Peak XV, one of India’s largest venture capital (VC) firms, is cashing out big in 2025. Its early bets on Groww, Pine Labs, Meesho, Lenskart, Ather, Wakefit, Blinkit, Tata 1mg, and ixigo have together delivered ₹70,000-90,000 crore this year. For readers, it signals a turning point where Indian startups are creating real returns, not just headline valuations.

India has 1.97 lakh DPIIT-recognised startups, but only 4,147, a mere 2%, qualify for the government’s top profit-linked tax exemption, according to new Parliamentary data. While startups have created 21.11 lakh jobs and secured ₹47,500 crore in GeM orders, the strict eligibility norms mean the vast majority never access this flagship tax benefit, raising questions about policy reach.

The Sleep Company, led by co-founder Priyanka Salot, saved ₹12 crore after choosing not to follow Google and Meta’s advice on store-visit ad campaigns. A zero-budget test in two cities showed no change in walk-ins, proving the ads weren’t driving footfall. The company cut the ₹1-crore monthly spend, underscoring the value of independent testing.

Meesho's ₹5,421.2-crore IPO was fully subscribed within the first hour of bidding, while Aequs' ₹921.81-crore IPO and Vidya Wires' ₹300-crore IPO reached the same point within two hours. All three IPOs will be open for subscription till December 5. The GMP for Meesho's IPO is over 40%, for Aequs and Vidya Wires it's around 37.5% and 11%, as per reports.

Warren Buffett’s $4.3 billion Alphabet buy in Q3 2025 highlights a move toward AI inference, where costs exceed training by over 15-fold and demand may hit 70% by 2030. With TPUs cutting computing costs by 65% and strong revenue growth, Google’s scale creates durable value, supporting Berkshire’s strategic rotation.

Apollo Micro Systems allotted 28.89 lakh equity shares of ₹1 each after receiving the ₹24.70 crore warrant exercise price at an issue price of ₹114. With paid-up capital at ₹35.72 crore, Apollo also received a 15-year industrial explosives and manufacturing license, enabling defence aircraft for UAS, INS and radar equipment production.

India’s ice-cream market hit ₹268 billion in 2024 and is set to reach ₹1,078 billion by 2033 at 16.7% CAGR. With the December 5, 2025 split allocating 1 KWIL share for every 1 HUL share, the move highlights rising demand, premium flavours and fast-growing retail and e-commerce consumption.

India's markets touched record highs before slipping, highlighting a gap between index performance and individual stocks, many of which remain far below past peaks. With the rupee at record lows and foreign outflows adding pressure, analysts point to narrow market leadership, stretched small- and mid-cap valuations and the need for sector rotation as investors assess late-2025 conditions.

V Anantha Nageswaran, PM Modi's economic advisor, said he's not losing his sleep over the Indian rupee falling to all-time lows, crossing the 90-a-dollar mark for the first time. "It'll come back next year. Right now, it's not hurting our exports or inflation," Nageswaran said. "If it has to depreciate, now probably is the right time," he added.

In November 2025, Indian equity markets rallied as the Nifty climbed to new all-time highs after a 14-month consolidation. Improving global sentiment, optimism around the US–India trade deal, stable Q2 earnings and returning FII flows lifted sectors like IT, auto and financials, while FMCG, chemicals and metals saw corrections driven by valuation resets and profit booking.

Quartile ranking divides funds into four 25% buckets - Q1, Q2, Q3 and Q4 - to show whether a scheme is a leader, average performer or laggard. Using 1-year, 3-year or 5-year returns, it helps investors assess whether a fund is outperforming or underperforming its peers and supports better decisions without complex ratios or jargon.

Billionaire Uday Kotak reacted after Indian rupee crossed the 90-mark against US dollar on Wednesday, falling to a new record low. "Proximate reason…foreign selling of Indian stocks, both FPI & PE under FDI. Indian investors buying. Time will tell who is smarter," Kotak said. "For now foreigners seem smarter…Time for Indian business to shake out of comfort zone," he added.

Indian investors limiting capital to domestic equities face risks from policy shifts, currency volatility and sector downturns. With AI, EVs, semiconductors and digital infrastructure led by global giants like Nvidia, Tesla, Microsoft and Alphabet, investing outside India under LRS or via mutual funds, ETFs and NSE IFSC offers strategic diversification and access to transformative growth trends.

