusted gross revenue (AGR) dues, which have kept the stock volatile.The Centre has reportedly approved a relief package that freezes Vodafone Idea’s pre-FY18 AGR dues, estimated at ₹87,700 crore, and grants a five-year, interest-free moratorium, pushing payments out to FY32-41.
02.01 / 10:27
markets security wellness Trade reports shock Updates ITC stock to stay under fire for now, after cigarette tax shock
ITC will have to increase product prices, which won’t go down well with consumers, so investors can expect the company’s cigarette volumes to drop in FY27. Moreover, higher taxes on cigarettes could boost sales of illicit cigarettes and, as a result, dent ITC’s volumes.Unsurprisingly, analysts have cut their earnings estimates for FY27, and some have also downgraded their rating on the stock.
02.01 / 08:07
markets Celebrity Updates The stock market won’t be worth celebrating in 2026
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02.01 / 08:07
FIVE President War country International Arsenal A new age of nuclear proliferation?
nuclear arsenals are growing, and the weapons themselves are becoming more lethal, more diverse, and more vulnerable. Arms-control talks have stalled, and most agreements have expired or been so hollowed out as to have lost all credibility.
02.01 / 08:07
markets COST Strategy Aon performer Pharmaceuticals Mint Explainer | India Inc is willing to pay to retain top talent. But at what cost?
salary hikes.The changing balance of power is visible in attrition data. According to a Mercer study, voluntary attrition across India Inc stood at 13.1% in 2023 and fell to 11.7% in 2024.
02.01 / 08:07
markets Provident Research Experts Cycling rights Updates Are thematic and sectoral funds worth the risk?
thematic funds can provide targeted exposure to long-term structural trends that may not be adequately captured by diversified equity portfolios. In the right market environment, a well-timed sectoral allocation can enhance portfolio returns.However, experts caution that such gains come with elevated risks.
02.01 / 08:07
markets Updates The year the newsletter business reached a fever pitch
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02.01 / 06:31
markets Trade Updates America and China return to fierce trade conflict
Business News, Market News, Breaking News Events and Latest News Updates on Live Mint. Download The Mint News App to get Daily Market Updates.
02.01 / 06:31
markets economy Trade War Updates The world economy shrugs off both the trade war and AI fears
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02.01 / 06:31
Provident Cooper security community War peace International Building peace together
in support of the plan was widely backed, including by the Arab and Muslim-majority states in the region. It provided the UN mandate needed for the International Stabilization Force to help implement the plan, support the ceasefire, and avoid leaving a vacuum which Hamas could exploit.The resolution also emphasized the importance of increased humanitarian aid, which is still desperately needed in Gaza.
02.01 / 05:15
Target security Strategy wellness War Israel unbound
Israel’s strike on Hamas targets in Qatar in September, the United States began pushing for a ceasefire in Gaza. But with or without one, Israel will continue to pursue expansive goals, redrawing borders in the West Bank, southern Lebanon, and southwestern Syria in ways that could further fracture its neighbors.
02.01 / 02:27
markets UPS FIVE economy Courts Updates Five Wall Street investors explain how they’re approaching the coming year
Supreme Court ends up striking down President Trump’s tariffs: “I think that possibility is being overlooked a bit. It could reduce inflationary pressures, allow more rate cuts and accelerate the economy.”Tech bulls point out a key difference between now and the dot-com bubble: Today’s most-valuable companies, such as Nvidia, Microsoft and Alphabet, are some of the most profitable in history.
02.01 / 02:23
markets Updates The condo market hasn’t been this bad in over a decade
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