EEPC-Daily-Newsletter
Friday, 30-Jan-2026
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World will soon run short of cop­per due to power demand, AI data centres

The Hindu Business Line
30-Jan-2026

The Eco­nomic Sur­vey has raised con­cerns that the world will soon run short of cop­per due to the massive pro­lif­er­a­tion of AI-enabled data centres and the cur­rent state of expo­nen­tial growth in power demand. Cit­ing examples, the Sur­vey poin­ted out that it would take 1,194 truck­loads to provide the 2,866 tonnes of cop­per needed for a 1 gigawatt (GW) wind tur­bine — that’s just for the cop­per — illus­trat­ing the invest­ment and oper­a­tional costs involved.


India is an oasis of sta­bil­ity in a tur­bu­lent world: Eco­nomic Sur­vey

The Hindu Business Line
30-Jan-2026

The Eco­nomic Sur­vey on Thursday under­scored India’s strongest eco­nomic per­form­ance in dec­ades, pro­ject­ing GDP growth for 2026-27 at 6.8-7.2 per cent at a time when the global sys­tem no longer rewards eco­nomic suc­cess with cur­rency sta­bil­ity, assured cap­ital flows or stra­tegic insu­la­tion.


India to become Viksit Bharat by 2047 des­pite strong global head­winds: CEA

The Hindu Business Line
30-Jan-2026

Chief Eco­nomic Advisor V Anantha Nageswaran on Thursday evoked the intrepid journ­al­ist Mark Tully’s treat­ise on India’s indefatig­able spirit to express optim­ism that the goal of Viksit Bharat by 2047 would be achieved des­pite strong global head­winds.


QCO frame­work aligned to industry read­i­ness pro­posed

The Hindu Business Line
30-Jan-2026

The Eco­nomic Sur­vey 2026 has upheld Qual­ity Con­trol Orders (QCOs) as vital tools for mit­ig­at­ing repu­ta­tional risks linked to incon­sist­ent qual­ity. However, it sim­ul­tan­eously called for a stra­tegic shift to ensure these reg­u­la­tions do not become a bur­den on MSMEs. The Sur­vey pro­posed a ‘for­ward­look­ing’ QCO frame­work fea­tur­ing rig­or­ous pre­noti­fic­a­tion assess­ments, cal­ib­rated trans­ition peri­ods, adequate national test­ing capa­city and a stronger align­ment with industry read­i­ness.


Ker­ala shows the way in integ­rat­ing RE to grid

The Hindu Business Line
30-Jan-2026

Even as the Centre attempts to enhance the use of bat­tery energy stor­age sys­tems (BESS) for bet­ter util­isa­tion of renew­able energy, Ker­ala is set­ting the pace through tar­geted policy inter­ven­tion for more e ect­ive and ecient grid man­age­ment. The renew­able energy (RE) sys­tems of solar and wind are highly mater­ial-intens­ive and depend on cap­ital-intens­ive energy stor­age tech­no­lo­gies for integ­ra­tion into the grid.


Export diver­si­fic­a­tion beats US tar­iff effect

The Hindu Business Line
30-Jan-2026

Mar­ket diver­si­fic­a­tion helped Indian export­ers in sev­eral labour-intens­ive sec­tors blunt the impact of the 50 per cent tari s imposed by the US in August 2025, with ship­ments swiftly redir­ec­ted to altern­at­ive mar­kets, the Eco­nomic Sur­vey said. While the tari s delivered a sec­tor-spe­cific shock, indus­tries such as gems and jew­ellery, tex­tiles, mar­ine products, auto­mo­biles, phar­ma­ceut­ic­als, paper and leather showed not­able resi­li­ence. The rebound was driven largely by a stra­tegic shift away from the US towards non-US des­tin­a­tions, the Sur­vey noted.


