India’s current account deficit (CAD) widened to $7.4 billion in September 2026 from $5.2 billion in the corresponding month last year, mainly due to a sharp rise in primary income outflows and a slight dip in remittances, according to data released by the Reserve Bank of India (RBI) on Friday.

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Stock Insights
by Financial Express
The daily briefing that helps you make more informed investment decisions.

6 PLI-approved textile stocks to watch as India eases incentive rules
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Rs 20,000 cr military drone opportunity: 2 defence stocks betting on India's next military upgrade
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More nuclear power means more waste: 2 engineering stocks that could profit
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Maruti vs M&M vs Hyundai vs Tata Motors PV: Which stock offers growth at a better price?
Read here: https://www.fexp.in/BQ8tRs

See you tomorrow.
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Catch up on the top financial, business, and market stories before the day begins.

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📨 The Morning Essential
from Financial Express

Good morning. Charting the landscape—the structural trends, policy realities, and core insights required to navigate the day ahead.

Two of his brothers died in a week. He turned personal loss into lifesaving discoveries
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Relief for 1.5M flyers as US lifts nationwide ground stop: All we know about the FAA issue
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Microsoft apologises to customers and partners after global outage: What went wrong?
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Rs 32 lakh salary, Rs 5 crore wealth: Why AI-led job loss worries this 46-year-old IT worker
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Picking schemes in NPS gets easier with upfront risk classification
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You are reading The Morning Essential, a curated daily broadcast for decision-makers

India’s defence drone market is moving beyond surveillance and reconnaissance. The armed forces are looking to expand their capabilities in tactical strike, long-range surveillance and kamikaze drones. An estimated ₹20,000 crore procurement opportunity is emerging for military drones used in border surveillance, intelligence gathering and precision strikes.

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Investors were keenly awaiting Tata Motors Passenger Vehicles September 2026 quarterly results, in a bid to understand the turnaround in its operations.

At the Tata group company’s key UK operations of Jaguar and Land Rover (JLR) which account for nearly 78% of its consolidated revenues, the company had faced several operational headwinds in the first quarter of FY27 – a fire at a major component supplier at the start of the quarter, disruptions related to the Middle East crisis and the planned wind down of outgoing Jaguar models ahead of the launch of Jaguar Type 01.

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India’s nuclear expansion is creating an engineering opportunity that extends well beyond reactor manufacturing. The government aims to increase installed nuclear power capacity from 8.78 GW in 2026 to 100 GW by 2047. India currently operates 24 nuclear power reactors, excluding the 100 MW Rajasthan Atomic Power Station Unit 1. Every additional reactor also increases the need for specialised radioactive waste infrastructure.

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e government has lowered the entry barrier for textile manufacturers seeking production-linked incentives, potentially encouraging fresh investments in man-made fibre (MMF) apparel, fabrics and technical textiles.

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In the space of about a week, a young man in Madras lost both his elder brothers to the same wasting illness. He had survived what had killed his brothers, but their deaths would stay with him. Somewhere in that grief, a purpose began to take shape. Yellapragada SubbaRow would spend the rest of his life searching for ways to fight the diseases that had taken so much from him and from countless other families.

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Some men are born loud. Mahesh Bhupathi was not one of them.

His father, CG Krishna Bhupathi, a former top-6 national player from the era of Ramanathan Krishnan, once said of his son: “It’s impossible to get him to speak three words in three minutes.”

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Gold and silver have a way of slipping out of the spotlight. They can stay dormant for several years, and then, almost overnight, they become the talk of the town.

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When I read Aarav Sharma’s investment journey, one thing stood out. He did not build a Rs 1 crore portfolio by making perfect investment decisions from the beginning. In fact, he admits that some of his early mutual fund choices were poorly planned and that he often picked schemes based on past returns or recommendations from others.

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📨 The Evening Essential
from Financial Express

Good evening. The noise stripped away—here is the definitive record of today's defining journalism, exclusives, and master essays from our newsroom.
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12 Grand Slams, ₹100 cr in annual billings: The quiet Indian tennis star called a ‘shark’
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Bad mutual fund picks, Rs 1 crore wealth: 7 lessons from this 29-year-old investor
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Gold or Silver? The one big reason why I prefer one over the other
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4 Debt Mutual Fund Categories to Explore When Interest Rates Are Rising
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Microsoft 365 services ‘fully restored’? Company shares latest update
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You are reading The Evening Essential, a curated daily broadcast for decision-makers.

The Indian debt market is navigating a challenging and increasingly uncertain interest rate environment, with inflationary pressures, geopolitical tensions, volatile crude oil prices and changing global monetary policy expectations influencing the trajectory of bond yields.

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Tata Trusts Chairman Noel Tata on Saturday warned that a public listing of Tata Sons could change the group’s traditional business philosophy, with a broader shareholder base eventually placing profits ahead of philanthropy.

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I earn Rs 70,000 a month, have no savings or investments and want to buy a house in Noida on my own by 2029. ChatGPT’s plan calculates how much I could save by then, and why I may have to wait longer for my dream home.

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By most measures, Rohit Saran has done everything right. He has been working for 24 years. His mutual funds are worth about Rs 2.6 crore. His house in Chandigarh is paid off. He owes nobody anything.

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Stock Insights
by Financial Express

The daily briefing that helps you make more informed investment decisions.

Meet the smallcap lender with faster profit growth and a lower valuation than Tata Capital
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2 newly listed engineering stocks in solar and wind. One has a Rs 6,500 cr order book
Read here: https://www.fexp.in/BuhNc9

2 picks-and-shovels stocks for India’s premium liquor push. One’s profit jumped 114.9%
Read here: https://www.fexp.in/efH+xe

See you tomorrow.

FE Stock Insights on WhatsApp: Follow our official channel for daily data-backed views and opinions. No noise, we promise -
https://www.fexp.in/gv-Sdz

📰 *The Financial Express

Catch up on the top financial, business, and market stories before the day begins.

Read today’s complete E-Paper here: https://www.fexp.in/1LQ0fr

India’s premium liquor industry is booming. And its valuations reflect that. This potentially leaves little for retail shareholders looking for investment opportunities in this space. However, there may be an alternate way to ride this opportunity. A picks and shovels play – the glass packaging industry.

Read More: https://www.fexp.in/efH+xe