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FPIs net sellers of G-secs under FAR in FY26, inflows return in Q2
FPIs sold Rs 17,262 crore of government securities under FAR in FY26 so far, but Q2 has seen a turnaround with Rs 14,540 crore in inflows as bond yield spreads widened
 "FPIs net sellers of G-secs under FAR in FY26, inflows return in Q2")
Iron Pillar bets on manufacturing revival, AI disruption amid trade war
Iron Pillar sees manufacturing and AI as India's next big opportunities, citing global trade tensions, supply chain shifts and the need for industrial self-reliance
 "Iron Pillar bets on manufacturing revival, AI disruption amid trade war")
US exports paused, India investments continue: CNH CEO Gerrit Marx
CNH has paused exports of India-made tractors to the US amid high tariffs and weak demand but continues to invest in India, scouting land for a new plant and expanding capacity
 "US exports paused, India investments continue: CNH CEO Gerrit Marx")
Six states raise ₹14,900 cr in bond auction; Nagaland rejects bids
Six states borrowed Rs 14,900 crore at the weekly auction while Nagaland did not accept bids for its 10-year bond as long-term state bond yields fell sharply this week
 "Six states raise ₹14,900 cr in bond auction; Nagaland rejects bids")
From Tokyo to Berlin: Indian states step up global push for investments
Indian chief ministers are increasingly travelling abroad to woo investors, expand markets, and forge global partnerships, marking a new phase of competitive federalism
 "From Tokyo to Berlin: Indian states step up global push for investments")
Urea shortage: Supplies in Jun-July exceeded states' requirement, sales
Despite images of farmers standing in line for urea, data shows that supplies to most states were more than both their requests and sales; shortages grew out of sudden demand due to increase in sowing
 "Urea shortage: Supplies in Jun-July exceeded states' requirement, sales")
Govt plans support package for steel, aluminium sectors amid US tariffs
The government is preparing a support package to help steel and aluminium industries after the US hiked import tariffs to 50 per cent, raising concerns of dumping and demand slump
 "Govt plans support package for steel, aluminium sectors amid US tariffs")
8th pay panel payout likely to trigger rate hike cycle in FY27: Report
Payout with sizeable arrears will hit core inflation harder, as it propels demand for goods and services overtime, and leads to an instantaneous reset of housing rents
 "8th pay panel payout likely to trigger rate hike cycle in FY27: Report")
EPAM Systems' next act: AI at the core, says new CEO Balazs Fejes
New CEO Balazs Fejes says clients are moving from AI trials to full-scale execution, reshaping demand for engineering and transformation services
 "EPAM Systems' next act: AI at the core, says new CEO Balazs Fejes")
Policymaking lags industry pace, says VinFast Asia CEO Pham Sanh Chau
VinFast CEO Pham Sanh Chau said India's EV policy was notified after the firm had begun production, leaving it ineligible despite investments since March 2024
 "Policymaking lags industry pace, says VinFast Asia CEO Pham Sanh Chau")
PSBs shut 1.5 mn inoperative Jan Dhan accounts in 1-time exercise in April
Launched in August 2014, PMJDY was launched by Prime Minister Narendra Modi as a financial inclusion programme to provide access to banking services to a vast unbanked population
 "PSBs shut 1.5 mn inoperative Jan Dhan accounts in 1-time exercise in April")
Mospi to provide data on India's gig and platform economy in PLFS
Move seen significant as existing data fails to capture digital work's nature
 "Mospi to provide data on India's gig and platform economy in PLFS")
Kolkata leather units hit by US tariffs, eye UK and EU markets for relief
With US tariffs on leather products doubled to 50%, exporters in Kolkata face shrinking orders and margin pressure, while betting on UK and EU deals for recovery
 "Kolkata leather units hit by US tariffs, eye UK and EU markets for relief")
On the rise: Share of contract labour at 42%, highest in over 25 years
Annual Survey of Industries shows 10th straight year of increase
 "On the rise: Share of contract labour at 42%, highest in over 25 years")
Officials explore input tax credit fixes for smooth GST transition
Suggest allowing unused ITC for SGST payments, Customs duty offsets, or tradable scrips
 "Officials explore input tax credit fixes for smooth GST transition")
Banks urge RBI to extend G-Sec issuances into March amid heavy supply
Urge state bond auction via uniform pricing; more of shorter tenure bonds in H2
 "Banks urge RBI to extend G-Sec issuances into March amid heavy supply")
Late monsoon rains threaten kharif crop yields despite higher acreage
Normal acreage is the average area covered in the last five years
 "Late monsoon rains threaten kharif crop yields despite higher acreage")
India is the number one office market in the world: Mindspace Reit
K Raheja-backed REIT plans ₹4,000 cr capex, portfolio expansion, and higher occupancy
 "India is the number one office market in the world: Mindspace Reit")
Camso acquisition at $225 mn valuation a long-term positive for Ceat
CEAT has acquired the Camso brand from Michelin for $225 million, strengthening its OHT portfolio, boosting capacity and expanding global presence in key markets
 "Camso acquisition at $225 mn valuation a long-term positive for Ceat")
FMCG firms may be allowed to use stickers to offer lower GST rates
FMCG companies executives who spoke on the condition of anonymity said that they are waiting for the roadmap from the government on the transition
 "FMCG firms may be allowed to use stickers to offer lower GST rates")