இந்த வாரம் கவனிக்க வேண்டிய Economic Events | IPS Finance - 623

Chief Election Commissioner Gyanesh Kumar is facing fresh scrutiny after the Supreme Court sought records from the Election Commission over allegations of unilateral decision-making during the Special Intensive Revision (SIR) of electoral rolls. The Court also issued notice to the Centre and the ECI, while declining to pass an immediate order suspending the CEC. A key point of contention is the controversy surrounding changes made to Form 6. The Chief Justice of India said the Supreme Court had not approved the modifications, while the Election Commission maintains that its actions followed the applicable legal process. The contrasting positions have triggered a fresh political and legal debate over the ECI's functioning.Meanwhile, Rahul Gandhi and INDIA bloc leaders have intensified their campaign demanding Gyanesh Kumar's resignation, while the BJP has rejected the allegations. The controversy has also become part of the wider political battle surrounding the Tamil Nadu by-elections, with TVK, DMK and AIADMK taking positions on the SIR and Election Commission debate. In this episode of IPS, we examine what the Supreme Court actually said, the controversy over Form 6 and SIR, the allegations against Gyanesh Kumar, the responses from Modi's government and Rahul Gandhi, and how the Election Commission issue is playing out alongside the TVK–DMK–AIADMK political contest.

Indian markets extended their recovery on Tuesday, with the Nifty 50 and Sensex gaining nearly 1%, supported by easing crude oil prices, positive September-quarter business updates and strength in banking and other heavyweight stocks. Global cues also improved as bond yields retreated from recent highs. Five key factors are driving the market move: lower crude prices, strong bank quarterly updates, positive corporate earnings expectations, supportive global market cues and buying in beaten-down stocks after the recent correction. With the RBI policy decision due Wednesday and TCS earnings on Thursday, investors are now watching whether the recovery can sustain.Meanwhile, the World Bank has raised its India FY27 GDP growth forecast to 7.1%, from 6.6% earlier. Strong domestic demand, private consumption and exports have supported the upgrade, although the World Bank has warned about risks from elevated oil prices, El Niño and global financial-market corrections. In this episode of IPS Finance, we decode the five reasons behind today’s market rally, examine the key triggers that could influence the next move, and break down the World Bank’s latest GDP forecast for India.

A growing political campaign against Chief Election Commissioner Gyanesh Kumar has intensified, with the CJP demanding his resignation over allegations related to electoral-roll revision and the functioning of the Election Commission. The CJP has also announced nationwide protests, while opposition parties have separately stepped up their demands for action against the CEC. In Tamil Nadu, the issue has become part of the wider political debate ahead of the Dharapuram and Madurantakam by-elections. DMK president M.K. Stalin has publicly demanded Gyanesh Kumar’s resignation and a halt to the Special Intensive Revision (SIR), while TVK has taken a more cautious position on the demand to remove the CEC.Meanwhile, TVK’s participation in the INDIA bloc’s discussions over the Election Commission has added another dimension to the political equations involving TVK, DMK and AIADMK. In this episode of IPS, we examine the CJP’s campaign against Gyanesh Kumar, the demands for his resignation, the contrasting positions of political parties, and how the Election Commission controversy is intersecting with the Tamil Nadu by-election battle.

ITC shares witnessed a sharp rise on Monday, emerging among the top gainers in the Sensex pack. One key trigger was global brokerage Citi upgrading ITC from ‘Sell’ to ‘Buy’ and raising its target price to ₹300, citing improving risk-reward after the stock’s steep correction. Citi also expects the company’s pricing actions and portfolio changes to support a gradual recovery despite near-term pressure on cigarette earnings.Meanwhile, investors have several important economic triggers to watch this week. The RBI Monetary Policy Committee meeting, fresh economic data, global bond yields and crude oil prices are expected to remain in focus. The GST Council’s October 7 meeting is also being closely watched for proposed GST 2.0 process reforms, including changes related to input-tax credit and refunds. The week will also mark the beginning of the September-quarter earnings season, with TCS results among the key corporate events, while US bond yields, the rupee and crude prices could influence market sentiment. In this episode of IPS Finance, we decode the reasons behind ITC’s sudden rise and track the key economic events and market triggers investors need to watch this week.

A shocking incident involving an alleged human sacrifice linked to AI raises disturbing questions in this episode. We also explore the mysteries and historical wonders surrounding Poompuhar, the ancient Chola port city known for its rich maritime history and archaeological significance.The episode also looks at the latest Aavin controversy and political developments surrounding the TVK government, amid an increasingly intense political climate in Tamil Nadu. In this episode of Imperfect Show, we decode the shocking AI-related incident, explore the mysteries of Poompuhar, and examine the latest Aavin and TVK developments.