Infla­tion to be benign in FY27, global risks may stay

The Hindu Business Line
30-Jan-2026

The Eco­nomic Sur­vey expects retail infla­tion based on the Con­sumer Price Index (CPI) to be benign in fiscal year 2026­27 (FY27). “For FY27, both the RBI and the IMF project a mod­er­ate uptick in head­line infla­tion, though it is expec­ted to remain within the MPC’s 2–6 per cent tar­get band. The Eco­nomic Sur­vey sim­il­arly anti­cip­ates some­what higher head­line and core infla­tion (exclud­ing pre­cious metals) rel­at­ive to FY26. Nev­er­the­less, infla­tion­ary pres­sures are expec­ted to stay con­tained,” stated the Sur­vey, which was tabled in Par­lia­ment on Thursday.


Call for cor­rec­tion of inver­ted duties, lower­ing logist­ics costs

The Hindu Business Line
30-Jan-2026

The Eco­nomic Sur­vey 2026 has called for cor­rec­tion of inver­ted duties, lower logist­ics and reg­u­lat­ory costs, and faster infra­struc­ture upgrades to boost export com­pet­it­ive­ness, emphas­ising that these steps are crit­ical to main­tain­ing...


Auto exports hit top gear backed by policy push

The Hindu Business Line
30-Jan-2026

The automobile industry is witnessing a surge in export growth, with more than 53 lakh vehicles shipped in FY25 and posting double-digit growth in the first half (H1) of 2025-26, reflecting rising global acceptance of India-made vehicles, said the Economic Survey.


Tata Motors (CV) net slumps 48% on higher costs, expenses

The Hindu Business Line
30-Jan-2026

Com­mer­cial vehicles maker Tata Motors repor­ted a 48 per cent fall in Q3 net profit on higher expenses and costs related to new labour code and demer­ger scheme. Rev­enue rose 16 per cent on decent volumes and bet­ter real­isa­tions and the com­pany...


‘Swade­shi must build exports, not erect walls’

The Hindu Business Line
30-Jan-2026

India’s swade­shi strategy must be pur­sued with dis­cip­line rather than as a blanket doc­trine in a world of shift­ing geo­pol­it­ical align­ments, and should be judged not merely by import sub­sti­tu­tion but by the abil­ity to build export...


Maruti Suzuki down 3% as performance disappoints

The Hindu Business Line
30-Jan-2026

Maruti Suzuki shares were down nearly 3 per cent on Thursday despite marginal increase in consolidated net profit in Q3FY26. Brokerages trimmed target prices on the stock due to weaker-than-expected Q3 performance.


Zinc: Wait for a breakout to take fresh long positions

The Hindu Business Line
30-Jan-2026

Zinc prices have risen sharply this week. The  on the MCX has surged about 8 per cent so far this year. It is currently trading at ₹342 per kg. Indeed, the contract spiked to an intraday high of ₹354 per kg in the early trade Thursday and came down the same day. 


Eco Survey maps swadeshi path to strategic resilience, indispensability

Business Standard
30-Jan-2026

EXPECTS GDP TO GROW AT6.8-7.2% IN FY27 AMID MACROECONOMIC STABILITY


India is indeed an oasis of macro stability: CEA

Business Standard
30-Jan-2026

At a press conference after the Economic Survey


INR ~ slips to 92 vs $ before RBI pulls it back slightly

Business Standard
30-Jan-2026

The rupee touched a new intraday low of 92 against the greenback on Thursday,


FTA with EU is for ambitious India: PM Modi

Business Standard
30-Jan-2026

Prime Minister Narendra Modi on Thursday said the free trade pact with the European Union (EU)


FY27 outlook is of steady growth

Business Standard
30-Jan-2026

Slippages in state finances could ripple through mkts, affecting govt bond yields


Survey gives clear direction Viksit Bharat towards

Business Standard
30-Jan-2026

The Economic Survey2025-26 presents a number of interesting aspects of the Indian economy both for medium and long term.


Manufacturing plan requires rejig to anchor India in GVCs

Business Standard
30-Jan-2026

Survey calls for continued tariff rationalisation to boost competitiveness


Swadeshi push, not indiscriminate sheltering of industries, necessary

Business Standard
30-Jan-2026

Swadeshi is inevitable and necessary for India as developed nations raise export controls,


Of Economic Surveys and Union Budgets

Business Standard
30-Jan-2026

DATANOMICS


EEPC-Daily-Newsletter