SEBI REGISTERED RA | MBA FINANCE | IT Engineer | BankNifty Trader| Astro Believer | Sharing opinion for education purpose |15+ Years of Trading Experience 🤷♀️
8.proposes plans to boost sports GOod Manufacturing
9.india textile sector get supportive schemes ,Mid trump 50% Tarrif
10.India Aims for 12.2ntrollion investmnt in infrastructure
11.Aims for boosting coastal cargo shipping.
12.Anniunces plans for 7 high speed rail corridor
1. Focuses on Manufacturing Economic growth.
2.Aims to establish India as Global hub for pharma Manufacturing in 2026
3.plans to allocate 100 Billion Rupees for Boopharma sector over 5 years.
4.Aims to launch semiconductor Missio.plans to increase 400 billion rupees for developin
developing 400 billion rupees for semiconductor manufacturing.
5.plans for Rare Earth magnet corridor
6.Announces 400 billion Spending plan for electronic components in Manufacturing[ Can be beneficial for Amber enterprise
7.Announnes schemes for container Manufacturing.
However, this move may adversely impact Indian companies such as BHEL, Larsen & Toubro, and railway-sector PSUs. These domestic firms, which currently operate with relatively limited competition in government projects, could face intense pricing pressure and margin compression.
If the Indian government allows Chinese companies to bid for government contracts again, it could significantly enhance competition and productivity, as Chinese firms are known for their cost efficiency and large-scale execution capabilities.
CUES TO WATCH
SEPTEMBER 30
Last day of H1FY26
INDIA
- Monthly Nifty expiry, fiscal deficit data
- Reports: Digital Personal Data Protection Act final rules expected tomorrow
GLOBAL
- U.K - GDP
- China - Official manufacturing and non-manufacturing PMI
- Japan - Industrial prod
#Events
Global*: U.S. CPI, jobless claims, and budget data out. Eurozone ECB rate decision. Japan PPI data.
Corporate Action*: Infosys board to discuss share buyback. Patanjali Foods ex-bonus trading. Blue Jet Healthcare OFS opens for retail investors.
US had provided for tariff exemption on smartphones, laptopstablets
▶️India has been exporting electronics to US availing of exemptions
▶️US likely to host a review meeting to decide on continuation of tariff exemptions
▶️Review meet in US is scheduled before expiry of 90 day