A fresh political controversy has erupted after DMK president M.K. Stalin’s remarks about TVK’s Dharapuram by-election candidate P. Sathyabama. TVK has accused Stalin of making derogatory comments about her appearance, while reports say the remarks have triggered a sharp political response from Vijay’s party.Meanwhile, TVK is set to participate in the INDIA bloc’s consultative meeting in Delhi. The meeting is expected to discuss allegations surrounding electoral-roll revision and the Election Commission, with TVK maintaining its own position on the issue. In this episode of IPS, we decode the Stalin–TVK controversy, TVK’s participation in the INDIA alliance meeting, and the political developments unfolding ahead of the Tamil Nadu by-elections.

How many stocks are actually enough for a well-diversified portfolio? Holding too few stocks can increase company-specific risk, while owning too many can make it difficult to track individual businesses effectively. In this episode, we look at the “small calculation” behind portfolio diversification and the factors investors should consider before deciding how many stocks to own. Meanwhile, an interesting divergence is emerging between US and Indian markets. US equities have remained relatively resilient at elevated levels at various points this year, while Indian stocks have faced significant pressure. Recent data shows Indian benchmarks suffered a sharp September decline, with rising crude prices, higher US bond yields, a weaker rupee and sustained foreign investor selling weighing on sentiment.So, why doesn't a strong US market automatically translate into gains for Indian equities? How do US Treasury yields, crude oil, the dollar, FII flows and global risk appetite influence the Indian market? And what does this divergence mean for investors building a diversified portfolio? In this episode of IPS Finance, we decode the ideal number of stocks in a portfolio and explain why the US and Indian markets can move in different directions—even amid the same global geopolitical environment.

The ongoing by-election campaign in Tamil Nadu has intensified, with political parties stepping up their activities ahead of polling in Dharapuram and Madurantakam. TVK president and Chief Minister C. Joseph Vijay and DMK president M. K. Stalin have both entered the campaign arena, putting the spotlight on the two constituencies. At the same time, a CJP protest has raised questions around the Election Commission and the conduct of the electoral process. The protest and the concerns being raised around the Chief Election Commissioner (CEC) have added another layer to the political debate. Claims and allegations made by political groups are examined separately from established facts.With the by-elections approaching, campaign strategies, complaints to election authorities, candidate movements and voter concerns are all becoming increasingly important. The contest is also being closely watched for what it reveals about the evolving political equations between TVK, DMK and AIADMK.What are the key issues behind the CJP protest? What concerns are being raised about the Election Commission? How are Vijay and Stalin approaching the final phase of the by-election campaign? And what could shape the political narrative in Dharapuram and Madurantakam? In this episode of Imperfect Show, we decode the latest developments surrounding the CJP protest, the Election Commission and the high-voltage by-election campaign.

Is a PE ratio of around 20 really a warning sign, or can it be considered a normal valuation level for the Indian market? With the Nifty’s long-term valuation being closely watched by investors, we decode what a PE of 20 actually tells you—and why PE alone may not be enough to judge whether a stock is expensive or cheap. Recent market commentary has also placed the broader market PE around the 20 level.What happens if you gift shares to your wife? Under Indian income-tax rules, shares and securities received as gifts are generally covered by the rules for specified movable property, but gifts received from a relative, including a spouse, are exempt from tax in the recipient’s hands. The subsequent income or gains from those shares can, however, have separate tax implications.And what exactly is a Block Deal? Large transactions involving substantial quantities of shares are disclosed separately on the exchanges, giving investors a way to track significant buying or selling activity by institutional or other large participants. Recent exchange disclosures show block and bulk deals running into hundreds of crores.In this episode of IPS Finance, we decode the PE 20 concept, the tax rules around gifting shares to your spouse, and how Block Deals work in the stock market.

The political battle in Tamil Nadu has intensified ahead of the Dharapuram and Madurantakam by-elections, with TTV Dhinakaran making fresh remarks on the possibilities of an alliance involving TVK and AIADMK. Dhinakaran has said that the AIADMK camp had considered seeking Vijay’s support to make Edappadi K. Palaniswami (EPS) Chief Minister if TVK could not form the government—while rejecting Vijay’s allegation that DMK and AIADMK had attempted to jointly form a government. At the same time, CM Vijay has accused the DMK and AIADMK of having a tacit understanding against TVK, particularly in the context of the current by-election campaign. EPS had earlier publicly challenged the DMK to join an alliance against TVK, adding another layer to the evolving political equations. These are competing political claims, and the parties have different accounts of the events.The episode also looks at the shocking Flydubai FZ1073 incident, in which Indian captain Smit Machchhar was reportedly stabbed during a cockpit confrontation on the Dubai–Tel Aviv flight. The aircraft diverted to Tabuk, Saudi Arabia, and all passengers and crew were reported safe. The circumstances and motive behind the incident remain under investigation. In this episode, we decode TTV Dhinakaran’s latest political remarks, the TVK–AIADMK–DMK equations involving Vijay and EPS, and the latest details of the Flydubai FZ1073 cockpit horror.