📰 India Business Brief: Top Headlines for December 24, 2025

Business Standard

• Market Dynamics and Investment Trends: The year 2025 is concluding with a significant trend of foreign institutional investor (FII) selloff in Dalal Street, though domestic institutional investor (DII) inflows have provided a cushion. Direct equity investors have also reduced their holdings in 2025, marking the first such instance since the COVID-19 pandemic. Jefferies' global head of equity strategy, Chris Wood, projects that the Sensex could reach 100,000 in 2026, provided earnings accelerate. Shriram Finance has entered the top 50 most-valuable companies club, with its stock rising 94% from its 2025 low.
• Regulatory and Economic Developments: The Reserve Bank of India (RBI) plans to inject ₹3 trillion liquidity into the market via Open Market Operations (OMOs) and buy-sell swaps to defend the rupee. A study by RBI staff indicates that gold remains the most stable asset during geopolitical tensions. Taxpayers are facing a "sudden I-T 'NUDGE'" ahead of the December 31 deadline, causing unease. India has also reclaimed its position as the third-largest global wind market in 2025, according to a BNEF report.
• Corporate and Sector News: Oyo's parent company, Prism, received shareholder approval to raise ₹6,650 crore through an IPO. Tonbo Imaging has filed its Draft Red Herring Prospectus (DRHP) for an IPO following rapid growth in defense electronics. Coal India is advancing plans to monetize assets by clearing the listing of SECL. SBI's chief predicts that the home loan book will exceed ₹10 trillion in FY26 due to robust demand. The Insurance Amendment Bill is expected to strengthen IRDAI, as stated by LIC chief R Doraiswamy. Axis Securities has identified SBI, Astral, and Hindalco among its top New Year Picks for 2026.

Economic Times

• Market Performance and Outlook: Indian stock markets concluded the expiry day with marginal gains, and analysts anticipate subdued trading volumes for the holiday-shortened week. Global markets are showing positive signs, with the GIFT Nifty indicating a positive start and Asian markets trading higher. Foreign portfolio investors were net sellers, offloading shares worth Rs 1,795 crore, while domestic institutional investors were net buyers at Rs 3,812 crore. Experts are weighing in on whether a "Santa Rally" will bring cheer to Indian markets.
• Economic Indicators and Business Trends: India's intellectual property (IP) filings have surged by 20% to 7.5 lakh, driven by innovation momentum. The refurbished phone market is poised for strong growth. The RBI bulletin highlights the economy's resilience due to coordinated fiscal and monetary policies. Global giants are increasingly relying on Indian-origin CFOs.
• Commodities and Corporate Updates: Gold and silver continue their march to record highs, with gold vaulting to a record high amidst US-Venezuela tensions. A fierce rivalry between Lilly and Novo Nordisk is intensifying in India's weight-loss drug market. After Apple, Samsung is significantly increasing its investments in Indian screens and chips. Several stocks are in the news, including Adani Ports, SJS Enterprises, Federal Bank, RIL, and Tata Motors PV.

Mint

• Commodity and Investment Highlights: MCX gold prices surged over ₹1700 to ₹1,38,496 per 10 grams, and silver prices increased by ₹6,577 per kilogram. Wall Street saw gains amid mixed economic data and rising yields on December 23, 2025.
• Financial Advisory and Market Movements: The Income Tax department has issued an advisory regarding under-reported income. Groww and Lenskart are slated to join the BSE Large Cap index starting January 2026. Market expert Raja Venkatraman has shared his top stock picks for December 24. AMFI is strategically grooming 100,000 postmen to become the new face of Mutual Fund Distributors (MFDs).
• Economic Analysis and Corporate Strategy: An analysis reveals a surprising trend in India's exports to the US, which fell under low tariffs but rose after peak US duties were imposed. Samsung's India R&D division is leading global product engineering efforts. Ajanta Pharma has partnered with Biocon to market generic semaglutide in overseas markets. India's high-frequency indicators are showing recovery in Q3, expected to boost GDP in the second half of the fiscal year. FICCI has urged the Chemicals Ministry to increase import duty on petrochemical products to 12.5% to counter potential dumping from China.

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