Unlisted shares of Wakefit and Corona Remedies were trading at a premium of up to 18% in the grey market on Wednesday, ahead of their IPOs next week. Home and furnishings startup Wakefit has set a price band of ₹185-195 per share for its ₹1,289 crore IPO. Pharma firm Corona Remedies' IPO is worth ₹655.37 crore.

Indian rupee crossed the 90-mark against US dollar. A weaker rupee will make imports more expensive, particularly for crude oil, as India imports 90% oil. As India depends on overseas suppliers for electronics, fertilisers and edible oil, a weak rupee will inflate these bills. It may also decline foreign direct investment inflow. While exporters may benefit from a weaker currency.

Tata Consultancy Services (TCS) has terminated the services of 365 employees at its Pune office over the past few days, Pune Mirror reported. This comes months after the IT major announced that it'll be undertaking massive layoffs, set to affect 12,000 employees or 2% of its workforce. Three of the fired Pune employees have lodged complaints with the Labour Commissioner.

Union Minister Mansukh Mandaviya on Wednesday said labour-related rules are currently being framed and will be republished soon. The remark comes after trade unions flagged concerns over the recently unveiled four new labour codes. Once the rules are issued, most concerns around implementation and compliance raised by industry and labour groups will be resolved, the minister noted.

The Enforcement Directorate has put up a Hawker 800A jet seized in the ₹792 crore Falcon Group scam case for auction. The aircraft, worth around ₹14 crore, was used by the scam's mastermind CMD Amardeep Kumar to flee India. "The proceeds...shall be eventually used for the purpose of restitution to the victims of the scam," ED said.

A 35-year-old Indian man named Mohammed Asif has been sentenced to two-year jail after he pleaded guilty to orchestrating a multi-million dollar healthcare fraud in US. Asif, caught while he was attempting to board an international flight, has been fined $1.17 million (₹10.6 crore). Asif and his co-conspirators billed a now-defunct diagnostic lab for COVID-19 tests that were never performed.

Kotak AMC MD Nilesh Shah explained that Indian exporters can benefit from the Indian rupee falling to historic lows by pushing their products. "If that happens, growth could get supported overall," he noted, stating that a weaker currency could make Indian goods more competitive abroad. He added that policy support and improved infrastructure will be critical to realise the benefits.

As per analysts, weakening of rupee comes as trade deal between India and US stays in limbo. Dilip Parmar, analyst at HDFC Securities, said that rupee's fall was "first and foremost" an "imbalance of demand and supply" with foreign fund outflows and trade deal uncertainty adding more problems. Another key factor, the analyst added, was lack of intervention from RBI.

Chinese snack brand Three Squirrels is facing criticism after pictures surfaced online showing nameplates calling employees 'Rat Dad' and 'Rat Mum' during an internal meeting. A social media user joked, "There's even a deputy secretary called 'Shu Dandan', or 'Rat's Egg'. So hilarious." A customer had shared online that customer service representatives of the company address customers as 'master'.

Meesho's ₹5,421.2-crore IPO, Aequs' ₹921.81-crore IPO and Vidya Wires' ₹300-crore IPO were fully subscribed within hours of opening on Wednesday. Latest grey market premium (GMP) for Meesho is ₹49, indicating a 44.14% premium. GMP for Aequs IPO stood at ₹46.5, suggesting a 37.50% premium on listing. GMP for Vidya Wires IPO stood at ₹6, indicating a potential premium of 11.54%.

Serious Fraud Investigation Office (SFIO) will file its chargesheet against Vivo this month in an alleged fund diversion case, Moneycontrol reported, citing government sources. This comes after SFIO launched a probe into Chinese smartphone makers following a Registrar of Companies (RoC) report alleging fund diversion of around ₹6,000 crore. Notably, the wider probe also involves Oppo and Xiaomi.

Supreme Court upheld a penalty imposed by SEBI on Reliance Industries and two of its officials for not making prompt clarification to stock exchange about Jio and Facebook deal in 2020. SC dismissed firm's appeal against a tribunal's decision upholding ₹30 lakh penalty. The firm didn't issue timely clarification in response to widespread media reports on the deal, SEBI said.