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Industry Trends

If India data centre investments were landmark in 2025, look out for new players, peaks in 2026

Following a record-breaking 2025, India’s data centre industry is bracing for a 20% jump in investments in 2026, driven by an insatiable demand for artificial intelligence infrastructure.

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Power demand up nearly 7% in December

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Survey: Manufacturing activity moderates in December

India's manufacturing sector saw its slowest improvement in two years during December, with the HSBC India Manufacturing PMI dropping to 55.0. This slowdown was attributed to declining export orders and moderated employment, while business sentiment reached a three-and-a-half-year low.

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At turn of year, Musk’s ‘spicy’ AI feature triggers sour response from Indian regulators

Concerns about AI-generated explicit content arise from Grok's recent feature, leading to government scrutiny in India. The Centre is calling for stricter regulations on social media platforms like X, emphasizing the need for accountability in light of rising complaints.

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The new hot spots: Enterprise tech and deeptech lead PE's next wave

This market shift signals a more discerning approach from investors, who are increasingly favouring control deals for deeper operational involvement and clearer exit strategies.

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Decade-old income tax demands resurface on portal, leaving taxpayers scrambling for proof

Old income tax demands from as early as 2005 are resurfacing on tax portals, with accumulated interest often exceeding the principal amount. This digitisation effort has created a piquant situation, as taxpayers may challenge the validity of these demands due to potential issues with timely delivery of notices and assessment orders.

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Golden Gate Capital Insurer PHL Veers to Liquidation as Rehab Hopes Fade

State regulators are abandoning a plan to rehabilitate PHL Variable Insurance Co. and may pursue liquidation instead, after finding that the struggling life insurer — acquired by private equity firm Golden Gate Capital a decade ago — is in worse shape than previously thought.

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What to Stream: Kid Laroi, The Pitt and Tron: Ares

What to Stream: Kid Laroi, 'The Pitt' and 'Tron: Ares'

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Vi promoters earmark shares worth ₹3,529 cr to settle legacy liabilities

Vodafone Idea's promoters will settle legacy merger liabilities worth ₹3,529 crore by earmarking 3.28 billion equity shares. This follows an amended agreement securing ₹5,836 crore, with ₹2,307 crore in cash and the rest via shares held by three Vodafone promoter entities. These shares, representing 3.03% of Vi's equity, will be sold over five years.

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​Unenviable choice: On the government’s fiscal policy space

Growth-generating capital expenditure can affect fiscal targets

Industry Trends

Insurance a long game with hurdles, foreign investors unlikely to rush in

India now permits full foreign ownership in insurance firms. However, industry experts believe this change will not immediately bring many new foreign companies. Setting up an insurer requires substantial investment and a long-term view in a competitive market. Existing joint ventures might see increased stakes, but new ventures from scratch are unlikely.

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Niti Aayog drafts plan to shield senior citizens from digital scams

India is preparing a policy road map to protect senior citizens from digital scams, with Niti Aayog working on a multi-ministerial action plan. The plan will focus on digital literacy, stronger security and coordinated monitoring as cases of ‘digital arrest’ fraud rise. The initiative will form part of broader elderly care measures, with details likely in Budget 2026-27.

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India manufacturing PMI slows to two-year low in December, but sector ends 2025 on resilient note

India's manufacturing sector experienced a slowdown in December, reaching a two-year low as new orders, output, and employment eased. Despite this, the industry concluded 2025 on a resilient note, with strong demand expected to sustain activity. While export orders saw a dip, manufacturers anticipate future growth, though business sentiment has softened.

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RBI continues to build forex reserves which rose to $696 billion

India’s forex reserves rose by $3.3 billion to $696.61 billion in the week ended December 26, RBI data showed. The increase was led by a sharp $2.95 billion jump in gold holdings and a modest rise in foreign currency assets. Reserves remain near record highs, providing cover for 9–10 months of imports amid global volatility.

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Labour ministry proposes 90-day work threshold for gig workers’ social security eligibility

The draft rules detail how workdays will be calculated across multiple platforms, mandate Aadhaar-based registration, and place data-sharing and contribution compliance obligations on aggregators.

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No plan to change land acquisition policy, says cabinet secretary T V Somanathan

Officials said the PRAGATI platform has helped unlock stalled investments by resolving issues linked to land, environment and right of way, enabling large road, rail and power projects to move forward despite persistent structural challenges.

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Centre designates core customs and indirect tax digital platforms as “critical information infrastructure” under IT Act

The Indian government has designated core customs and indirect tax digital platforms, including ICEGATE, ECCS, and ACES-GST, as "critical information infrastructure." This move significantly enhances cybersecurity controls and restricts access to authorized personnel only. Unauthorized access to these protected systems now carries criminal penalties under the Information Technology Act.

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PM Modi reviews progress on overseas critical mineral acquisitions, ₹1,500-crore recycling incentive scheme

The review covered India’s efforts to secure long-term access to key minerals such as lithium, cobalt and rare earths, while scaling up domestic recycling capacity to reduce import dependence and support manufacturing under the Make in India programme.

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Deepinder Goyal reveals Zomato delivery partners' average income amid gig economy debate: Here's how much they earn

Zomato CEO Deepinder Goyal released a fact sheet on delivery partners' earnings after YouTuber Dhruv Rathee raised questions about the company's pay practices.

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Andhra govt approves greenfield port, mega shipbuilding cluster in Tirupati district

Special Chief Secretary of Infrastructure & Investment (Ports) Department, MT Krishna Babu said the greenfield port and the shipbuilding cluster are proposed under the Shipbuilding Development Scheme (SbDS) of the Ministry of Ports Shipping and Waterways (MoPSW).

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Top stories: Record highs for Nifty, electronics PLI boost, Grok obscenity row & more

Top 10@10—CNBC-TV18’s daily newsletter featuring the top 10 stories on markets, corporate updates, economic insights, and financial highlights—delivered at 10 pm.

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Sebi tightens screws on merchant bankers with phased net-worth requirements, liquidity norms

Sebi has introduced a phased hike in net-worth and liquid capital norms for merchant bankers starting January 2026, alongside tighter underwriting limits, governance standards and revenue thresholds. The move aims to strengthen market intermediaries amid India’s booming IPO pipeline, ensuring stronger compliance, better capital buffers and improved investor protection.